Administrator Gross Profit Users

NetSuite administrators are responsible for setting up and maintaining NetSuite features. Administrators need to work closely with Sales Operations to set up the Gross Profit feature, to assign permissions to team members, to modify custom forms to include gross profit fields, and to define custom reports, searches, and KPIs that include gross profit fields.

Mike, a NetSuite administrator, helped set up the Gross Profit feature with guidance from Sales Operations. Using the feature's online documentation, setting up and starting the estimated Gross Profit feature proved quite easy. The setup process consisted of:

  1. Enabling the Gross Profit Feature

  2. Setting the Recalculate Estimated Cost on Creation of Linked Transactions Preference

  3. Granting the Override Estimated Costs on Transactions Permission

  4. Working with Cost Estimate Types

  5. Editing custom transaction forms to include gross profit fields (See Using Gross Profit Fields on Transaction Forms.)

  6. Customizing reports to include gross profit fields (See Gross Profit Fields in Custom Reports.)

  7. Creating searches and custom KPIs that include gross profit data (See Gross Profit Fields in Searches and Gross Profit Fields in Custom KPIs.)

  8. Importing gross profit data from an external system into NetSuite (See Gross Profit Fields in CSV Import.)

  9. Creating integrations with gross profit data (See Gross Profit Fields in SOAP Web Services and Gross Profit Fields in SuiteScript.)

Typical administrator questions may include:

Related Topics

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