Customers, Vendors, Contacts, and Other Entities
In NetSuite, customers place orders, have support cases, and much more. Vendors are who you purchase goods and services from. We will dig into partners and competitors more than we did in Chapter 7, Getting to Know the Organization’s Entities and Items, now that you know your client’s requirements for these entities. Your job will be to help the client implement all of these entities in a consistent, clear way and you will learn more about how to do that here.
In this chapter, we will cover the following topics:
- How to set up customers in the account
- Do you need contacts, and should you create them?
- Defining vendors for positive PTP processes
- Setting up competitors, partners, and other entities
- Managing projects and resources
When performing the steps in this chapter with a client, you will be helping the Subject Matter Experts (SMEs) with customer and supplier relationships...
