Functional customizations
Functional customizations can be done inside of the user interface of NetSuite, simply by pointing and clicking. No code is needed.
A great example of a popular functional NetSuite customization is a workflow. Approval workflows can be based on different levels of supervisors, different departments, cost centers, or specific dollar amounts.
Custom fields, forms, PDF layouts, and more also can be added.
Examples of when a functional NetSuite customization would be helpful:
Example 1: A functional customization might be an automation that approves transactions from email entry rather than requiring entry directly into NetSuite.
Example 2: For better reporting, a functional customization might allow notification via email with access to needed reports such as profit and loss statements by segments. Or a notification might be created to send alerts that a sales discount will expire in 30 days. Team members can get what they need to see, without worrying someone will forget to send it.
Technical customizations
Technical customizations involve scripting or auto-programming to integrate NetSuite with other systems.
Such NetSuite customizations might be appropriate for integrating or connecting with a third party – for instance, a third-party fulfillment center.
Technical customization also would be required for bringing an automation to NetSuite from another system.
Examples of when a technical customization would be helpful:
Example 1: A technical NetSuite customization could allow teams to send orders to a third-party logistics (3PL) provider and have the 3PL provider fulfill those orders and send back information like tracking information. For an inventory-based company with a warehouse, working without this integration is likely time-consuming, frustrating, and labor-intensive.
Example 2: If a company offers special programs that entitle customers to certain discounts or shipping guarantees based on purchase history, a technical customization can determine and apply those incentives in real time.
Example 3: It can be very helpful to have systems talk to each other. With the right technical customization, NetSuite can be connected to other systems so they can send data back and forth.
