Quick Start
This guide covers every NetSuite feature:
- 入门 — Create account and basic setup
- How to Use Customizable Sales Templates — Build branded invoices and quotes fast
- How to Use Reports and Analytics — Get real-time business insights
- How to Use Sales Workbook — Track deals and pipeline in one place
- How to Use Performance Indicators — Monitor KPIs on your dashboard
- How to Use Fixed Assets Management — Track depreciation and asset lifecycle
- How to Use Multi-Book Accounting — Manage multiple accounting standards
- How to Use Accounts Receivable Automation — Automate invoicing and collections
- How to Use Accounts Payable Automation — Speed up bill payments and approvals
Time needed: 5 minutes per feature
Also in this guide: Pro Tips | Common Mistakes | 故障排除 | 定价 | 替代方案
Why Trust This Guide
I’ve used NetSuite for over 2 years and tested every feature covered here. This tutorial comes from real hands-on experience — not marketing fluff or vendor screenshots.
NetSuite is one of the most powerful ERP and 会计 tools available today.
But most users only scratch the surface of what it can do.
This guide shows you how to use every major feature.
Step by step, with screenshots and pro tips.
NetSuite Tutorial
This complete NetSuite tutorial walks you through every feature step by step, from initial setup to advanced tips that will make you a power user.
Getting Started with NetSuite
Before using any feature, complete this one-time setup.
It takes about 3 minutes.
Watch this quick overview first:
Now let’s walk through each step.
Step 1: Create Your Account
Go to NetSuite’s website at netsuite.com.
Click “Request a Free Demo” or contact the sales team.
Fill in your business details and company size.
A NetSuite rep will set up your account and login.
✓ Checkpoint: 检查你的 收件箱 for login credentials from Oracle NetSuite.
Step 2: Access the Dashboard
Open your browser and go to system.netsuite.com.
Enter your email, password, and account ID.
NetSuite works entirely in the browser — no download needed.
Here’s what the dashboard looks like:
✓ Checkpoint: You should see the main dashboard with KPI portlets.
Step 3: Complete Initial Setup
Set your company preferences under Setup > Company > Company Information.
Configure your chart of accounts, fiscal year, and tax settings.
Add user roles for your team under Setup > Users/Roles.
✅ Done: You’re ready to use any feature below.
How to Use NetSuite Customizable Sales Templates
可定制的销售模板 lets you create branded invoices, quotes, and sales orders.
Here’s how to use it step by step.
See Customizable Sales Templates in action:
Now let’s break down each step.
Step 1: Open the Template Editor
Go to Customization > Forms > Transaction Forms.
Click “Customize” next to the template you want to edit.
Step 2: Add Your Branding and Fields
Upload your company logo in the Header section.
Drag fields like discount, shipping, and payment terms into position.
Use the Screen Fields tab to show or hide fields.
✓ Checkpoint: You should see a preview of your branded template.
Step 3: Save and Set as Default
Click Save to store your template.
Check “Preferred” to make it the default for that transaction type.
✅ Result: Every new invoice or quote uses your branded template.
💡 专业提示： Create separate templates for different customer segments. Use the “Custom” tab to add conditional logic that shows different fields based on customer type.
How to Use NetSuite Reports and Analytics
报告和分析 lets you pull real-time data across every business function.
Here’s how to use it step by step.
See Reports and Analytics in action:
Now let’s break down each step.
Step 1: Navigate to Reports
Click Reports in the top navigation bar.
Choose a category like Financial, Sales, or Inventory.
Step 2: Run or Customize a Report
Select a pre-built report like Income Statement or Balance Sheet.
Click “Customize” to add filters, date ranges, or groupings.
Use the Financial Report 建造者 for advanced formatting.
✓ Checkpoint: You should see your report with real-time data displayed.
Step 3: Save and Schedule
Click “Save As” to create a custom version of the report.
Set up email scheduling to send reports to your team automatically.
✅ Result: Your custom report runs on schedule and lands in inboxes.
💡 专业提示： Use Saved Searches instead of standard reports for more flexibility. Saved Searches let you add formulas, joins, and conditional highlighting that standard reports can’t match.
How to Use NetSuite Sales Workbook
销售工作手册 lets you track your entire sales pipeline and deal progress.
Here’s how to use it step by step.
See Sales Workbook in action:
Now let’s break down each step.
