Training

In this episode, Michael and Caleb break down the three most important things NetSuite users should be doing to start 2026 strong. From auditing your processes and leveraging integrations to implementing customer portals that actually save time.

A complete NetSuite implementation checklist covers six phases: discovery and planning, design and configuration, data migration, testing and UAT, go-live cutover, and post-go-live hypercare. For most mid-market companies, the full implementation runs 4–6 months from kickoff to go-live, followed by a structured 30–90 day stabilization period. This guide gives you a phase-by-phase checklist for planning, building, launching, and stabilizing NetSuite in 2026. It is designed to help teams avoid the most common causes of implementation failure: weak discovery, late data cleanup, inadequate testing, poor cutover planning, and underfunded hypercare. Whether you are leading the project internally or working with a NetSuite implementation partner, use this as a practical guide from kickoff through the 90-day post-launch review.

Discover what is NetSuite, its pricing, cloud features, ERP capabilities, and whether it fits your small business. Learn about Oracle NetSuite ERP, software, reviews, trial, and more.

Plan a smooth NetSuite data migration. Discover strategies, pitfalls, and best practices to protect data integrity and ensure ERP success.

Multi-location retailers waste significant time annually reconciling POS sales data with their ERP financial records. If your team spends mornings downloading spreadsheets, matching transaction IDs, and hunting for inventory discrepancies, integrating Lightspeed Retail with NetSuite ERP can eliminate that entire workflow. This guide walks you through everything from platform selection to go-live, including the pitfalls that trip up most implementations.

Your retail business needs an e-commerce platform that doesn't fight your back-end systems. While standalone solutions like Shopify require constant synchronization and third-party integrations, NetSuite SuiteCommerce delivers native ERP integration that eliminates the data headaches costing retailers thousands in manual reconciliation and inventory errors.

When your production environment goes down or you need help configuring a critical workflow, knowing exactly how to reach NetSuite support can save hours of frustration and thousands in lost productivity. Whether you're troubleshooting login issues, submitting support cases, or deciding between Oracle's direct help and working with NetSuite implementation partners, understanding your support options ensures you get expert assistance exactly when you need it.

The best way to enable Shopify to subscribe and save in 2026 is to install a compatible subscription app, create a selling plan, attach it to eligible products, and add the product-page widget. Then test the full renewal flow before launch. Shopify subscribe and save runs on selling plans, not a single native admin toggle. App choice, policy setup, and customer self-service all matter from day one. This guide is for Shopify merchants, ecommerce managers, and operations teams that want recurring revenue without turning the storefront into a custom project on day one. It covers what Shopify requires, how to configure the setup inside admin, where your team usually gets stuck, and how to make the subscription experience cleaner for both customers and your internal team.

Searching for how to set up the TaxJar NetSuite integration in 2026 comes with one important note upfront: TaxJar does not support new NetSuite integrations, and Oracle notes that TaxJar is no longer a SuiteTax partner as of September 2022. If you are an existing TaxJar customer already integrated with NetSuite, the integration can still be used and this guide covers the complete setup process. If you are setting up a brand-new NetSuite tax automation workflow, this article also explains what to do when TaxJar is not available to your account.

Shopify quick order is a native B2B feature that lets approved buyers add multiple product variants from a product page faster, but it works best when your catalogs, customer accounts, quantity rules, and theme setup are already clean. For many B2B stores in 2026, it is the right starting point for repeat ordering. App-based order pads are the better alternative when buyers need CSV upload, SKU entry, searchable grids, broader cross-catalog bulk ordering, or enterprise-grade workflow controls.

Shopify bulk ordering can mean two very different workflows: faster admin-side record changes for your team, or a buyer-facing wholesale ordering experience for customers who need minimums, increments, price breaks, quick order lists, and quick reorders. If your goal is better wholesale self-service, the second meaning is the one that matters.

The best Loop Returns NetSuite integration for most Shopify brands already using NetSuite Connector is Oracle's native Loop Returns connector. It automates the main return sync flows, creating Return Authorizations, Item Receipts, and refund records without manual data entry. Three connector approaches are available in 2026: Oracle's native Loop Returns connector, Celigo's integrator.io template, and Nova Module's Loop Returns integration app for teams that need more configurable return workflows.