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NetSuite for Consultants

NetSuite for Consultants

By : Peter Ries
4.7 (7)
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NetSuite for Consultants

NetSuite for Consultants

4.7 (7)
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)
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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
1
Appendix: My Answers to Self-Assessments

Managing Special Orders and Drop Ship Orders

Purchase Orders are created for all types of purchases, including those NetSuite calls Special Orders. These are orders for items we don't normally stock or treat like another inventory. For instance, if your client is a plumbing supply company, they might create some items in their account when a customer specifically requests them, and in those cases, they want the system to track the purchase as a special or very rare occurrence. We define these special use cases on the item record versus on the PO. When we purchase these items, they sometimes require some special customization or personalization, such as when a team jersey needs the team's name added to the back. Special orders are typically begun in the system as a Sales Order. The item is added to the order and when NetSuite knows which vendor is preferred, it will automatically create a Purchase Order for the item with that Vendor. The PO is then linked to the Sales Order...

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NetSuite for Consultants
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