NetSuite ERP

NetSuite Introduction
Agenda
1 Every Size, Every Industry, All Over the World

2 A Solution Suited for All
3 Achieve Lasting Success
4 A Platform for Flexibility & Growth
5 Data & Insights to Accelerate Businesses
2 Copyright © 2023, Oracle and/or its affiliates

Every Size, Every Industry,
All Over the World

Oracle NetSuite Growth
7,000+
Employees globally
The first
cloud company
Global Business Unit
34,000+
Customers worldwide
Customers in
over 215 Record
Countries
and Growth 6,000+
New customers
Territories last 12 months

ORACLE NETSUITE #1 CLOUD ERP
Retail Software
Transportation
Multi-book Manufacturing
Multi-currency
Wholesale Financial Services

ERP
Distribution CRM+
Multi-language
Pure Cloud Multi-country
Built-in tax
compliance
Platform
Omnichannel
Commerce BI
Unified Data
and POS Multi-tenant
Model
Built on Oracle
Stack
Fastest Growing Top 10 Cloud Companies

Top 10 FMS Vendor to Watch
Best Financial Management Best Relationship Mgt.
Best Business Software 3rd Year Running
Best Cloud Platform

What industry experts think about NetSuite?
Gartner
Worldwide SaaS and Cloud-Enabled Midmarket Finance Magic Quadrant for Cloud ERP for Product-Centric
& Accounting Applications 2020 Vendor Assessment Enterprises
Capabilities
Strategies
Source: IDC, 2020 Source: Gartner, 2023
Trusted by 37,000+ customers
Every Size. Every Industry. In Every Part of the World
Wholesale
FSI Services AMP Nonprofit Manufacturing Retail
Distribution
Top 5 NetSuite Differentiators
1. True Cloud
2. Unified Platform
3. Scalability
4. Real-time Reporting
5. Customer Experience

The World’s Greatest Multi-company, Multi-currency System
Worldwide HQ
GLOBAL SKR
AMERICAS EMEA APAC

REGION
COUNTRY
SKR VND

Enabling Global Business Growth
217
Countries & Dependent
27
UI Languages
100+
Countries Tax
Territories Deployed Calculation & Reporting
203+
Countries & Dependent
90
Bank Payment
190+
Currencies Updated
Territories Transacted Formats Daily

A Solution Suited
for All

Challenges Faced Running and Growing a Business
ACQUIRE AND GROW CUSTOMERS
CREATE AND DELIVER

OPTIMIZE CASH AND
PRODUCTS AND SERVICES
PROFITS
HIRE AND EMPOWER EMPLOYEES

A Suite of Applications to Run Your Business on a Single Database
ACQUIRE AND GROW CUSTOMERS HIRE AND EMPOWER EMPLOYEES
CRM HR Services
CPQ Performance Management

Ecommerce Workforce Management
Point of Sale Payroll
Connectors
Accounting
Inventory & Order Management Cash Management
Procurement Analytics & Reporting
Warehouse Management Planning & Budgeting
Supply Chain Management Billing & Revenue Management
Project Management Multi-Sub, Currency, Tax & Language
CREATE AND DELIVER PRODUCTS AND SERVICES OPTIMIZE CASH AND PROFITS

NetSuite 6 Technology Layers AI
Machine Learning
Advertising SuiteAnalytics
Media & Publishing Predictive
Software WorkBooks
Services Reporting
Multi-book Nonprofit KPI’s & Dashboards
Multi-language Manufacturing
Multi-currency Wholesale Distribution
Multi-country tax compliance Retail
ERP
Master Data Management
Financials
PSA
SCM
Point & Click Customization
Omnichannel Commerce
Powerful Scripting
CRM
Visual Workflow Builder
HCM
Integration APIs
BFN
INTELLIGENCE
No Version Lock
Built-in Platform
Built for the Cloud
Multi-tenant
INDUSTRY
Built on Oracle Stack
Built to Run a Business
Unified Data Model ONEWORLD
Everyone on Same Release
ERP/COMMERCE/PSA
SUITECLOUD PLATFORM
UNIFIED CLOUD PLATFORM

SuiteSuccess: A Proven Path to Success
• Ready day 1 with industry-specific

features, dashboards, KPIs and reports
Build Engage • Faster time-to value
SUITE
SUCCESS • Continuous engagement
Optimize Consume

Services
Software
Agency
Retail
Food & Beverage
Apparel & Footwear

Build Engage
Every
Industry
Optimize Consume
Wholesale Distribution
Manufacturing
Health & Beauty

Media & Publishing
Nonprofit
Digitalize your supply chain
Work Purchasing
Collaboration Management
Demand
Planning Item / Warehouse
Management
300+ BI Reports
Fixed
Assets Integration
(POS, B2C eCommerce,
DMS, HR, e-invoice...)

