NetSuite Basics

User Access:

Role: Swyft Accountant (All Sub)

  In order to grant users access, 

• Go to Payroll and HR -> Lists -> Employees OR use the ‘emp:‘ keyword to perform a global search for employee names.  For Example, emp: Monica
  
• Edit the employee record and then click the Access subtab.
• Fill in the email address in the Email field.
• Add the user roles, check the Give Access box, and enter the password on the password field(If the employee has NetSuite SB/Production access, click OK on the next popup message).
• Then Save the record
  

ACCOUNTS RECEIVABLE

Accounts Receivable (AR) refers to the outstanding invoices a company has, or the money it is owed from its clients.AR represents a line of credit extended by a company, due within a relatively short time frame, which could range from a few days to a year.

If a company has Receivables, then they’ve made a sale, but have not yet collected the money from the purchaser. Most companies operate by allowing a portion of their sales to be on credit, offering their clients the ability to pay after receiving the service.

CUSTOMER RECORDS

You must create a customer record before you can enter an invoice and receive payment. The customer master is a central storage place for all of your customer records.

The customer record contains default information and processing instructions that the system uses to process A/R transactions. For example, you might want to specify a credit limit for each customer or designate whether delinquency notices should be sent to a particular customer.

NAVIGATION

Customers >List > Customers > New

Fill all mandatory fields like Company Name, Subsidiary, Status and also select the Form. The fields appearing on the Customer record will change based on which form you chose.

• Under the Email/Phone/Address subtab , Provide email address and phone number

EMPLOYEE RECORDS

Employee records represent your employees. Use the employee record to store information for contact, login, payroll and human resources purposes.

NAVIGATION

Payroll and HR > Lists> Employees > New

ITEM RECORDS 

Items are the goods and services you sell to customers, and the parts and raw materials you purchase from vendors. They can also include line items on sales and purchase forms. For example, discounts and miscellaneous charges.

NAVIGATION

Financial >Lists > Items > New. Then choose the Item type which you want to create. Here choose an inventory item. First choose which form you want. Then give the Item Name/Number. Fill all necessary fields.

• Under the Sales/Pricing subtab, give the base price and Alternate prices in your currency.
• Provide Sales description.
• Under the Purchasing/Inventory subtab, give the purchase price and purchase description.
• Under the Accounting subtab, choose all necessary accounts. Tax Schedule is a mandatory field. Should fill the field.
• System Notes tracks any changes made to a record . It includes who made the changes, time, field that was changed, type of change, and the old value and new value in the record.
  

  Purchasing/Inventory Subtab

Base Price

Accounting Subtab