This is a step-by-step guide designed to help grantees and social enterprises start using NetSuite for financials. NetSuite is a powerful “Enterprise Resource Planning” (ERP) system used by businesses worldwide to manage their operations.
NetSuite.org provides a donation and discounts of the basic NetSuite platform to qualified social enterprises such as nonprofits and benefit corporations.
This guide endeavors to help new grantees implement NetSuite for financials on their own. It is not an exhaustive overview of every feature and option available in the financials component, and does not cover topics associated with marketing, sales, customer/donor management, inventory, e-commerce, etc. (all features that are included in the base donation). However, it does provide the basic information and setup tasks you need to know to get started with core financials.
The guide assumes that the reader has received a NetSuite donation and is not sure where to start. It references certain screens, pages and menu options and should be read in conjunction with a live account as reference.