Finance & Accounting
Rich ERP Features
FINANCE & ACCOUNTING LEASING REVENUE MANAGEMENT

• General Ledger • Lease purchasing • Recurring Revenue Management
• Accounts Receivable • Lease Payment Schedule • Flexible Revenue Recognition
• Accounts Payable • Lease Contract Management Scheduling
• Tax Management • Percentage of Completion
• Fixed Assets Management Accounting
• Cash Management • Rev Arrangements with Multi
• Payment Management Deliverables
• Service Contracts
FINANCIAL FINANCIAL GLOBAL ACCT &

PLANNING REPORTING CONSOLIDATION
• Flexible Modeling • On-Demand, Real-Time • Multi-Currency Management
• What If Analysis • Flexible, Multi-Dimensional Reporting • Multi-Company Management
• Comprehensive Reporting & Analysis • Global Compliance • Audit & Compliance (GRC)
• Multi-Currency Support • Consolidation • Multi-Language
• Multiple Outputs • Configurable Tax Engine

Rich ERP Features
ORDER MGMT PROCUREMENT INVENTORY

• Quote and Order Management • Purchase Requisition • Inventory Control and
• Billing Management and Invoicing • Purchase Contract & Blanket PO Warehouse Management
• Flexible Billing Scheduling • Request for Quote (RFQ) • Cost Management
• Order Fulfillment and Continuity • Requisition Approval Workflow • Order Fulfillment
Programs • Inventory Visibility
• Promotions
• RMA: Return Material Authorization
HCM CRM BUSINESS INTELLIGENCE

• Recruiting & HR • Customer 360 • Customized reporting
• Talent management • Rich customer profiles • Operational & financial reports and
• Time accounting & payroll • Segments for upsells and promotions dashboards
• Data analysis by segments
• Employee self-service • Customer lifetime value • Instant, real-time visibility from summary to
• Managerial approval workflow • Partner management drill-down levels
• Commission plans • Robust security, segregation of duties
• Workplace event • Auditable business process
High useability
Data at your fingertips

• KPIs, metrics, scorecards, reminders
• Operational and financial
• Role-based data visibility
• Easy personalization
Real-time access
• Live-data across all business functions
• Instant access with internet connection
Powerful drill-down capability

• Summary view of data
• Drill-down to multiple transactional levels

Transform the Business Experience
Unite marketing, commerce, operations and services to deliver connected consumer experiences
The benefits your company can find from NetSuite?
Realtime visibility of Efficiency Improvement Provide capability to Business

entire organization Employee Empowerment help biz scale up Centralization
Customize to fit biz Flexible Automate Easy

requirement pricing everything Integration
Scale your business
alongside with NetSuite
Like many other ERPs such as SAP, Oracle Fusion, and Microsoft, what makes NetSuite stands out is in its ability to provide businesses
with the capability to scale up.
As you grow, NetSuite also grows with your company. With its four-tiered architecture (Industry, Multi-Subsidiaries, Modules and Platform),
NetSuite allows businesses to expand seamlessly.
If you require more users, you can upgrade to NetSuite Enterprise. If you expand nationally or operate internationally, invest in modules and
functionalities for global company operations. If you are concerned about changing platforms as you grow, you don't have to worry about
that with NetSuite. It is designed to support you from small-to-medium to becoming a corporation.

Record to Report Process
Record to Report
• Financial segments flow from

transaction and entity records
through to the General Ledger
and Chart-of-Accounts,
allowing for reports to be run
by a number of dimensions
Chart of Segmentation Bank and Currencies and Journal Entries

• Exchange Rate integration Exchange
Accounts Strategy Credit Card
provides accurate, automated Reconciliation Rates
exchange rate updates on a
daily basis
• Allocation and amortisation

schedules ensure that
expenses are dealt with on
time and accurately Budgeting Allocation Amortization Period Close Budget
Schedules Schedules Management Reporting
ROLE(S):
Finance
Financial
Reporting

FINANCE: HIGH-LEVEL
Process Roles
Accounts
Currency &
Financial Chart of Receivable/ Bank
Exchange
Overview & Segments Accounts Accounts Reconciliations
Rates
General Ledger Payable
Accounting/
Controller
FINANCIALS
Financial Period Close Inventory

Value Add Journal Entry Budgets
Management Costing
Processes
Controller/ Senior
Executive
Trial balance
Budget vs. Variance Profit Margin Income
and GL Balance Sheet
Actual Reporting Reporting Statement
Reporting Reporting
Senior
Executive

FINANCE: OTHER SALES ORDER INVOICING
1a
Bill Safes
Orders 5
Process Roles
Email
Yes
Billing & 1b 2
INVOICE
Revenue Single Create Invoice Delivery

Invoice? From SO Preference
Fax
Created
Notification Yes
Finance
Print
1c
Create from
Item
Fulfilment

FINANCE: OTHER INVOICE COLLECTION
Notification
Alert Invoice
Paid
Process Roles
Reminder
Payment
Remit Payment Apply Invoice

PAYMENT
Billing & Payment Creation Payment Paid in Full

Revenue
A/R Clerk
Invoice Monitor A/R

Thank You Note Status Aging
Open Report

FINANCE: A/R DASHBOARD
ORDER TO CASH

FINANCE: CREATE VENDOR BILL FROM PO
1a
Process Bill POs Roles
No
1b Bill from 2
BILL PO
Payables & Receive Create Bill Item View/Edit Landed

