Boston Net Suite User Group Thursday July 23

Boston Net. Suite User Group Thursday, July 23, 2015 Welcome! Wireless Network Login: Black. Box Password: bbox 2015

Welcome and Thank You! Meet the Board Meet the Sponsors Presenters • • • Mike Kean Stephen Enfield Ken Phu Yassine Belhadi Brian Waller Charlene Doherty Non-Board Assistance • • Mary Kemp – Altico Advisors Tey Seth - athenahealth ERP Guru BMI Cloud RF-SMART Corporate Sponsor • • athenahealth Net. Suite Stephen Enfield, POS Supply Yas Belhadi, athenahealth Sean Murphy, BMI Cloud

Agenda 8: 00 – 8: 30 a. m. Registration and networking 8: 30 – 8: 45 a. m. Welcome 8: 45 – 9: 00 a. m. athenahealth 9: 00 – 9: 45 a. m. Session I: Suite. World Update 9: 45 – 10: 00 a. m. Sponsor Commercials 10: 00 – 10: 15 a. m. Networking Break 10: 15 – 11: 00 a. m. Session II: Saved Searches 11: 00 – 11: 45 p. m. Session III: Tips and Tricks 11: 45 - 12: 00 p. m. Closing Remarks and Open Discussion

Thank you!!

SESSION I: Suite. World Update Presented By: Stephen Enfield

Suite. World Highlights – Steve Enfield • Pre Event Technical Training • BSUG Buttons and Presence • Drinks at the Marriott and the most attended lunch meeting • 7500+ Attendees • Keynote Presentations • 1000’s of Sessions • Large Exhibition Area. • Tons of Networking • OK Food…. . • Celebration

Meet Our Sponsors

Break 10: 00 to 10: 15 am Use this time to: • Visit with our sponsors • BMI Cloud – Sean Murphy • ERP Guru – David Farr • RF-SMART – Chris Perez • athenahealth – Ashely Volwiler • Net. Suite – Mike D’Alesio • Network with your Net. Suite peers

SESSION II: Net. Suite Saved Searches Presented by: Yas Belhadi

Saved Searches Highlights • Uses for Saved Searches • • Dashboards Mass updates Workflows Suite Script • Saved Searches vs. Reports • • Formatting Pivot table • Anatomy of a Saved Search • • Picking a record Setting criteria Picking results General settings Using formulas Using summary features Using automated features

Uses for Saved Searches Dashboards/Reports/Lists/Sublists Mass Updates Workflows Suite. Script 12

Dashboards 13

Mass Updates 14

Saved Searches vs. Reports 15

Anatomy of a Saved Search – Picking a Record Always returns this record type Invoice 1 Degree of Separatio n 16 Customer Sales Order Contact

Anatomy of a Saved Search – Setting Criteria 17

Anatomy of a Saved Search – Criteria Joins 18

Anatomy of a Saved Search – Picking Results 19

Anatomy of a Saved Search – Picking Results 20

Anatomy of a Saved Search – General Settings 21

Anatomy of a Saved Search – General Settings 22

Anatomy of a Saved Search – General Settings 23

Anatomy of a Saved Search – Using Formulas 24

Questions?

ERP Guru, Net. Suite’s 2012 Worldwide Partner of the Year, helps business grow by improving their effectiveness & efficiency with Net. Suite. Recognized as one of the largest and most respected Valued Added Resellers of Net. Suite, ERP Guru sells, implements, supports and develops customizations & add-ons for Net. Suite. Having been a Net. Suite Solution Provider and Solution Developer since 2005, ERP Guru’s team of over 50 software engineers brings cross-industry expertise and the ability to translate complicated operations into real-world business application.

BMI Cloud Solutions BMI Cloud provides solutions in enterprise resource planning (ERP), customer relationship management (CRM), sales force automation (SFA), and E-Commerce providing enterpriselevel support for companies looking for more efficient business management systems. They help companies establish metrics and build real-time business intelligence so they can make faster decisions with greater confidence. BMI is built around Net. Suite ERP, CEDAR LRM, IQity for Manufacturing and Pardot Marketing Automation.

RF-SMART is a leading mobile barcoding solution for Net. Suite, providing data collection for manufacturers, warehouse/distributers and retailers. They have been developing ERP-specific solutions for 20 years and currently serve more than 600 customers in more than 30 countries. RF-SMART provides a growing array of functions to support the movement, management, manufacture and fulfillment of inventory in real-time, across your entire business. As a native Net. Suite application, you get the reliability, availability and performance of Net. Suite in a world-class mobile data collection solution--without having to take-on or manage any additional technologies.

