Summary
In this chapter, we learned how to start talking to your client about who their customers and other related entities are, and what their items list will consist of. When we talk to clients about leads versus customers, just remember they might use different terms, but you can help them translate their terms into NetSuite features in all cases. When you gather the client's vendor, partner, and competitor requirements, focus on how the data will be used within the system to make sure things stay on track.
When it comes to your client's items, talk initially about what they're used for, and how they're purchased, sold, and distributed. This will be your guide to how they should be set up in NetSuite, including their type and the other important features you'll need to enable for each.
In the next chapter, we'll learn how to collect the requirements around the client's business processes, which will lead to the creation of transactions in...
