How to Install Netsuite Bundles on Netsuite
When it comes to setting up your Netsuite business account, it’s vitally important that you know how to install Netsuite bundles. After you have enabled features for your Netsuite account, the next factor you may want to consider is installing the relevant Netsuite Bundles to your account. Fortunately, today, we’re on hand to help you find out a little more about installing Netsuite bundles, including why this is important and how to go about this.
What is a Netsuite Bundle?
Before we begin looking at how to install bundles on Netsuite, we should first briefly outline what Netsuite apps and bundles are. A Netsuite app extends the functionality of Netsuite’s main performance based on your business’s specific needs; indeed, in many cases, every business can have slightly different requirements, which may mean that your business needs a slightly different service from Netsuite.
Fortunately, whether the app is developed by Oracle-Netsuite or a third-party developer, you can install applications to help tailor the experience of using Netsuite for your business management needs. The more technical term for this is installing “bundles” of applications that help you customize Netsuite for your individual unique requirements.
Before we go any further, it’s vital to consider that the code behind the bundle will need to be working effectively before you install it, else this could have damaging consequences for your Netsuite account.
Often, bundles include code, settings, records, scripts, files, fields, configurations, assets, and forms. However, your bundle may not necessarily include every one of these, depending on the purpose it is made to fulfil.
How to Install Netsuite Bundles to Your Netsuite Account
There could be numerous different bundles you may want active on your account. Some of these may already be running, while others may need to be manually downloaded; as such, once you’ve logged in (as you can see more about by visiting this brief guide on how to Log In to your Netsuite account), you can begin considering the available and current customizations in play on your Netsuite account.
First, you’ll need to head to the customization tab, which is found on the main Netsuite navigation bar just below the search bar itself. From here, in the resulting drop-down menu, hover over SuiteBundler, and then hover over Search and Install Bundles. This will bring up one option, “List,” which you should select to continue to the list of currently installed bundles on your Netsuite account.
As you can see from the following screenshot, this will bring up a list of your currently installed bundles. By selecting an individual bundle, you will be able to see more information on the bundles; alternatively, you can manually search for a bundle name to bring it up if you have a long list of bundles already installed or if you’re searching for a new bundle that you would like to install onto your Netsuite account.
After clicking on a bundle, you should see a new screen appear with details of the specific bundle in question. For example, the bundle highlighted above monitors and displays information about all of the business’s CRM activities; this allows businesses greater management over their sales and customer service solutions, which can be vital. Nevertheless, this is just one such example of the countless bundles available for business managers to download through Netsuite, so be sure to consider which other bundles could be relevant and valuable for your business too.
As you will see at the bottom and top of the below screenshot, there are two option buttons: back (which will return you to the search screen) or install (highlighted in blue automatically). These should do the same thing, so don’t worry too much which button you select – either the top or lower ones.
Once you have selected to install the new Netsuite bundle, you will be prompted to give “the solution provider permission to install future updates in your NetSuite account at any time.” You will need to agree to these terms by selecting the OK button to download and install the new bundle; if you are not comfortable with this, select cancel instead to stop attempting to install the new bundle.
After you have approved the previous steps, your bundle will then be pending on your account, usually shown in red. If you refresh your bundles page occasionally, you should see that the download commences after a short while, which will be denoted by a “percentage downloaded” number.
Once your download has been completed, you will see the status has changed to a green tick. Meanwhile, in-progress installations will be shown as “installation in progress: X%” as seen below. This should begin automatically, so you don’t need to do anything else other than wait at this point.
Installing Multiple Bundles On Your Netsuite Account
If you want to install multiple bundles on your Netsuite account, you will simply need to complete this process several times. It is often worthwhile trying to do this while other bundles are still pending to ensure you’re using all of your time efficiently, rather than sitting around waiting.
Look for More Popular Bundles Ideally
If you are searching for a bundle you would like to install, it’s always worth considering the final column on the results page: the number of installations. This indicates how many past users have installed that particular bundle, which may be indicative of the overall quality and reliability of the bundle. However, be sure to check this yourself, as not every bundle is suitable for every business.
Final Thoughts
If you have been looking to make the most of your business’s new Netsuite account, we highly recommend considering today’s guide to begin installing bundles and optimizing your business management. Indeed, Netsuite, as a fully inclusive business and entrepreneurial management tool, offers countless excellent features that help optimize the process of business management – however, to further streamline things, we recommend installing bundles to group records, files, scripts, forms, fields, configurations, assets and the like together to make things easier to manage.