NetSuite Record Types

NetSuite includes record types for all areas of your business. Click the links below to learn more about each record type and how to create new records:

• Accounting – See NetSuite Accounting Overview.

• Items – See Creating Item Records.

• Shipping Items – See Creating Shipping Items.

  If you use the Shipping Label Integration feature, see Shipping Integration with FedEx, UPS, and USPS/Endicia.

• Gift Certificates – See Setting Preferences for Gift Certificate Authentication Codes

• Employees – See Adding an Employee.

• Relationships – You can create records for different types of business relationships:

  • Leads – See Lead Management.

  • Prospects – See Prospect Records.

  • Customers – See Customers.

  • Projects – See one of the following topics:

    • Creating a Basic Project Record

    • Creating a Project Record

  • Contacts – See Contacts.

  • Groups – See Working with Groups.

    Groups are a collection of contact, customer, employee, job, partner, or vendor records that you select. Using groups in NetSuite enables you to communicate efficiently with individuals and companies you do business with.

  • Vendor – See Creating a Vendor Record.

  • Competitors – See Competitors.

  • Other Names – See Other Name Records.

• Commissions – See Commissions.

• Marketing – See Marketing Automation Overview.

• Support Management – See the following topics:

  • Setting Up Case Management

  • Issue Management

  • Knowledge Base

• Web Site – See the following topics:

  • Site Builder Items, Forms, & Images

  • Site Builder Tabs & Categories

  • Setting Up Items for the Web Site

• Search – See Defining a Saved Search.

• Mass Updates – See Mass Updates.

• Custom – See Creating Custom Record Types.

• Activities – NetSuite enables you to create records to keep track of your business activities. See the following topics:

  • Scheduling Events

  • Creating CRM Task Records

  • Scheduling or Logging Phone Calls

General Notices