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

Do you need contacts and should you create them?

As we discussed in Chapter 7, Getting to Know the Organization's Customers, Other Entities, and Items, customers can be created for an individual or a business, and each customer record in NetSuite can have one more contact associated with it. The main reasons for using Contacts are when you need to differentiate people who work for the customer (billing versus shipping people versus executives), or when you need to give only some of the company's users the right to log in, either to the NetSuite Customer Center or to a SuiteCommerce web store. You can always use contacts even when this is not a requirement, but generally, we leave it to the client to decide how they want to use the records.

Once the decision has been made to use contacts, getting them into the system should be straightforward. We don't generally customize the record, so you can provide a generic CSV Import template to the users responsible for this...