| Introduction |
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1 | (6) |
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2 | (1) |
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How This Book Is Organized |
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4 | (2) |
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Part II: Tracking Money and Resources |
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Part III: Marketing and Driving Sales |
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4 | (1) |
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Part IV: Taking Care of Your Partners and Customers |
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4 | (1) |
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5 | (1) |
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Part VI: Dashboards, Searches, and Analytics |
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Part VII: The Part of Tens |
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Bonus
Chapters on the Companion Web Site |
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6 | (1) |
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6 | (1) |
| Part I: NetSuite Basics |
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7 | (52) |
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Chapter 1 Peeking Under the NetSuite Hood |
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9 | (12) |
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10 | (1) |
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Naming Your Most Important Data |
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10 | (2) |
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10 | (1) |
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11 | (1) |
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12 | (1) |
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12 | (4) |
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13 | (1) |
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14 | (1) |
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14 | (1) |
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Fulfillment and project tracking |
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14 | (2) |
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Leveraging Key Data to Make Excellent Decisions |
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16 | (2) |
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16 | (1) |
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17 | (1) |
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18 | (1) |
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Going Global with NetSuite OneWorld |
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18 | (3) |
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19 | (1) |
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19 | (2) |
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Chapter 2 Tailoring NetSuite to Your Company |
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21 | (16) |
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22 | (1) |
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Customizing from the Get Go: Setting up NetSuite |
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22 | (9) |
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23 | (1) |
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24 | (1) |
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Rename Records and Transactions |
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24 | (1) |
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25 | (1) |
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26 | (1) |
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Printing, Fax, and E-mail Preferences |
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26 | (1) |
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Getting picky about Set Preferences |
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27 | (4) |
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Customizing Fields, Records, Forms, and Lists |
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31 | (1) |
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31 | (1) |
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31 | (1) |
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32 | (1) |
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32 | (1) |
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32 | (4) |
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Saving an Excel spreadsheet as a CSV file |
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33 | (1) |
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Thinking about data import |
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33 | (1) |
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Using the CSV Import Assistant |
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34 | (2) |
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Custom Programming with SuiteScript |
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36 | (1) |
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Chapter 3 Personalizing Your Suite |
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37 | (14) |
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37 | (2) |
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38 | (1) |
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38 | (1) |
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38 | (1) |
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Keeping Tabs and Checking Your Dashboard |
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39 | (1) |
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39 | (1) |
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The Home dashboard and overviews |
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40 | (1) |
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40 | (4) |
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41 | (2) |
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Accessing information in records |
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43 | (1) |
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Locating records using lists |
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43 | (1) |
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Saving Searches (and Time) |
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44 | (1) |
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45 | (2) |
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45 | (1) |
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46 | (1) |
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Using a wildcard in numeric searches |
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46 | (1) |
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Editing global search results |
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47 | (1) |
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Clocking in on the Calendar |
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47 | (4) |
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Setting up calendar preferences |
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48 | (1) |
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48 | (2) |
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Attaching events to records |
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50 | (1) |
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Chapter 4 Grabbing Hold of the Dashboard |
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51 | (8) |
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Being Privy to Different Portlets |
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51 | (3) |
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Adding, Subtracting, and Moving Portlets |
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54 | (2) |
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Adding and removing portlets |
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54 | (1) |
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55 | (1) |
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56 | (5) |
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56 | (1) |
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Flagging metrics that meet a threshold |
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57 | (1) |
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57 | (1) |
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58 | (1) |
| Part II: Tracking Money and Resources |
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59 | (74) |
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Chapter 5 Bookkeeping Basics |
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61 | (22) |
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Managing Your Chart of Accounts |
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62 | (7) |
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Creating and editing accounts |
