NetSuite Webinars

Planning, Budgeting & Forecasting for Wholesale Distributors – NetSuite Webinar

NetSuite Financial Planning Webinar will provide the opportunity to unify the Sales, Operations and Finance planning elements and more.

AVT NetSuite Webinars

Product Solution Overview – Planning, Budgeting & Forecasting for Wholesale Distributors – PRD01


Planning, Budgeting & Forecasting for Wholesale Distributors


NetSuite Financial Planning provides clients with the opportunity to unify the Sales, Operations and Finance planning elements of their business with the deployment of NetSuite Planning and Budgeting as an integrated component alongside their existing NetSuite ERP implementation. By providing a single engine to drive planning, NetSuite Planning and Budgeting (NSPB) allows each stakeholder to develop the plans and forecasts in a manner relevant to them e.g.:

  • Sales may develop plans at the customer/item level or plan at higher levels with statistical broken down detailed levels that can:
    • Provide Sales budgets by customer or by product in quantity and dollar terms for analysis against actual data as time passes.
    • Provide Operations with data to develop inventory plans.
    • Provide Finance with Revenue Budgets (from Sales) and COGS (from Operations).

Some of the benefits for organisations who implement this integrate ERP and Planning system include:

  • Integrate, digitalise and streamline your end-to-end planning processes.
  • Improve the speed to develop budgets.
  • Improve accuracy of data through the planning process.
  • Improve accuracy of data entry using.
  • Provide accurate top down and bottom-up calculations.
  • Track Segments and drivers in one integrated system.
  • Built in tools to allow creation of “What-if” cases, built in prediction tools based on previous performance.
  • Use Prebuilt dashboards and reports.

Track daily, weekly, monthly, quarterly and yearly performance with integrated NetSuite ERP data.

The Webinar covers:

  • Overview of NetSuite Financial Planning
  • Solution Capabilities including:
    • Planning and Reporting.
    • Sales comparative data by customer, product, qty and profitability.
    • Operations by product lines actual inventory holdings vs Planned.
    • Financial reporting (P&L, Balance Sheet) across lines of business, departments, locations.
  • Interactions between NSPB and NetSuite.
  • A demonstration of the capabilities.

*This Webinar is presented with a Live Demo and Q & A. Watch it now.

Watch Now

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Panelist include Gaurav Srivastava (CEO, AVT), Ross Leahy, (Senior ERP Consultant, AVT) and Mohamed Adel (Account Executive, Oracle NetSuite) presented on October 28, 2020

AVT Training Courses enquires email: training@abvt.com.au

Planning, Budgeting & Forecasting for Wholesale Distributors Resources

What is NetSuite Planning and Budgeting?
Go to AVT Solution Page

Watch Previous webinars


Effective Credit Management using Netsuite Workflow – ARTWEB 07
Understanding NetSuite Advanced Inventory and its limitations – ARTWEB 06
Planning Inventory – NetSuite Demand Plans – ARTWEB 05
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