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