Migrating inventory and trial balances
Related to the above topic, for companies who manage physical items in inventory, we take special precautions to make sure NetSuite has the correct inventory levels for all of their items on the day they go live. To do this, we need to have practiced the data import in advance, for most or all of their items – getting the data from its current source, preparing it for import to NetSuite, and then performing as many imports as are needed. Sometimes, for instance, we get one data file from each warehouse location. On the day before the client goes live, we get an updated or “delta” file and run that import, and then run reports in the system to confirm that we’re showing the same inventory count as the previous system did. This takes coordination between the NetSuite users and those familiar with the legacy system, but it’s a critical step in the cutover for companies using inventory.
On the financial side...
