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Oracle NETSUITE ESSENTIALS Course Overview

Oracle NETSUITE ESSENTIALS Course Overview

The Oracle NetSuite Essentials course is a comprehensive training program designed to equip learners with the foundational knowledge and skills necessary to implement and manage the NetSuite ERP system effectively. The course covers essential aspects of NetSuite, including navigating the application, setting up company preferences, understanding the data model, and managing roles, permissions, and users.

The training progresses through customization and data management, where participants learn to tailor NetSuite to their business needs by creating custom forms, records, and ensuring data integrity. The two-part ERP modules delve into accounting, currencies, tax information, items, pricing, order management, accounts receivable and payable, purchasing, banking, GL tasks, reports, searches, and dashboard design.

Finally, the CRM module focuses on sales force automation, lead-to-customer management, customer support, and case management. The course culminates with practical steps for going live and maintaining the NetSuite system. Throughout the course, learners will gain valuable insights into NetSuite's role in business, OneWorld capabilities, and the importance of an implementation team. This training is essential for anyone seeking to maximize their use of the NetSuite platform for business efficiency and growth.

This is a Rare Course and it can be take up to 3 weeks to arrange the training.

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  • Live Online Training (Duration : 40 Hours)
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  • Live Online Training (Duration : 40 Hours)
  • Per Participant

♱ Excluding VAT/GST

Classroom Training price is on request

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Course Prerequisites

Certainly, here are the minimum required prerequisites for successfully undertaking training in the Oracle NetSuite Essentials course:


  • Basic understanding of business processes and operations within a company, particularly in areas such as accounting, sales, purchasing, and customer relationship management.
  • Familiarity with common business terms and financial concepts, including accounts receivable, accounts payable, inventory management, and customer lifecycle.
  • Basic computer literacy and proficiency in using web browsers and common online tools.
  • An eagerness to learn about cloud-based Enterprise Resource Planning (ERP) systems and how they can be customized to fit various business needs.
  • No prior experience with Oracle NetSuite is required, but any previous exposure to ERP or Customer Relationship Management (CRM) systems can be beneficial.
  • Good analytical and problem-solving skills to understand how Oracle NetSuite can be adapted and used for different business scenarios.
  • Effective communication skills, as the course may involve collaborative learning and interaction with an implementation team.

Please note that while these prerequisites will help you get the most out of the Oracle NetSuite Essentials course, our training is designed with a comprehensive approach that can accommodate individuals with diverse backgrounds. Our goal is to facilitate learning and ensure that all participants can confidently apply Oracle NetSuite in their respective organizations.


Target Audience for Oracle NETSUITE ESSENTIALS

The Oracle NetSuite Essentials course equips professionals with the skills to effectively implement and manage NetSuite's ERP solutions for businesses.


  • Business Analysts
  • Systems Administrators
  • ERP Consultants
  • Finance Managers
  • IT Managers
  • Project Managers
  • Implementation Consultants
  • Operations Managers
  • Accounting Staff
  • Software Developers (interested in customization)
  • Data Migration Specialists
  • CRM Managers
  • Sales Managers
  • Customer Support Managers


Learning Objectives - What you will Learn in this Oracle NETSUITE ESSENTIALS?

  1. Introduction: The Oracle NetSuite Essentials course offers comprehensive training on NetSuite's capabilities, customization, ERP functions, CRM, and preparation for going live, equipping learners with fundamental skills to optimize business processes.

  2. Learning Objectives and Outcomes:

  • Comprehend how NetSuite's integrated system aligns with various business models and processes.
  • Gain familiarity with OneWorld capabilities for handling multiple subsidiaries, currencies, and legal entities within NetSuite.
  • Understand the role of the implementation team and effectively navigate the NetSuite application interface.
  • Learn to configure company preferences and understand the NetSuite data model for efficient data management.
  • Master the creation and management of roles, permissions, and users to ensure secure access and operational control.
  • Customize NetSuite through the creation of subtabs, lists, fields, forms, and custom records tailored to specific business needs.
  • Develop skills in data migration and maintaining data integrity within the NetSuite environment.
  • Set up comprehensive accounting management, including handling multiple currencies, tax setups, item records, and pricing models.
  • Establish robust order management, accounts receivable, purchasing, and accounts payable processes, and learn banking and general ledger tasks.
  • Create insightful reports, searches, and dashboards to monitor key performance indicators and manage the sales force and customer support effectively.