Configuration, Not Customization: Smart Ways to Optimize NetSuite Without Heavy Coding

February 29, 2024
A person typing on a laptop with icons on the screen. Image: 'Smart Ways to Optimize NetSuite Without Heavy Coding'.

Every business has a specific set of needs. To grow your business, you need the right system to fit all those needs.

This is where NetSuite comes into play.

NetSuite is one of the most powerful cloud-based Enterprise Resource Planning (ERP) systems. From finance to manufacturing, HR or e-commerce, NetSuite covers it for you. 

But in the complex world of ERP's, system optimization often feels like an uphill battle. You spend countless hours fine-tuning lines of code only to discover that it just doesn't seem to work.

So, how do you crack the code (without having to code) to optimise your NetSuite system?

It's simple: Configuration.

Ready to discover how to level up your NetSuite system? Read on to know more.

4 Benefits of NetSuite Configuration

Between configuration and customization, configuration is the easiest solution to your optimization needs. Why?

Not only does it unlock your NetSuite's full potential, but it also takes out the need for custom code.

Do you want to make your operations efficient and cost-effective? What if you could tailor your NetSuite system to match your exact business needs?

Here's how your business can benefit from NetSuite configuration:

1. Faster implementation

2. Easier maintenance

3. Cost efficiency

4. Streamlining operations efficiently and economically

1. Faster Implementation

How does configuration help you? By tailoring NetSuite to your business needs without changing the application's core code.

It's easy to execute and offers benefits including faster implementation.

The best part? Configuring your NetSuite is quicker than creating custom code. You can quickly see results in your NetSuite system without extensive coding.

2.Easier Maintenance

NetSuite constantly upgrades itself which makes custom code challenging to maintain. Configuring it takes out that challenge. It reduces most complexities and ensures your system remains up to date.

3. Cost Efficiency

Customization often means you have to shell out thousands of dollars. Without a NetSuite consultant on your team? You can end up with even heftier development costs.

For small and medium-sized businesses, configuration is your best bet. You can get what you need (and want) while shelling out the least amount of money possible.

4. Streamline Your Operations

Pick configuration, not customization, to customize your NetSuite system without using custom code.

Configuration is a cost-effective way to maximize your NetSuite's capabilities and streamline operations.

Download the Salary Guide to compare average salaries of top NetSuite ERP professionals.

9 Configuration Steps You Need to Optimize NetSuite 

So, how can you optimize your NetSuite?

1. Define Your Business Processes

Are you excited to dive deep into configuration? Don't skip this crucial step: Get a clear understanding of your business processes.

Document your workflows, identify bottlenecks, and understand the specific needs of your organization. It is essential in order for you to align your configuration to your business goals.

2. Tailor Forms and Fields

NetSuite allows you to customize forms and fields to match your business requirements. You can add, edit, or remove fields to streamline data entry, making it more efficient for your team. 

Example: Create custom fields for industry-specific information.

3. Create Custom Records

Does your business handle data that doesn't fit into NetSuite's standard records? Accommodate this information with the help of custom records.

You can easily tailor custom records to match your specific requirements. This gives you a comprehensive view of your business data.

4. Automate Workflows

How do you eliminate manual and time-consuming processes? Automate workflows through NetSuite's SuiteFlow feature.

This feature allows you to:

  • Create custom workflows for:
  • Approvals
  • Notifications
  • Data routing
  • Improve business efficiency, and
  • Minimize errors.

5. Customize Reports and Dashboards

Do you want to provide relevant insights to your business? Are you looking for a faster way to help you make informed decisions? 

Tailor your NetSuite reports and dashboards with the help of SuiteAnalytics.

NetSuite's SuiteAnalytics feature helps you create:

  • Custom reports
  • Key Performance Indicators (KPIs), and
  • Graphical representations of your data.

6. Implement Role-Based Permissions

Struggling to efficiently manage staff credentials? Wondering how you can enhance data security for your business?

Configure NetSuite's role-based permissions. Implementing this feature means you:

  • Ensure only authorized personnel can access and modify specific data
  • Provide your employees with access to information required for their roles, and
  • Eliminate any extra work and risk that comes with storing sensitive data.

7. Integrate Third-Party Applications

Are you looking for a seamless way to connect various tools and services to NetSuite? 

Leverage NetSuite's SuiteTalk and SuiteScript. You can seamlessly integrate third-party applications, improve data synchronization and streamline operations.

8. Keep Up with NetSuite Updates

Earlier we learned that NetSuite configuration is easier to maintain than custom code. 

So, why is it important to regularly update your NetSuite instance? You get instant access to NetSuite's latest features and improvements. 

Staying current with updates ensures that your system remains efficient and secure. 

9. Leverage NetSuite's Community and Documentation

Need additional support and answers on your NetSuite journey? Join the conversation by diving into NetSuite's user community and comprehensive documentation.

You'll find resources for learning best configuration practices. From tips and tricks to solutions and common issues—you can make the most out of your NetSuite instance.

As your business skyrockets, so will your unique business needs. But remember: Optimizing your NetSuite doesn't need more aches and coding pains. 

So, say goodbye to complex coding and say hello to better results with configuration.

Key Takeaway

Customization may be the more common practice. But it's crucial to tailor-fit your organization's needs to your business process. Configuration allows you to do exactly that.

By customizing forms and fields, automating workflows, and using NetSuite's built-in features, you're on the right track to success!

Configuration helps you keep up with the growing pains of business. Plus, you ensure that NetSuite remains a worthy investment for your company. 

Just remember: Concentrate on configuration, not excessive customization.

Want to take the guesswork out of NetSuite optimization? Discover people-powered solutions and instantly gain the support you need with Atticus Solutions

Working with Atticus Solutions means you get:

  • A thorough and efficient NetSuite System Review of your business
  • Access to our AI-powered process intelligence tool called Chassi, and
  • Uninterrupted time with our pool of certified NetSuite experts.

We'll figure out the main issues so you can put your focus where it really matters.

Book a call with us today to discuss!

Download the Salary Guide to compare average salaries of top NetSuite ERP professionals.

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Attracting top NetSuite talent with clear job descriptions is the first step. Understanding salaries is your next key move! Download this free salary guide to view talent costs, offshore hiring tips, and more

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