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

Setting up native centers

When we look at a brand-new NetSuite account, we typically sign in as the so-called Primary Administrator user. That user is assigned to the Classic center by default, and so we see the following menus across the top of the UI's main screen:

Figure 10.1 – The default menu bar in a new NetSuite account

Your screen may not match this exactly, since NetSuite is very flexible and configurable, and because each account ships with various options enabled at the time it was created. Generally, though, this is what the Classic center looks like. With this center, users such as administrators quickly learn to look at the Transactions menu for things such as Orders and the Customization menu for the SuiteBuilder features. But this can be a lot to take in for many users, and it includes features that most people won't need or won't have permission to access. NetSuite takes care of hiding things the user doesn't have...