The most effective way to learn NetSuite shortcuts is by keeping a visible list in your workspace as you tackle daily tasks.
In this article, we outline various keystroke shortcuts that can assist NetSuite users in maneuvering through the interface and managing data more efficiently!
Note: Certain keyboard shortcuts may vary depending on the browser. Additionally, Mac OS users should replace the Ctrl key with the Command key and the Alt key with the Option key.
Tips for Remembering Shortcuts
The most effective method for mastering NetSuite shortcuts involves having a list displayed prominently in your workspace during daily activities. With continuous reminders of the different shortcuts, you can quickly refer to this list when needed. In light of this, our team has created desktop wallpapers showcasing the most common NetSuite shortcuts for you to download and use on your computer or display on a shared screen!
NetSuite Keyboard Shortcut Reference Files
The best strategy to learn NetSuite shortcuts is to keep them accessible as you work! Take advantage of these FREE downloadable training resources we've designed to help you grasp and retain NetSuite keyboard shortcuts!
Global Search Shortcuts
Press Alt+G to navigate directly to the Global Search Bar.
Global Search Prefixes
Employee = emp:
Phone Call = ph:
Expense Report = exp:
Sales Order = so:
Invoice = inv:
File = fi:
Item = it:
Estimate = est:
Customer = cust:
Cash Sale = cash:
Contact = con:
Opportunity = opp:
Partner = par:
Report = page:
Accepted Characters
The Global Search Bar supports letters, numbers, hyphens, and the "OR" separator.
Wildcard Characters = "%" OR "_/-???"
Append + at the end of your keyword to include inactive records in your search results.
Forms and Entering Data
Utilize these shortcuts to input or modify data on different NetSuite forms and records:
Press Enter to save the current transaction line and advance to the next.
Hit Enter from the transaction header to save the entire transaction record.
Navigate between fields and buttons using the Tab key.
Use the Spacebar to toggle NetSuite checkboxes.
In the Amount fields, type numbers and basic math symbols to compute the total for that field.
Maintain Ctrl+Click to select multiple options from a list.
Navigating NetSuite Subtabs
Quickly switch between subtabs in NetSuite by utilizing keyboard shortcuts! Each subtab is designated with a single letter, marked by an underline in the title. By pressing and holding Alt+[underlined letter], you can easily access the desired subtab. Note that your cursor will jump to the first field in the subtab upon using keystrokes for navigation.
Editing Full Date Fields
Leverage these keyboard shortcuts to enter and adjust data in NetSuite's date fields. Keep in mind that these shortcuts are applicable only in full date fields (MM/DD/YYYY):
Press t for today's date.
Press y for yesterday's date.
Press Shift+T for tomorrow's date.
Press m for the last day of the current month.
Press + to advance a date by one day.
Press - to revert a date by one day.
When dealing with accounting periods in NetSuite:
Press l (lowercase L) to enter the end date of the previous period.
Press p to enter the end date of the current period.
Multiple-Choice Popup Lists
When working with transactions or records featuring buttons that show popup lists, you can easily select alternative button options through keystrokes!
Use the Tab key to navigate to the list button.
The Down Arrow key will expand the dropdown list.
Press Enter to choose the desired action.
Utilize the Up Arrow key to collapse the list and return to the top.
Viewing and Navigating Reports
Employ the following shortcuts for quicker navigation while handling reports in NetSuite:
Press Page Up to go back one page.
Press Page Down to move forward one page.
Press Home to jump to the first page.
Press End to reach the last page.
Note: Not all keyboards may feature these keys.
Filtering NetSuite Search Results
When utilizing search result filters, the following keyboard shortcuts can enhance your efficiency:
Use the Tab key to cycle through the filters.
Employ the Down/Up Arrow keys to navigate up or down within a filter dropdown and make a selection.
Note: When inputting a value into a filter field, pressing Enter will not apply the filter. Instead, utilize the Tab key to confirm the value.
Inline Editing and Related Shortcuts
Inline editing of lists enables quick record updates by directly modifying data in a record’s row on the list page. This feature streamlines the editing process, allowing you to bypass entering each record individually. However, addresses cannot be updated on list pages through inline editing.
Note: Some columns featuring the edit icon may have specific values that cannot be changed using inline editing due to validation rules. For instance, a formula custom field that refers to another record field will restrict editing of the referenced field directly.
To utilize inline list editing:
Step 1 - Enable Features: Navigate to Setup > Company > Enable Features. Then, check the Inline Editing box found on the Company subtab within the Data Management section and click Save.
Step 2 - Activate Inline Editing: While in list views in NetSuite, employ the Edit toggle at the page’s top to turn inline editing on or off. Ensure the Edit checkbox is checked at the top (indicated by a green checkmark). When enabled, the list page refreshes to showcase an edit icon in the header of each column containing editable fields.
Step 3 - Enter/Edit Data: Click on the field where you wish to enter or modify data and use the following keystrokes for faster navigation:
Press Alt+X to access the first editable field on the page.
Use Tab to navigate right.
Use Shift+Tab to navigate left.
Press Enter to move down.
Press Shift+Enter to move up.
Use Ctrl+Z to undo a change.
Use Ctrl+Shift+Z to redo a previously reversed field value.
Press Esc to save changes and exit the field.
To modify the same field across multiple records, hold Ctrl while selecting the fields you wish to amend.
Changes will automatically save to the record once you click outside the field.
The Useful Ctrl+F
Even though this relies on your browser’s standard page search feature, it’s vital to highlight, as our own NetSuite Consultants and Developers utilize it frequently!
Press CTRL+F to bring up a finder bar, enabling you to search all visible text on the current page.
Bear in mind that the browser can only search the text displayed on the page. So, ensure all relevant page data is visible by expanding any subtabs or adjusting displayed list results before initiating a search.
Is Something Confusing You?
We continually update our blogs and articles to ensure they address any issues you might be facing. Sometimes, there are related features to enable or recent changes to incorporate into the instructions. If this article didn’t resolve your query, please use our chat to let us know, ensuring the information stays current!
We hope this post equips you with useful information to better understand NetSuite and its potential benefits for your business.
