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)
Section 1: The NetSuite Ecosystem, including the Main Modules, Platform, and Related Features
Section 2: Understanding the Organization You Will Implement the Solution for
Section 3: Implementing an Organization in NetSuite
Section 4: Managing Gaps and Integrations
Appendix: My Answers to Self-Assessments


Take a moment now to think back over this chapter's contents and test your own understanding of the topics covered. Think about how you would apply these challenges in your work:

  1. Your client lets you know that they need to be able to define custom kits, each of which is its own collection of items, sometimes sold together and sometimes sold separately, and the contents of these kits vary all the time. Assuming the native kit-type items won't meet their needs, which SuiteBuilder features can you use to help meet this need?
  2. A software company wants to be able to record sales orders for both contract-based sales and non-contract sale items. The fields on the two types of orders will be very different and they don't want users completing non-contract sales to have to deal with a lot of contract fields. How can we use forms in NetSuite to aid with this?
  3. A client wants to require some customers to provide a PIN (short for personal identity...