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

Setting up Matrix item types and Item Options

When a client needs to track multiple variations of an item, we have a couple of options we can recommend, depending on the situation. First, you might start by suggesting that they use Item Options. This is simply a list of things we can assign to any one item. We might, for instance, have an item called 100% Cotton Hoodie and we know we can sell it in red, blue, or orange styles. So long as we just have a simple set of variations like this, Item Options can work fairly well. We just set the list of options on the item's screen and then we can select from that list when creating a Sales Order later on.

This can be too limiting, though, for many items, and in those cases, we need to go with the more complex Matrix-type items. With Matrix items, the system allows us to define a parent item, the Hoodie in the preceding example, and then a set of child matrix items, each representing one variation of that parent. For instance, if...