3-Way
Financial
Management
Items From? Receipt Bill Cost? Match
Record
Account Payable/
Controller
Yes
1c
3
Bill form Add
PO Record Landed
Cost to Bill

FINANCE: VENDOR BILL PAYMENT
Process Roles
Yes No
BILL PAYMENT
Payables & 3-Way A/P Aging Payment Vendor Process

Financial Match Credit?
Management
Reminder Due? Payment
Account Payable/
No Controller
Yes
Apply
Credit to
Bill

FINANCE: A/P DASHBOARD
ORDER TO CASH

FINANCE: CONTROLLER DASHBOARD
ORDER TO CASH

NetSuite Segmentation Guide
Tips for building segmentations and COA on Oracle Netsuite

Design helps you get your point across

How to start your COA Design
Example
Examples
Example
Dashboard KPIs and Metrics
KPIs
• # of Orders • Receivables Turnover • Change in Operating Cash Flow
• Bank Balance • Return on Equity • Change in Operating Expenses
MANAGE TEAM TASKS, EVENTS, AND • Days Outstanding • Revenue • Change in Orders
BUSINESS HEALTH • Days Sales Outstanding • Revenue per Employee • Change in Payables
• Debt to Equity • Sales • Change in Receivables
• Debt to Total Assets • Change in Revenue
• EBITDA MEASUREMENT METRICS • Change in Sales
• Equity Transactions • Change in Average Days to Pay • Change in Sales (Cash Basis)
• Expenses • Change in Average Days to • Change in Sales Orders
• Expenses (excluding Tax; Dep’n Receive • Change in Total Bank Balance
& Amort) • Change in Bank Balance
• Gross Margin • Change in COGS
• Gross Margin % • Change in Credit Card Balance
• Gross Profit • Change in Credit Card Expenses
• Gross Profit % • Change in Expenses
• Net Income • Change in Forecast
• Net Income % • Change in Income
• Operating Expenses • Change in Sales
• Operating Expenses (excluding • Change in Late Purchase Orders
REAL-TIME REPORTS Tax; Dep’n & Amort) • Change in New Vendors
ANYWHERE • Profit Margin on Sales • Change in Open A/P by Vendor
• Quick Ratio • Change in Open Estimates
• Change in Open Purchase
Orders

ERP Solution Landscape
Create Sales Order Invoice Customer Review A/R Aging Monitor,

Order to Cash Order Validation Pick, Pack, Ship Accept Customer Payment
Analyze, Alert
Demand and Item360 Calculate Calculate Procure

Supply Planning Demand Plan Supply Plan
Plan to Procure
Manage Vendor Purchase Order Approve Receive Create Review Vendor Bill Payment Monitor, Analyze,
Procure to Pay Master Purchase Order Purchase Order Vendor Bill A/P Aging Alert

Order to Cash: Challenges &
Solutions
SALES ORDER BILLING & REPORTING
MANAGEMENT MANAGEMENT COLLECTIONS
CHALLENGES CHALLENGES CHALLENGES CHALLENGES

Manual order entry Lack of oversight Manual billing Limited Metrics
Manual customer Slow fulfillment A/R visibility Manual Calculation
notices process
many systems
SOLUTIONS SOLUTIONS SOLUTIONS SOLUTIONS

Built in sales process Order traceability and Bulk invoicing Real-time Metrics
with integration to audit logs
DMS systems Real-time receivables Dashboard KPI’s
Pre-defined fulfillment
process TMS integration

SALES: DASHBOARD
ORDER TO CASH

Sales Pipeline Analysis

MANAGE TEAM TASKS, EVENTS, AND • Sales by Item
BUSINESS HEALTH • Sales by Customer • Forecast vs Quota
• Pipeline by Status
• Sales by Sales Rep • Pipeline by Sales Rep • Forecast by Status
• Sales by Partner • Pipeline by Customer • Calculated Forecast by Sales Rep
• Sales by Historical Team • Open Opportunities • Forecast by Sales Rep
• Sales by Promotion • Opportunities to Close • Forecast by Customer
• New Customer Sales • Open Quotes By Lines • Forecast (Outstanding) by Customer
• Open Invoices • Open Quotes • Forecast by Item
• Quotes Register • Forecast Accuracy
Sales Orders • Sales Activity by Sales Rep • Forecast vs Quota by Class
• Sales Orders by Customer • Sales Activity by Customer • Forecast vs Quota by Department
• Sales Order by Item • Customer Aging History • Forecast vs Quote by Location
• Sales Order by Sales Rep • Opportunities Won
• Sales Orders by Partner • Opportunities Lost
• Sales Orders by Historical Team • Quotes to Close
• Sales Orders by Promotion
• New Customer Sales Orders
REAL-TIME REPORTS
ANYWHERE

Order Fulfillment

ORDER FULFILLMENT: BENEFITS
Customer Back Orders Reduced 60% - 80%
Delivery Efficiency Improved 75% - 90%
Order
Management Reduced 60% - 80%
Time spent shipping to Customers
Source: SL Associates – KPI improvements are estimates based on

discussions with NetSuite customers

Sales Order Fulfillment
YES YES
Pending Shipping Pick, Pack, Ready to Pick Print Picking Pick Ready to Pick Pack
Fulfillment Ship Notification Tickets Notification
NO NO
Ready to Ship
Notification
Monitor Analyze
Ship
Alert
ROLE
Invoice YES
Notification
Email Shipping
Notification NO Email
Warehouse Operations
Notification

