Summary
As we've said more than once, knowing your customer's requirements should always precede any steps you take in NetSuite, and the OTC transactions are no different. Using those requirements as your guide, we can always get through this phase of implementation but getting this right takes practice and determination as you work with each new client. From the frontend with Opportunities and Estimates, where we're focused on the sales team's needs, through the Sales Orders and Cash Sales, where sales, customer service, and accounting all have a say in how things are done, the users must become comfortable entering these transactions before they're ready to go live. Adding in the Invoices, Payments, Returns, Credits, and Refunds usually sums up to a lot of learning in a short time, but it's all worth it when the users confirm that they've gotten confident in their new skills. By combining your consultancy, configuration adjustments, and customizations...
