NetSuite Sales Process Order to Cash (O2C) – Step by Step

NetSuite Sales Process: Complete Order to Cash (O2C) Cycle – Step by Step
What you'll learn
Understand the complete NetSuite Order to Cash (O2C) lifecycle, including how sales transactions flow from customer creation to payment receipt and accounting i
Create and manage customer records in NetSuite, including key configurations such as terms, pricing, credit limits, and how these settings affect sales transact
Set up items and pricing correctly and understand how different item types interact with Sales Orders, inventory, and fulfillment processes.
Create Sales Orders against customer Purchase Orders, manage order statuses, and understand approvals, commitments, and document flow in NetSuite.
Perform Item Fulfillment processes (Pick, Pack, and Ship) and understand how fulfillment impacts inventory levels and sales order status.
Generate invoices and manage billing processes, including understanding revenue recognition and Accounts Receivable posting.
Apply customer payments and manage open receivables, including payment application, customer aging, and outstanding balances.
Analyze sales and receivable reports, enabling better tracking of revenue, order status, and customer balances.
Understand best practices and common mistakes in the NetSuite Sales process, helping avoid real-world implementation and operational issues.
Requirements
No prior NetSuite experience is required. This course is designed for beginners as well as professionals who want to understand the NetSuite Order to Cash (O2C) process from scratch.
Basic understanding of business or accounting concepts (such as sales, invoicing, or payments) is helpful but not mandatory.
Access to a computer or laptop with an internet connection to watch the course videos and follow along with demonstrations.
Description
NetSuite Sales Process: Order to Cash (O2C) – Step-by-StepThe Order to Cash (O2C) process is one of the most critical business flows in NetSuite, directly impacting revenue, customer satisfaction, and financial accuracy. This course is designed to give you a complete, practical, and step-by-step understanding of the NetSuite Sales Process, from customer creation to revenue recognition.Whether you are a beginner learning NetSuite from scratch or a professional looking to strengthen your functional knowledge, this course will guide you through the entire O2C lifecycle with real-time business scenarios. Each concept is explained clearly with hands-on demonstrations, ensuring you understand not only how to perform each step but also why it matters in real business operations.In this course, you will learn how to create and manage customers, set up items, configure pricing, and process Sales Orders against customer Purchase Orders. You will then move through Item Fulfillment (Picking, Packing, and Shipping), Invoice generation, Payment processing, and Accounts Receivable impact. Special attention is given to transaction flow, document status changes, and how each step integrates with NetSuite Accounting.This course also covers best practices, common mistakes, and reporting insights so you can confidently track sales performance and outstanding receivables. All topics are explained in a simple, structured, and easy-to-follow manner, making this course ideal for ERP consultants, finance professionals, sales operations teams, and NetSuite learners.By the end of this course, you will have a strong end-to-end understanding of the NetSuite O2C process, enabling you to work confidently in real-world NetSuite environments and add immediate value to your organization or career.
Who this course is for
This course is designed for anyone who wants to learn and master the NetSuite Sales (Order to Cash) process in a practical and structured way, including
Beginners and freshers who want to learn NetSuite ERP from scratch with a step-by-step approach.
NetSuite Functional Consultants who want to strengthen their understanding of the Order to Cash (O2C) lifecycle.
Homepage

https://www.udemy.com/course/netsuite-sales-process-order-to-cash-o2c-step-by-step/

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