Book Image

NetSuite for Consultants - Second Edition

By : Peter Ries
Book Image

NetSuite for Consultants - Second Edition

By: Peter Ries

Overview of this book

ERP and CRM consultants can effectively implement NetSuite for a client organization with the aid of NetSuite for Consultants, revised with the latest features and best practices for NetSuite 2023. After reading this book, you’ll have a thorough understanding of how to configure the NetSuite ecosystem for any business. You’ll learn how to apply new features such as the Manufacturing Mobile application, NetSuite budgeting features, and tools for handling rebates and trade promotions. This edition also includes expanded coverage of technical topics such as SuiteQL and the SuiteTalk REST API. Understanding what a business requires is a crucial first step toward completing any software product deployment, and this NetSuite guide will teach you how to ask meaningful questions that ascertain which features, basic and new, you will need to configure for your client. Most importantly, you’ll not only learn how to perform a NetSuite implementation; you'll also learn how to prepare clients to use the software confidently, which is the true test of a great consultant.
Table of Contents (28 chapters)
1
Section I: The NetSuite Ecosystem, including the Main Modules, Platform, and Related Features
5
Section II: Understanding the Client’s Organization
11
Section III: Implementing an Organization in NetSuite
21
Section IV: Managing Gaps and Integrations
25
Other Books You May Enjoy
26
Index
Appendix: My Answers to Self-Assessments

Self-assessment

Take a moment now to think back over this chapter’s content and test your understanding of the topics covered here. Think about how you would apply the following concepts to your day-to-day work:

  1. How would you respond to a client who tells you that they sometimes buy things from a company, but they also sell things to that same company, and they want to have them set up just once within their account?
  2. The senior accountant for your client lets you know that, occasionally, they will personally need to enter journals into the system that no other employee should be able to view. What should your response be, or how can you help meet this requirement?
  3. Your client’s business has a high sales volume, with something like 5,000 new orders placed on an average day. What special questions should you ask in cases like this? (And how should this affect your designs for setting up their orders in the system?)
  4. A business uses quotes to...