ORDER FULFILLMENT: PICK-PACK-SHIP
TMS
1 2 3 4
Pending Yes Auto Print
Fulfillment Shipping routing Picking Pick Pack
Tickets
Map
Ready to Pick Ready to Pack
Process Notification Notification Roles
ORDER TO CASH
Trip Ready to Ship

Notification
Warehouse
Management
Vehicle Monitor 5
Analyze
No confirm Alert Ship
Warehouse
Operations
Yes Email
Notification
Invoice Email Shipping
Notification Notification
No

Procure to Pay: Challenges &
Solutions
APPROVAL COST REPORTING
WORKFLOW CONTAINMENT
CHALLENGES CHALLENGES CHALLENGES

Lack of visibility and Overspending Lack of visibility
control in the Unrealized savings Manual processes / Excel
procurement process Lack of visibility Lack of audit trail
SOLUTIONS SOLUTIONS SOLUTIONS

Purchasing approvals Visibility over and Real-time reporting,
and thresholds approval of purchase Dashboards, KPI’s and
transactions Alerts
Dashboards and alerts
Timely payments Audit trail attached to
each transaction
Dashboard metrics

Procure to Pay Process
Procure to Pay
• The Employee Center provides

employees the ability to
request purchases
NO
• Approval processes assist in
eliminating rogue spending
Enter Purchase Purchase Approved? Rejected Purchase
Request Order
• POs can be automatically YES
emailed to vendors to
eliminate manual processes
• Leverage reminders to Purchase Order

proactively alert users to next
steps
NO
ROLE(S):
Receiving Needed? Create Vendor Bill Vendor Bill Payment
YES
Finance Purchasing Item

Manager
Receive PO

Purchase Approval Process
Procure to Pay
• Leverage native approval

routing to ensure purchases
are reviewed and approved by
the right stakeholders
• Approval routing is hierarchical

based on supervisor, or Vendor Record Enter Purchase
designated purchase approver Request
on employee record
YES
• Utilize reminders to proactively
alert users to next steps and
notify requestor of progress Check Employee Above Limit? Set Next Pending Notify Approver
Purchase Limit Approver Approval
NO
ROLE(S):
Check Approver’s
Approve Reject
Approval Limit
(Once fully
Finance Purchasing approved)
Approved Purchase
Order Notify Requestor

Vendor Bill Creation
Procure to Pay
• Estimates (or Quotes) are

issued to provide prospective
pricing and order detail
• If accepted, Estimates can then

be converted into a Sales Order
Bill Purchase
Orders
• Lead/Prospect/Customer
statuses assist in tracking
pipeline and sales activity
Create Bill Bill from individual

Procure/Receipt View/Edit Bill G/L Impact
From? Purchase Order
ROLE(S):
Bill from Item
Receipt
Finance Purchasing
Standalone Bill
(UI or CSV)

Vendor Payment
Procure to Pay
• Leverage aging reports and

accounts payable dashboard
portlet to easily forecast future
payments
• Create vendor payments in

bulk or as one-offs from the
vendor bill YES NO
• Create batch payment files to

upload to online banking A/P Aging Payment Due? Vendor Process
system (e.g. ABA files) Reminder Prepayment or Payment via
Credit? EFT and Auto-
Email
YES Remittance
NO
ROLE(S):
Apply
Prepayment or
Credit to Bill
Finance

Vendor Returns
Procure to Pay
• Purchase returns are linked to

vendor credits and refunds
creating better visibility into
credit transactions
YES
• Linked Purchasing and
Accounts Payable functions to
streamline the flow of Manage Vendor
Manage Vendor Manage Vendor Refund Provided? Refunds
information Credits
Returns
NO
• Elimination of manual
processes and off-system
tracking requirements
Apply Vendor
Credit
ROLE(S):
Vendor Return Vendor Credit Vendor Refund

Finance Purchasing Item
Authorisation Memo
Manager

Procure to Pay KPIs and Reports
KPIs Reports
• Expenses • A/P Aging Report
• Debt to Total Assets • A/P Register
• Debt to Equity • A/P Payment History by Bill
• Value of Open POs • A/P Payment History by Payment
• Value of Late POs • Open Bills
• Number of POs • Purchase by Vendor
• Late POs • Purchase by Item
• Partially Received POs • Purchase Order Register
• Total POs • Open Purchase Orders
• Late Orders by Vendor • Purchase Order History
• On-Time Delivery • Accounts Payable Cash Outlay
• Number of Orders • Average Days to Pay
• # Orders Received • A/P Aging
• # Bills • A/P Aging Graph
• # Late POs • Bills Overdue
• # Receipts • Discount PO Payment
• % of Time • Late or Unreceived Orders by Vendor
• Open A/P by Vendor
METRICS • Open Purchase Orders
PO STATUSES ON REDUCE ROGUE • Purchase Orders Pending Receipt
• Decrease in Late POs
YOUR SPENDING • Decrease in Value of Open POs • Spend by Vendor
DASHBOARD • Increase in % On Time • Vendor Rank
Actively manage open Use approval workflows

