Using the Create New Menu

The Create New menu appears in the NetSuite header. The visibility of the menu depends on your role and permissions. For more information, contact you administrator.

Create New Menu icon in the NetSuite header.

This menu includes links to create new instances of different types of records. Each link in the menu represents a type of record related to the record or transaction you are currently viewing. Click a link to create a record of that type.

The options available on a record are limited by the role you are logged in with, but you can change which options are listed in the menu.

To add or remove links in the Create New menu:

  1. Open the Create New menu, and click Personalize to open the Set Up Create New Menu page.

  2. Check the Include box next to the links you want to show on the Create New menu, and clear the Include box for the links you do not want to include.

    If the link you want is not listed, you can create a shortcut instead. For instructions, see Shortcuts Portlet.

  3. Click Save.

To reorder links in the Create New menu, drag a link up or down the list to change the order in which the links are listed. You also can select a link and use the Move to Top or Move to Bottom buttons. Click Save when you are done.

Related Topics

Navigating NetSuite
Using the Header and Menus
Using Dashboards
Using Global Search
Using QuickViews
Using Keyboard Shortcuts
Using Popup and Dropdown Lists
Using Buttons and Menus in NetSuite

General Notices