Wholesale/Distribution: Fundamentals Course Overview

Wholesale/Distribution: Fundamentals Course Overview

The "Wholesale/Distribution: Fundamentals" course is designed to provide learners with a comprehensive understanding of how to effectively utilize NetSuite for their wholesale or distribution business. Module 1: Getting Started lays the groundwork by introducing NetSuite's capabilities tailored to business needs, basic system navigation, account configuration, the distribution data model, and user roles and permissions, culminating in a module on Marketing-to-ROI strategies. Module 2: Business Processes dives into core operations such as Lead-to-Quote and Order-to-Cash, while also covering Return-to-Credit, item pricing, and Design-to-Build purchasing transactions. Module 3: Agenda: Business Processes and Go-Live expands on these themes with advanced planning solutions, optional fixed assets, Return-to-Debit, Call-to-Resolution, financial tools, user adoption, and additional access functionalities. This course will empower learners with the knowledge to optimize their distribution workflow and drive business success with NetSuite.

This is a Rare Course and it can be take up to 3 weeks to arrange the training.

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  • Live Online Training (Duration : 24 Hours)
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Classroom Training price is on request

  • Live Online Training (Duration : 24 Hours)
  • Per Participant

♱ Excluding VAT/GST

Classroom Training price is on request

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Course Prerequisites

To ensure that participants are well-prepared and can benefit the most from the Wholesale/Distribution: Fundamentals course, the following minimum prerequisites are recommended:


  • Basic understanding of wholesale and distribution business processes: Familiarity with common practices in the wholesale and distribution industry will help in grasping the course content effectively.


  • Foundational knowledge of enterprise resource planning (ERP) systems: Prior exposure to ERP concepts and systems can provide a helpful context for understanding NetSuite's role and capabilities within an organization.


  • Basic computer literacy: Comfort with using computers and navigating software interfaces is essential, as the course will involve hands-on exercises within the NetSuite environment.


  • General awareness of business financials: An understanding of basic financial principles and accounting practices will be beneficial when covering the financial tools and account configuration aspects of the course.


  • Effective communication skills: Being able to understand and articulate business needs and processes will aid in learning and applying the course material.


  • An open mind and willingness to learn: As with any educational endeavor, approaching the course with enthusiasm and a readiness to absorb new information will significantly enhance the learning experience.


Please note that no prior experience with NetSuite software is required; this course is designed to introduce the basics of NetSuite's interface, roles, permissions, and functionalities within the wholesale and distribution context.


Target Audience for Wholesale/Distribution: Fundamentals

Koenig Solutions' Wholesale/Distribution: Fundamentals course offers in-depth training on NetSuite for optimizing wholesale and distribution processes.


  • Business Analysts specializing in distribution
  • Wholesale Distribution Managers
  • Inventory and Supply Chain Managers
  • Operations Managers in the distribution sector
  • IT Professionals implementing or managing NetSuite solutions
  • Financial Controllers overseeing distribution finances
  • Sales Managers coordinating wholesale operations
  • Marketing Professionals in wholesale/distribution industries
  • ERP Consultants and NetSuite Advisors
  • Warehouse Managers seeking to improve efficiency through NetSuite
  • Business Owners of Wholesale/Distribution companies looking to leverage NetSuite for business growth
  • NetSuite Administrators and Users
  • Professionals seeking to transition into wholesale/distribution roles
  • Procurement Managers involved in design-to-build processes
  • Customer Service Managers looking to streamline return and resolution processes


Learning Objectives - What you will Learn in this Wholesale/Distribution: Fundamentals?

Introduction to Course Learning Outcomes

This Wholesale/Distribution Fundamentals course offers a comprehensive understanding of NetSuite's capabilities, navigation, and processes to optimize your business's wholesale and distribution operations.

Learning Objectives and Outcomes

  • Gain insight into how NetSuite's suite of applications aligns with your wholesale or distribution business needs.
  • Master basic navigation within the NetSuite platform to efficiently manage daily tasks.
  • Understand the configuration of NetSuite accounts specific to wholesale and distribution processes.
  • Learn the structure of the Wholesale Distribution Data Model and its impact on operations.
  • Recognize the importance of customizing roles and permissions to secure and streamline workflow.
  • Develop an understanding of the marketing-to-ROI process to track and measure marketing effectiveness.
  • Follow the lead-to-quote and order-to-cash workflows to enhance sales and customer service.
  • Manage returns effectively with the return-to-credit process to maintain customer satisfaction and inventory accuracy.
  • Understand item pricing strategies and basic inventory management to optimize stock levels and profitability.
  • Learn the purchasing and transactional elements of the design-to-build process, including demand planning solutions for better resource planning.
  • Explore optional modules such as Fixed Assets to understand their application in wholesale/distribution settings.
  • Implement strategies for successful user adoption and discover additional tools and functionalities to support ongoing business growth and efficiency.

These objectives are designed to equip students with the knowledge and skills necessary to leverage NetSuite for improved operational efficiency, financial management, and customer satisfaction in the wholesale and distribution industry.