Dashboards Deep Dive - The ISG / ISSA Edition of Oracle Netsuite

Michael Sullivan from Business Solution Partners (BSP) presents a detailed webinar on NetSuite's dashboard functionalities and user roles, with a focus on applications for ISG / ISSA membership. The session covers various aspects of NetSuite's dashboards, including financial, purchasing, shipping, customer service, and more. It provides a summary overview of the functionality one could expect from BSP's bespoke deployment of the world's #1 ERP.
The ISG / ISSA Edition of Oracle NetSuite is available exclusively from Business Solution Partners (www.bspny.com/....
Key Features Discussed:
Customizable Dashboards: The webinar emphasizes the customization of NetSuite dashboards according to user roles such as purchasing, sales, warehouse operations, and controllers. Users can add, remove, and rearrange content easily without needing sophisticated administrative skills.
Drill-Down Capabilities: Michael demonstrates the drill-down feature, where users can delve into summary data to access detailed information, such as invoice numbers and specific transactions.
Financial Reporting and KPIs: Key Performance Indicators (KPIs) and financial reports are highlighted, including income statements and various financial metrics. These can be exported, printed, or scheduled to be sent automatically to designated recipients.
Reminders and Alerts: The use of reminders for tasks like late purchase orders and sales orders is shown. Custom alerts can be set up to notify users or external parties (like suppliers) about specific conditions.
Purchasing and Sales Dashboards: Detailed demonstrations are given for purchasing and sales dashboards, including how to manage backorders, view late purchase orders, and handle sales orders waiting to be transmitted.
Vendor Performance Tracking: The webinar shows how to track vendor performance in real-time, including returns, shipment delays, and purchase order progress.
Warehouse Operations Dashboard: Focus on warehouse-related functions, such as tracking sales orders for shipping and monitoring purchase order progress.
Financial Role Dashboard: The financial dashboard, suitable for controllers or AP/AR personnel, includes bank balance tracking, reconciliation features, and a comprehensive view of financial performance.
Global Search Functionality: Demonstrates NetSuite's global search feature, which allows users to quickly find information across various fields and records.
Customer Service Management: The case management feature in NetSuite for handling customer service inquiries, including case assignment, status updates, and tracking customer interactions.
This webinar is tailored for users of NetSuite in the office supply, jan/san and contract furniture industries, particularly those in roles related to purchasing, sales, warehouse operations, financial management, and customer service.
Key Takeaways:
NetSuite offers a highly customizable and user-friendly dashboard experience.
Users can effectively track and manage various aspects of their business, from financial reporting to vendor performance.
Drill-down features and global search enhance the efficiency and depth of data analysis.
NetSuite's adaptability allows it to cater to different user roles within an organization, streamlining processes across departments.
This comprehensive session provides a deep dive into the capabilities of NetSuite's dashboards and user roles, offering valuable insights for optimizing business operations in the office supply sector.