Disclaimer: Although many people have found our free tutorial videos to be helpful while studying for various NetSuite Certification exams, our trainings are not designed to be used as test prep materials, and this course does NOT include access to a NetSuite account. Rather, all of our training courses and geared towards helping NetSuite users learn the skills they need in order to get the most out of their NetSuite system. If you are interested in pursuing a NetSuite certification, please visit the official NetSuite Certification Page for more information.
Welcome to our course on NetSuite Advanced PDF/HTML Templates! In this video, we will give a rundown of the course content. If you are not familiar with HTML or CSS, you might want to check out the tutorial resources linked below before continuing through the course.
Get a general overview of setting up Advanced PDF/HTML Templates! We will show you how to enable their use, how to open them, and explain WYSIWYG Mode and Source Code Mode. If you would prefer to follow along with a written version of this tutorial, check out the link below!
Learn the basics of WYSIWYG Mode! We will touch on the powerful tools at your disposal in WYSIWYG Mode, as well as how to preview and print your Advanced PDF/HTML Templates. Advanced PDF templates allow you to source data from within NetSuite and share that data in a clean formatted manner. A custom invoice is one use case, but you can also use Advanced PDF templates to print saved search results as nicely formatted reports! Need a refresher on saved searches? Check out the NetSuite Saved Search Course linked below!
Take the power of Source Code Mode into your hands! In this lesson you will learn about the tools used in Source Code Mode, how to organize and manage your code, and how to make your code dynamic.
Learn to build an Advanced PDF/HTML Template from start to finish via WYSIWYG Mode! Feel empowered by the tools covered in this lesson and say 'Goodbye' to feeling intimidated by composing templates!
Not a coder? Not a Problem! In this lesson, we will walk you through how to use Source Code Mode to build an Advanced PDF/HTML Template from start to finish, showing you valuable tools along the way that you can use to leverage the power of source code for all of your templates!
That's All For Now!
We get it, and this is what our team does every day. Everything from consulting to development. These lessons just touch the surface, so you may need an expert to get your projects implemented quickly while you spend time learning. Then, when a project is complete, we can add to your knowledge base and enable you to take the reins. We also offer NetSuite managed services, so you don't ever have to worry about admins or maintenance.
