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

Identifying items and their types

Items are anything the client wants to sell, so that can mean a widget, a downloadable book, a service they provide, or any miscellaneous fee they add onto sales. NetSuite supports many different item types for this reason. It's important to remember that when you get into configuring the list of items and their types in the account for your client. Each type's screen has differing lists of fields, so now, at the requirement gathering phase, is a good time to help the client understand what you'll need to know about their full list of items.

Most of my clients have no trouble getting this list together at this stage, but they usually take a much more narrow view of what's needed versus the reality. For example, they have their list of products they sell, but they don't realize at first that we also need to know what the various units of measurement are for each item (do they sell them as eaches, cases, or in pallets?). What...