Quote to Cash Process Explained, Finally

The NetSuite Quote to Cash Process can be confusing or somewhat elusive in trying to wrap your wits around it.

This primary process in NetSuite has many nuances and encompasses no less than 12 different NetSuite records!

This NetSuite Quote to Cash Process is now brought to life with easy to grasp visual graphics covering every element of the NetSuite Quote to Cash process including the NetSuite Sales Cycle.

NetSuite Video Training

Learn by watching and then doing

All Pocket Buddha courses are structured around short 2-5 minute videos followed by practice steps to be done in NetSuite.

By watching and then doing, you will achieve the goals and results for the course.

The instructor for the course is also available to answer questions by discussion thread and by email. Personal coaching time can be purchased along with the course as an option.
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NetSuite Video Training

Key Questions Answered on the Course

  • What is the full NetSuite Quote to Cash process and how does it work exactly?

  • What are the key records used in the Quote to Cash Process?

  • At what points can customer payments be accepted and recorded in NetSuite?

  • How are Cash Sales utilized in the Quote to Cash Process?

  • What is the NetSuite Sales Cycle and how is it used to process and manage sales?

  • How are the Lead, Prospect and Customer records used in the NetSuite Sales Cycle?

  • Where does the Opportunity record fit into the NetSuite Sales Cycle?

  • What is the difference between a Quote and a Sales Order in NetSuite?

Quote to Cash Process Video

Sample Course Video

What's Included?

The course includes the following content and features:

  • High-quality graphical videos covering the NetSuite Quote to Cash Process in detail.

  • Complete video transcripts with screenshots for reference.

  • Exercises to fully understand the Quote to Cash Process.

  • Access to the instructor via discussion thread or by direct email.

  • A full 45 days of access to the course.

  • A professional course completion certificate.

Instructor

  • Tim White

    Lead Instructor

    Tim White

    Hello! It will be my pleasure to be your instructor for this course.

    I have successfully trained 100s of NetSuite users to be proficient and confident in their understanding and use of NetSuite.

    My success as a Chief Information Officer (CIO) for mid-size companies has been built on ensuring that technology is actually used and understood by the users!

    P.S. believe me when I say that I understand how challenging it can be to learn all the nuances of NetSuite, but with these courses and expert instructors you will be successful!

Frequently Asked Questions

  • Is access to a NetSuite account included as part of the course?

    The student is expected to have access to their own NetSuite account: Pocket Buddha training does not provide access to a NetSuite account.

  • Is the NetSuite Quote to Cash Process shown within NetSuite?

    No, but the course uses high-quality graphical videos to explain and clarify the NetSuite Quote to Cash Process.

  • How long will the course take me?

    Course time varies student to student but allow 2 hours to complete all the steps of the course.

  • Can I ask questions to the instructor?

    Yes, the instructor will be happy to answer questions via the discussion thread on the course and by email. Personal one-on-one time can be purchased as an option: see the Course Pricing section below.

  • Is the instructor available for customized training?

    Yes, all Pocket Buddha instructors are available for customized training for your company.

Course Pricing


All pricing includes 45 days of access to the course.
The Coaching option includes personal time
with the instructor.

Money Back Guarantee

All Pocket Buddha courses come with an unconditional 30 day money back guarantee.

Pocket Buddha instructors are committed to providing the best possible NetSuite learning experience.

If you are not completely satisfied with the course and the instructor is not able to make it right for you then a full refund will be promptly given.
Money Back Guarantee

Course Curriculum

  • 2
    NetSuite Sales Cycle
    • NetSuite Sales Cycle
    • Note from Instructor
    • Quote to Cash I
    • Video Transcript: Quote to Cash I (print for reference)
    • Review: Key Sales Cycle Records
    • Review: NetSuite Sales Cycle
    • Exercise: determine the Sales Cycle at your company
    • Diagram: your company's NetSuite Sales Cycle
    • Using What You Learned
  • 3
    Quote to Cash Process
    • Quote to Cash Process
    • Quote to Cash I
    • Video Transcript: Quote to Cash I
    • Review: Key Quote to Cash Records
    • Review: Primary Quote to Cash Process
    • Exercise: diagram the Primary Quote to Cash process
    • Review: Full Quote to Cash Process
    • Exercise: diagram the Full Quote to Cash process
    • Exercise: determine the full Quote to Cash process at your company
    • Exercise: diagram your company's full Quote to Cash process
    • Using What You Learned
  • 4
    Quote to Cash with Cash Sale
    • Quote to Cash with Cash Sale
    • Quote to Cash II
    • Video Transcript: Quote to Cash II (print for reference)
    • Review: Quote to Cash Process with Cash Sale
    • Exercise: diagram the Quote to Cash Process with Cash Sale
    • Exercise: determine how Cash Sales are used at your company
    • Exercise: diagram your company's Quote to Cash process with Cash Sale
    • Using What You Learned
  • 5
    Final Course Steps
    • Next Steps
    • Course Survey