Netsuite Customization – Best Practices

Netsuite is the latest technology that eases up the accounting process to a great extent and Netsuite customization can help you to mold it according to your organizational structure and functionality. Netsuite is not just accounting software, but a final answer to all the enterprising needs of a flourishing company.

Netsuite not only provides total security and safety to your data but it is also a highly powerful software that can fetch data from your old accounting software and application and can smartly get synchronized with different calendars, contacts and databases. No standard software in its original form can fulfill the demand of your existing business.

So, to get the maximum out of specialized software like Netsuite, you need Netsuite customization as per your needs and requirements. Netsuite is the first choice of all business enterprises because of its best customization features which you can mould according to your business specifications and needs.

Let’s dive into the best practices in Netsuite Customization so you can its maximum benefits.

Report generation is one of the key features of Netsuite. So, by means of Netsuite customization features instead of going for a complex report adopt a practice to decentralize the certified report which will build the trust of the end users and save a lot of time. For reporting you can create different tabs for different departments of your company with a customized menu for each tab. The name of the tab should be according to the function of each department as that will reduce the complexity of reporting. The main aim is that the end-user can fetch his required report easily.

You can name the tabs according to the function of the particular department with its class, location and total structure of the department. You can also limit the excess power of the generated report by making the mode as “Read Only”. Another best practice of Netsuite customization could be hiding the information and limiting the access power to certain mentioned departments only. In this way, you can hide the relevant information from the desired department and only the authorized department can access the report.

You can also build a hierarchical stage while creating reports where you can connect managers and other employees in a synchronized process to create the report. Name all your searches according to the nature of search and save it according to its functionality. This will help you to sort out the searches quickly. After developing a report, if you want to make it land according to your criteria use Netsuite Category definitions while assigning it to the “Reporting” work center. With the help of Netsuite roles your employee can easily fetch the required report to find out the information important to them.

You can use the customization features of NetSuite and can take out the best suited one for your business organization to bring it immense profits. Try out the given Netsuite customization best practices and they will surely serve your business requirements and will greatly help you to ease out the reporting process.

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.