Module 1: Introduction to Oracle NetSuite

• What is NetSuite and why it leads the cloud ERP market
• NetSuite product family: ERP, CRM, SuiteCommerce, and PSA
• NetSuite architecture: multi-tenant SaaS on Oracle Cloud
• Navigating NetSuite: dashboards, menus, and global search
• NetSuite terminology: subsidiary, location, department, class
• NetSuite editions: Standard, Mid-Market, and Enterprise

Module 2: NetSuite Account & Company Setup

• Company information and accounting preferences
• Subsidiaries: single vs multi-subsidiary (OneWorld)
• Fiscal years, accounting periods, and period locking
• Currencies and exchange rate setup
• Locations, departments, and classes configuration
• User roles, permissions, and employee centre setup

Module 3: Financial Management Fundamentals

• Chart of accounts: account types and account hierarchy
• Journal entries: standard, intercompany, and statistical
• Accounts payable: vendor bills, payments, and vendor credits
• Accounts receivable: customer invoices, payments, and credits
• Bank reconciliation in NetSuite
• Financial statements: P&L, balance sheet, and trial balance

Module 4: Order Management Basics

• Item types in NetSuite: inventory, non-inventory, service, kit
• Purchase orders: creation, approval, and receipt
• Vendor bills from purchase orders (3-way match)
• Sales orders: creation, fulfilment, and invoicing
• Customer deposits and advance payments
• Order management reporting and fulfilment status

Module 5: Inventory Management

• Inventory setup: locations, bins, and item locations
• Inventory adjustments and inventory counts
• Lot tracking and serialised inventory in NetSuite
• Demand planning: reorder points and preferred stock levels
• Multi-location inventory management
• Inventory valuation: average cost and FIFO methods

Module 6: CRM Fundamentals in NetSuite

• Lead, prospect, and customer lifecycle in NetSuite CRM
• Opportunity management and sales pipeline
• Cases: customer support and case management
• Campaigns: email marketing and campaign tracking
• Activities: calls, tasks, and events in NetSuite
• CRM dashboard and sales performance reporting

Module 7: Reporting & Saved Searches

• NetSuite report builder: financial and non-financial reports
• Saved searches: building custom data queries
• Search results: columns, filters, and criteria
• Scheduled reports and saved search alerts
• Dashboard portlets: KPIs, charts, and list portlets
• SuiteAnalytics Workbook for advanced data analysis

Module 8: Administration Basics & Next Steps

• NetSuite roles and permissions: creating custom roles
• Workflows: basic workflow creation using SuiteFlow
• CSV import tool for data loading
• SuiteApp marketplace: finding and installing applications
• NetSuite certification pathway: NetSuite Administrator and ERP Consultant
• NetSuite implementation methodology and SuiteSuccess overview

Oracle NetSuite Certified Consultants & Administrators Our NetSuite instructors hold Oracle NetSuite certifications and have implemented NetSuite for businesses across e-commerce, professional services, manufacturing, and non-profit sectors. They've guided organisations through every phase of the NetSuite journey — from discovery to go-live.

Real NetSuite Project Delivery Experience Trainers have served as NetSuite Project Managers and Functional Consultants at NetSuite Alliance Partners, managing full-cycle implementations. Their real project experience means they know exactly where implementations go wrong — and how to avoid it.

Business Process & Accounting Foundation Several instructors are qualified accountants who moved into NetSuite consultancy, giving them the rare ability to explain both the accounting logic and the system configuration behind every financial process in NetSuite.

SMB to Mid-Market Expertise NetSuite serves businesses from 10 to 10,000 employees. Our trainers have worked with the full range, understanding how NetSuite must be configured differently for a 50-person SaaS company versus a 2,000-person manufacturer.

Engaging, Practical Training Style Every concept is demonstrated live in a NetSuite sandbox environment, with learners following along on their own training accounts. Practical exercises reinforce every module, ensuring learners leave with real NetSuite confidence.