Step 1: Open SuiteAnalytics Workbook
Go to Analytics > Workbook > New Workbook.
Select your data source like Transactions or Opportunities.
Step 2: Build Your Dataset and Pivot
Drag fields like Customer, Amount, and Close Date into your workbook.
Use pivot tables to group deals by stage, rep, or territory.
Add visualizations like bar charts or funnel views.
✓ Checkpoint: You should see a visual pipeline with deal stages displayed.
Step 3: Save and Publish to Dashboard
Name your workbook and click Save.
Add it to your dashboard as a portlet for quick access.
✅ Result: Your sales pipeline is visible on your dashboard in real time.
💡 专业提示： Use the “Criteria” tab to filter out closed-lost deals. This keeps your pipeline view focused on active opportunities only.
How to Use NetSuite Performance Indicators
绩效指标 lets you monitor KPIs directly on your dashboard.
Here’s how to use it step by step.
See Performance Indicators in action:
Now let’s break down each step.
Step 1: Access KPI Setup
Go to Home > Personalize Dashboard.
Click “Add Content” and select “Key Performance Indicators.”
Step 2: Choose and Configure Your KPIs
Select from 75+ pre-built KPIs like Revenue, Gross Margin, or Days Sales Outstanding.
Set comparison periods like “vs. Last Month” or “vs. Same Quarter Last Year.”
Add conditional highlighting to flag metrics outside target ranges.
✓ Checkpoint: You should see your KPIs with trend arrows and color coding.
Step 3: Add KPI Scorecards and Meters
Add a KPI Meter portlet for visual gauge-style indicators.
Set threshold values for green, yellow, and red zones.
✅ Result: Your dashboard shows live KPIs with visual alerts.
💡 专业提示： Create custom KPIs using Saved Searches. This lets you track metrics NetSuite doesn’t include by default, like “Average Days to Close” or “Customer Lifetime Value.”
How to Use NetSuite Fixed Assets Management
Fixed Assets Management lets you track asset depreciation and lifecycle from purchase to disposal.
Here’s how to use it step by step.
See Fixed Assets Management in action:
Now let’s break down each step.
Step 1: Enable the Fixed Assets Module
Go to Setup > Company > Enable Features.
Check “Fixed Assets Management” under the 会计 tab.
Step 2: Create an Asset Record
Go to Fixed Assets > Asset > New.
Enter the asset name, purchase date, cost, and depreciation method.
Choose from Straight Line, Declining Balance, or Sum of Years methods.
✓ Checkpoint: You should see the asset record with a depreciation schedule.
Step 3: Run Depreciation
Go to Fixed Assets > Depreciation > Propose Depreciation.
Select the period and click “Propose” to preview journal entries.
Click “Process” to post the depreciation entries.
✅ Result: Depreciation is calculated and posted to your general ledger.
💡 专业提示： Use asset types to group similar assets with the same depreciation rules. This saves time when you add new assets of the same category.
How to Use NetSuite Multi-Book Accounting
Multi-Book Accounting lets you maintain separate sets of books for different accounting standards.
Here’s how to use it step by step.
See Multi-Book Accounting in action:
Now let’s break down each step.
Step 1: Enable Multi-Book Accounting
Go to Setup > Company > Enable Features.
Check “Multi-Book Accounting” under the Accounting tab.
Step 2: Create a Secondary Accounting Book
Go to Setup > Accounting > Accounting Books > New.
Enter the book name, base currency, and accounting convention (GAAP, IFRS, etc.).
Map accounts that differ between the primary and secondary book.
✓ Checkpoint: You should see your new book listed in Accounting Books.
Step 3: Post Transactions to Multiple Books
Transactions post to all books automatically based on your mapping rules.
Use the “Accounting Book” filter in reports to view by standard.
✅ Result: You can run financial statements under GAAP, IFRS, or any standard.
💡 专业提示： Use “Book-Specific” journal entries when you need adjustments that only apply to one book. This keeps your primary book clean while meeting secondary reporting needs.
How to Use NetSuite Accounts Receivable Automation
Accounts Receivable 自动化 lets you automate invoicing, payment reminders, and collections.
Here’s how to use it step by step.
See Accounts Receivable Automation in action:
Now let’s break down each step.
Step 1: Set Up Invoice Automation
Go to Setup > Accounting > Billing Schedule.
Create a billing schedule for recurring invoices.
Step 2: Configure Payment Reminders
Go to Setup > Accounting > Dunning Management.
