Powerful NetSuite Features You Should Be Using

Hidden Gems: Powerful NetSuite Features You’re Not Using (but Should Be)

Even for organizations with years of experience on the NetSuite platform, it is common to focus on the familiar and overlook tools that could drive even greater results. In this third installment of our blog series, we shine a spotlight on Powerful NetSuite Features You Are Not Using (but should be)—those hidden capabilities that often go unnoticed but have the potential to transform your day-to-day operations.

From advanced automation tools and robust reporting capabilities to underused modules that enhance visibility and control, NetSuite is full of features designed to make your business more efficient, agile, and scalable. Unfortunately, many of these remain underutilized—not because they lack value, but because they are simply not well known.

This week, we will guide you through Powerful NetSuite Features You Are Not Using (but should be) and show you how activating just a few of these can create significant impact across your organization.

Why Explore Hidden Features?

NetSuite is rich in functionality, but many businesses tend to focus solely on core capabilities, missing out on powerful, built-in features that could enhance operations, save time, and reduce costs. Leveraging these hidden gems can:

• Enhance Productivity: Automate processes and streamline tasks you never knew could be automated.
• Improve Decision-Making: Utilize advanced analytics and insights to drive strategic decisions.
• Maximize Your Investment: Fully exploit NetSuite’s capabilities to achieve a higher return on your ERP investment.

Five Hidden Gems You Need to Discover

Here are some powerful features within NetSuite that can immediately impact your business:

1. SuiteAnalytics Workbook:
   • Move beyond basic reporting and harness SuiteAnalytics Workbook for in-depth data analysis and visualization. Create customized reports, pivot tables, and charts without needing extensive technical expertise.
2. Advanced PDF/HTML Templates:
   • Enhance your branding and client communications by creating sophisticated, fully customized documents, including invoices, purchase orders, and quotes, directly within NetSuite.
3. Mass Updates:
   • Save significant time by utilizing the Mass Updates feature to simultaneously modify numerous records, from updating fields to adjusting pricing structures or reassigning sales territories.
4. Vendor and Customer Portals:
   • Improve collaboration and communication with vendors and customers by providing secure self-service portals for viewing invoices, payments, and order statuses.
5. Email Campaign Management:
   • Leverage integrated email marketing tools within NetSuite to run targeted, measurable email campaigns, track interactions, and analyze customer engagement directly.

Making the Most of These Features

Implementing these hidden gems requires a focused approach:

• Educate Your Team: Provide targeted training sessions to ensure everyone knows these features exist and how to use them effectively.
• Evaluate Usage Regularly: Periodically review system usage to identify underused capabilities and reinforce their benefits.
• Gather Feedback: Continuously seek user feedback to identify barriers to adoption and address them proactively.

What’s Next?

Uncovering these hidden features is just the start of truly optimizing your ERP environment. Next week, join us for Week 4: Transform Your Financial Insights: Advanced Reporting with NetSuite, where we delve deeper into financial analytics to empower strategic business decisions.

Stay engaged with our series to ensure your NetSuite environment consistently supports your organization’s strategic goals and operational excellence.