Access the Power of NetSuite

NetSuite is a very powerful platform but how does one learn the zillion different features of NetSuite?  How does one become proficient and confident with NetSuite as a regular user?

The Pocket Buddha NetSuite Orientation video training courses are the only comprehensive eLearning courses that will quickly train you on the fundamentals of using NetSuite.

Building on the skills learned on the NetSuite Orientation I course, expand your understanding of NetSuite basics with an exploration of SuiteAnswers, the File Cabinet and a deeper look at User Preferences, Page Header elements and Dashboards.

NetSuite Video Training

Learn by watching and then doing

All Pocket Buddha courses are structured around short 2-5 minute videos followed by practice steps to be done in NetSuite.

By watching and then doing, you will achieve the goals and results for the course.

The instructor for the course is also available to answer questions by discussion thread and by email. Personal coaching time can be purchased along with the course as an option.
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NetSuite Video Training

Key Questions Answered on the Course

  • How do I use SuiteAnswers to search for answers and submit NetSuite support cases?

  • How do I Optimize NetSuite for best performance on my user profile?

  • How can I personalize the Create New Menu feature?

  • How can I best use the Recent Records feature?

  • How do I use and personalize the Shortcuts feature?

  • How can I configure and personalize the Reminders feature?

  • How can I add or remove Portlets on my Dashboard?

  • What are the available Dashboard Layouts that I can use?

  • How do I use the File Cabinet for storing and retrieving documents?

File Cabinet Overview

Sample Course Video

What's Included?

The course includes the following content and features:

  • Twelve high-quality video walkthroughs of NetSuite in action.

  • Complete video transcripts with screenshots for reference.

  • Exercise and practice steps to be done within NetSuite.

  • Access to the instructor via discussion thread or by direct email.

  • A full 45 days of access to the course.

  • A professional course completion certificate.


  • Tim White

    Lead Instructor

    Tim White

    Hello! It will be my pleasure to be your instructor for this course. <\p>

    I have successfully trained 100s of NetSuite users to be proficient and confident in their understanding and use of NetSuite. <\p>

    My success as a Chief Information Officer (CIO) for mid-size companies has been built on ensuring that technology is actually used and understood by the users! <\p>

    P.S. believe me when I say that I understand how challenging it can be to learn all the nuances of NetSuite, but with these courses and expert instructors you will be successful!

Frequently Asked Questions

  • Is access to a NetSuite account included as part of the course?

    The student is expected to have access to their own NetSuite account: Pocket Buddha training does not provide access to a NetSuite account.

  • Will the NetSuite screens and forms look like those in my instance of NetSuite?

    They will be very similar but not exactly the same. Your instance of NetSuite may have a pre-configured theme or it may have been heavily customized.

  • How long will the course take me?

    Course time varies student to student but allow 2.5 hours to complete all the steps of the course.

  • Can I ask questions to the instructor?

    Yes, the instructor will be happy to answer questions via the discussion thread on the course and by email. Personal one-on-one time can be purchased as an option: see the Course Pricing section below.

  • Is the instructor available for customized training?

    Yes, all Pocket Buddha instructors are available for customized training for your company.

Course Pricing

All pricing includes 45 days of access to the course.
The Coaching option includes personal time
with the instructor.

Money Back Guarantee

All Pocket Buddha courses come with an unconditional 30 day money back guarantee.

Pocket Buddha instructors are committed to providing the best possible NetSuite learning experience.

If you are not completely satisfied with the course and the instructor is not able to make it right for you then a full refund will be promptly given.
Money Back Guarantee

Course curriculum

  • 3
    User Preferences
    • User Preferences
    • Date and Number Formats
    • Video Transcript: Date and Number Formats
    • Exercise: set your Date and Number Formats
    • Optimizing NetSuite
    • Video Transcript: Optimizing NetSuite
    • Suggested Optimization Settings
    • Exercise: review and adjust the Optimizing NetSuite settings
    • Using What You Learned
  • 4
    Create New Menu
    • Create New Menu
    • Create New Menu
    • Video Transcript: Create New Menu
    • Exercise: create a new Customer record
    • Exercise: use the Global Search to find the customer just created
    • Practice: use the Personalize link to create a new choice
    • Using What You Learned
  • 5
    Recent Records
    • Recent Records
    • Recent Records
    • Video Transcript: Recent Records
    • Exercise: use Recent Records to edit recently created Customer
    • Using What You Learned
  • 6
    • Shortcuts
    • Shortcuts
    • Video Transcript: Shortcuts
    • Practice: adding a new shortcut
    • Exercise: add the Shortcuts portlet
    • Practice: using the Set Up link
    • Practice: using the New Shortcut link
    • Using What You Learned
  • 7
    • Reminders
    • Reminders
    • Video Transcript: Reminders
    • Exercise: add the Reminders portlet
    • Practice: adding a new Reminder
    • Practice: adding a new highlighted Reminder
    • Using What You Learned
  • 8
    Dashboards & Portlets
    • Dashboards & Portlets
    • Adding and Removing Portlets
    • Video Transcript: Adding and Removing Portlets
    • Practice: adding and removing portlets
    • Practice: changing the layout of portlets
    • Layouts & Date Settings
    • Video Transcript: Layouts & Date Settings
    • Practice: changing the Portlet Date Settings
    • Using What You Learned
  • 9
    File Cabinet
    • File Cabinet
    • File Cabinet Overview
    • Video Transcript: File Cabinet Overview
    • Exercise: adding folders and files
    • Exercise: searching and downloading
    • File Cabinet Management
    • Video Transcript: File Cabinet Management
    • Exercise: copying files
    • Exercise: moving files
    • Exercise: deleting folders and files
    • Using What You Learned
  • 10
    Final Course Setps
    • Next Steps
    • Course Survey