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

Use case – setting up and using the Customer center

As a deeper dive, let's explore what is involved in setting up the Customer center. NetSuite sells licenses for this UI to businesses who want to let their customers log in to a limited version of the system, and to access just the things they create within that context. For customers, that means sales orders and invoices, and payments they've made.

Setting this up is simple, once you've purchased the licenses from NetSuite. First, we need to create a custom copy of the standard Customer center role. That's done in the Setup | Users/Roles | Manage Roles screen. When customizing the role, it's generally a good idea to start simple; don't make many changes at first. Then, set up a customer with access for using that role/accessing the center and test that a bit with your client so that they can see what the experience is like in its default state. They will almost always find things they want...