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NetSuite Customer Master Data Management Training
Deductions Resolution Collection Emails and Letters
Watch this video tutorial on NetSuite to learn how to manage your customer master data under one repository.
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  • Lesson Overview
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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

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Instructor
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.
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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.

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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

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