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


Here are some challenges for you to consider, which I hope will make you think about how you might handle situations like these within your implementation projects:

  1. Your client tells you that in addition to all the products they sell, they also need to offer their customers a way to download user manuals in PDF form for some items. What's one way you can use a native NetSuite feature to meet this demand?
  2. Your client likes the feature that allows them to define a new item record in a pop-up window, such as for new discounts they enter on the fly, but they want to control the list of fields available in that popup. Is there a way you can set up the item form for just this use case?
  3. The warehouse manager needs to be able to directly edit item record details such as the stocking units or preferred Bin. But they're complaining about having so many fields on the screen that are not related to their work. How can you help them with this?
  4. One of...