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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

Summary

As we've said more than once, knowing your customer's requirements should always precede any steps you take in NetSuite, and the OTC transactions are no different. Using those requirements as your guide, we can always get through this phase of implementation but getting this right takes practice and determination as you work with each new client. From the frontend with Opportunities and Estimates, where we're focused on the sales team's needs, through the Sales Orders and Cash Sales, where sales, customer service, and accounting all have a say in how things are done, the users must become comfortable entering these transactions before they're ready to go live. Adding in the Invoices, Payments, Returns, Credits, and Refunds usually sums up to a lot of learning in a short time, but it's all worth it when the users confirm that they've gotten confident in their new skills. By combining your consultancy, configuration adjustments, and customizations...

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NetSuite for Consultants
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