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

Recording sales via Sales Orders and Cash Sales

NetSuite offers two transactions for recording completed sales: Sales Orders, which are used when the items on the order are not delivered to the customer at the time of the sale, and Cash Sales, for when they are and when payment is received at the same time. Our clients in the Wholesale Distribution, manufacturing, Software, and Services verticals will use Sales Orders. Our retail, e-commerce, and Point of Sale (POS) clients use Cash Sales and Invoices to record their sales.

The sales order in NetSuite tends to be treated like a Swiss Army knife, in that it can serve so many different purposes, depending on how the business needs to use them. We always start to train users on these transactions with the basics, and that starts with how they're created. A Sales Order can be created from an Opportunity or an Estimate from scratch, via an import, or a programmatic method (such as via web services). The clients I've worked...