Book Image

NetSuite ERP for Administrators

By : Anthony Bickof
Book Image

NetSuite ERP for Administrators

By: Anthony Bickof

Overview of this book

NetSuite ERP is a complete, scalable cloud ERP solution targeted at fast-growing, mid-sized businesses and large enterprises. It's the smartly executed combination of financial management operations and built-in business intelligence, which enables companies to make data-driven and well-informed decisions. This book will help administrators become expert enough to be seen as the NetSuite leader at their company and to be able to advise department heads on specific processes, and strategic decisions. We start with an overview of ERP and NetSuite ERP, before going on to explain the built-in features to show the breadth of NetSuite ERP's product and its ease of use. We then discuss business aspects, focusing on the most important processes in NetSuite. Then you'll understand the implementation aspects that are generic enough to cover all the features. The focus then shifts to specific skills that you will need to administer for any system, such as roles, permissions, customization, and data imports. Moving on, you'll learn how to centralize the creation of search templates and give users the tools to pivot the data and expose it to the user in useful ways, such as on the dashboard. The book ends with checklists providing actionable steps that you as an administrator can take to do your job and support the application through new releases and troubleshooting problems.
Table of Contents (21 chapters)
Title Page
Copyright and Credits
Packt Upsell

Item import

Now, we'll look at an item import. Let's review the following file to be imported:

Item import source file

This is essentially a kit import because the Computer Bundle is a Kit, made up of a Computer Desktop, Printer, Monitor, and Bluetooth Keyboard. Our first step is to check whether the components already exist in the database. Assuming they do not, we will need to execute two imports containing three files in order to accomplish this.

Inventory import

We will import the components of the Kit as inventory items and the inventory source file will look like this:

Manipulated source file containing inventory components of the Kit

This file needs to be saved and imported as inventory items:

  1. Save as the file type as CSV.
  2. Go to Setup | Company | Import /Export | Import CSV records.
  3. Select Type Item, Subtype of Inventory.
  4. Select the file and click Next.
  5. Choose Add and click Next.
  6. Map the required fields, such as tax schedule, or select a default value.
  7. Map the remaining fields.
  8. Use the pricing...