Exploring the Netsuite User Guide

The NetSuite user guide is essential for all businesses looking to move to the NetSuite platform. The platform is one of the best for enterprises seeking to move all aspects of their business to the cloud. It is therefore something that you must prioritize, the next time your organizations undergoes an IT overhaul.

Exploring the Netsuite User Guide

NetSuite tools are quite many, and very varied. The tools are used for accounting, ecommerce, CRM, and inventory. In addition to the NetSuite user guide, you will be able to find guides written by other parties of you look around a little bit. Because of the wide range of NetSuite software tools, it is impossible for you to find a guide that is a one-size fits all. However, some things will be common in most of them.

It is important for you to know what to look for as far as a user guide from NetSuite is concerned, so that you can use it to your advantage. Failure to understand what you are reading, is likely to give you problems later on, when you need to install and configure NetSuite.

So, what should you be on the lookout for when reading any NetSuite user guide?

System Requirements

NetSuite, like any other software platform will need your computer to meet a certain set of requirements so that it can be used effectively. The set of requirements is usually available in all user guides for the platform. If you cannot see it, then you need to find it, wherever it may be located.

Some of the requirements that user guides for NetSuite tools will provide include the basic minimum operation software that you must have, the basic minimum hardware capabilities like hard disk space that your devices should have. For example, the Virtual Office NetSuite Integration software requires you to have Windows XP or later versions of Windows. You will also be required in all cases to have a NetSuite account before you can begin to use the platform.

It is important for you to understand the system requirements even before you purchase NetSuite applications. That way, you will be able to plan for replacements if your computers do not meet the minimum requirements. Otherwise, it would be a waste of money if you buy NetSuite software, which you cannot use.

Uninstalling Instructions

If you already have some NetSuite tools installed within your devices, then you need to know how to uninstall them. In most cases, uninstalling the old versions is the best wayfor you to be able to access the alternative version of NetSuite that you want to use.

When you are dealing with NetSuite software installed in a computer, uninstalling it can be as simple as accessing the add/remove option via the control panel and making the changes that you want. On the other hand, when you are dealing with software for smartphones like the NetSuite OpenAir Mobile for Android, you will need to access the Application manager, find the app you are looking for and the uninstall it.

If you have no idea of what to do, you are going to waste lots of time and energy looking for information that is right under your nose.

Installation Instructions

A NetSuite user guide that does not have installation instructions is useless. Why obtain a manual that does not provide the basic information that you seek?

Your user guide of choice should have very simple but clear installation instructions. It helps if the user guide has images that indicate each stage of the installation process. The systematic instructions will ensure that you install your NetSuite applications in the right way, to avoid a possible crash.

In many cases, the instructions for installing different NetSuite software tools will be similar with only the types of apps varying. However, the process of installing any NetSuite app on a computer is likely to be quite different from the one involved in mobile devices like smart phones. You should therefore ensure that the user guide that you have obtained is for the kind of devices in which you intend to install NetSuite.

Password Instructions

Every NetSuite account has at least one administrator. You need to check your user guide for instructions on setting password accounts and assigning access rights. You will also need to update your passwords when the need arises. Without this functionality, anyone even those outside your organization can access your devices and the content they hold. Can you imagine such a nightmarish situation?

Different software tools from NetSuite have different settings with regard to passwords. While the differences may seem slight, they may affect the way you or other people access your private business information.

For example, if you want to reset your password settings for the 8×8 Virtual Office Integration software, then you have to access the self-service portal on the official 8×8 website to update the password settings if you are a phone administrator. On the other hand, if you are dealing with the NetSuite OpenAir Mobile for Android, you will have to access the Settings menu and select what you want to change, which in this case would be your password.

You need to follow the password instructions given in any user guide for NetSuite correctly. Otherwise, you may end up locking yourself out of your NetSuite account, which would not be funny!

Set-Up and Configuration Instructions

It is important for you to ensure that your NetSuite user guide has all the set-up and configuration instructions that you can think of. Issues to do with synchronization, setting up your tools and dealing with errors should be dealt with on your user guide. You need to be worried if you cannot find any of that information.

All set-up and configuration should be systematic, which allows you to move gradually. Diagrams that indicate each step would be a great addition. You should also look for any diagrams that indicate the flow of information or processes, to ensure that you know what to do, and how everything should look like at the end.

Contact information would also be an added advantage. It gives you access to experts who will help you out if you are stuck.

Bottom Line

With new versions of NetSuite being released regularly, you will not find a manual that gives you what you want. However, as long as you have a NetSuite user guide that is simple to understand, systematic and clear with images to match, using the platform will be much easier for you.

Brooke Nelson is the Lead Author & Editor of NetSweets. With more than 20,000 customers, NetSuite is a fascinating platform! It is the major player in ERP, CRM, and ecommerce.