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63 | (1) |
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Examining account registers |
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64 | (1) |
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Assigning account numbers |
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65 | (1) |
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Running a general ledger report |
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66 | (1) |
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Debits, Credits, and Journal Entries |
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66 | (1) |
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Seeing the debits and credits |
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67 | (1) |
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Creating a new general journal entry |
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68 | (1) |
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69 | (1) |
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70 | (13) |
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71 | (2) |
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Transferring money between accounts |
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73 | (1) |
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73 | (2) |
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75 | (1) |
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Putting it on plastic: Credit cards |
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76 | (2) |
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Exploring bank and credit card registers |
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78 | (1) |
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79 | (4) |
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Chapter 6 Invoicing Customers and Paying the Bills |
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83 | (26) |
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Getting What's Coming to You: Accounts Receivable |
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84 | (16) |
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Creating invoices and cash sales |
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84 | (2) |
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Assessing finance charges |
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86 | (3) |
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Recording a customer payment |
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89 | (1) |
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Applying customer deposits |
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90 | (2) |
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Applying customer credits |
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92 | (1) |
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Knowing what they owe you |
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93 | (3) |
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Sending a statement of account |
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96 | (2) |
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Sending collections letters |
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98 | (2) |
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Paying the Piper: Accounts Payable |
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100 | (9) |
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100 | (2) |
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102 | (1) |
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103 | (1) |
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Keeping track of your obligations |
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103 | (2) |
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Sending and receiving electronic payments |
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105 | (1) |
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105 | (4) |
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Chapter 7 Managing Inventory |
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109 | (24) |
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109 | (3) |
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Goods and services bought and sold |
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110 | (1) |
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110 | (1) |
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110 | (1) |
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Utility drawer-type item types |
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111 | (1) |
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112 | (6) |
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Entering basic item information |
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112 | (1) |
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113 | (1) |
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114 | (4) |
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Creating and Managing Inventory Items |
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118 | (7) |
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Staying on ledger accounts |
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118 | (1) |
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Keeping stock information |
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118 | (1) |
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Assigning costing methods |
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119 | (1) |
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Setting default accounting |
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120 | (1) |
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Setting and adjusting inventory levels |
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120 | (1) |
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Creating a standard inventory adjustment |
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121 | (1) |
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Creating an inventory adjustment worksheet |
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122 | (1) |
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Making items available in the Web store |
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122 | (1) |
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Managing multi-location inventory |
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123 | (2) |
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Designating preferred vendors |
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125 | (1) |
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125 | (3) |
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Using purchase orders to receive inventory |
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126 | (1) |
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Replenishing inventory and calculating demand |
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127 | (1) |
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128 | (1) |
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Enabling advanced shipping |
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128 | (1) |
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Managing committed items and back orders with sales orders |
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128 | (1) |
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Reporting on Your Inventory |
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129 | (1) |
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Using Advanced Inventory Features |
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130 | (3) |
| Part III: Marketing and Driving Sales |
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133 | (66) |
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Chapter 8 Building a Campaign: Marketing Automation |
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135 | (24) |
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Selling You on Marketing Campaigns |
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136 | (17) |
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Setting up a campaign domain |
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136 | (5) |
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141 | (2) |
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Putting your eye on the target |
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143 | (3) |
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Creating campaign marketing templates |
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146 | (4) |
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Planning events: Setting up e-mail, direct mail, ads, and more |
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150 | (3) |
