How to Find NetSuite Lists

Are you overwhelmed with managing lists in NetSuite? You’re not alone. Keeping track of lists such as customers, vendors, and employees can be a daunting task. But fear not, this article will guide you through the process of finding NetSuite lists, making your list management a breeze.

What are NetSuite Lists?

NetSuite lists are a crucial aspect of the NetSuite ERP system, serving as a means to organize and manage various types of data. These lists act as repositories for storing and categorizing essential information such as customers, vendors, employees, items, and more. By utilizing NetSuite lists, businesses can effectively track and analyze data, streamline operations, and make well-informed decisions. These lists provide a centralized and structured approach to managing critical business information, ensuring accuracy and accessibility.

How to Access NetSuite Lists?

Navigating through the various lists in NetSuite can be a daunting task for new users. But fear not, as we will guide you through the two main methods of accessing NetSuite lists. Firstly, we will show you how to find lists using the convenient global search bar. And for those who prefer a more traditional approach, we will also walk you through accessing lists through the navigation bar. So let’s dive in and discover the different ways to access NetSuite lists for all your business needs.

1. Using the Global Search Bar

When using NetSuite lists, the global search bar is a convenient tool for quickly finding and navigating to specific lists. Here’s how:

  1. Click on the global search bar located at the top of the NetSuite interface.
  2. Type in the name or keywords related to the list you want to access.
  3. As you type, NetSuite will suggest relevant lists. Click on the desired list from the dropdown menu.
  4. You will be redirected to the selected list, where you can view and manage the corresponding data.

Fact: The global search bar in NetSuite is a powerful tool that helps users efficiently locate and access various lists and records within the system.

2. Using the Navigation Bar

Using the navigation bar in NetSuite is a convenient way to access various lists. Here are the steps to navigate through NetSuite lists using the navigation bar:

  1. Log in to your NetSuite account.
  2. On the top navigation bar, click on the “Lists” menu.
  3. A drop-down menu will appear, displaying different types of lists.
  4. Select the desired list type, such as “Customers,” “Vendors,” or “Employees.”
  5. Another drop-down menu will appear, showing sub-options related to the selected list type.
  6. Choose the specific list you want to view or modify.
  7. Click on the selected list, and it will open in a new window or tab.
  8. You can now work with the list, perform actions like adding, editing, or deleting entries.
  9. To return to the navigation bar, simply close the list window or tab.

How to Create a New List in NetSuite?

Are you struggling to organize your data in NetSuite? Look no further than creating a new list. In this section, we will discuss two methods for creating a new list in NetSuite: using the List Wizard and utilizing the Customization Menu. Each method offers unique advantages and we will guide you through the steps to effectively create a new list in your NetSuite account. Streamline your data management with these simple yet effective techniques.

1. Using the List Wizard

Using the List Wizard in NetSuite is a simple process that allows users to efficiently create new lists. Follow these steps to get started:

  1. Access NetSuite: Log in to your NetSuite account and go to the Lists tab.
  2. Open the List Wizard: Click on the “New” button and select “List” from the dropdown menu.
  3. Select List Type: Choose the type of list you want to create, such as Customer, Vendor, or Item.
  4. Fill in List Details: Provide the necessary information for the list, including name, description, and any relevant settings.
  5. Add Fields: Customize the list by adding the desired fields to capture specific data.
  6. Save the List: Once you have completed the necessary configurations, save the list to make it available for use.

2. Using the Customization Menu

When accessing NetSuite lists, one option is to use the customization menu. Here are the steps to access NetSuite lists using the customization menu:

  1. Log in to your NetSuite account.
  2. Click on the “Customization” menu at the top of the page.
  3. Select “Lists, Records, & Fields” from the dropdown menu.
  4. Choose the type of list you want to access, such as “Customers” or “Items”.
  5. Customize the list by adding or removing columns, sorting and filtering data, and setting preferences.

This method allows for greater flexibility and customization when working with NetSuite lists.

In a similar manner, a prime historical example of customization is the development of the Ford Model T in the early twentieth century. Henry Ford implemented a customization menu, giving customers the ability to choose different features and options for their cars, such as paint color, upholstery, and accessories. This customization menu revolutionized the automotive industry, empowering customers to have more control over their vehicle choices.

What Are the Different Types of NetSuite Lists?

NetSuite lists are an essential tool for organizing and managing data within the NetSuite platform. However, not all lists are created equal. In this section, we will discuss the different types of NetSuite lists and their unique functionalities. From standard lists that come pre-built in the system to custom lists that can be tailored to fit specific business needs, we’ll cover it all. We’ll also explore the powerful feature of saved searches and how it can streamline your list management process. Let’s dive in and discover the various types of NetSuite lists.

1. Standard Lists

Standard lists in NetSuite are pre-defined lists that provide essential data and functionality for managing various aspects of your business. Here are the steps to access and utilize standard lists effectively:

  1. Log in to your NetSuite account.
  2. Click on the Lists tab in the navigation bar.
  3. Select the desired standard list category, such as Customers, Vendors, or Employees.
  4. Browse through the list to view and manage the corresponding records.
  5. You can add, edit, delete, or search for specific records within the standard list.

To make the most out of standard lists, consider these suggestions:

  • Customize the columns displayed in the list to suit your specific needs.
  • Utilize sorting and filtering options to quickly find relevant information.
  • Set preferences to personalize your list view and enhance your productivity.

By effectively utilizing standard lists, you can streamline your business operations, improve data management, and enhance decision-making processes.

