NetSuite Tip of the Month: Speed up data entry with inline editing

When working in NetSuite, efficiency is key. If you’ve ever had to open, edit, and save multiple records one by one, you know how repetitive and time-consuming this process can be. Thankfully, NetSuite offers a faster way to make updates directly from record lists and saved searches with inline editing. Inline editing enables you to update multiple records without ever leaving the list view, dramatically reducing clicks and streamlining your workflow. This tip of the month blog provides step-by-step instructions for enabling this feature and key benefits for your NetSuite team.

Inline editing allows you to make quick adjustments to fields directly in record lists or saved searches. Instead of opening each record individually, you can simply click into editable fields, type your updates, and move on while NetSuite saves your changes automatically.

1. Navigate to a record list or saved search.
2. Enable inline editing by toggling the icon next to “Edit.”

3. Any column that has the pencil icon can be edited inline by clicking on the cell.

4. After populating a value and then clicking away from the cell, the field will be updated.

Inline editing is a simple but powerful way to save time by eliminating the need to open records one at a time. It reduces clicks and repetitive actions in your daily work while also improving accuracy by allowing you to make quick corrections in bulk. At Rand Group, we help organizations unlock the full potential of NetSuite with practical tips like this and tailored system optimizations. Inline editing is just one of many features that can streamline your processes and boost productivity. Be sure to check back next month for another NetSuite Tip of the Month from our experts and reach out to our team if you need help configuring NetSuite to work smarter for your business.