Wholesale/Distribution: Fundamentals Training

Wholesale/Distribution: Fundamentals Certification Training Course Overview

Wholesale/Distribution: Fundamentals training course is designed to learn the essential concepts of NetSuite’s Wholesale Distribution (WD) solution while teaching the critical skills needed to set up, plan, and execute business process operations in NetSuite. In this training class, you will learn a high-level introduction of NetSuite capabilities before turning to the tasks performed, based on leading practices, by business process owners and administrators.

Target Audience:

  • A newly-hired administrator who want to learn how to manage an existing NetSuite Wholesale Distribution implementation
  • Administrator or business process owner who needs refresher training on key tasks and NetSuite Wholesale Distribution functionality

Wholesale/Distribution: Fundamentals Training (Duration : 24 Hours) Download Course Contents

Live Virtual Classroom 1250
Group Training Date On Request
1-on-1 Training (GTR)
4 Hours
8 Hours
Week Days

Start Time : At any time

12 AM
12 PM

GTR=Guaranteed to Run
Classroom Training (Available: London, Dubai, India, Sydney, Vancouver)
Duration : On Request
Fee : On Request
On Request
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Course Modules

Module 1: Getting Started
  • How NetSuite Fits Your Business
  • Basic Navigation
  • Overview of Account Configuration and W&D Processes
  • Wholesale Distribution Data Model
  • NetSuite Roles and Permissions
  • Marketing-to-ROI
Module 2: Business Processes
  • Lead-to-Quote
  • Order-to Cash
  • Return-to-Credit
  • Item Pricing and Basic Inventory
  • Design-to-Build – Purchasing and Related Transactions
Module 3: Agenda: Business Processes and Go-Live
  • Design-to-Build – Demand Planning Solutions
  • Fixed Assets (Optional)
  • Return-to-Debit
  • Call-to-Resolution
  • Financial Tools
  • User Adoption
  • Additional Access and Functionality
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Course Prerequisites
  • Basic Computer Knowledge.
  • Confirm company-wide configuration settings and user-level preferences?
  • Identify features and business processes built into the application?
  • Complete key initial implementation tasks?
  • Perform key administrative and end-user tasks for specific workflows?
  • Monitor and measure business performance with analytics?
  • Prepare for the ongoing maintenance of the account?
  • Leverage additional tools and resources to extend account functionality?