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

Utilizing Inbound Shipments and processing Item Receipts

Once a purchase has been created in the system, the business will find a way to communicate that to their Vendor, via email, a portal created especially for that purpose, or as a worst case, via printed paper copies when necessary. The Vendors then queue up the work and let us know when we can expect to receive the items. For products coming from one country to another, such as is commonly the case for purchases made from Asian manufacturers and suppliers, we sometimes want to track those shipments as they are in progress. NetSuite offers us the Inbound Shipment transaction for this. The fields for these records natively allow us to track a status (To Be Shipped, In Transit, and others), a list of items in a shipment (most commonly this is a container being transported via a ship), the related Landed Costs, and more.

For the companies that need this feature, we usually want to associate various sets of items from multiple...