Tips & Tricks: NetSuite 2017.1

As I am sure you have seen on your NetSuite home screen, NetSuite will be rolling out a new release soon.  Just in case you haven’t noticed the message, The Vested Group would like to make you aware of the upcoming new release from NetSuite. 

This new release has some exciting changes in store including:

• CRM improvements including performance metrics for support cases, an enhanced customer dashboard, and quick note fields on case records.

• Updates to Order Management such as subscription billing, promotion enhancements with SuitePromotion, and the addition of a store pickup feature.

• New features added to Item and Inventory Management such as specifying search criteria directly on the Commit Orders form.

• New vendor dashboard and improved customer dashboard which will help in better decision making.

• User interface updates like enhanced help center search navigation, sticky notes enhancements, and file drag and drop improvements.

• And much more!

See a detailed list of new release enhancements here.

Where to Prepare

In order to prepare for NetSuite’s new release, you can take a look at the following tools from NetSuite: 

• Sneak Peeks, 

• Release Notes (must be logged into NetSuite to view),  

• NetSuite’s Release Preview, and 

• NetSuite 2017 Release 1 Overview video.

Timeline

NetSuite is scheduled to roll out the release 2017.1 in the upcoming weeks.  Your exact upgrade date is shown on your NetSuite homepage when you log in. If this date is to change, NetSuite will automatically notify you upon your next login.

Testing

We highly recommend you perform testing within your release preview, especially on any customizations that have been done within your environment.

If you would like a more personalized approach to preparing for NetSuite's new release, get in touch with inVESTED today so we can set up an appointment to meet your needs.

The Vested Group's NetSuite Support practice, inVESTED, offers a full range of NetSuite technical support. From complex customization and development to answering quick how-to questions, our NetSuite support team is available to help you with all of your NetSuite needs.  Send us a message today and let's get to work!