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Record and Extract Trade Credit Report in NetSuite

Watch this video tutorial on NetSuite to learn how to enter and extract customer’s trade credit reports in just a few clicks.

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About this course

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description
lessonOverview

According to a recent credit survey, trade credit is the most popular form of financing for small and medium enterprises. More than 40% of businesses reported that they utilize it.

As a credit analyst, you must ensure that a customer's trade credit is recorded and that the trade credit report is analyzed on a regular basis. NetSuite has made this process faster and easier than traditional methods.

Watch this quick tutorial by Amanda Soto to learn how to capture customers' trade credits and export reports using various methods in the NetSuite system.

Key Takeaways -

  1. How to record the customer trade credit.
  2. How to extract the trade credit report of a customer using various methods.
transcript

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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. With tremendous knowledge of ERP modules, she is fully capable of handling multiple client accounts with an emphasis on customer satisfaction.
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Curriculum04 mins

About this course

promoImage
description
lessonOverview

According to a recent credit survey, trade credit is the most popular form of financing for small and medium enterprises. More than 40% of businesses reported that they utilize it.

As a credit analyst, you must ensure that a customer's trade credit is recorded and that the trade credit report is analyzed on a regular basis. NetSuite has made this process faster and easier than traditional methods.

Watch this quick tutorial by Amanda Soto to learn how to capture customers' trade credits and export reports using various methods in the NetSuite system.

Key Takeaways -

  1. How to record the customer trade credit.
  2. How to extract the trade credit report of a customer using various methods.
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. With tremendous knowledge of ERP modules, she is fully capable of handling multiple client accounts with an emphasis on customer satisfaction.
recommendation
image tag title description link duration
Collections Prioritization NetSuite Collections Worklist Segmentation and Prioritization Learn how to segment customers for collections into buckets of strategic accounts in NetSuite. https://academy.highako.com/customer-segmentation-prioritization-netsuite-course 30 Mins
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 Mins
Collection Call Negotiations NetSuite Collection Calls 101: How to Set-up Customer Calls and Follow Up Course on collecting effectively on customer calls. Learn how Oracle Netsuite can reduce your efforts by automating your collection call processes. https://academy.highako.com/netsuite-collection-calls-101-how-to-set-up-customer-calls-and-follow-up 30 Mins
   

Curriculum04 mins