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

Enabling item types, inventory management options, and so on

Starting from your client's requirements (which you should have already gathered, as described in Chapter 7, Getting to Know the Organization's Customers, Other Entities, and Items), you can now go into their account and start to enable the Item and Inventory features they need. We do this via the Enable Features screen, which can be found via Setup | Company | Enable Features. You should have previously visited this screen with the client to make basic system-wide choices and to set up the accounting features. Now, you can use the General tab to make choices that will affect the business' use of items, such as whether they need the Multiple Units of Measure and Multiple Currencies features. Then, visit the Items and Inventory tab to make further configuration choices.

There are approximately 40 choices on this screen, so we won't cover them all, but it's important to carefully consider each of...