Cloud Based Business & Finance Management Solutions For Modern Enterprise

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SaaS Tips & Tricks:

The Best Practices, Hidden Functions & Hacks For
NetSuite, Adaptive Insights, Kyriba, BlackLine & HubSpot

NetSuite Video Tutorial: How To Create A New Customer Record

on Apr 2, 2018 8:14:00 AM By | Business Solution Partners | 0 Comments | NetSuite Tips & Tricks
Whether your just getting started at a new company, recently received a promotion, or simply need to learn some new skills for your shifting job role, tackling NetSuite for the first time can be daunting. But keep in mind - even the most skilled NetSuite admin was a newbie at one point in their career. Everyone starts out a NetSuite neophyte. It's up to you to build up your skills to master the platform for your job role. Business Solution Partners is here to help with our ever expanding library of tips and tricks for NetSuite. In this session, we take a deep dive in the Contact record and walk you though all of the tabs, modules and choices you can make on a standard NetSuite deployment.  
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Condense The Clutter: A Tip For Viewing HubSpot Contact, Company and Deal Records

on Feb 28, 2018 8:28:00 AM By | Craig Cook | 0 Comments | HubSpot
If your company is using HubSpot CRM for Sales and Marketing, chances are your portal contains a lot of custom fields that are important to your business. If you have added all of those fields to the "About" section for Contact, Company and Deal records, (or your administrator has added the fields by default) those page views can get quite overwhelming. When you find yourself endlessly scrolling to source important information on the left sidebar in HubSpot, this simple trick will help. . .
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Make NetSuite Searches Easier With These Quick Tips

on Feb 21, 2018 9:12:00 AM By | Antonio Posella | 0 Comments | ERP Trends
Tip: Keyword Seach In Pop-up Search You know those wonderful little pop-up search and lookup areas in NetSuite? I'm sure you've been frustrated with them from time to time, because "out-of-the-box," they only enable you to perform a lookup by typing a company name from left to right, in order. You can't shortcut search by looking up the most unique and identifiable part of a company name. Or the only part you remember!
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Adaptive Tips & Tricks: Consistent Currency Reporting

on Feb 14, 2018 8:41:00 AM By | Martin Begley | 0 Comments | ERP Trends Adaptive Insights Reporting
The problem with exchange rates is thay they fluctuate and affect variances between plans and versions.  Find out below how to fix this problem! 
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7 Tips To Increase User Adoption Of Your ERP Distribution Software

on Nov 9, 2017 2:14:00 PM By | Business Solution Partners | 0 Comments | ERP Trends
Businesses often make large investments in ERP distribution software only to find that employees aren’t truly using the technology. Underutilized systems are a money pit...
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NetSuite Video Tutorial: How to Create & Use a Service Item

on Nov 8, 2017 12:24:11 PM By | Business Solution Partners | 0 Comments | NetSuite Tips & Tricks
In this video, we discuss selecting item types, naming the service item, assigning subsidiaries to the new item, overview of the purchasing and pricing tabs, assigning the income GL account to the new item, overview of the related transactions tab, and assigning an item to a customer invoice.
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