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

Self-assessment

Here's another opportunity to think about what you learned in this chapter by applying your knowledge to a few hypothetical situations:

  1. A software company you're working with wants to enter deals into the system before they're finalized. Their sales always consist of a few software items, services for things such as installation and training, and a maintenance contract for ongoing support after the sale. Which sales transactions will you recommend they use for all of this, and which NetSuite add-ons should be considered to supplement the system's native features?
  2. A university you're working with already sells books in their book store via their live NetSuite account and SuiteCommerce. Now, they want to also offer digital books rentals via a third-party service. They come to you, looking for advice on how to set up the items for these digital books, and how to record the rentals in NetSuite. When a student enters an order on the...