NetSuite SuiteSuccess Implementation (Australia)

Client Portfolio

One of our clients is a leading manufacturing company based in Melbourne, Australia. They specialize in the welding and cutting industry, offering a wide range of products with varying measurements and specifications. The client approached us to implement NetSuite SuiteSuccess. They wanted to optimize their business processes by unifying their operations within a cloud-based solution. 

Problem Statement

The client required the complete setup of their NetSuite account. This includes enabling key features and general preferences, configuring the Chart of Accounts (CoA) and trial balance, migrating data, and setting up sales order fulfillment, inventory management, and user roles. One significant challenge was the need to manage numerous items with different measurements within their inventory without repetition. This required careful customization to ensure that their inventory system was efficient and accurate. 

What We Suggested

Our team proposed a tailored solution to implement NetSuite SuiteSuccess. The main focus was on creating a well-structured accounting setup, managing inventory and automating various business processes. 

We suggested using custom scripts and user events to handle the unique requirements of their inventory management. This would ensure seamless operations across their entire system.

Challenges

Our team encountered several challenges during the implementation. The primary challenge was managing the client’s complex inventory. 

The client’s inventory included a variety of items with different measurements. They often cut the same item into different sizes for business purposes. This led to multiple entries of the same item in their NetSuite account, resulting in duplication. The client needed to avoid the repetition of items, which was challenging because of the nature of their business. 

To address this challenge, our team applied specific NetSuite customization techniques, including creating user event and client scripts. These scripts performed precise calculations in sales orders, setting the correct length and price of the item. This automatically reduced the number of duplicated items in the NetSuite account. 

Additionally, the team needed to ensure that all customizations and configurations did not impact the accuracy of financial reporting or legacy transactions. 

Customer Success

Our team of NetSuite experts analyzed every aspect of the client’s requirements and executed a successful implementation of NetSuite SuiteSuccess. We conducted thorough testing in the sandbox environment before deploying the solution to production, ensuring a smooth transition. 

The solution allowed the client to efficiently track their inventory, manage sales orders, and ensure accurate financial reporting. 

• NetSuite Account Setup: Company Information, General Preferences, Chart of Accounts, and Trial Balance have all been successfully set up. 
• Data Migration: Migrated Items, vendor information, and customer data effectively. 
• Inventory Management: Implemented a system to track inventory accurately and manage it without duplication. Set up Special orders, Drop ship orders and such as per the client’s requirement. 
• Fulfillment of Sales orders: Established processes for picking, packing, and shipping items. 
• Manufacturing: Set up functionalities for Warehouse management, Bill of Materials process, Work order generation and completion. 
• User Roles Configuration: Customized standard user roles to meet the unique requirements of the client. 
• Custom Scripts Implementation: To address certain business needs, user event and client scripts were developed and deployed.  
• Successful Testing and Deployment: To guarantee a seamless implementation process and working, extensive testing was carried out in a sandbox environment before going live.  

Way Forward

With the successful implementation of NetSuite SuiteSuccess, our client is now well-positioned to leverage the ERP system for further growth and efficiency. Moving forward, this implementation promises enhanced visibility and control of their processes, paving the way to enhance their operations further.   

If you’re looking for a revolutionary transition for your business, here’s your destination. Whether it is expanding your inventory management capabilities or automating more business processes, our expert team is ready to assist you with your queries and worries. Reach out to Jobin & Jismi now to discuss your specific requirements.