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

Setting up other item types as needed

Depending on the features you've enabled for your client's account, they may need your help getting a few other item types set up. The following sections cover the most common of those, but just know that these tend to be simpler to explain and get the client up and running with.

Description

Create a Description type of items when you want to include a text message on transaction lines, but have no price or other details associated with it. For instance, we've had clients who wanted the users to be able to tack on a line to their orders saying something like You received free shipping for the item above! in some cases.

Discount

When you define a discount type item, we do not tell NetSuite how the discount will work (for example, 10% off) and which items it can be used with – we do all that on a separate screen. Discount items are a part of promotion tracking in NetSuite. Some companies will only need the simple...