Overview of SmartClient Personal Edition

Overview of SmartClient
Creating SmartClient Templates
3 ways to retrieve data from NetSuite to Excel SmartClient
Convert Trial to Paid Subscription
Mass Delete records with Excel SmartClient
SmartClient Tips Field IDs and Required Fields
Custom Record Settings for Excel SmartClient
SmartClient and Custom Segments
Setting line level values to null and deleting lines

Use Cases

Journal Entries with SmartClient
Working with Sales Orders in SmartClient
Working with Leads
Creating Vendor Bills
Setting Price value of an Item to “Custom”

Product Overview

Working with Line Items
License Activation Steps
Activating or Refreshing the SmartClient
SmartClient - Retrieve Records
SmartClient - Web Import

Sales & Marketing

Adding Promotion Codes
Working with Estimates
Importing Leads
SmartClient - Add Sales Orders
SmartClient - Create Sales Order with Line Items
SmartClient - Price Matrix Demo
SmartClient - Edit Sales Orders


Inventory Adjustments
SmartClient - Add Assembly Items
SmartClient - Item Receipt Update Rate


Creating Journal Entries
SmartClient - Create Credit Memo
SmartClient - Customer Payment