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I often get asked, how to restrict the items in NetSuite that a user can see when they are entering a quote for an invoice. With NetSuite, there are two easy ways to do this, both with different results. The are using Classification restrictions, and using a saved search. In this post, we'll go over how to do it using a saved search. The business case I recently had was: All support reps to quote Customers only on certain service items.

The online webstore is normally split into two areas for development, the Browsing Experience, where you make it as easy for people as possible to find the products and make an informed decision on whether they re appropriate or not, and the Checkout Experience, which makes it as easy for the people to purchase the goods as possible. It's important that the two of these areas are tied together as easily as possible.

One of the features that everyone loves about NetSuite is that is highly customisable. As a trained or novice user, it is really easy to create new fields or records to store and display information on the forms. Additionally, customisation of the printed forms is relatively straight forward, as long as you don't want anything too fancy. Customisation that requires a bit more understanding of how databases work, are things like notifications, alerts and KPI's. Netsuite's Saved Searches, the a simplified query tool, allow you to extract a range of information from the system. It takes some time to learning what things are called, and how they affect reporting. So the question for someone starting out is "How much do you customise in Netsuite and what are some of the risks?"

One of the primary goals of a NetSuite system administrator would be to make it as easy as possible for the user to see the information they want without having to open up new windows, and potentially loosing track of what they are doing. In this article we will look at one of the most under-used, but most powerful features of Netsuite customisation, Sourcing and Filtering. This is an easy and user-customisable way to pull information from a related record onto the record you are looking at.