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Effective Credit Management using NetSuite WorkFlow
NetSuite Webinar – ARTWEB 07

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Effective Credit Management using NetSuite Workflow Webinar

The effective management of client credit has always been a core task in most businesses and now in the Covid-19 world, its importance is more significant by far.

AVT will demonstrate how to use NetSuite’s Suiteflow module to streamline and automate critical Credit Management functions and some of the analysis tools that can further aid Credit Management to keep the lifeblood of the organisation pumping at the desired rate.

The Webinar will cover:

Setup and Operation

  • Credit Limit Approval Processes
  • Order Management Impact of Credit Control
  • Automated Reminders with Escalation
  • Automated Alerts to Sales Reps and their managers

Reporting and Analysis Tools

  • Accounts Receivable related KPI’s
  • Approvals Processing Time
  • Overdue Levels
  • Average Collection Times

All the relevant data in NetSuite is constantly monitored and the workflows can be set to react immediately or on a timed basis.
This webinar will provide the attendee a practical insight into the ease of use and power that SuiteFlow puts at their fingertips.

AVT’s Innovations to Invoice Collection

AVT will also demonstrate it’s Present and Pay solution with its revolutionary approach to making it easy for customers to make a payment.

Presented by Absolute Vision Technologies NetSuite Senior Consultant, Ross Leahy on June 25, 2020

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  • Overall, the NetSuite Inventory Management Course has provided a useful guide on the operation and maintenance of the Inventory Management functions within Netsuite. After the training, participants are able to implement plans and policies to optimise the performance of Warehousing and Inventory assets. The layouts between Uniden’s current ERP system, which is Baan, and Netsuite are vastly different. However the underlying concept remains the same, all management elements are included. Users have the freedom to customize the settings on Netsuite to suit their needs.

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  • AVT's NetSuite Admin training course helped us to enable our NetSuite admins to understand the system which made them proficient in understanding the key administrative aspects of Netsuite to we can confidently administer changes with our system and drive business improvements.

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  • The advantage of having classroom-type training is providing the opportunity to focus on the training materials without interruptions which is somewhat difficult when in the office doing the online training. Keeping it as a 1 on 1 or a couple of people in the course allowed it to follow at the trainees’ pace and still covering all course material, also the assignments were relevant to the material.

    Chris Vasiliou
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  • The AVT NetSuite Inventory Management Training Course provided is easy to follow, questions are welcomed and discussed. The instructor delivered additional and useful information.

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  • The NetSuite CRM Training Course instructor was able to relate to any questions and give answers that included real case scenarios!

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  • The finance training course provided the overall functionality of Netsuite. Our trainer, Ross also shares his knowledge and insight of best practice, and explain each question thoroughly with patience.

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  • I am full of praise for Ross Leahy – he took the time to understand our business and tailored his training to us

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  • Ross is great, takes the time to explain, explains the ‘why’ and has really good knowledge

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