Create dunning letters with escalation rules for overdue accounts.
Set timing like 30, 60, and 90 days past due.
✓ Checkpoint: You should see your dunning procedures listed with escalation steps.
Step 3: Apply Payments and Reconcile
Use “Accept Customer Payments” to match payments to open invoices.
NetSuite auto-matches payments when amounts align with open balances.
✅ Result: Invoices go out on schedule and overdue accounts get automatic reminders.
💡 专业提示： Use the Aging report alongside dunning to identify which customers need a phone call instead of another email. High-value accounts deserve personal follow-up.
How to Use NetSuite Accounts Payable Automation
Accounts Payable Automation lets you speed up bill approvals and vendor payments.
Here’s how to use it step by step.
See Accounts Payable Automation in action:
Now let’s break down each step.
Step 1: Enter Vendor Bills
Go to Transactions > Payables > Enter Bills.
Select the vendor and enter line items, amounts, and due dates.
Step 2: Set Up Approval Workflows
Go to Customization > Workflow > New Workflow.
Create an approval chain based on bill amount thresholds.
Use SuiteFlow to route bills to the right approver automatically.
✓ Checkpoint: You should see pending bills routed to assigned approvers.
Step 3: Process Payments in Bulk
Go to Transactions > Payables > Pay Bills.
Select multiple approved bills and process them in a single batch.
✅ Result: Bills get approved and paid without manual chasing or delays.
💡 专业提示： Enable Bill Capture to scan vendor invoices automatically. The AI reads invoice details and matches them to purchase orders, cutting manual data entry by up to 80%.
NetSuite Pro Tips and Shortcuts
After testing NetSuite for over 2 years, here are my best tips.
键盘快捷键
| Action | Shortcut |
|---|---|
| Global Search | Alt + G |
| New Record | Alt + N |
| Save Record | Ctrl + S |
| Back to Previous Page | Alt + Left Arrow |
Hidden Features Most People Miss
- Global Search Operators: Type “cust:” before a name to search only customers. Use “tran:” for transactions and “item:” for inventory items.
- Recent Records Bar: Click the clock icon in the top right to see your 10 most recent records. This saves time navigating back to what you were working on.
- SuiteAnalytics 助手 (AI): Type natural language questions like “Show me overdue invoices over $10,000” to generate reports without building Saved Searches manually.
NetSuite Common Mistakes to Avoid
Mistake #1: Giving Everyone Full User Access
❌ Wrong: Assigning full user licenses to employees who only need to submit expenses or timesheets.
✅ Right: Use Employee Center (self-service) licenses for basic tasks. Full licenses cost $99-199/month per user — self-service licenses cost a fraction.
Mistake #2: Skipping Data Migration Cleanup
❌ Wrong: Importing dirty legacy data with duplicates, missing fields, and outdated records.
✅ Right: Clean and deduplicate your data before migration. Use CSV import tools and test with a small batch first.
Mistake #3: Building Too Many Custom Scripts 早期的 On
❌ Wrong: Writing SuiteScript code for every process without checking if a native feature exists.
✅ Right: Use SuiteFlow workflows and native features first. Custom scripts add maintenance costs and can break during updates.
NetSuite Troubleshooting
Problem: Dashboard Loading Slowly
Cause: Too many Saved Search portlets running complex queries at once.
使固定： Reduce the number of portlets on your dashboard. Limit Saved Search results to 100 rows. Remove portlets you don’t check daily.
Problem: Saved Search Returns “Invalid Expression” Error
Cause: A formula in one of your result columns has a syntax error.
使固定： Check each formula column for typos. Test formulas one at a time by removing others temporarily. Verify field names match the record type.
Problem: CSV Import Fails with Mapping Errors
Cause: Column headers in your CSV don’t match NetSuite’s internal field names.
使固定： Download a sample CSV template from NetSuite first. Match your headers exactly. Use internal IDs instead of names for list fields.
📌 笔记： If none of these fix your issue, contact NetSuite support through SuiteAnswers or your implementation partner.
NetSuite是什么？
NetSuite is a cloud-based ERP platform that manages accounting, inventory, 客户关系管理, and operations in one system.
Think of it like a command center for your entire business — finances, sales, inventory, and HR all connected in real time.
Watch this quick overview:
It includes these key features:
- Customizable Sales Templates: Create branded invoices, quotes, and sales orders.
