Summary
In this chapter, you 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 you 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. We also learned how service-oriented businesses can use Projects to plan for and manage their employees’ work. 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’...
