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Navigation Tools in NetSuite That Make Life Simpler

  • NetSuite "Know-How"
navigating netsuite

Each organization brings in a pile of data which is not only a key asset, but a holistic gateway to related records dependent on it. As businesses continue to grow, ERPs keep building transactions leading to a huge ocean of data which then needs to be nit-pecked for a relevant information we are looking out for!

While navigation to reach information can be a challenge for many, there are several navigation tools in NetSuite that helps its users to operate dashboards, reports, and searches more efficiently! In this blog, we’ll dive into basic tools to help navigate NetSuite.

6 NetSuite Shortcuts that will Save You Time

1. Shortcuts

NetSuite provides a Shortcut Portlet on the User Dashboard for the user to put in all the relevant data he needs to get to every now and then.

Another manner to reach these records is to make them added to Shortcuts by clicking the Star Icon the NetSuite page. We can also create a NetSuite Shortcut Group and add all these pages at one place.

We can also get the Navigation Portlet SuiteApp to our help and make things easier.

2. NetSuite Keyboard Shortcuts

There are specific key-board shortcuts which help the user to speed up the navigation process. We can do that in NetSuite by pressing the Alt+ The given underlined keyboard shortcut on the field/subfield.

3. Recent Records

Recent records navigate us to the last 12 records accessed/worked by the user in the latest. This becomes very useful when user misses out on remembering a particular action taken on a record or just simply get back on the record you were on! To see all the Recent records, you can select All Records to view/edit the record.

Learn how to Use the NetSuite Recent Records Menu

4. Portlets

NetSuite Portlets is an amazing tool that customizes your dashboard to optimize navigation. They provide quick snapshots of key information on the user dashboard. NetSuite can customize existing portlets or create new ones within the “Setup” tab.

5. Global Search Shortcuts

Another easy and important navigation option is Global Search bar. Located at the top and center, it is the most powerful navigation option in NetSuite. When using the Global Search we tend to use the prefix of the record type we are searching with a colon and min 3 letters of the record we are searching here for.

Example:

  • Customer – ERP Associates Global Search Format – cus:ERP
  • For including inactive records to the search, add a ‘+’ sign to search. Example – cus:ERP+
  • For searches where the exact spelling of the required record is not known, we use the wildcard search formula using ‘%’

6. Quick Search Portlet

Quick Search is another search tool to simplify navigation in NetSuite. It is a portlet to be added to the dashboard for general and transaction searches on a record along with their dates.

Thus, Quick Search is another helpful option for routine checks over transactions and their related information.

Conclusion

These navigation tools in NetSuite make searching for and using records and transactions super accessible and easy! Easy streamlining and easy hustle over data!

For all things NetSuite, view our “NetSuite Know-How” blogs

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Trek Travel Streamlines Travel Protection Integration with OdeCloud’s experts

Looking to streamline your operations with more automations? Keith shares an OdeCloud project.

#netsuite

#integrations

Project Outcomes

This new integration system transformed our travel protection service.

  1. Efficiency Gains: Completely automated the process, eliminating the need for monthly roster reconciliation.
  2. Enhanced Guest Experience: Guests benefited from a smoother booking process with transparent travel protection options tailored to their needs.
  3. Accuracy in Pricing: The integration ensured precise calculations based on complex variables.
  4. Scalability: The system can easily accommodate future growth and changes in travel protection offerings.

Background

Our company offers guests the option to protect their travel investments through a travel protection plan. This service is crucial, as it provides coverage in cases where guests need to cancel their trips due to unforeseen circumstances such as illness or emergencies. However, the process for managing this service was previously cumbersome and inefficient, requiring manual coordination and reconciliation with the travel protection partner.

Challenge

We needed a seamless integration within NetSuite to handle complex calculations for travel protection costs. The solution needed to account for multiple variables, including:
Guest-specific factors such as age and location.
Travel details like destination, total cost, and type of coverage (e.g., pre-trip hotels, post-trip hotels, flights).
Dynamic pricing calculations based on these variables.

Before partnering with OdeCloud, the process was manual and error-prone, involving monthly exchanges of rosters between our team and the travel protection provider. This created inefficiencies and delayed customer service.

Solution

OdeCloud worked with us to design and implement a fully integrated travel protection solution within NetSuite. Key features of the solution included:


1. API Integration: OdeCloud enabled real-time communication with the travel protection partner’s API. This allowed us to dynamically calculate the cost of travel protection based on the guest’s specific details.
2. Seamless Booking Experience: The integration allowed the travel protection cost to be automatically added as a line item to guest bookings within NetSuite.
3. Flexible Adjustments: Guests could easily add or cancel travel protection directly through NetSuite without requiring interaction with third-party systems.
4. Eliminating Manual Processes: The previously manual reconciliation process was replaced with automated inline API transactions, eliminating errors and saving significant time.

Conclusion

This integration is one of the most impactful projects we’ve undertaken, and it holds a special place in our transformation journey. With OdeCloud’s expertise, we achieved a solution that not only streamlined operations but also elevated the guest experience. This project exemplifies the power of technology in solving complex business challenges and enhancing customer service.

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