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An Introduction to NetSuite

https://www.youtube.com/watch?v=YIw0szN0qFM

Published on Jun 15, 2012

Watch this video of the NetSuite Cloud ERP solution. See how you can integrate your business and share information seamlessly across business functions. For more information on Balloon One please visit our website  http://www.balloonone.com

English Transcript

0:02 hello and welcome to you this demonstration
0:04 I'll the net sweets fully integrated business system
0:08 I'm gonna take you through some the features and benefits
0:12 of net sweet but before I do I just wanted to summarize
0:16 what I see is as the four main
0:19 benefits firstly this application is 100 percent
0:24 cloud-based this means that there is no infrastructure requirements
0:28 at the customer site you need only use a web browser
0:32 to access the application it is the biggest
0:37 and largest business system that is cloud-based
0:41 with over 10,000 customers secondly
0:46 its role based so what does that mean well within any organization you'll have
0:51 people with different roles
0:52 they'll be performing different functions on the system so from sales
0:56 through to the warehouse how to
0:59 finance and then the overall reporting management reporting chief executive
1:05 each role within the organization 18 C
1:08 different functions and also different pieces of information
1:13 next week is designed around roles
1:17 and link neatly to that is that every single roll
1:22 has a customized and personalized dashboard
1:25 producing specific activities
1:29 showing specific documents that they've created
1:34 but also showing reporting information pertinent to their role
1:38 and I'll show you that as we go through the demonstration and finally
1:44 these roles are all tied together as in any business
1:47 through a workflow so as a sales orders created
1:52 the warehouse manager gets visibility of that so it can be fulfilled
1:55 as its fulfilled the accounting gets visibility
1:59 invoicing and again in this demonstration of show you
2:02 that workflow so let's have a look at the application
2:06 and those benefits we're gonna login here
2:10 to our
2:14 next week application and at the top pay you say that I've logged in
2:19 as the administrator so this is my main administration role
2:23 now I'm gonna switch over to the sales rep
2:26 when I ate switch over to the cyst
2:30 sales rep role you can see a very different dashboard
2:35 you can see this key performance indicator hereof
2:38 sales against quota you can see
2:42 my different measures around the number of newly opportunities
2:46 my forecast current and previous I can see how I'm doing
2:50 I for various periods and you can see below here
2:54 specific activities in this instance phone calls
2:57 but I need to make will have made and at the top
3:01 I've got my diary entries for today now if you look along the
3:06 that very top ribbon there you'll see the
3:10 functional areas that a salesperson
3:13 will find relevant so the whole dashboard
3:16 is honed in on the experience other sales rep now to illustrate
3:22 the different roles were gonna start with the sales rep but before we do
3:25 we're gonna create a new
3:26 inquiry that comes in through our web contact form
3:30 so a standard contact us type form
3:34 this is being created in net sweet and can be deployed
3:37 to a website so we will we're
3:41 add a new customer so
3:44 let's add one called at Star
3:48 innovation and
3:52 this is sir pay strong
3:57 and his email is p
4:04 we also ask to capture for RAM
4:06 source purposes where they had a bus so maybe they came through
4:10 a.m. partner website we submit that form
4:14 and it then diverts us to our landing page
4:19 so his our home page but inside net sweet if we look at our dashboard here
4:26 you can see we've currently got
4:27 for new leads that have come in the last week
4:31 their fiery fresh that that will go up now
4:35 25 as a newly that's just been created on the website so the information is a
4:41 media
4:41 you can see here we've got had star innovation
4:44 I we can click on that particularly to get all the details like the email
4:49 address in the contact name
4:50 am order that was recorded by the customer so we've not had
4:54 type any information in and we've already got
4:58 a lead record on the system now we want to
5:02 follow up immediately so we call I am
5:05 peak but you can see we could create a activities such as shit dude calls or
5:09 meetings
5:10 but what I'm gonna do is jump straight to
5:13 the quotes cuz we get the customer on the phone and he is interested in
5:18 one of our princes so in here
5:22 we moved down to say he is the head of the quotation
5:26 currently values 0 but
5:29 we want to add one of our products to that so we we select
5:33 are printer products here this is the manuscript
5:36 inkjet I am he's actually interested in five for these
5:40 I'm if we at that to the quotes
5:44 see here the quote is now been revised to 849
5:48 75 so the I really think I've had two
5:51 and to hear was the product code or the customer information was recorded
5:58 from the web by safe that quotation
6:01 we get a transaction number
6:06 1029 that can be emailed all posted
6:10 sent to the customer p
6:14 is quite keen to move things forward so you can see from this quote
6:18 week a click on sales order but it's taken a few days so you
6:23 you know going to be in this screen necessarily so we go back to our home
6:26 screen for the sales rep
