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


Take a minute to see if you can apply what you learned in this chapter to a few situations you might run into in the field. Think about how you would handle each of these cases. There is no single right answer for most of these:

  1. Your client is not using any of the manufacturing features yet since they are primarily a distributor of packaged consumer goods. They ask you for help with tracking a multi-step process they follow on the warehouse floor when items are bundled together from a shortlist of small components into gift baskets. How do you help them decide whether they need Work Orders and Assembly Build transactions for this, or whether they could get along with something simpler?
  2. ABC Co has a fleet of trucks they use for deliveries, but occasionally their demand is high enough that they have to rent trucks for a day or two as well. They've contracted with a local company to rent short-term trucks when they need them. They will pay a flat rate...