PO’s to ensure timely to systematically track,
receipt and billing communicate, and
approve PO’s
Supply chain management:
Challenges & Solutions
INVENTORY VENDOR
PROCUREMENT REPORTING
MANAGEMENT MANAGEMENT
CHALLENGES CHALLENGES CHALLENGES CHALLENGES

Out-of-stock due to lack of No visibility into vendor Track incorrect shipments from No insights into inventory
visibility and manual re-order performance, hindering vendors profitability
processes purchasing decision
Manual and time-consuming No real-time visibility into stock
processes level
SOLUTIONS SOLUTIONS SOLUTIONS SOLUTIONS

Utilize inventory planning and Use vendor scoring reports 3-way match among PO, Bill,
re-ordering tools to ensure you to help with vendor Automated monitoring
and Receipts
have the products needed management initiatives reporting of inventory
profitability and turns
Automated purchasing
approval process Real-time integrated system
with proactive stock reminders

SUPPLY CHAIN MANAGEMENT: EFFICIENCY GAINS
Inventory Costs Reduced 20% - 30%
Obsolete Inventory Carrying Costs Lowered 20% - 40%
Inventory Fulfillment Rates and Back Orders Improved 75% - 85%

Management
Planning Cycle Times Reduced 20% - 30%
Source: SL Associates – KPI improvements are estimates based on

discussions with NetSuite customers

SUPPLY CHAIN MANAGEMENT: HIGH-LEVEL
Process Roles
Define
Define Item Reporting
Executive/ Strategy Strategy
Management
Executive
Management
Manage Item Procure

DESIGN TO BUILD
Master to Pay
Engineering
Order to
Cash Engineering
Manage
Production/ Manage Inventory Analyze
Inventory
Warehouse Warehouses Transactions
Inventory
Warehouse
Manager

SUPPLY CHAIN MANAGEMENT: PLANNING
Manufacture
2 3 4
1 Demand
Calculate Calculate
& Supply
Demand Plan Supply Plan
Planning
5
Item 360
Dashboard Procure
Process Roles
Historical
Demand Info
Sales
Purchasing
RFQ
PLAN
Supply Chain
Supply Info Sales Manager
Purchase
Contract
Historical
Sales
Purchase
Order

SUPPLY CHAIN MANAGEMENT: PURCHASING
Process Roles
Return to Design to
Debit Build
Purchasing
1 Manage 2 3 Purchasing
Manager
PROCURE TO PAY
Vendor Plan Procure

Master
4
Receive
Warehouse
PO
Management
Warehouse
Notification Manager
5 6 7
Payables & 3-Way Bill

Bill PO
Financial Match Payment Accounts
Management
Notification Payable/
Controller

SUPPLY CHAIN MANAGEMENT: INVENTORY MANAGEMENT
1 2 3
Manage Manage
Manage Transfer Transfer Order Transfer Order
Offers
Item Fulfillments Item Receipts
Procure 4
to Pay Manage Inventory
Adjustments
MANAGE INVENTORY TRANSITIONS
Process 5 Roles
Manage Inventory
Transfers
Manage Inventory
Production/ Warehouses Transaction
Warehouse s
Order to
Cash
Production/
Warehouse
6
Manage Work
Orders
7
Manage
Assembly Builds
8 Manage
Assembly Inventory
Unbuilds

SUPPLY CHAIN MANAGEMENT: DASHBOARDS
ORDER TO CASH

Inventory Cost Accounting

MANAGE TEAM TASKS, EVENTS, AND
BUSINESS HEALTH • Inventory Profitability • Production Variances by Item
• Current Inventory Status • Purchase Price Variances by
• Physical Inventory Worksheet Item
• Inventory Valuation • Planned Standard Costs by
• Inventory Revenue Cost Version
• Inventory Back Order Report
• Inventory Activity Detail
• Inventory Back Order Report Demand Planning
• Inventory Activity Detail
• Items Pending Fulfillment • Demand History by Item
• Inventory Turnover • Item Demand Plan by Item
• Transfer Order Register • Item Demand Forecast vs
Actual
REAL-TIME REPORTS
ANYWHERE

Inventory Management:
Challenges & Solutions
ACCOUNTING DOWNSTREAM TRANSACTION

ACCURACY AUTOMATION HISTORY
CHALLENGES CHALLENGES CHALLENGES

Multiple sources Manual entry Limited visibility
Lack of consistency Error prone Lack of reporting
SOLUTIONS SOLUTIONS SOLUTIONS