6:27 and the call comes in that pete has a
6:32 wants to place the order we can jump straight to our recent recalls here
6:37 and go to the quote all we can use our recent records
6:42 am button at the top here to jump straight to that quotation so it's very
6:46 accessible the information
6:48 from the screen now to turn this into an order is very simple
6:54 we just click on sales order and you see here
6:58 all the informations carried through we could amend this if we wanted to but
7:03 we're just gonna
7:04 he's happy peace gonna place the order today so we save that
7:08 and we can have that now sent to peaked as an order confirmation
7:13 now important things now we've got a sales order to 84
7:18 on the system and is pending fulfillment so its status is waiting
7:22 for fulfilment in the warehouse if we go down
7:26 we can see that the quantity ordered five has been
7:30 committed
7:35 we can see that the quantity
7:36 ordered five has been committed now we want to turn this
7:43 am into a delivery so we need to change roles because that's the sales person's
7:48 job
7:48 done and we jump over now to the warehouse
7:51 now the warehouse has a very
7:54 different a dashboard the
7:58 functions at the top relate to shipping receiving an infantry as you'd expect to
8:02 the warehouse
8:03 and the reminders down the left hand side
8:06 are relevant to this particular use a row
8:10 and the most important reminder here is that we have sixty nine orders
8:14 to fulfil if we click on that we see all the orders to fulfil
8:19 and we could fulfill these by clicking the box is on the left
8:23 or the whole of the outstanding batch and do a batch fulfillment
8:28 and this will create a.m. an issue of stock
8:31 against the sales orders but I'm not gonna do love the orders I'm just gonna
8:35 do the at Star or to cyclic into that and you can see here
8:39 the I have five
8:42 committed I'm now going to fulfill this particular order
8:46 now next week supports pic compact as well as a straight fulfillment so you
8:51 could produce a pic ticket first
8:53 and then packet and then create the fulfilment but in this instance I'm just
8:57 going straight
8:57 to fulfil in this order now all we need to do is select which warehouse we r
9:03 fulfilling from so we aren't filling fulfilling from this warehouse we have
9:07 thirty on Hanson more than enough
9:09 to fulfill the five we save that and a fulfillment
9:14 is complete if we go back to the sales order here
9:18 you can see the record to 8-4
9:22 and its move from committed 24 failed
9:26 and you can also see the history have all the fulfilment sending combat
9:32 fulfillment number 94 all the workflow
9:35 tied together and the status at the sales order now changes from pending
9:40 fulfillment
9:40 to pending billing and billing is a different role
9:44 that's our controller a financial controller
9:47 so we switch over now to the Financial Controller Pro
9:51 and we see again a different dashboard but one relevant
9:54 to that particular function here we have customers suppliers payroll in
9:58 financials
9:59 we have fam comparative sales we have some
10:03 KPIs around receivables and payables a very relevant to the
10:07 the finance manager and we have our
10:10 reminders and in this instance the role is to
10:14 create invoices from sales orders these
10:18 invoices can be created much like the
10:21 and fulfillment by bashing them together and creating them
10:25 all the invoices for the daily deliveries the daily fulfillment
10:31 or we can just select one submit that
10:34 and that will go off as a batch and
10:38 you see have had two batches today and I've just created a new one
10:41 and now be processed in the background with any necessary paperwork
10:45 or email invoicing going out automatically
10:49 now
10:52 the last roll in this scenario that I wanted to show
10:56 is the senior executives so this is the management reporting side of things
11:01 so again a different dashboard the senior executive is interested in about
11:07 other the sales by customer the profitability by customer
11:12 am the sort of activities that are going on on the system
11:15 the bank balance I'm so you can see here
11:18 the general snapshot that the senior executive
11:21 once say but what I thought show is
11:25 if we drill down into am are customers
11:28 or even going further afield into elite so if we drill
11:33 refreshed and real into are five leads
11:37 we can go directly into at Star on you
11:41 leedom prospect and now customer and we can click on
11:45 this little icon here to view the customer dashboard
11:49 and safe from any part the system we can look at everything to do with this
11:53 particular customer
11:55 now this is a new custom and it's sunny placed an order for one product
11:59 but we can see the invoice quote cells aldrin fulfillment
12:03 all the transaction history we've got specific
12:06 reports link to that customer and we have around KPIs key performance
12:10 indicators
12:11 just for that customer so the dashboard in not only relates to the role
12:16 but also to an individual customer and supplier
12:20 I think you'll agree that the next week
12:23 application very much role-based
12:28 great use dashboards for each role to get information
12:31 at their fingertips and a seamless flow
12:34 have information through the business from function
12:38 function and don't forget all of that
12:41 100 percent in the cloud thanks for your time

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