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

Defining purchase prices and sales pricing for items

You can establish the prices your client will pay their suppliers for each item and the prices they want to charge at the same time you import items. I've found, however, that many clients have more complex requirements around these two topics, so we typically do this as a follow-on exercise. We define the basics about the items first and then export those item lists from the account as CSV files. Then, we use those files as the starting points for the purchase price and sales pricing updates we make next.

Purchase prices can be defined per item in several different ways, and how each client wants to do this will vary by the item's type, their business needs, and more. The native Purchase Price field is available on every inventory and other item type screens if the client is OK with having just one price per item within the account. Populating this field is optional, though; if we don't set it per item, then NetSuite...