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 dashboards for groups by role

When you log in to the system, by default, you're taken to the home page. In a brand-new account, that's the system's default page for your role. That includes everything in the Classic center (as discussed in the previous sections) and also all of the sections on that screen with their various content.

Here's an example of a dashboard in NetSuite:

Figure 10.4 – A personalized dashboard on the home page

Those rectangles of content are known as portlets, and any user can click the Personalize link at the top right of the screen to add or remove them as they like, or to move them around. Portlets can include pretty much any data you have in the account in a variety of formats, including charts, tables, lists, and more.

When we're helping a client decide what their users' dashboards should include, we need to focus on just their daily activities—the NetSuite features they...