Founded in 1998, NetSuite software has been helping businesses manage all of the key business management processes in one system. Many companies use NetSuite software for enterprise resource planning (ERP), inventory management, financial tracking, running eCommerce stores, and maintaining good customer relationship management (CRM) systems.

Arguably, one of the best features on NetSuite is NetSuite customization, but there are a lot of ways that this can damage your business if it is not applied correctly to your system. For example, you could make your software run less efficiently; which is definitely something we don’t want, especially in today’s world. So, in order to make sure the customization project is done the right way, consider what to avoid and what to take advantage of with your NetSuite software.

The first thing you need to do when customizing your NetSuite software is to understand exactly what you want to build. Basically, you can’t just customize your software because it seems like a fun project - it requires a bit more than that to be successful. Start by setting some realistic but specific goals for the project ahead of time so you are able to stay on track and meet your overall needs.

Do not attempt to start this project if you are not well versed in the basic functions and features of the software. Doing so would likely just be inefficient and possibly have you overlooking functions that you may need due to a lack of exposure and knowledge. Make your goals clear and concise, and you will only spend time working on things that are necessary and worthwhile for your business. 

For those who are not as well versed in the use of the software, consider hiring an experienced NetSuite consultant. These consultants can tell you if you really need customization at all. This can save you time, especially if there is really nothing that you need to add. It is possible that there are just functions you weren’t aware of, and they can help you determine what those are without wasting a bunch of time trying to customize your software. If you do still need to utilize some customizations, the consultant can also assist you through the process and show you how to integrate the customizations painlessly. 

Now that all of the details about how you’re going to customize have been settled, it is important to test your products before officially launching them. NetSuite sandbox feature is built specifically for this. Using the sandbox to run tests in your customizations allows you to be able to catch any major flaws and implement corrections before taking the time to train employees in the new software. This feature is also great for training purposes once you have officially launched the new customizations. 

If you want to update your NetSuite software for it to run more specifically to your business needs, consider these tips before customizing. Having the software updated for your personal needs is a great bonus if you know what you’re doing and have taken the time to learn all of the bits and pieces that go along with it.