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153 | (3) |
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153 | (1) |
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Creating keyword campaigns in bulk |
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153 | (2) |
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Importing keywords from a CSV file |
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155 | (1) |
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156 | (1) |
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Tracking Marketing Results |
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156 | (3) |
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Reviewing campaign responses |
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157 | (1) |
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158 | (1) |
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Chapter 9 Setting Up Sales Force Automation |
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159 | (22) |
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Turning On Sales Force Automation |
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159 | (1) |
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Stages and Statuses: Closing In |
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160 | (1) |
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161 | (6) |
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163 | (1) |
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164 | (1) |
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165 | (1) |
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Getting an example HTML template |
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166 | (1) |
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Assigning Leads to Sales Reps |
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167 | (4) |
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Creating sales rules and territories |
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168 | (1) |
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169 | (1) |
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Reassigning existing leads, prospects, or customers |
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170 | (1) |
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Managing Quotas and Forecasts |
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171 | (3) |
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171 | (2) |
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173 | (1) |
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Show Me the Money: Commissions |
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174 | (7) |
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175 | (1) |
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Creating commission schedules |
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176 | (1) |
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Creating and assigning commission plans |
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177 | (1) |
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178 | (3) |
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Chapter 10 Turning Leads into Customers |
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181 | (18) |
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Capturing the Elusive Lead |
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181 | (2) |
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182 | (1) |
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182 | (1) |
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Going On Record about Opportunities |
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183 | (3) |
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183 | (2) |
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Forecasting opportunities |
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185 | (1) |
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Creating Quotes from Opportunities |
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186 | (2) |
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Creating a quote from an opportunity |
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186 | (2) |
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188 | (1) |
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188 | (1) |
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189 | (1) |
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190 | (1) |
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Rocking the Customer Record |
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190 | (11) |
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Contacts, activities, notes, and e-mail on records |
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191 | (4) |
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Opportunities and transactions on records |
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195 | (1) |
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196 | (3) |
| Part IV: Taking Care of Your Partners and Customers |
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199 | (58) |
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Chapter 11 Delivering the Goods: Fulfillment and Shipping |
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201 | (16) |
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Feeling Fulfilled: Orders |
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201 | (7) |
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202 | (1) |
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Preferences you should know about |
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202 | (1) |
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Advanced versus nonadvanced shipping |
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203 | (1) |
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204 | (1) |
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205 | (2) |
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Picked, packed, and shipped |
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207 | (1) |
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Flipping about Shipping Orders |
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208 | (9) |
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208 | (4) |
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212 | (5) |
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Chapter 12 Managing Projects |
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217 | (18) |
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Priming Yourself for Project Management: Time and Billing |
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218 | (5) |
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220 | (1) |
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Estimating time and costs |
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221 | (2) |
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Managing Service-Oriented Tasks |
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223 | (3) |
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224 | (1) |
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225 | (1) |
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Enabling Project Features |
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226 | (1) |
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Setting Up Basic Projects |
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227 | (1) |
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Working with Advanced Projects |
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228 | (1) |
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Enabling advanced projects |
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228 | (1) |
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Allocating resources (aka people) |
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229 | (1) |
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Setting Up Advanced Projects |
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229 | (6) |
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230 | (1) |
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231 | (1) |
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232 | (3) |
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Chapter 13 Providing Excellent Customer Service |
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235 | (22) |
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Setting Up Case Routing and Notification |
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235 | (6) |
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Creating case rules and territories |
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236 | (3) |
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Setting up notifications for support reps and customers |
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239 | (2) |
