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top tips for netsuite users

Top Tips for NetSuite Users

NetSuite is a robust and versatile business management software that empowers organisations to streamline their operations, improve efficiency, and drive growth.  To harness the full potential of NetSuite, it’s essential to understand its features and best practices.  In this blog post, we’ll explore some top tips for NetSuite users and help you make the most out of your NetSuite experience.

  1. Customise NetSuite to Fit Your Business: One of the key advantages of NetSuite is its flexibility.  Tailoring the software to your specific business needs can significantly enhance your productivity.  Leverage NetSuite’s customisation capabilities to create custom fields, forms, and workflows that align with your unique processes.  Invest time in mapping out your requirements and work closely with experienced NetSuite consultants or developers to implement the necessary customisations.
  2. Utilise Saved Searches: Saved Searches are a powerful feature in NetSuite that allows you to create customised search queries to retrieve specific information from your database.  They can be used for tasks like generating reports, analysing data, monitoring key performance indicators, and identifying trends.  Spend time exploring and mastering the Saved Search functionality to gain insights into your business operations and make data-driven decisions.
  3. Embrace Automation with Workflows: NetSuite’s workflow automation capabilities can save you time and reduce manual efforts.  By creating workflows, you can automate repetitive tasks, enforce business rules, and streamline processes across various departments.  Whether it’s automating order fulfillment, expense approvals, or inventory management, leverage workflows to improve efficiency and ensure consistency in your operations.
  4. Master Advanced Financial Management: NetSuite’s financial management features provide comprehensive tools for managing your organisation’s finances.  Take advantage of advanced modules like multi-currency management, revenue recognition, budgeting and planning, and financial reporting to gain a deeper understanding of your financial performance.  Familiarise yourself with these modules to effectively manage complex financial processes and make informed decisions.
  5. Integrate NetSuite with Third-Party Applications: NetSuite offers a range of integration options, allowing you to connect with external systems such as CRM platforms, e-commerce platforms, and other business-critical applications.  Integrating NetSuite with your existing software ecosystem eliminates data silos and enables seamless information flow across your organisation.  Explore SuiteTalk (SOAP) or SuiteScript (JavaScript) to build integrations or consider pre-built connectors provided by NetSuite’s SuiteCloud ecosystem.
  6. Stay Up-to-Date with NetSuite Releases: NetSuite continuously releases updates and enhancements to improve the platform’s functionality and address user feedback.  Stay informed about these releases and take advantage of new features and enhancements that can further optimise your business processes.  Engage with the NetSuite community, join user groups, and subscribe to newsletters or forums to keep up with the latest updates and industry best practices.


NetSuite is a powerful tool that can revolutionise the way you manage your business processes.  By customising the system, leveraging automation, and integrating with other applications, you can unlock its full potential.  Embrace the tips outlined in this blog post, and continuously seek opportunities to expand your NetSuite knowledge.  With careful implementation and ongoing optimisation, NetSuite can become a catalyst for your organisation’s growth and success.

Cofficient have a team of experts who can help with all customisations and integrations.  Get in touch if you’d like to speak to an expert.