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

Summary

In this chapter, you should have learned more about customizing your clients' NetSuite accounts using forms, records, fields, and more. Forms hold the set of fields, lists, subtabs, and sublists together, in the arrangement that works best for the users. Custom record types add to the list of records NetSuite ships with, allowing us to store new types of data particular to the business using each account. Fields give us a place to store additional data on the native and custom records in the system, in a wide range of formats. Your job is to add these things to each client's account in just the right measure to allow them to run their business effectively and efficiently.

Always keep in mind that your goal is to make NetSuite as simple to use for the users as you possibly can, while still meeting all of their data and business requirements. Use the form design tools and Centers and Dashboards features we'll learn about in the next chapter, to streamline the...