Business Objectives

By implementing NetSuite we will:

Role-Based
Curriculum Delivery

1. Consolidate 3 systems into one

Order Management

2. Implement Return Authorizations forecast accuracy

3. Link Sales Orders to Warehouse Process

Your Business Objectives Incorporated

NetSuite 2010

Terminology

Process Flow
Order Management Pick / Pack / Ship

Pending Approval: The sales order has not been approved.

Pending Fulfillment: The sales order is approved and pending
shipment of items ordered.
Pending Billing: The sales order is pending the creation of an
invoice or cash sale, including partially billed sales orders.

Pending Billing:Key
The sales
order is pending the creation of an
Tailored
Terminology
invoice or cash sale, including partially billed sales orders.

SalesOrder
OrderProcess
Process
Sales

Order Statuses

Partially Fulfilled: The order is partially shipped and the order

Pick Pack &

Ship

Use separate transactions to pick inventory, pack items (with

packing slip), and then ship the items to their destination.

Fulfillment Email

All orders are now sent a fulfillment confirmation email for orders
placed over the phone or with sales reps.

Progressive
Billing

Once a portion of a project is completed, a progressive sales order

is fulfilled. Then, a progressive invoice is created for a percentage
of the total cost.

PickPack
Packand
andShip
Ship
Pick

All orders are now processed in bulk, instead of individual 1X1

relationships.

Enter a Sales Order

Sales Order Requires Approval

YES

Sales Order
is Approved

NO

NO

Sales Order Enters the Fulfillment Queue

Fulfil (Pick) an item

on the Sales Order
(The order is updated
for the item Picked)

is still open.

Bulk Fulfillment

Create a Sales Order from a Quote

Pack an Item that

has been Picked
(The order is updated
for the item packed)

YES

Sales Order
is Canceled

Ship an Item that

has been Packed
(The order is updated
For the item shipped AND
inventory is updated for
the item shipped)

All Items on the order are

now Picked, Packed and
Shipped

NO

Sales Order remains in

the Pick/Pack/Ship queue
AND enters the billing queue

YES

Invoice in Advance of
Fulfillment preference
is enabled

Tailored to Reflect Your

Business Process Flow

NO

Sales Order remains in the

Pick/Pack/Ship queue

YES

Sales Order Enters the

billing queue

I Need a Few Volunteers!

Lets do a group activity based on the demonstration that I just
showed you.
Access NetSuite to perform the following:

Your Turn
Access NetSuite and complete the following:
Enter a Standard Sales Order
Bulk Fulfill an Order

Participant Tasks

Send Fulfillment Email

Enter a Standard Sales Order

Ship Customer Orders

Fulfill an Oder (Pick Pack Ship)

Ship part of a customer order

Send Fulfillment Email

Enter a Progressive Billing Order

Process a Partial Order Fulfillment

Enter a Progressive Billing Order

Instructor Demonstrations
with Participant Interactivity

Poll Question

Tailored Hands-On Practice Exercises

To help ensure your success

What is the answer to this question?

1. Who can approve sales Orders?

Best
Practice #1

2. What is the Add Multiple button on a Sales Order designed to do?

Ensure order are approved in a timely manner by setting

up the reminders portlet on the home dashboard.

Best Practices Tailored to

Reflect Your Business Rules

3. What Accounting impacts do Sales Orders have?

Best
Practice #2

Comprehension Checkpoints to Ensure

Successful Knowledge Transfer
Best
Practice #3

Enable Advance Shipping! With advanced shipping, your

shipping and accounting departments use separate
processes for fulfilling and billing sales orders. You can
fulfill all or part of sales orders separately from invoices.

Set up the Reminders portlet on the Shippers dashboard

so customer orders are fulfilled as soon as possible.