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Allowing Customers to Submit Cases Online |
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241 | (9) |
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Accepting cases through the Customer Center |
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241 | (4) |
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Accepting cases through your Web site |
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245 | (4) |
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Accepting cases by e-mail |
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249 | (1) |
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Getting a Handle on Customer Inquiries |
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250 | (9) |
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250 | (2) |
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252 | (2) |
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254 | (3) |
| Part V: Setting Online |
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257 | (80) |
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Chapter 14 Planning Your Web Site |
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259 | (12) |
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Surfing NetSuite Site Options |
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259 | (7) |
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260 | (2) |
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262 | (1) |
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263 | (2) |
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External catalog sites with the WSDK |
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265 | (1) |
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Spinning Multiple Web Sites |
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266 | (1) |
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Setting Up Your Web Address |
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266 | (5) |
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267 | (1) |
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Setting up your domain name in NetSuite |
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267 | (2) |
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Setting your primary site URL |
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269 | (2) |
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Chapter 15 Adding Content to Your Site |
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271 | (22) |
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Knowing a Site from a Store in the Ground |
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271 | (1) |
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272 | (6) |
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272 | (1) |
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273 | (3) |
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Conquering with categories |
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276 | (2) |
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278 | (9) |
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Store name and description |
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278 | (3) |
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281 | (2) |
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Associating related items |
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283 | (3) |
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Featured or on-sale items |
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286 | (1) |
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Being the Town Crier: Publishing Information |
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287 | (1) |
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Getting Results with Site Search |
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288 | (5) |
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Enabling Advanced Web Search |
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289 | (1) |
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289 | (1) |
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290 | (1) |
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Setting your search preferences |
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291 | (1) |
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Publishing search results |
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291 | (2) |
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Chapter 16 Making Your Site Look Great |
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293 | (14) |
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293 | (6) |
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Styling your site with themes |
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294 | (2) |
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296 | (3) |
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299 | (1) |
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Using Advanced Site Customization Options |
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300 | (7) |
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Marching to the beat of your own theme |
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300 | (1) |
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301 | (1) |
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Creating a custom site theme |
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302 | (1) |
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302 | (2) |
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304 | (1) |
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304 | (3) |
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Chapter 17 Let the Shopping Begin |
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307 | (16) |
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Getting to Know Your Customers via Registration |
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307 | (2) |
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New customer? Please register! Or not |
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307 | (2) |
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309 | (5) |
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Credit and debit card processing |
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310 | (3) |
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313 | (1) |
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314 | (5) |
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315 | (1) |
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Setting the default shipping method |
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316 | (1) |
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Default Web site shipping address options |
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317 | (1) |
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Restricting countries you ship to |
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317 | (1) |
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Adding shipping cost to the shopping cart portlet |
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318 | (1) |
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319 | (2) |
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Crediting sales reps for Web orders |
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319 | (1) |
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Requiring a minimum order |
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320 | (1) |
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Legal jargon: Terms and conditions |
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320 | (1) |
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321 | (2) |
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Chapter 18 Fine-Tuning Your Site |
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323 | (14) |
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Optimizing for Search Engines |
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323 | (10) |
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Letting NetSuite handle things |
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323 | (1) |
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324 | (1) |
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325 | (1) |
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Feeding the hungry customer |
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326 | (2) |
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Describing descriptive URLs |
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328 | (2) |
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Redirecting: The 411 on 301s |
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330 | (1) |
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331 | (2) |