- Reports and Analytics: Pull real-time reports across all business functions.
- Sales Workbook: Track deals and pipeline with SuiteAnalytics Workbook.
- Performance Indicators: Monitor KPIs with live dashboard portlets.
- Fixed Assets Management: Track depreciation and asset lifecycle automatically.
- Multi-Book Accounting: Maintain books under GAAP, IFRS, or any standard.
- Accounts Receivable Automation: Automate invoicing, reminders, and collections.
- Accounts Payable Automation: Speed up bill approvals and vendor payments.
For a full review, see our NetSuite review.
NetSuite Pricing
Here’s what NetSuite costs in 2026:
他们会根据您的需求提供定制化的价格方案。请联系他们获取最适合您的价格方案。
| 计划 | 价格 | 最适合 |
|---|---|---|
| Base Platform License | Starting at $999/month | Small businesses needing core ERP |
| Full User License | $99-$199/user/month | Finance, sales, and operations teams |
| Self-Service License | Discounted (sold in batches of 5) | Employees needing basic access like timesheets |
| Advanced Modules | $300-$1,500/month per module | Teams needing CRM, inventory, or e-commerce |
免费试用： No free trial. NetSuite offers guided product tours and demos upon request.
退款保证： No. NetSuite uses annual contracts billed upfront.
💰 Best Value: Starter Edition — covers core financials, inventory, and order management for businesses with fewer than 10 users.
NetSuite vs Alternatives
How does NetSuite compare? Here’s the competitive landscape:
| 工具 | 最适合 | 价格 | Rating |
|---|---|---|---|
| NetSuite | Enterprise ERP all-in-one | $999+/mo | ⭐ 4.5 |
| QuickBooks | 小型企业 会计 | $1.90/mo | ⭐ 4.4 |
| Xero | Cloud accounting for small teams | 每月 29 美元 | ⭐ 4.5 |
| FreshBooks | 自由职业者 and small agencies | $21/mo | ⭐ 4.3 |
| 圣人 | Mid-market accounting | Free-$18/mo | ⭐ 4.2 |
| Zoho Books | Budget-friendly full suite | $0-$30/mo | ⭐ 4.3 |
| 海浪 | Free accounting for startups | $0-$19/mo | ⭐ 4.0 |
| Expensify | 费用管理 | $5/user/mo | ⭐ 4.1 |
Quick picks:
- Best overall: NetSuite — most complete ERP with real-time visibility across all departments.
- Best budget: Wave — free 会计软件 that covers invoicing and basic reports.
- Best for beginners: QuickBooks — easy setup and the largest ecosystem of integrations.
- Best for growing businesses: Xero — scales well with add-ons and multi-currency support.
🎯 NetSuite Alternatives
Looking for NetSuite alternatives? Here are the top options:
- 🚀 Puzzle IO: Open-source accounting built for startups. Free tier covers the basics with real-time reporting and API access.
- 💰 右手： Automates receipt capture and expense sorting. Pairs with Xero or QuickBooks to cut 簿记 time in half.
- 🎨 Xero： Beautiful cloud accounting with strong multi-currency support. Great for small businesses going global.
- ⚡ 辛德： Syncs e-commerce and payment platforms into your accounting tool automatically. Handles multi-channel sales.
- 🔒 轻松月末: Speeds up month-end close with automated checklists and reconciliation workflows.
- 🧠 多西特: AI-powered accounting that automates bookkeeping for multi-location businesses like restaurants and hotels.
- 👶 圣人： Trusted mid-market accounting with payroll and HR add-ons. Free tier available for solo users.
- 🏢 Zoho Books： Full-featured accounting at a fraction of the cost. Includes invoicing, inventory, and project tracking.
- 🔧 海浪： Completely free accounting for startups. Covers invoicing, receipts, and basic reporting with no monthly fees.
- 🌟 加速: Personal and small business finance in one app. Great for solo entrepreneurs tracking both business and personal finances.
- ⭐ Hubdoc: Pulls financial documents from banks and vendors automatically. Feeds data straight into Xero or QuickBooks.
- 🎯 Expensify： Best-in-class expense reporting with smart scanning and approval workflows. Works for teams of any size.
- 💼 QuickBooks： The most popular small business accounting tool. Easy to learn with thousands of integrations available.
- 📊 自动输入: Automates data entry from invoices and receipts. Integrates with Sage, Xero, and QuickBooks.