Single Item Master Auto-Populate Fields Item 360o Reporting
across multiple
subsidiaries Reduced Errors Product Insight
Flexible pricing &

consistent accounting

Design to Build
• Transfer Orders are used where Manage Inventory Transactions

there is a transfer between
physical locations; inventory
transfers are used for virtual
locations.
• Inventory Adjustments are used to

decrease or increase inventory Procure to Pay Manage Manage Manage
quantities which may not be a Transfer Orders Transfer Order Transfer Order
result of a purchase or sale. Item Item Receipts
Fulfilments
• Inventory Transfers are used to
record item transfers between
locations without fulfillment Manage Inventory
Manage
process. Warehouses Adjustments
Inventory
Transaction
ROLE(S):
Manage
Inventory
Transfers
Inventory Finance
Manager Cycle Count
Inventory
Item Management: KPIs & Reports
KPIs Reports
• Late Vendor Orders • Sales by Item • Items to Upsell
• Value of Late PO’s • Purchases by Item • Items w/ Preferred Vendor
• Value of Shipping Charges • Sales Orders by Item Pricing > Base Price
• Value of Open PO’s
• Inventory Turnover • Inventory Profitability • Items w/ Recent Price
• Days Inventory on Hand • Current Inventory Status Increase
• Drop Ship Quantity Sold • Physical Inventory • New Items in 3 months
• Drop Ship Total Sold Value Worksheet • Recommended Replenish
• Number of Drop Ships • Inventory Valuation • Inventory Activity
• Number of Drop Ships Sold • Inventory Revenue • Inventory Adjustment
• Value of Drop Ships Sold • Inventory Back Ordered Detail
• Days Inventory on Hand • Inventory Activity Detail • Inventory Aging
• Value Per Order
• Average Gross Profit • Stock Ledger • Inventory On Hand
• # of Fulfillments • Items Pending Fulfillment • Inventory Stock Status
• # of Packages • Inventory Turnover Summary
• $ of Shipping • Transfer Order Register • Item Rank Sales
• Graph trends by • # of Customer Returns • Available to Sell • Item Return Reason
sales, revenue, • Value of Customer Returns • Average Cost vs. Average • Items on Backorder
customers and Selling Price • Items on Order
more METRICS • Average Sales Price by • Items Ordered Last 24
Item Hours
• Change in Sales • Full Item Pricing • Overstocked Items
• Fully customizable • Change in Inventory • In Transit • Returns by Item
key metrics • Change in Late Vendor Orders • Inventory Stock Status
• Change in Open PO’s
• Change in Orders Summary
• Change in Value of Late PO’s • Item Audit
• Change in Value of Open PO’s • Item Description Change
Audit
• Item Price Change
• Items to Reorder
MANAGE ITEM COSTING
• Standard costing enables

you to track standard
Manage Item Costing
costs for items and to
track variances between
these expected costs and
actual costs.
• Average (weighted-
average method) costing
is calculated as the total
units available during a Create Cost Configure Item Create Cost Planned Planned
Categories Record Versions Standard Cost Standard Cost
specific date range
Rollup
divided by the beginning
inventory cost plus the
cost of additions to
inventory
ROLE(S):
Update
Standard and
Supply Revalue
Finance
Inventory
chain
Manager

MANAGE INVENTORY
TRANSACTIONS
• Warehouse employees are

Manage Inventory Transactions
responsible for managing
inventory transactions.
• To move inventory between one

warehouse to another, a
Transfer Order is used allowing
for the fulfilment and receipt of
the inventory. Procure to Pay Manage Manage Manage
Transfer Orders Transfer Order Transfer Order
• To move inventory between
Item Item Receipts
virtual locations, an Inventory Fulfilments
Transfer is used which directly
moves the inventory.
Manage
• When inventory is out of sync Manage Inventory
an Inventory Adjustment is Warehouses Inventory Adjustments
used. Transaction
ROLE:
Manage
Inventory
Transfers
Warehouse
Manager
Cycle Count
INVENTORY MANAGEMENT: DASHBOARDS

Dashboard, Reminders, KPIs and Reports
INVENTORY REPORTS DEMAND PLANNING
MONITOR FREQUENTLY-PURCHASED • Demand History by Item
MANAGE TEAM TASKS, EVENTS, AND INVENTORY/ITEMS
ITEMS • Inventory Profitability • Item Demand Plan by Item
BUSINESS HEALTH • Item Demand Forecast vs. Actual
• Current Inventory Status
• Physical Inventory Worksheet
• Inventory Valuation
KPI’s
• Inventory Revenue • Sales Orders
• Value per Order
• Inventory Back Order Report
• Average Gross Profit
• Inventory Detail
• Items Pending Fulfillment • # of Fulfillments
• # of Packages
• Inventory Turnover
• Transfer Order Register • Value of Shipping Charges
• Customer Returns
• Item Price Alert
• Inventory Value
• Item Activity
• Item Sales History • Inventory Turnover
• Days Inventory on Hand
• Gross Profit by Item
• Sales by Item KPI SCORECARD
• Material Shortage Report
• Warehouse Operations
• Inventory Forecast Report • Inventory
• Overstock Items Report
• Track and trend • Evaluate inventory • Negative Inventory
fluctuations in REAL-TIME REPORTS
TRACKmovement
INVENTORY to identify
FROM • Expired Inventory
inventory ANYWHERE
slow- and fast-moving
ANYWHERE • Lots Nearing Expiration
inventory to drive
more profitable
product portfolio
Fixed Asset Management
Fixed Asset Management
• Asset proposal and acquisition
process integrates with
transaction records for full
visibility
No
• Automated management of Accept
Proposal?
fixed asset acquisition,
depreciation, revaluation,
Vendor bill Asset Proposal Generate Assets
retirement, maintenance Yes
schedules and insurance
• Import new and mid-life assets

into NetSuite
• Single source of information

for everything related to each
fixed asset Asset Listing Periodic
Depreciation
ROLE(S):
Finance Purchasing
Asset Revalue Asset Transfer Asset Disposal

