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

Chapter 7: Getting to Know the Organization's Customers, Other Entities, and Items

With some organizations, it can be difficult to discern who their customers are and what types of items they buy and sell, but getting this right is critical to your implementation. We each need to learn how to get information like this from a client, and how to think about and organize these concepts correctly, for the first time, and every time.

We'll dig into gathering the client's requirements around these topics in this chapter. And we'll show how to configure these things in NetSuite in Chapter 10, Centers and Dashboards, and Chapter 11, Items and Related Lists.

In this chapter, you will learn the following:

  • Differentiating client leads, prospects, and customers
  • When to use contacts versus sub-customers
  • Managing vendors, partners, and other entity types
  • Identifying items and their types
  • When we use special-purpose items

When performing...