Salora’s Guide to Navigating NetSuite: NetSuite Shortcuts that make Work Sweeter!

Hey there, NetSuite Newbies! Bill here, your friendly guide to mastering NetSuite. Today, we’re diving into a mix of keyboard and other shortcuts that will make your NetSuite experience sweeter and more smoother. We’ll cover a few things that you might not be fully utilizing yet. So get your note pads out and make sure to jot these down!

1. Keyboard Shortcuts

Navigating NetSuite can sometimes feel like traversing a labyrinth. Keyboard shortcuts are your escape route, helping you zip through tasks and menus with ease. By integrating these into your daily routine, you can save significant time and boost your productivity.

Date Shortcuts

When editing or completing forms, there are several shortcuts to quickly change dates in any Date field in NetSuite:

  • Press t: Enter today’s date.
  • Press y: Enter yesterday’s date.
  • Press T: Enter tomorrow’s date.
  • Press m: Enter the last day of the month.
  • Press p: Enter the end of the current period (if you use accounting periods).
  • Press l: Enter the end of the previous period (if you use accounting periods).
  • Press the plus sign (+): Increase by one day.
  • Press the minus sign (-): Decrease by one day.

Subtab Shortcuts

When using tabbed pages, keyboard shortcuts let you quickly switch among subtabs. Each subtab has a single letter underlined in the title.

  • Press Alt (Option on Mac) and the corresponding letter to switch to that subtab.Example: Alt + S for Shipping subtab.

Best Practices for Keyboard Shortcuts

  • Practice Regularly: Spend a few minutes each day using these shortcuts to build muscle memory.
  • Keep a Cheat Sheet: Print out or bookmark a list of these shortcuts for quick reference until you’re comfortable with them.
  • Start Small: Begin with a few shortcuts that are most relevant to your daily tasks and gradually add more to your repertoire.

Spending a few minutes today learning these key combinations for common tasks can add up to significant time savings over the course of your workday.

2. The ‘Create New’ Button on the Top Toolbar

One of the most convenient features in NetSuite is the ‘Create New’ button located on the top toolbar. This button provides quick access to creating new records without navigating through multiple menus. Let’s take a look at some of the default options available and scenarios where you might use each one.

Default Options in the ‘Create New’ Button Dropdown

  • New Customer
  • New Transaction
  • New Case
  • New Event
  • New Task
  • New Contact

Using the ‘Create New’ Button

  1. Locate the Button: The ‘Create New’ button is situated on the top toolbar, easily accessible from any page in NetSuite.
  2. Select the Record Type: Click on the button to reveal a dropdown menu with various record types you can create.
  3. Create Your Record: Select the desired record type, and a new form will open for you to fill out the details.

Customizing the ‘Create New’ Button

The ‘Create New’ button is customizable, allowing you to add or remove options based on your needs. This flexibility ensures that the most relevant options are always at your fingertips. On the drop down look for the “Personalize” button.

In this menu you’re able to add however many or whatever record you want! You can even remove the default ones if they’re not your cup of tea.

Best Practices for the ‘Create New’ Button

  • Customize Regularly: Review and update the options in the ‘Create New’ dropdown to match your current workflow needs.
  • Use Shortcuts: Combine the ‘Create New’ button with keyboard shortcuts to further streamline your process.
  • Train Your Team: Ensure all team members are familiar with the ‘Create New’ button and its customizable options to enhance overall productivity.

This feature is especially useful for quickly adding new entries without breaking your workflow.

3. Shortcuts Start on the Navigation Bar

NetSuite’s navigation bar is equipped with a powerful feature called ‘Shortcuts.’ This feature allows you to customize your workspace by adding shortcuts to frequently used pages and tasks, making navigation even more efficient.

Setting Up Shortcuts on the Navigation Bar

  1. Access the Navigation Bar: The navigation bar is located on the left side of the NetSuite interface.
  2. Add Shortcuts: Click on the ‘Shortcuts’ link at the top of the navigation bar. From here, you can add shortcuts to your most frequently used pages by clicking ‘Add Shortcut.’

3. Organize Shortcuts: Drag and drop your shortcuts to organize them in a way that best suits your workflow. You can also remove shortcuts that you no longer need.

Benefits of Using Shortcuts

  • Efficiency: Quickly access important pages and tasks without navigating through multiple menus.
  • Customization: Tailor the navigation bar to your specific needs and preferences.
  • Productivity: Reduce the time spent searching for frequently used features, allowing you to focus on more important tasks.

Best Practices for Using Shortcuts

  • Regular Updates: Periodically review and update your shortcuts to ensure they remain relevant to your workflow.
  • Categorize: Group similar shortcuts together for easier navigation.
  • Share Shortcuts: If multiple team members perform similar tasks, share your shortcuts setup to standardize efficient practices.

Wrapping Up

Quick Recap:

  • Keyboard Shortcuts: Integrate these handy shortcuts into your daily routine to save time and boost productivity.
  • The ‘Create New’ Button: Utilize this customizable button to quickly create new records and streamline your workflow.
  • Shortcuts on the Navigation Bar: Customize the navigation bar with shortcuts to frequently used pages and tasks for efficient navigation.

By integrating these features into your daily operations, you’ll find yourself working smarter, not harder.

Have any other NetSuite secrets up your sleeve? We’d love to hear from you! Share them in the comments below and help our community thrive with collective wisdom.

Need help with anything NetSuite or accounting related? Whether you’re looking to optimize your financial reporting, streamline your operations, or just have some questions, we’re here to help! Reach out to Salora ERP for expert guidance and solutions tailored to your business needs. Let’s make your NetSuite experience seamless and powerful!

Contact Us and let’s make NetSuite easier today!