NetSuite Account Configuration & Setup | Company Info, Enable Features, Rename Records & Auto-Numb
Автор: Suite Stream- Netsuite Training Hub
Загружено: 2025-10-12
Просмотров: 70
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Welcome back to our NetSuite Training Series! 🎯
In this video, we’ll dive into the Account Configuration and Process section — one of the most important steps when setting up your NetSuite environment.
This session covers:
🔹 1. Company Information Setup – Learn how to configure your organization’s name, address, tax IDs, and fiscal settings.
🔹 2. Enable Features – Discover how to activate key NetSuite modules like Multi-Currency, Projects, and Advanced Taxes.
🔹 3. Rename Records/Transactions – Customize NetSuite terminology to match your business needs (e.g., rename “Customers” to “Clients”).
🔹 4. Auto-Generated Numbers – Configure automatic numbering for invoices, purchase orders, and more to maintain consistency and accuracy.
💡 By the end of this video, you’ll understand how to properly configure your company settings, optimize feature usage, and ensure accurate transaction management in NetSuite.
🔔 Subscribe to Suitestream – Your NetSuite Learning Hub for step-by-step tutorials, SuiteScript development, and functional training.
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