5 More NetSuite Shortcuts You're Under-Utilizing

Oct 19, 2022 by Kelsey Banerjee

In the past, we’ve been over some amazingly useful NetSuite keyboard shortcuts—but there are always more tips and tricks to learn.

After all, the NetSuite ERP is a huge platform, encompassing several different features and modules. That’s why we’ve returned for more to give you some additional tips for saving time and sanity.

Below are five more shortcuts and extended tips to boost your NetSuite skills:

5 More Shortcuts for Netsuite

  1. Quickly Choose From Dropdown Options

Did you know that you can use your keyboard to navigate through dropdown lists? Just follow these steps:

  • Use tab to get to the list button.
  • Pressing the down arrow will expand the list.
  • Press down again to go down the list.
  • Press enter when you’ve found your option.

If you press the up arrow, you will return to the top of the list.

  1. More Global Search Tips

When you’re doing a global search (ALT + G), there are a few ways you can quickly filter through information:

  • Exact Match — Use quotation marks (“ “) around your keyword(s).
  • Inactive Records — Add a plus (+) sign at the end of your keyword. This ensures you’ll get pull both active and inactive records.
  • Wildcard % — Use the % in front of a keyword to get a match on any or all characters in your query.
  • Wildcard _ — The underscore (_) will search for items that match a single character in the keyword.
  • Search for Multiple Keywords — Use uppercase OR between keywords to search for multiple items.
  1. NetSuite Search Prefixes

Another useful global search tip is prefixes. We went through a few of the most common ones for AR professionals in our last list, but here are several more:

  • as: assembly item
  • cash: cash sale
  • emp: employee
  • est: estimate
  • ev: event
  • exp: expense report
  • fi: file
  • it: item
  • in: invoice number
  • inv: inventory item
  • invo: invoice
  • cas: case
  • cus: customer
  • co: contact
  • op: opportunity
  • page: any page with that word in it
  • par: Partner
  • ph: phone call
  • pu: purchase order
  • qu: quote
  • sa: sales order
  • ve: vendor
  • wa: warehouse transfer
  1. Adding Navigation Shortcuts

While this isn’t a keyboard trick, adding shortcuts to your dashboard or navigation makes it easier to navigate the platform.

To add a shortcut:

  • Go to the page you want to turn into a shortcut
  • Go to the menu and look for the option that says more
  • Click on more.
  • There should be an option that says add to shortcuts.

The link will now be saved as a shortcut on your dashboard! You can also edit the title of the shortcut for your personal reference, or you can keep it as the default page title.

  1. Saved Searches

Again, this isn’t necessarily a keyboard shortcut—but it can save you some serious time. Saving your common searches will make it easy for you to quickly find what you’re looking for and reduce manual data entry.

Here’s how to save your search in Netsuite:

  • Click on reports.
  • Click on new search.
  • Select your type of search.
  • Near the submit button, there should be a create saved search option.
  • Enter a title for your new search.
  • Add filters. For invoices, add main line as your filter.
  • When you’re finished, click save.

Optimize Your NetSuite Setup

We all know that NetSuite is a powerful tool. And as a SuiteApp integration that automates the AR process, we know this financial ERP inside and out.

To learn how you can better streamline your processes in NetSuite, check out our comprehensive and practical NetSuite best practices guide.