The exam ensures that a candidate understands how to navigate the NetSuite interface, manage master data (customers, vendors, items, etc.), handle transactions (sales, purchasing, invoicing, payments), configure company and system settings, and perform basic reporting and data management tasks.
Platform Navigation & UI Basics ！ Navigating the NetSuite user interface, understanding workspace tools, global search, user‑level preferences, and general navigation options.
Setup & Administration ！ Configuring company settings and preferences; enabling and managing core NetSuite features; system configuration basics.
User & Role Management ！ Setting up user accounts, managing roles and permissions, controlling access, handling security and audit‑trail features.
Master Data Management ！ Managing core records: customers, vendors, employees/partners, standard record types.
Item & Inventory Management ！ Configuring item types (inventory, non‑inventory, service items), understanding impact of item settings on inventory and transactions.
Transactions / Sales & Purchasing Workflows ！ Processing orders, invoices, sales, bills, payments; understanding transaction flow, sales/purchase cycles, and their downstream effects (e.g. inventory, general ledger).
Reporting & Analytics ！ Using built‑in reporting tools, creating saved‑searches and dashboards, running standard reports.
Data Import/Export & Management ！ Importing/exporting data (e.g. via CSV), data migration strategies, managing data records and lists.
Customization & Basic Configuration (UI/Forms/Records) ！ Customizing forms, fields or records at a foundational level (as covered under basic configuration modules).
Business Process Fundamentals / General ERP Concepts ！ Understanding standard business/ERP processes as they apply in NetSuite, like record lifecycles, transaction flows, inventory impact, and financial basics.
