Creating new records and transactions is one of the most common tasks in NetSuite. Even small reductions in navigation can save users significant time over the course of a day. Whether you’re entering sales orders, vendor bills, journal entries, or customer records, repeatedly navigating through menus to access the same pages can add unnecessary clicks throughout the workday.

Fortunately, NetSuite’s Create New menu provides a faster way to access the records and transactions you use most often. By personalizing this menu, users can streamline navigation, reduce repetitive steps, and spend more time completing their work. In this tip, we’ll show you how to customize the Create New menu and share best practices for making it part of your daily workflow.

Tip summary

The Create New menu provides quick access to frequently created records and transactions directly from the NetSuite header. Instead of navigating through multiple menu levels, users can launch common entry screens with just a few clicks.

Each user can personalize the menu to display the records and transactions they create most often.

Tip steps: How to customize the Create New menu

Step 1: Open the Create New menu

From anywhere in NetSuite, select the Create New menu located in the header above the main navigation menu.

Depending on your role and permissions, the menu may include options such as:

• Customers
• Vendors
• Sales Orders
• Purchase Orders
• Vendor Bills
• Invoices
• Journal Entries
• Other commonly created records and transactions

Available options may vary based on your NetSuite role and the page you’re currently viewing.

Step 2: Personalize the menu

To customize the Create New menu:

1. Open the Create New menu.
2. Select Personalize.
3. Select the Include checkbox for each record or transaction you want to display.
4. Clear the checkbox for items you don’t use regularly.
5. Drag items into your preferred order or use the available movement buttons.
6. Select Save.

Step 3: Tailor the menu to your role

The Create New menu is most effective when it’s tailored to the work you perform every day.

For example:

• Accounts Payable users may prioritize Vendor Bills, Vendors, and Purchase Orders.
• Sales users may include Customers, Opportunities, Estimates, and Sales Orders.
• Finance users may add Journal Entries and other accounting transactions.

Review your menu periodically and update it as your responsibilities change.

Tip best practices

To get the most value from the Create New menu:

• Include only the records and transactions you create regularly.
• Arrange the most frequently used items near the top of the list.
• Review the menu periodically to remove links you no longer use.
• Remember that the Create New menu is designed for creating records. For quick access to reports, saved searches, or existing records, use NetSuite Shortcuts instead.

Why this tip matters

The Create New menu is a simple but effective way to reduce unnecessary navigation and speed up everyday data entry in NetSuite. By putting your most-used records and transactions just a click away, users can work more efficiently and stay focused on higher-value tasks.

If you’d like help optimizing NetSuite for your users or discovering more built-in productivity features, Rand Group’s NetSuite experts are here to help. Contact our team today to learn how we can help optimize your NetSuite environment and improve user productivity. And be sure to check back next month for another NetSuite Tip of the Month.