How to Customize your NetSuite Business Platform

NetSuite is an ERP system designed exclusively for businesses in the cloud. It has a range of features covering all business management areas, including Financial Management, Inventory Management, Sales and Marketing, Project Management, etc. NetSuite supports multi-currency transactions in over 122 different currencies, and it’s suitable to be used in both high growth and high-sales volume companies.

In this article, we’ll talk more about how to customize the NetSuite Cloud ERP system in order to make it more suitable for your business. Of course, for the most optimal implementation and customization, it’s necessary to hire a professional Oracle NetSuite consultant.

After signing up for a free trial or sandbox account, you can begin customizing your NetSuite business platform. There are many things that you can customize in order to make it more suitable for your company. Here are some of the most common customizations that most NetSuite customers implement.

Customize fields

When building new reports, you’re able to choose which fields are available in the list. It allows you to simply report by only extracting the information that is relevant to your company.

Customize fields on opportunity layout

Most ERP software will display each customer’s details at the top of an opportunity record by default. If you don’t want to display this information on the opportunity layout, simply remove it from the layout.

Add subtotals to list views

Many of your most commonly used list views will only display the data in a single column. If you want to use these lists more effectively, simply add subtotals by customer or purchase order number and other fields that are important to your company.

Customize modules

If you want to get the most out of NetSuite, you might need to customize some of the built-in modules. By default, many companies use Sales or Purchasing, but if credit control is more relevant for you, it might be better to have a customized module. That can be done by clicking on the setup menu and then going to customize your system.

Customize home page layouts

NetSuite allows you to have up to 5 different customized home pages that are relevant for your company. You simply choose which list view should be displayed for each home page, drag-and-drop modules, and you can also add a custom header.

In addition to the customization options mentioned above, NetSuite allows both users and administrators to customize their personal views or dashboards and reports that they run regularly. It enables them to quickly access important information without having to browse through hundreds of records each time.

Customize Salesforce.com integration

NetSuite can integrate with your existing sales system, allowing you to create opportunities using the familiar Salesforce workflow. Several different fields can be used when creating an opportunity in NetSuite, and it’s possible to choose which ones should be set as required, defaulted, or be included in the email notification template.

If you’re looking for good ERP software, NetSuite is definitely worth considering. It offers businesses of all sizes the ability to work together and increase efficiency while also having an accessible pricing structure that doesn’t require long-term contracts or large upfront payments.

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