Highlights

• The main objective of the Setup Manager course is to make aspirants understand the setup configuration of Company Information, Enable Features, Rename Record/Transactions, Auto-Generated Numbers, General Preferences, and NetSuite Classifications.

• The setup Manager Course will help you to grow your career as NetSuite Administrator.

• If you are IT professional, System Administrator, ERP domain, Business Analyst, and fresher, Setup Manager will help you to become NetSuite Administrator.

About Course

Topics Covered

• Setting up Company Information

• Enable Features

• Rename Record/Transactions

• Auto-Generated Numbers

• General Preferences

• NetSuite Classifications

Setting up company information

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• The Company Information page is where an administrator can enter the information about company to be used for this NetSuite account..​

Rename Record/ Transactions​

• You can change the names of your records and transactions from the NetSuite default names to names that fit the terminology of your company on the Rename Records/Transactions page.​

• On this page, you can also change the names of account types used in NetSuite. ​

NetSuite Classifications​

• Departments, Classes, and Locations are classifications that you can use to identify and categorize records in your NetSuite account.​

• You can also define classifications for your organization’s needs by creating custom segments. Classifications enable you to better organize data and preserve accuracy. ​

• To use each classification, you must enable the feature and then set up records. After you have set up classification records, you can use them to identify other records in your NetSuite account.​

  
  

Departments and Classes Overview​

• Departments and classes are categories that you create to identify, categorize and track records such as financials, transactions, and employees. There is no limit to the number of departments or classes you can create. ​

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Locations Overview

• The Locations feature enables you to track information about employees and transactions for multiple offices or warehouses.​

• To create a location record:​

Go to Setup > Company > Classifications > Locations > New. ​

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