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 we use special-purpose items

You can see from the list in the previous section that there are a lot of item types in each account, and the business will largely control which of those we use. However, it's not at all uncommon for a company to need many types, so let's cover a few of the important use cases here (the rest you can just read up on in the Help page and then be prepared to talk about when needed).

Lot numbered items

Any time the client needs to track items in sets, as they're received and when they're fulfilled (heading out the door), we assign lot numbers to those sets. A lot can have one specific item # in it or many, but the point is to associate them while your client has them in a warehouse. This is most common for food and beverage type businesses, but anyone might have a use for this feature.

Serial numbered items

This is not a type unto itself, but a feature you can choose whether to enable within the inventory and non-inventory...