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

When to use contacts versus sub-customers

There are going to be times when you're working with a client to get through their customer-related requirements and things are a little confusing. Some companies, for lots of different reasons, have a very different idea of who they call their customers versus those customers' contacts.

In NetSuite, it's very straightforward—a contact is someone you want to always be associated with a single lead, prospect, or customer record. Contacts can be set up with access to the Customer Center if that's in play, and they can have other custom properties associated with them. For instance, I've created customizations for clients where we added new checkbox fields to contacts, and then used those to fine-tune which contacts received which email notifications coming from the system.

Sub-customers, on the other hand, are also customer records in NetSuite, so they have the same properties and actions as the parent customer...