NetSuite New User Guide | 2022

NetSuite New User Guide | 2022


NetSuite:  New User Preferences & Settings
Hover over the Dashboard Icon, which is shaped like a house, click Set Preferences.

Update the following preferences:

  1. General
  1. User Profile
  1. ***All PROCESSORS, TOI DEPT, & any other users who “process” orders, credit memos, etc:
  1. NICKNAME = Do Not Reply
  2. FROM EMAIL ADDRESS = donotreply@afgdistribution.com
  3. SIGNATURE = leave box blank 
  4. ADD SIGNATURE TO MESSAGES = leave Unchecked
  1. All other users:
  1. NICKNAME = First & Last Initial -or- Full name  (ex.  Bob S or Bob Smith)
  2. FROM EMAIL ADDRESS = your AFG email address
  3. SIGNATURE = enter a custom signature or leave blank
  4. ADD SIGNATURE TO MESSAGE = check the box if you entered a custom signature
  1. Formatting
  1. NUMBER FORMAT = 1,000,000.00
  1. Optimizing NetSuite
  1. NUMBER OF ROWS IN LIST SEGMENTS = 1,000
  2. MAXIMUM ENTRIES IN DROPDOWNS = 3
  1. Transactions
  1. Printing
  1. PURCHASING DEPT Roles:  Check the round PDF button
  2. All other Roles:  Check the round HTML button
  1. Analytics
  1. Reporting
  1. REPORT BY PERIOD = Never 
  2. Check the SHOW REPORTS IN GRID box
  3. Check the PRINT COMPANY LOGO box
  4. Check the DISPLAY REPORT TITLE ON SCREEN box
  1. Search
  1. Check the SHOW LIST WHEN ONLY ONE RESULT box
  2. Check the POPUP SEARCH USES KEYWORDS box
  1. Click the blue Save button.



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