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

Understanding the Accounts Receivable feature

On the A/R side, there is a bit more setup to be done. In addition to choosing which transactions your client will use, you can also choose whether to enable things like Promotions (NetSuite offers a few different solutions on this, depending on how complicated the promotions can be), Gross Profit tracking, and all of the shipping options (since they mostly affect sales). Shipping can be very simple or very, very complicated, so we'll tackle that in more detail for sure in Chapter 15, Order-to-Cash Transactions.

If the business is in the services industry, this is when you would enable the Projects features, or maybe even NetSuite's Advanced Projects.

This is also a good time to talk about SuiteApps that might be needed, such as Avalara's AvaTax solution, or one of the advanced invoicing apps. As stated before, understanding the client's requirements before you get into enabling features will smooth this process...