Book Image

NetSuite for Consultants

By : Peter Ries
Book Image

NetSuite for Consultants

By: Peter Ries

Overview of this book

NetSuite For Consultants takes a hands-on approach to help ERP and CRM consultants implement NetSuite quickly and efficiently, as well deepen their understanding of its implementation methodology. During the course of this book, you’ll get a clear picture of what NetSuite is, how it works, and how accounts, support, and updates work within its ecosystem. Understanding what a business needs is a critical first step toward completing any software product implementation, so you'll learn how to write business requirements by learning about the various departments, roles, and processes in the client's organization. Once you've developed a solid understanding of NetSuite and your client, you’ll be able to apply your knowledge to configure accounts and test everything with the users. You’ll also learn how to manage both functional and technical issues that arise post-implementation and handle them like a professional. By the end of this book, you'll have gained the necessary skills and knowledge to implement NetSuite for businesses and get things up and running in the shortest possible time.
Table of Contents (27 chapters)
1
Section 1: The NetSuite Ecosystem, including the Main Modules, Platform, and Related Features
5
Section 2: Understanding the Organization You Will Implement the Solution for
11
Section 3: Implementing an Organization in NetSuite
21
Section 4: Managing Gaps and Integrations
Appendix: My Answers to Self-Assessments

Gathering requirements for Order to Cash (OTC) transactions

When it comes to sales tracking, businesses tend to fall into a few known categories. If they have a retail component or they only sell items via the internet, they will most likely use cash sales to record them in the system, assuming all orders are paid for at the time the order is placed. If they allow sales based on terms (Net 30, for instance), then they'll need invoices, and so on. Spend a good amount of time talking to the sales and other related teams to understand their OTC process thoroughly.

Here are some topics to cover when analyzing the client's OTC needs:

  • Do they ever record quotes, or estimates, in advance of a sale? Some businesses will use these as a way to start the sales conversation with their customers or to establish pricing in advance.
  • What forms of payment do they accept for sales and when do they offer terms as an alternative?
  • Are there ever restrictions on which items...