SESSION III: Net. Suite Tips and Tricks Presented by: Sean Murphy

BNSUG – July 2015 • Tips and Tricks the Basics and a little beyond Sean Murphy – Solutions Consultant BMI Cloud Solutions, Inc. http: //www. bmicloud. com smurphy@bmicloud. com @smurphy 820

About me… (in case you care) • Software Developer since 1995 • VB (before. NET), VBA, HTML, XML, Java. Script, C# • DBA Since – Microsoft Fox. Pro 2. 6 • Started working with Net. Suite in 2006 as a system admin/User • Joined BMI as a consultant in 2012

Tips and Tricks • Set Preferences • User specific • • • Show ID’s Popup List vs. Dropdown list Financial reports by Period or Exact Date Auto Fill Transactions Alerts

Set Preferences Home Set Preferences

Set Preferences - Show ID’s Home Set Preferences

Set Preferences - Show ID’s Field ID shows in the field level help!

Set Preferences - Lists Popup Lists VS Dropdown Lists

Tips and Tricks • Calendar Preferences • Sharing • Sync with i. Cal

Tips and Tricks • Calendar Preferences • By Default all Events and Appointment in your Calendar are private • meaning only the User and Administrators can see them. • Managers cannot see your appointments • Team member cannot see your appointments

Tips and Tricks • Calendar Preferences • Activities Setup Calendar Preference

Tips and Tricks • Can I view my Net. Suite Calendar from my i. Phone or i. Pad. • Answer A: • Suite Answer id: 18377 • Use Outlook if you on Windows, or Buy a product from Celigo if you are on MAC.

Tips and Tricks • Can I view my Net. Suite Calendar from my i. Phone or i. Pad. • Answer B: • Suite Answer id: 37186 https: //netsuite. custhelp. com/app/answers/detail/a_id/371 86/kw/sync%20 i. Cal/related/1

Tips and Tricks • Sync with i. Phone • In NS Check the Public Calendar Box Copy the URL Email it to the Device Click Save – to active the link On the Device goto Settings Mail, Contacts, Cal • Add Acount • Selecet Other • • •

Tips and Tricks • Sync with i. Phone • On the Device • Open the email and copy the link • Go to Settings Mail, Contacts, Calendar • Add Account • Select Other • Add Subscribed Calendar • Paste the link to the Server box • Click Next.

Tips and Tricks • Trouble shooting slow loading screens – performance details.

Tips and Tricks • Trouble shooting slow loading screens – Scripted Records • Customization Scripting Scripted Records

Tips and Tricks • Filtering your item lists based on role

Tips and Tricks • Item List Complaints…. • “There are just too many items in the list and it takes too long to find the one I need…” • “Too many of the items in Net. Suite seem to be duplicates so I just pick one…” • “Orders in Net. Suite take forever to process because our sales people just put random items on there and then we have to sort it out…”

Tips and Tricks • Item List (Possible Solutions) • Mark items inactive, But… • This complicates reporting, service, and/or returns these • Add “do not use” to the name so user no not to use this item any more. But… • then “Do not use” shows up on Invoices, Service logs or anything the customer see’s that lists that item. • Rather then adding a new Item for each model or version you could just rename the existing one. But… • This changes the item name historically as well. You can no longer tell which model of version the customer bought.

Tips and Tricks • Filter the items list by Role, Department, Class… however you want. • Users only see items that are currently relevant to them. • Items they can no longer sell or support are hidden from their lists but still available else where.

Tips and Tricks • Filter the items list by Role • Decide on how item are to be filtered and classify the items a such. • Create a saved search that only selects those items. • Create a custom for that role. • In the item filter dropdown select the saved search. • Items they can no longer sell or support are hidden from their lists but still available else where.

Tips and Tricks • Saved Searches • • • Main Line Grouping and Summing Using Custom Labels Derived field values from Search Case Statements [Advanced] Using a Saved Search as a Sub tab

Closing Remarks • Recap of Event • Next Meetings (tentative dates) • Wednesday, November 5 th • Afternoon meeting – possible visit to Net. Suite • Wednesday, March 16, 2016 • Suite. World – May 16 -19, 2016 • Coming Soon! • Update of the Web Site • Add a Job Posting Area • Questions, Initial Feedback and Suggestions for Next Meeting Topics and Presenters

Thank You! PLEASE RETURN YOUR NAMETAG TO THE REGISTRATION DESK