2. Custom Lists

Custom lists in NetSuite allow you to tailor your data management to your specific business needs. Here are the steps to create custom lists:

  1. Go to the “Customization” menu in NetSuite.
  2. Select “Lists, Records, & Fields” and then “Lists” to access the custom list creation options.
  3. Click on “New” to begin creating a custom list.
  4. Provide a name and other relevant details for the custom list.
  5. Add columns to the list to define the data fields you want to include.
  6. Set any additional preferences, such as sorting, filtering, or visibility settings.
  7. Save the custom list to make it available for use in NetSuite.

Custom lists enable you to efficiently and accurately organize and manage data according to your specific business requirements, improving efficiency and accuracy.

3. Saved Searches

Saved searches in NetSuite are a powerful tool for finding and analyzing data. Here is a step-by-step guide on how to create and use saved searches:

  1. Go to the Lists menu and select Saved Searches.
  2. Click on New to create a new saved search.
  3. Choose the record type you want to search, such as customers, transactions, or items.
  4. Define the criteria for your search, such as filters, sorting, and grouping.
  5. Specify the columns you want to include in the search results.
  6. Save the search and give it a name for easy reference.
  7. Access your saved search by going to Lists > Saved Searches and selecting the Saved Searches you created.
  8. View and analyze the search results, export them to Excel, or use them to create reports and dashboards.

Saved searches are a valuable tool for customizing and organizing data in NetSuite, allowing you to quickly access the information you need for efficient decision-making and analysis.

How to Customize NetSuite Lists?

NetSuite lists are essential for managing and organizing data within the platform. To make the most out of these lists, it is crucial to know how to customize them according to your specific needs. In this section, we will cover the various ways you can personalize NetSuite lists, including adding or removing columns, sorting and filtering data, and setting preferences. With these tools at your disposal, you can efficiently manage and access your data in a way that works best for you.

1. Adding/Removing Columns

Adding or removing columns in NetSuite lists can be easily accomplished through the following steps:

  1. Open the desired list in NetSuite.
  2. Click on the “Columns” button located at the top right corner of the list.
  3. A dropdown menu will appear with available columns.
  4. Select the columns you wish to add by checking the corresponding boxes.
  5. To remove columns, simply uncheck the boxes of the columns you want to remove.
  6. Click “Apply” to save the changes.

Fun Fact: Customizing columns in NetSuite lists allows users to personalize their view and focus on the most relevant information.

2. Sorting and Filtering Data

To effectively sort and filter data in NetSuite Lists, follow these steps:

  1. Select the desired list from the navigation bar or global search bar.
  2. Click on the column header to sort the data in either ascending or descending order.
  3. Use the filter icon to apply filters based on specific criteria.
  4. Choose the filter type and enter the filter value.
  5. Click ‘Apply’ to view the filtered results.

To enhance your sorting and filtering experience, consider the following suggestions:

  • Save frequently used filters for quick access.
  • Utilize advanced filtering options such as date ranges or multiple conditions.
  • Combine sorting and filtering to efficiently narrow down data.

3. Setting Preferences

Setting preferences in NetSuite Lists allows users to customize their experience and optimize their workflow. Here are the steps to set preferences:

  1. Go to the NetSuite Lists page.
  2. Click on the “Set Preferences” button.
  3. Choose the preferences you want to modify, such as the number of rows to display, default filters, or column widths.
  4. Save your preferences.

Some suggestions for setting preferences include adjusting the number of rows displayed to fit your needs, customizing default filters for quicker access to relevant data, and setting column widths for better visibility. By setting preferences, you can personalize your NetSuite Lists experience and enhance your productivity.

What Are the Common Uses of NetSuite Lists?

NetSuite Lists are a powerful tool that can be utilized in various aspects of business management. In this section, we will discuss the common uses of NetSuite Lists and how they can benefit your business. From managing customer and vendor information to tracking inventory and orders, as well as generating reports and dashboards, NetSuite Lists offer a comprehensive solution for streamlining your business processes. Let’s dive into each of these uses in more detail and see how they can enhance your overall operations.

1. Managing Customer and Vendor Information

Managing customer and vendor information in NetSuite involves several steps:

  1. Create a new customer or vendor record by selecting the “New” button in the respective list.
  2. Fill in the required information, such as contact details, billing address, and payment terms.
  3. Add any additional details, such as shipping addresses or default pricing information.
  4. Save the record to ensure changes are applied.
  5. To edit existing customer or vendor information, locate the record in the list and select the “Edit” button.
  6. Make the necessary changes and save the record again.
  7. Use the search and filter functionalities to locate specific customers or vendors based on criteria like name, ID, or location.
  8. Generate reports to analyze customer or vendor data, such as sales by customer or outstanding balances.
  9. Utilize the dashboards feature to create visual representations of customer and vendor performance metrics.

2. Tracking Inventory and Orders

Tracking inventory and orders in NetSuite involves several steps:

  1. Set up item records for each product to be tracked.
  2. Enter purchase orders to track incoming inventory.
  3. Create sales orders to record customer orders.
  4. Generate pick tickets to pick items from the warehouse for shipment.
  5. Process shipping and fulfillment to record items leaving the warehouse.
  6. Track inventory levels and movements using reports and dashboards.

3. Generating Reports and Dashboards

To generate reports and dashboards in NetSuite, follow these steps:

  1. Go to the Reports tab in the main navigation menu.
  2. Select the type of report you want to generate, such as Financial, Sales, or Inventory.
  3. Choose the specific report from the available options.
  4. Customize the report by selecting the desired filters, date range, and columns.
  5. Click on the “Run” button to generate the report.
  6. To create a dashboard, go to the Dashboard tab in the main navigation menu.
  7. Click on the “Add New Dashboard” button.
  8. Select the layout and components you want to include in the dashboard.
  9. Configure the data sources and filters for each component.
  10. Save the dashboard and view it on your NetSuite homepage.

Fact: Generating reports and dashboards in NetSuite provides valuable insights for making informed business decisions.

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