How Global Search Works in NetSuite (With Example)

NetSuite’s **Global Search** is a powerful feature that allows users to quickly find records, transactions, reports, and other data across the entire system. Instead of navigating through multiple menus, you can simply type a keyword and get instant results.

How Does Global Search Work?

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1. Access the Search Bar – Located at the top of any NetSuite page, the search bar lets you enter keywords.

2. Type Your Search Term – Enter a name, transaction ID, item code, or any related keyword.

3. View Filtered Results – NetSuite displays matching records from different modules (customers, invoices, items, etc.).

4. Click to Open – Select the relevant record to view or edit it directly.

Example: Searching for a Customer Invoice

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Let’s say you need to find an invoice for **"ABC Corp"** but don’t remember the exact invoice number.

1. Click the **Global Search bar** at the top.

2. Type **"ABC Corp Invoice"** or just **"ABC Corp"**.

3. NetSuite shows results like:

Customer:** ABC Corp

Invoice # INV-1001** (dated 07/25/2024)

Sales Order SO-500** (linked to ABC Corp)

4. Click the invoice to open it.

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Tips for Better Search Results

Use **quotes (" ")** for exact matches (e.g., **"INV-1001"**).

Filter results by **record type** (e.g., transactions, customers, items).

Recent searches appear for quick access.

Conclusion

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NetSuite’s Global Search saves time by helping users locate records instantly without manual browsing. Whether searching for a customer, invoice, or item, this feature ensures quick access to critical business data.