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

Self-assessment

Setting up a business' customers and vendors can include a few surprises and challenges, so here are a few things related to these topics for you to imagine how you would solve them:

  1. A client asks you how they can control the pricing for a set of customers. They want to charge custom prices for about 1,000 items for just about 20 of their top customers. How can you help them achieve this?
  2. One of your clients wants to be able to have parents and sub-customers but they're concerned because this relationship can be more than one level deep. In other words, one parent customer might have a set of sub-customers who each might have their own set of sub-customers. Does NetSuite support this and if so, how deep can that nesting of accounts go?
  3. You are 1 week away from the planned go-live date for a client when the head of their customer support department says to you, We weren't planning to use NetSuite's Support Cases and related features...