Section 2: Understanding the Organization You Will Implement the Solution for

To begin a new project, we spend time talking to the client, understanding their requirements, who their users are, and how they want to organize their accounts, customers, and transactions within their new NetSuite account.

This section has the following chapters:

  • Chapter 4, Documenting the Organization's Requirements
  • Chapter 5, Analyzing the Organization's Users and Roles
  • Chapter 6, Understanding the Organization's Accounting and Finance
  • Chapter 7, Getting to Know the Organization's Customers, Other Entities, and Items
  • Chapter 8, Identifying the Organization's Main Transactions
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