If you’re utilising child items but don’t need the parent items these are attached to, then you can tidy up this menu structure by using these steps.
Navigate to Home>Set Preferences> General Subtab under defaults
Check the only show last subitem box, this will remove all parent items from your dropdown lists:
Most people utilise shortcuts in NetSuite but there is also another menu item that can be personalised for ease of navigation. The ‘Add New’ list to the right of the global search bar is a quick way to create new records. This list can be personalised to show the records that are most relevant to the user – whether it’s calls and opportunities for the sales rep, suppliers and bills for the payables clerk, or journals and fixed assets for the account. This list can also include custom records and can be sorted in any order desired.
To create price only credit notes:
1. Create a custom form for price only credit and remove location and inventory detail from the item sublist.
Do you want a quick and easy way to search for contacts within a specific company?
Navigate to the Global Search bar, type the contact prefix co: then the company name. This will return all the contacts within that company.