NetSuite Navigation, Workspace & Personalisation

Productive from day one. Master the NetSuite interface — home page, dashboards, global search, list views, and personalisation settings — so every user can work confidently from go-live. 3 hrs · 1 session · Foundation. Overview The NetSuite interface is powerful but initially unfamiliar. Users who do not receive proper navigation training on day one develop habits — workarounds, shortcuts, manual processes — that persist for years after go-live. This session eliminates that problem before it starts. In three hours every participant learns how to move through NetSuite with confidence: the home page layout, the global search that finds anything in seconds, how to personalise the dashboard for their role, how to save the list views they use daily, and how to set the preferences that make the system feel like it was configured for them. Delivered in a live NetSuite sandbox so every concept is immediately practised. Learning outcomes • Navigate the NetSuite interface confidently to any area without getting lost • Personalise the home dashboard with the portlets that matter for your role • Use global search to find any record, transaction, or report in seconds • Create and save list views that surface the records you need every day • Set personal preferences so the system feels configured for your work style Prerequisites • No NetSuite or technical knowledge required — this is a true beginner session • Basic computer and browser literacy • Access to a NetSuite instance (sandbox or production) is ideal but not required Modules 1. The NetSuite interface — navigation, dashboards, search & personalisation (3 hours) Home page layout: the menu bar, the global header, and how NetSuite organises content by role. Dashboards: portlets (KPI, saved search, list, report, custom), how to add, resize, rearrange, and remove portlets, and how to choose a different layout. The global search: finding records, transactions, vendors, customers, and reports without knowing which module they live in — the search syntax that narrows results instantly. The navigator and menu: pinning favourite pages, the recent records list, and the back-navigation pattern that confuses most new users. List views: sorting, filtering by one or more criteria, and saving a view with a name so it appears in the dropdown next time. Record navigation: reading a transaction record, the related records tab, the system notes tab, and how to navigate between linked records without losing your place. Preferences: display settings, time zone, currency format, notification preferences, and the home page role selector. Getting help: SuiteAnswers search, the in-product help panel, and how to raise a support case without calling IT. Topics: Home page layout; Dashboard portlets; Portlet personalisation; Global search syntax; Recent records; Navigator pinning; List views; Saved views; Record navigation; Related records tab; System notes; User preferences; SuiteAnswers Delivery Ideal as the opening session of any go-live readiness programme — delivered to mixed-function groups before role-specific training begins. Groups of up to 25 work well in a single session. Can be condensed to 90 minutes for an executive orientation or expanded to a half-day for very non-technical audiences. Certification Certificate of completion Price USD 250 · per participant per person · indicative · group pricing available HRDC eligibility Up to 75% refundable Mauritius-registered employers may claim this training via the HRDC levy. We provide full documentation to support your claim. Languages English Provider reference SIMPLIT-048-NS_NAVIGATION_WORKSPACE

• Any NetSuite user going live for the first time, regardless of function • Finance, HR, procurement, sales, and operations staff on a new NetSuite instance • Managers who need to configure their dashboard for the KPIs that matter to them • Consultants who need to demonstrate the NetSuite interface to a client audience • Existing users who feel slow in the system and want to work more efficiently • Trainers designing end-user onboarding programmes for a go-live