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NetSuite Customer Master Data Management Training

Watch this video tutorial on NetSuite to learn how to manage your customer master data under one repository.

About this Course

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description

lessonOverview	Study shows that credit analysts who leverage out of their customer data have seen an 85% growth in their business. However, capturing and managing thousands of customer data every day is way more complex than it seems. So how do you achieve similar results? With Customer Master Data Management in Oracle NetSuite! Their easy to use customer record allows you to connect your customer data across multiple organizational processes. Such as creating records, billing, shipping or simply managing different business partners and relationships. In the end, it not only allows you to track your customers more efficiently but also helps you to collect all the customer data in a single repository giving you a 360-degree view of your trading partner. Watch this tutorial now to learn about: 1. How to create a new customer account in NetSuite 2. How to give access to your customers to view their transaction histories & payments 3. How to add collection, billing, invoicing details to customer account 4. How to add customer relationships and manage partners in NetSuite
transcript	Coming Soon
resources	Coming Soon
discuss	Coming Soon

instructor

name	title	image	description
Amanda Soto	Customer Success Manager - NetSuite Certified, 79 Consulting, Tvarana		Amanda Soto is one of the biggest leading consultants, who has over five years of experience in Oracle NetSuite. She has achieved excellence on full life cycle implementation, testing, customizations, product training, and support after implementation.

recommendation

image	tag	title	description	link	duration
	KPIs and Reporting	Customizing Aging Reports in Microsoft Dynamics D365	This training will help you build Microsoft D365 aging period to help you seamlessly in setting up a customer aging process & invoicing.	https://academy.highako.com/customizing-aging-reports-in-microsoft-dynamics-d365-course	30 min
	KPIs and Reporting	NetSuite DSO Reports and Tracking Collector's Productivity	Build risk-based DSO reports and analyze your team's productivity in Oracle NetSuite.	https://academy.highako.com/netsuite-dso-reports-and-tracking-collectors-productivity-course	20 Min
	Collection Emails and Letters	NetSuite Collections Follow-Ups and Dispute Resolution Methods	Tutorial to recover past dues and invalid deductions.	https://academy.highako.com/follow-ups-dispute-resolution-methods-netsuite-course	30 Min

Curriculum15 Mins

Creating a Customer Account on NetSuite ( ~ 2 Mins )
Creating a New Customer Account
Enabling Roles and Access to Customer Account
Giving Access to Customers on NetSuite ( ~ 3 Mins )
Giving Access to Customers on NetSuite
Adding Collection, Billing and Invoicing details to Customer Account ( ~ 5 Mins )
Adding Collection, Billing and Invoicing details to Customer Account
Defining Customer Relationships on NetSuite ( ~ 5 Mins )
Adding Customer Relationships on NetSuite

About this Course

promoImage

description

lessonOverview	Study shows that credit analysts who leverage out of their customer data have seen an 85% growth in their business. However, capturing and managing thousands of customer data every day is way more complex than it seems. So how do you achieve similar results? With Customer Master Data Management in Oracle NetSuite! Their easy to use customer record allows you to connect your customer data across multiple organizational processes. Such as creating records, billing, shipping or simply managing different business partners and relationships. In the end, it not only allows you to track your customers more efficiently but also helps you to collect all the customer data in a single repository giving you a 360-degree view of your trading partner. Watch this tutorial now to learn about: 1. How to create a new customer account in NetSuite 2. How to give access to your customers to view their transaction histories & payments 3. How to add collection, billing, invoicing details to customer account 4. How to add customer relationships and manage partners in NetSuite
transcript	Coming Soon
resources	Coming Soon
discuss	Coming Soon

instructor

name	title	image	description
Amanda Soto	Customer Success Manager - NetSuite Certified, 79 Consulting, Tvarana		Amanda Soto is one of the biggest leading consultants, who has over five years of experience in Oracle NetSuite. She has achieved excellence on full life cycle implementation, testing, customizations, product training, and support after implementation.

recommendation

image	tag	title	description	link	duration
	KPIs and Reporting	Customizing Aging Reports in Microsoft Dynamics D365	This training will help you build Microsoft D365 aging period to help you seamlessly in setting up a customer aging process & invoicing.	https://academy.highako.com/customizing-aging-reports-in-microsoft-dynamics-d365-course	30 min
	KPIs and Reporting	NetSuite DSO Reports and Tracking Collector's Productivity	Build risk-based DSO reports and analyze your team's productivity in Oracle NetSuite.	https://academy.highako.com/netsuite-dso-reports-and-tracking-collectors-productivity-course	20 Min
	Collection Emails and Letters	NetSuite Collections Follow-Ups and Dispute Resolution Methods	Tutorial to recover past dues and invalid deductions.	https://academy.highako.com/follow-ups-dispute-resolution-methods-netsuite-course	30 Min

Curriculum15 Mins

Creating a Customer Account on NetSuite ( ~ 2 Mins )
Creating a New Customer Account
Enabling Roles and Access to Customer Account
Giving Access to Customers on NetSuite ( ~ 3 Mins )
Giving Access to Customers on NetSuite
Adding Collection, Billing and Invoicing details to Customer Account ( ~ 5 Mins )
Adding Collection, Billing and Invoicing details to Customer Account
Defining Customer Relationships on NetSuite ( ~ 5 Mins )
Adding Customer Relationships on NetSuite