After you implement NetSuite you need to set up an Order to Cash process for receiving and processing orders placed by your customers. If you haven't already configured Order to Cash in NetSuite, you might find that your current O2C process requires a significant amount of manual effort and may be causing bottlenecks. ennVee has created a simple guide with instructions and screen shots that show you how to configure Order to Cash in NetSuite.

NetSuite Order to Cash Setup Guide

Steps covered in this guide

  • Creating a customer and inventory item
  • Creating an item based on inventory and non-inventory
  • Creating an opportunity with a customer and item
  • Creating a sales order with a customer, item, and opportunity
  • Approving and fulfilling a sales order

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