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Using Reports to Improve Your Site |
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333 | (6) |
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334 | (1) |
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335 | (2) |
| Part VI: Dashboards, Searches, and Analytics |
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337 | (78) |
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Chapter 19 Realizing the Power of Saved Searches |
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339 | (22) |
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Revving Up for a Saved Search |
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340 | (1) |
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340 | (10) |
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Setting general search options |
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340 | (1) |
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341 | (2) |
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Developing search criteria |
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343 | (4) |
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Choosing the results to display |
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347 | (3) |
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350 | (8) |
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350 | (2) |
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Using available search filters |
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352 | (1) |
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353 | (3) |
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Refining a search with And/Or expressions |
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356 | (1) |
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Highlighting data in search results |
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357 | (1) |
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Being Generous with Your Saved Searches |
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358 | (3) |
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358 | (1) |
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359 | (1) |
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Ways to use saved searches |
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359 | (2) |
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Chapter 20 Exposing Metrics on Your Dashboard |
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361 | (28) |
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Harnessing the Power of Key Performance Indicators |
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362 | (7) |
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363 | (1) |
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Adding the Key Performance Indicators portlet |
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363 | (4) |
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367 | (1) |
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Drilling down to the details |
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368 | (1) |
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Measuring Performance Using KPI Meters |
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369 | (2) |
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369 | (1) |
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Adding a KPI Meter portlet to your dashboard |
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370 | (1) |
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Setting up your KPI Meter |
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371 | (1) |
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Monitoring Activity Through Trend Graphs |
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371 | (6) |
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Setting up pop-up trend graphs |
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372 | (1) |
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Displaying a pop-up trend graph |
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373 | (1) |
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Adding a Trend Graph portlet to your dashboard |
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374 | (1) |
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Setting up a Trend Graph portlet |
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374 | (1) |
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Taking a tour of a trend graph |
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375 | (1) |
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Exporting data from a Trend Graph |
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376 | (1) |
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Grading Your Business with KPI Scorecards |
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377 | (6) |
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Enabling the KPI Scorecards feature |
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378 | (1) |
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Adding a KPI Scorecard portlet to your dashboard |
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379 | (1) |
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379 | (2) |
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Setting up a KPI Scorecard |
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381 | (1) |
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Using formulas in a KPI Scorecard |
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382 | (1) |
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383 | (3) |
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Adding a Custom KPI to a KPI portlet |
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384 | (1) |
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Displaying a Custom KPI in a Trend Graph portlet |
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385 | (1) |
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Showing a Custom KPI in a KPI Scorecard |
|
|
385 | (1) |
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Seeing Your Business Through Report Snapshots |
|
|
386 | (3) |
|
Adding a Report Snapshot portlet to the dashboard |
|
|
387 | (1) |
|
Setting up a Report Snapshot portlet |
|
|
387 | (2) |
|
Chapter 21 Reporting and Analytics |
|
|
389 | (26) |
|
Getting Started with Reports |
|
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389 | (4) |
|
Setting preferences for reports |
|
|
390 | (2) |
|
|
|
392 | (1) |
|
Finding and Accessing Reports |
|
|
393 | (1) |
|
|
|
393 | (6) |
|
Summary and detail reports |
|
|
394 | (1) |
|
Expanding or collapsing data |
|
|
395 | (1) |
|
Navigating through a report |
|
|
396 | (1) |
|
|
|
396 | (1) |
|
|
|
397 | (1) |
|
|
|
397 | (1) |
|
|
|
397 | (2) |
|
|
|
399 | (1) |
|
Customizing an Existing Report |
|
|
400 | (8) |
|
|
|
401 | (2) |
|
Adding a formula column to a report |
|
|
403 | (1) |
|
|
|
404 | (1) |
|
|
|
405 | (2) |
|
Setting additional options |
|
|
407 | (1) |
|
Using the Financial Report Builder |
|
|
408 | (9) |
|
Accessing the Financial Report Builder |
|
|
409 | (1) |
|
Editing a financial report |
|
|
410 | (5) |
| Part VII: The Part of Tens |
|
415 | (20) |
|
Chapter 22 Ten-Plus Key Differentiators |
|
|
417 | (6) |
|
Full-Circle Order Processing |
|
|
417 | (1) |
|
Your Web Site and Your Back Office: Together at Last |
|
|
418 | (1) |
|
|
|
418 | (1) |
|
Data and Analytics, Delivered |
|
|
418 | (1) |
|
Bring Me Your Tired, Your Weary, Your Data |
|
|
418 | (1) |
|
Rolling Up Is Just as Fast as Rolling Down |
|
|
419 | (1) |
|
|
|
419 | (1) |
|
Get Me Where I Need to Go — Now |
|
|
419 | (1) |
|
In the Cloud, but Locked Down |
|
|
420 | (1) |
|
|
|
420 | (1) |
|
Don't Just Sell Products — Sell Projects! |
|
|
421 | (1) |
|
|
|
421 | (2) |
|
Chapter 23 Ten Tips for a Successful Implementation |
|
|
423 | (4) |
|
Consider Investing in Hired Help |
|
|
423 | (1) |
|
|
|
424 | (1) |
|
|
|
424 | (1) |
|
|
|
424 | (1) |
|
|
|
425 | (1) |
|
Remember That Time Is on Your Side |
|
|
425 | (1) |
|
|
|
425 | (1) |
|
Keep Your Training Wheels On |
|
|
426 | (1) |
|
|
|
426 | (1) |
|
|
|
426 | (1) |
|
Chapter 24 Ten Frequently Asked Questions |
|
|
427 | (8) |
|
|
|
427 | (1) |
|
How can I add something to my shortcuts? |
|
|
428 | (1) |
|
How can I e-mail an invoice to someone who isn't the main contact? |
|
|
429 | (1) |
|
How can I add something to my dashboard? |
|
|
429 | (1) |
|
Why don't I see that field/screen/option? |
|
|
430 | (1) |
|
How can I send marketing e-mail that isn't marked as spam? |
|
|
430 | (1) |
|
Why are there repeated lines in my search results? |
|
|
431 | (1) |
|
How can I open a new window while keeping the same session? |
|
|
432 | (1) |
|
How can I get an audit trail? |
|
|
432 | (1) |
|
How can I control which fields and columns print on a form? |
|
|
433 | (2) |
| Index |
|
435 | |
Lisainfo e-raamatute kohta