Enabling features and setting up the accounting basics
When we begin to work with a new NetSuite client, their NetSuite account is created from a template by the NetSuite infrastructure team. As it comes online, it has its own unique account number and URL, so we can then log in to it. This initial account is what we call the out-of-the-box NetSuite product. It has some default features and settings enabled, but generally, it’s not very useful yet. It requires us to begin tweaking those defaults and enabling more features to suit the client’s business needs.
If you’re following the chapters in this book in order, by the time the account is enabled and you have access to it, you should have already begun generally understanding the business and gathering the client’s requirements. Now, you can start to walk them through the initial setup of their account, and that usually starts with setting the company information and enabling features.
On the Company...
