NetSuite For Dummies

NetSuite is an easy-to-use, customizable enterprise software for running your business

NetSuite offers an integrated application that wraps all the essential information technology needs -- ERP, CRM, HR, customer service, ecommerce, warehouse and inventory management, and project management -- into one tidy application. NetSuite For Dummies is for NetSuite customers, anyone thinking about becoming a NetSuite customer, or anyone with a NetSuite test account. What you need is a simple guide for getting around the program and becoming familiar with its customizable features.

This book provides both a comprehensive overview of NetSuite and, in some sections, detailed instructions on specific topics. It provides a succinct and somewhat lighthearted summary of NetSuite in plain English -- without the jargon but with a few tricks and tips, and plenty of examples along the way. Inside you'll discover:

• An overview of the NetSuite basics, plus guidance on customizing it to meet the needs of your business
• How to track money -- from invoicing and managing receivables to paying bills and taking inventory
• How to hone your company's marketing efforts
• The importance of sales force automation and turning leads into customers
• Details on fulfilling and shipping orders, providing services, and project management
• Ways to improve partnership relationships
• How to support customers with excellent customer service
• The type of site that's best for you in NetSuite, how to get it to match your company image, maximize your exposure, and more

None of that means anything if you can't measure your success, so you'll also learn to customize your dashboard to see the metrics and reporting you need to see and analyze.

NetSuite For Dummies also provides ten tips for a successful NetSuite implementation, answers to frequently asked questions, and bonus chapters online with information about scripting, customization, and setting up your Web site. Get your copy today and learn everything about NetSuite you need to get the most out of your workday.

Introduction.

Part I: NetSuite Basics.

Chapter 1: Peeking Under the NetSuite Hood.

Chapter 2: Tailoring NetSuite to Your Company.

Chapter 3: Personalizing Your Suite.

Chapter 4: Grabbing Hold of the Dashboard.

Part II: Tracking Money and Resources.

Chapter 5: Bookkeeping Basics.

Chapter 6: Invoicing Customers and Paying the Bills.

Chapter 7: Managing Inventory.

Part III: Marketing and Driving Sales.

Chapter 8: Building a Campaign: Marketing Automation.

Chapter 9 : Setting Up Sales Force Automation.

Chapter 10: Turning Leads into Customers.

Part IV: Taking Care of Your Partners and Customers.

Chapter 11: Delivering the Goods: Fulfi llment and Shipping.

Chapter 12: Managing Projects.

Chapter 13: Providing Excellent Customer Service.

Part V: Selling Online.

Chapter 14: Planning Your Web Site.

Chapter 15: Adding Content to Your Site.

Chapter 16: Making Your Site Look Great.

Chapter 17: Let the Shopping Begin.

Chapter 18: Fine-Tuning Your Site.

Part VI: Dashboards, Searches, and Analytics.

Chapter 19: Realizing the Power of Saved Searches.

Chapter 20: Exposing Metrics on Your Dashboard.

Chapter 21: Reporting and Analytics.

Part VII: The Part of Tens.

Chapter 22: Ten-Plus Key Differentiators.

Chapter 23: Ten Tips for a Successful Implementation.

Chapter 24: Ten Frequently Asked Questions.

Bonus Chapters on the Companion Web Site.... On the Web.

Bonus Chapter 1: Managing Partner Relationships.

Bonus Chapter 2: Hosting Your Site.

Bonus Chapter 3: Integrating an External Site.

Bonus Chapter 4: Creating Custom Fields, Tabs, and Tables.

Bonus Chapter 5: Writing Your Own Ticket with SuiteScript.

Bonus Chapter 6: Securing Your NetSuite Account.

Bonus Chapter 7: Exploring Advanced Topics.

http://www.dummies.com/go/netsuitefd

Index.

Julie Kelly is a consultant for a NetSuite solutions provider and has authored NetSuite technical documentation.

Luke Braud is a SaaS application engineer with multiple U.S. patents in SaaS delivery.

Malin Huffman is a Principal Product Manager at NetSuite, responsible for defining software feature requirements.

Get the lowdown on NetSuite's CRM and ERP Web-based system right here!

Want to streamline your business? This is your definitive guide to NetSuite, the customizable, Software as a Service (SaaS) system that will make your job easier. With tips on navigating the various parts of the system, using the "click, not code" capability, and extending and integrating NetSuite into other systems, this book will get you up and running.

• Learn the basics — get started with setup, customization, forms and records, and terminology

• Show me the money — explore bookkeeping, accounting, invoicing, and bill paying

• Automate your sales force — develop leads and handle fulfillment, shipping, and customer projects

• Attract and keep customers — learn to use NetSuite both as a marketing tool and to manage relationships and customer care

• Set up and host your virtual storefront — plan your site, create content, take orders online, and integrate with other sites

• Learn analytics features — master saved searches, key performance indicators, and reporting

Visit the companion Web site at www.dummies.com/go/netsuitefd and find seven bonus chapters that help you take NetSuite to the next level, including chapters on managing partner relationships, customization, security, and working with SuiteScript.

Open the book and find:

• Fundamentals of NetSuite

• How to manage your organization's money more effectively

• Tips for streamlining your sales force

• Advice for providing excellent customer care

• How to enable transactions on your site

• Methods for producing real-time business intelligence

• Strategies for accessing NetSuite's extreme adaptability

• Ten strategies for successful NetSuite implementations

Learn to:

• Apply the NetSuite CRM and ERP Web solutions

• Become proficient with the various components of NetSuite

• Configure NetSuite using the "click, not code" capability

• Get organized and bring all the parts together