Fixed Asset List

Fixed Asset Record

Fixed Asset List

Fixed Assets Summary Report

Asset Register Report

Depreciation Monthly Report

Depreciation Schedule Report (Net Book Value)

ASSET RECORD

DEPRECIATION HISTORY – ACCOUNTING METHOD

Achieve Lasting Success

Guiding Your NetSuite Journey
CHECK
POINT 1 Implementing
LCS
• Learning Strategy
• Introductory Training
• Administrator & User Training
CHECK
POINT 2 Getting Comfortable
ACS LCS
CHECK
POINT 3 Optimizing • 24x7 remediation support
• Proactive technical guidance
• Learning Action Plan
• Practice Sessions
• Implementation Support • Reinforcement Training
ACS
• Performance tuning
• Business Solution Advice
• Solution optimization
LCS
CHECK
POINT 4 Growing
• Learning Action Plan Review
ACS LCS
• Process walk-throughs
• Functional deep-dives • Strategic roadmaps • Learning Action Plan updates
• Performance monitoring • New Release reviews
• Development and Testing • Feature exploration

Growing with strategic roadmap – Stairway methodology
Dominate
Expand Accelerate
Elevate
Establish • Business insights and reporting
• Integrated ecommerce
• Centralized HCM
• International expansion • Financial planning and budgeting
• Financials • Inventory management
• CRM and order processing • Work orders and assemblies
• Analytics and dashboard

A Platform for Flexibility &
Growth

Business platform
ACTIONABLE INTELLIGENCE
Graphical Analysis KPIs Visual Actionable Action Gauges Visual Alerts Metrics Dashboards Global Mobile Office Integration
Reports Reminders Financial Reports Management Search
FOR YOUR BUSINESS
Finance Retail Nonprofits Airlines Media/Publishing Advertising General Business WD Manufacturing
ROLE SECURITY
CEO Customers Shipping Merchandise Consultant Sales Rep CFO Partners Vendors
DATA ANALYSIS
Saved Report Data Real-Time 1
Searches Scheduling Consolidate Caching 2 3
SuiteSegments BI Gateway
UNIFIED DATA
Marketing CRM Projects Order Management Commerce Inventory Engineering Manufacturing Services Shipping Billing & Purchasing Time & Expense
Rev Rec

SuiteCloud: Customize and Integrate, Always Upgradable
No-code Integration Platform Development

Customization
Custom Data And UI Web Services API Customization Language + APIs

Records, Fields, Forms REST + SOAP
Business Applications
File Import
Performance Dashboards
CSV
Development Framework
Business Process High Performance

Automation Data Connectors Developer Tools

Automatic Upgrades, Including Customizations and Integrations
100% OF OUR CUSTOMERS ARE ON THE SAME RELEASE

Two major upgrades per year Customizations carry forward
Ongoing minor upgrades throughout the year Customer use cases incorporated in QA testing
Release preview environment Choose scheduled maintenance time

Oracle Technologies Accelerating NetSuite Value
Data Centers
Oracle Cloud Autonomous

Infrastructure Database
NetSuite
Analytics Warehouse
Identity Access ExaData Cloud Oracle Multi- Autonomous Data

Management Service tenancy Warehouse
Oracle Business Oracle Content Oracle Cloud Oracle Analytics

Oracle AI Services
Network Cloud Enterprise Cloud
Integration Cloud
Performance
Management
Bill Capture within NetSuite AP Automation

NetSuite NetSuite Analytics Warehouse
Planning & Budgeting NetSuite Supply Chain Control Tower

Growing Our Data Centers
Dublin
Seattle Amsterdam
London
Santa Clara Newport Frankfurt
Chicago Boston Tokyo
San Jose
Phoenix Ashburn Osaka
Sydney
Melbourne

Key Benefits of OCI Data Centers
Reduced Latency Smoother Consistency and Latest Technologies

Performance Reliability
• More data centers in • Fewer customers in • Consistency in • Exadata – the fastest

more locations each data center performance Oracle database
reduces between regions platform in the world
• Easier regulatory
performance
compliance • Reliability within • Autonomous
volatility
every region database

Secure at All Levels
Network Database Application End User Controls

• Intrusion Detection • Intrusion Detection • Antivirus Scanning • Roles & Permissions
• Vulnerability Scans • Dedicated DB • Anomaly Detection • IP Address Validation
• Pen Tests • Encryption at REST • Single Sign On
• Zero Trust • Regular Backups • Multi-Factor
Authentication
• Audit Trail

NetSuite AI Advantage - A Quantum Leap in Insight and Productivity
Oracle NetSuite The