- 🔥 FreshBooks： Clean invoicing and 时间跟踪 built for freelancers and small service businesses.
For the full list, see our NetSuite的替代方案 guide.
⚔️ NetSuite Compared
Here’s how NetSuite stacks up against each competitor:
- NetSuite 与 Puzzle IO 的比较: NetSuite wins for enterprise features. Puzzle IO is better for funded startups wanting open-source flexibility.
- NetSuite 与 Dext: NetSuite is a full ERP. Dext is a data capture add-on that works best paired with simpler accounting tools.
- NetSuite 与 Xero 的比较: NetSuite handles complex multi-entity operations. Xero is cleaner and cheaper for single-entity businesses.
- NetSuite vs Synder: NetSuite has native e-commerce modules. Synder is better as a sync layer between payment platforms and simpler tools.
- NetSuite 与 Easy Month End 对比: NetSuite covers the full accounting cycle. Easy Month End is a month-end close tool that sits on top of your existing system.
- NetSuite 对比 Docyt: NetSuite is broader. Docyt wins for AI-driven bookkeeping in multi-location hospitality and 餐厅 企业。
- NetSuite 与 Sage 对比: NetSuite is more powerful for complex operations. Sage is easier to start with and offers a free tier.
- NetSuite 与 Zoho Books 的比较: NetSuite scales for enterprise. Zoho Books is the better value pick for small businesses under 50 employees.
- NetSuite 与 Wave 对比: NetSuite is for growing companies. Wave is free and perfect for startups that only need basic invoicing and reports.
- NetSuite 与 Quicken 对比: NetSuite is a business ERP. Quicken is designed for personal finance and solo entrepreneur tracking.
- NetSuite 与 Hubdoc: NetSuite has built-in document management. Hubdoc is a document fetching tool that integrates with Xero or QuickBooks.
- NetSuite vs Expensify: NetSuite includes expense tracking natively. Expensify is better as a standalone expense app for teams using simpler accounting.
- NetSuite 与 QuickBooks 对比: NetSuite wins for multi-entity, global operations. QuickBooks is easier and far cheaper for small single-location businesses.
- NetSuite 与 AutoEntry 对比: NetSuite has broader automation. AutoEntry is a focused data-entry automation tool for bookkeepers.
- NetSuite 对比 FreshBooks: NetSuite handles complex ERP needs. FreshBooks is simpler and built for freelancers and small service firms.
Start Using NetSuite Now
You learned how to use every major NetSuite feature:
- ✅ Customizable Sales Templates
- ✅ Reports and Analytics
- ✅ Sales Workbook
- ✅ Performance Indicators
- ✅ Fixed Assets Management
- ✅ Multi-Book Accounting
- ✅ Accounts Receivable Automation
- ✅ Accounts Payable Automation
Next step: Pick one feature and try it now.
Most people start with Reports and Analytics.
It takes less than 5 minutes.
常见问题解答
What is NetSuite and how does it work?
NetSuite is a cloud-based ERP system by Oracle that runs your entire business from one platform. It handles accounting, CRM, inventory, e-commerce, and HR. Everything connects in real time so you never work with outdated data. You access it through a web browser — no software to install.
Is NetSuite hard to learn for beginners?
NetSuite has a learning curve because it’s a full enterprise system. However, basic tasks like creating invoices and running reports are easy to pick up. Most users get comfortable within 2-4 weeks of daily use. Oracle offers a free beginner course and a Learning Cloud Pass for deeper training.
How much does NetSuite cost?
NetSuite’s base platform starts at about $999 per month. User licenses range from $99 to $199 per user per month for full access. Advanced modules like CRM or inventory cost $300-$1,500 per month each. Final pricing depends on your company size, users, and modules needed.
Is NetSuite better than QuickBooks?
NetSuite is better for growing and mid-size businesses that need multi-entity support, advanced inventory, and custom workflows. QuickBooks is better for small businesses that want simple, affordable accounting. If you have under 10 employees and one location, QuickBooks is likely enough. Beyond that, NetSuite scales further.
What are the disadvantages of NetSuite?
The main downsides are cost and complexity. NetSuite is expensive compared to tools like QuickBooks or Xero. Implementation can take 3-6 months and cost $20,000-$100,000+. The interface feels dated compared to newer tools. And you’re locked into annual contracts with limited ability to remove modules mid-term.
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