NetSuite Setup & Optimization (Async + Custom Workflows)
Starting at
$
110
/hrAbout this service
Summary
FAQs
Q1: What access do you need to work on our NetSuite system?
A: Ideally, temporary role-based access to a sandbox or cloned environment for testing. If not available, detailed screenshots, exports, and notes will work — I’m used to async constraints.
Q2: What types of processes can you help automate?
A: I handle POs, vendor bills, approval routing, fulfillment prioritization, inventory workflows, customer-level customizations, and more — with an emphasis on async, clean logic.
Q3: Do you offer ongoing support or just project-based work?
A: I can do both. One-off solutions are fine, but if you need ongoing improvements or support, I can create a flexible retainer or recurring maintenance structure.
Q4: What’s your turnaround time?
A: Most projects are scoped and delivered within 3–10 business days depending on complexity. I’ll confirm realistic timelines before starting.
Q5: How technical do we need to be?
A: Not at all. You explain what’s frustrating or what isn’t working — I translate that into NetSuite logic. I’ll walk you through any changes in plain English.
What's included
NetSuite Workflow Design
Creation of tailored workflows to automate processes like approvals, notifications, and record updates — customized to your team's structure and logic.
Dashboard & Saved Search Setup
Setup of role-based dashboards and advanced saved searches for finance, purchasing, or logistics teams — with filters, formulas, and alerts as needed.
Async Communication System
Design of a fully async request/tracking system (e.g., for SO/PO approvals, fulfillment holds, ETA/ETD planning) using NetSuite fields, statuses, and no external calls.
User Documentation & Walkthrough
Simple doc or Loom-style walkthroughs to explain new fields, workflows, and async process flows for team training and adoption (if requested).
Skills and tools
Industries