Initial Configuration

SKU: Initial Configuration
Estimated Hours/QuantityPrice

Solution Description

While Anchor Group is performing business discussions, some initial configuration can begin. These are common activities that can begin configuration.

a. Company information
b. Enable Features
c. Subsidiaries
d. Classification/Segmentation 
e. Files drag and drop SuiteApp
f. General Preferences
g. Accounting Periods (set up the year)
h. Accounting Preferences
i. Accounting Lists
j. Auto Generated Numbers
k. Rename Records (avoid if possible)
l. Chart of Accounts
m. Email, Printing & Fax Preferences
n. Multiple currencies and currency integration (if applicable)
o. Invoicing Preferences 
p. Payment Preferences
q. Inventory Management Preferences (lead time and safety stock)

Estimate Details

Anchor Group works on a time and material basis which means that you will be invoiced for the time actually consumed. This general estimate is based on the standard needs for the services described. Please reach out to your Anchor Group sales rep to make sure that each service item is correctly quoted for your specific use case. 

Typically these are some areas that impact the estimated level of effort in an engagement:
  • Size of the business (either number of employees or the annual revenue)
  • Industry 
  • Complexity of your business processes in your industry
  • How savvy are your employees and key stakeholders with ERP systems
    • Experience implementing ERP
    • Experience working in ERP
    • Ability to be curious and a self-learner when hitting roadblocks
  • Number of NetSuite modules that need to be implemented
  • How good your team is at providing detailed requirements
    • Include conditions for certain scenarios
    • Ability to know general technical architecture and flow of data
    • Ability to provide detailed process flow maps for visuals (we recommend using LucidChart for this)

Need Customizations?
  •  Add to quote and provide additional requirements for customization needs during the process. 

Learn how to build your own quote!


This NetSuite training section is designed for the 'analyze stage' of Anchor Group NetSuite implementations