Streamlining Your NetSuite Experience: Essential Tips for Growing Businesses

1. Clean Up and Organise Your Data

Regularly cleaning up your data is crucial for keeping NetSuite running smoothly. By removing outdated records, merging duplicates, and adhering to standard naming conventions, you can significantly improve system performance and reduce errors. NetSuite offers built-in tools like mass updates and saved searches to assist with this task.

Before making any changes, always back up your data. Document your actions for future reference. Here are some key steps to consider:

• Merge duplicate records, particularly for customers and suppliers.

• Use saved searches to identify and inactivate or delete old records.

  
  

2. Optimise Saved Searches and Reports

Saved searches and reports are powerful tools, but if not set up correctly, they can slow down your system. To enhance performance, apply filters to limit the time range or number of results. Instead of using the “contains” condition, opt for “starts with” or “has keywords,” as these are less demanding on the system.

Here are some tips to optimise your saved searches:

• Schedule heavy searches to run in the background.

• Limit the date range and avoid including system notes unless absolutely necessary.

  
  

3. Review and Simplify Scripts and Workflows

Custom scripts and workflows can automate your business processes, but having too many or overly complicated ones can hinder NetSuite's performance. Regularly review your scripts, eliminate those that are no longer needed, and simplify where possible. Automating routine tasks using NetSuite’s SuiteFlow or SuiteScript can help reduce manual work and errors.

Consider these suggestions for optimisation:

• Use automation for repetitive tasks, such as invoicing or notifications.

• Streamline workflows to ensure they remain simple and efficient.

  
  

4. Manage Integrations Carefully

If you utilise integrations with other systems, it's essential to monitor how frequently they update NetSuite and what data they transfer. Excessive updates or unnecessary data transfers can slow down your system. Whenever possible, batch updates and remove integrations that you no longer use.

Here are some best practices for managing integrations:

• Validate and clean data before importing, especially with CSV files, to avoid errors from hidden characters or formatting issues.

• Implement real-time validation in automated processes to catch problems early.

  
  

5. Adjust NetSuite’s Built-in Performance Settings

NetSuite includes settings that can help improve page load times. You can:

• Set your landing page to the one you use most frequently.

• Delay the loading of sublists to speed up the initial page load.

• Reduce the number of rows in list segments and the maximum entries in dropdowns for quicker loading.

  
  

You can find these options under Home > Set Preferences in NetSuite.

6. The Importance of Regular Maintenance

Regular maintenance is vital for ensuring that your NetSuite environment remains efficient. Just like any other system, NetSuite requires attention to keep it running at its best. This includes not only cleaning up data but also reviewing processes and settings periodically.

7. Training and Support for Your Team

It's essential that your team understands how to use NetSuite effectively. Providing training sessions can help them become more proficient, which in turn can lead to better data management and system performance. Consider scheduling regular training updates and offering resources for self-learning.

8. Stay Informed About Updates and Best Practices

NetSuite frequently releases updates and new features. Staying informed about these changes can help you leverage the latest tools and functionalities. Regularly check the NetSuite blog or community forums for insights and tips from other users.

9. Seek Expert Help When Needed

Sometimes, you may encounter challenges that require expert assistance. Don’t hesitate to reach out to professionals who specialise in NetSuite implementations. They can provide tailored advice and solutions to help you overcome specific issues.

10. Conclusion

By following these tips, you can enhance your NetSuite experience and streamline your operations. Remember, a well-maintained system not only improves performance but also contributes to sustainable growth.

If you’re looking for expert guidance, consider reaching out to ERP Experts. We aim to be the go-to partner for UK businesses seeking to streamline operations and accelerate growth through expertly implemented NetSuite and Oracle Fusion systems. Together, we can help you overcome inefficiencies and achieve sustainable profit.

Note: These tips are based on best practices and official documentation. Always test changes in a safe environment before applying them to your live system, and ensure you have proper backups.