Infrastructure Data Suite

NetSuite AI Framework
Applications
SuiteApp.com
Global ERP CRM HCM PSA Commerce Analytics Partners & Apps
& Reporting
Platform
AI Assistants AI Advisors Customization Process App Development Integration App Distribution
Automation
GENERATIVE AI SERVICES OTHER AI SERVICES
AI Services Summarize, Foundation Vision Anomaly Document OCI

Search, Classify Models Detection Understanding Data Science
Creative Insights Auto SQL Speech Forecasting Language & DA
Infrastructure
Oracle Cloud Infrastructure Autonomous Database Virtual Cloud Network GPU

How AI is Embedded into the Suite
Platform Assistants Advisors
• Single centralized source • Handle repetitive tasks • Use AI-driven analysis to

of data on best-in-class based on business rules identify trends, make
infrastructure • Increase accuracy, speed predictions answer
• Connects the team and and employee question and offer
data across the productivity, reduce recommendations.
organization errors • Deliver unique insights,
drive decision-making

NetSuite AI Powered Capabilities within NetSuite Products and Services
NetSuite Advisors NetSuite Assistants
NetSuite Planning and Budgeting NetSuite Bill Capture

NetSuite Analytics Warehouse Anomaly Detection in OCI Data Centers
NetSuite Supply Chain Control Tower
NetSuite Intelligent Item Recommendation
SuiteAnswers Virtual Support Assistant

Data & Insights to
Accelerate Business

Role-Based BI View
Using a unified data source
External Systems Customers
CEO
ERP SRP CFO
WAREHOUSE PROJECT
CORE BUSINESS
CUSTOMER MANAGEMENT
INVENTORY ORDER MANAGEMENT RESOURCE
GLOBAL FINANCIAL MANAGEMENT Sales Rep/
BILLING MANAGEMENT Manager
Shipping
Manager REVENUE MANAGEMENT
TIME &
MANUFACTURING EXPENSE
SUPPLY
CHAIN PROJECT
ACCOUNTING
MANAGEMENT
Merchandise Consultant/ PS
Manager Director
Partners
95 Copyright © 2023, Oracle and/or its affiliates Vendors
Access Anywhere With Internet
Answering questions and driving discussions at every level

How AI and ML Helps to Unlock the Suite
Documents Predictions Language
• Automated document • Intelligent Insights • Conversational

classification - Supply chain predictive risks* experiences
• Optical Character • Time series forecasting • Text analysis
Recognition (OCR) • Fraud detection • Translation
- Bill capture*
• Automated form entry • Chatbots and LLM
• Key value extraction
* Released in NetSuite

NetSuite ERP

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NetSuite Introduction

1 Every Size, Every Industry, All Over the World

2 Copyright © 2023, Oracle and/or its affiliates

3 Copyright © 2023, Oracle and/or its affiliates

4 Copyright © 2023, Oracle and/or its affiliates

Wholesale Financial Services

Fastest Growing Top 10 Cloud Companies

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AMERICAS EMEA APAC

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10 Copyright © 2023, Oracle and/or its affiliates

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ACQUIRE AND GROW CUSTOMERS

CREATE AND DELIVER

HIRE AND EMPOWER EMPLOYEES

12 Copyright © 2023, Oracle and/or its affiliates

ACQUIRE AND GROW CUSTOMERS HIRE AND EMPOWER EMPLOYEES

CPQ Performance Management

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UNIFIED CLOUD PLATFORM

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• Ready day 1 with industry-specific

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Apparel & Footwear

Health & Beauty

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FINANCE & ACCOUNTING LEASING REVENUE MANAGEMENT

FINANCIAL FINANCIAL GLOBAL ACCT &

18 Copyright © 2023, Oracle and/or its affiliates

ORDER MGMT PROCUREMENT INVENTORY

HCM CRM BUSINESS INTELLIGENCE

Data at your fingertips

Powerful drill-down capability

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The benefits your company can find from NetSuite?

Realtime visibility of Efficiency Improvement Provide capability to Business

Customize to fit biz Flexible Automate Easy

22 Copyright © 2023, Oracle and/or its affiliates

• Financial segments flow from

Chart of Segmentation Bank and Currencies and Journal Entries

• Allocation and amortisation

23 Copyright © 2023, Oracle and/or its affiliates

Financial Period Close Inventory

24 Copyright © 2023, Oracle and/or its affiliates

Revenue Single Create Invoice Delivery

25 Copyright © 2023, Oracle and/or its affiliates

Remit Payment Apply Invoice

Billing & Payment Creation Payment Paid in Full

Invoice Monitor A/R

26 Copyright © 2023, Oracle and/or its affiliates

27 Copyright © 2023, Oracle and/or its affiliates

Process Bill POs Roles

Payables & Receive Create Bill Item View/Edit Landed

28 Copyright © 2023, Oracle and/or its affiliates

Payables & 3-Way A/P Aging Payment Vendor Process

29 Copyright © 2023, Oracle and/or its affiliates

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31 Copyright © 2023, Oracle and/or its affiliates

32 Copyright © 2023, Oracle and/or its affiliates

33 Copyright © 2023, Oracle and/or its affiliates

38 Copyright © 2023, Oracle and/or its affiliates

Create Sales Order Invoice Customer Review A/R Aging Monitor,

Demand and Item360 Calculate Calculate Procure