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 competitors, partners, and other entities

As discussed in Chapter 7, Getting to Know the Organization's Customers, Other Entities, and Items, these entities are not always needed. When your client does need to track their competitors, though, they will almost certainly need to secure the data, to keep some or most users from accessing it. Use the roles you set up previously for this, by removing the competitor list from lower-level users' permissions and making sure only the right people are allowed to edit and view these records.

When a client wants to use Partners, it's usually so they can enable promotions and similar offers for these select entities. This is an opportunity to explain to them how Partner Center can be useful in this regard. For example, if a company signs up partners to sell into certain markets, they might offer incentives to those partners for sales completed within certain time frames or for a specific product line. You will also...