Getting to Know the Organization’s Entities and Items

With some organizations, it can be difficult to discern who their customers are and what types of items they buy and sell, but getting this right is critical to your implementation. New consultants need to learn how to get information like this from a client, and how to think about and organize these concepts correctly the first time and every time.

We’ll dig into gathering the client’s requirements around these topics in this chapter. And we’ll show how to configure these things in NetSuite in Chapter 10, Centers and Dashboards, and Chapter 11, Items and Related Lists.

In this chapter, you will learn about the following:

• Differentiating client leads, prospects, and customers
• Implementing customer projects and resources
• When to use contacts versus sub-customers
• Managing vendors, partners, and other entity types
• Identifying items and their types
• When to...