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

Chapter 11: Items and Related Lists

Items are a key part of every NetSuite implementation since they represent more than just what the business buys and sells. They're also used to define the charges and fees, discounts, and other accounting-related things the company needs to keep track of. Every consultant needs to learn how to correctly set up items, as well as related lists in NetSuite, to avoid problems or confusion later on.

In this chapter, we will cover the following topics:

  • Enabling item types, inventory management options, and so on
  • Defining the item forms and fields
  • Defining purchase prices and sales pricing for items
  • Setting up Matrix item types and Item Options
  • Setting up other item types as needed

You will be working primarily with the people who have been put in charge of owning the list of items from your client's subject matter experts for the work in this chapter. Those people might be from the IT department, the product...