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NetSuite on-site training needed (Burbank)

compensation: TBD - Start Date April 26
employment type: contract

Project Start Date = April 26, 2021
Location = Burbank Business, email to enquire location

Scope = 1 to 2 week training of staff (15 people) on NetSuite operating basics, walking each individual through the functions within NetSuite.

We are switching from Quickbooks and want an on-site trainer!

Here is an example training plan, feel free to tweak or trim!

Week One
• Order processing
• Customer service
• Order fulfillment

Work Plan - Week One
Start with order processing, customer service, order fulfillment in NetSuite.

• Create a user profile
• Create access level
• Customize user dashboard
• Input order
• Process order
• Process payment
• Fulfill order
• Notify customer
• Notify salesperson or account manager
• Practice and use shortcuts

Week Two
• Accounting
• Finance
• Management

Work Plan - Week Two
Continue with accounting and management daily duties in NetSuite.

• Create a user profile
• Create access level
• Customize user dashboard
• Create staff access level: full access or limited access
• Review open orders
• Review closed orders
• Review canceled orders
• Create vendor/supplier
• Create salesperson
• Create customer
• Create Po, invoice, sales order, credit memo, refund
• Create reports: receivables, payables
• Inventory: in stock, returns etc
• All financial reports
• All management tasks
  • Principals only. Recruiters, please don't contact this job poster.
  • do NOT contact us with unsolicited services or offers

post id: 7302739233

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