Users of NetSuite’s ERP (enterprise resource planning) software who experience rapid growth are sometimes surprised to learn of NetSuite’s different service tiers. These tiers are based on transaction volume, data storage, and user count. It is helpful for users to know about these levels, so they can plan before an upgrade or the scaling of a NetSuite account is required to meet the needs of the business.

Three reasons to upgrade your NetSuite ERP service tier

NetSuite has four service tiers – Standard, Premium, Enterprise, and Ultimate. There are a few specific areas that determine whether your enterprise may need to move from one NetSuite service tier to the next.

1. Your NetSuite user count exceeds the maximum quantity allowed for your tier.

   This is the first area that you can check to assess the potential need for a tier upgrade. You can see the number of full users in your NetSuite ERP account, and if it is approaching the maximum number of licenses for your current service tier, NetSuite will notify you. Growing users are able to upgrade from the Standard Tier, which allows for 100 users to:
   
   • Premium Tier: Up to 1,000 users
   • Enterprise Tier: Up to 2,000 users
   • Ultimate Tier: Up to 4,000 users

2. The amount of File Cabinet Storage you are using exceeds the maximum space allowed for your current service tier.

   As your usage of the NetSuite File Cabinet Storage grows, you may find that the 100 GB provided by the Standard Tier is too constraining. In this case, you can consider upgrading to a higher service tier to unlock the additional capacity:
   
   • Premium Tier: Up to 1,000 GB of storage
   • Enterprise Tier: Up to 2,000 GB of storage
   • Ultimate Tier: Up to 4,000 GB of storage
   If you are still exceeding the amount of storage allowed, workarounds exist, such as removing or transferring data through SuiteApps, applications or packages that expand NetSuite’s capabilities for specific needs, or custom scripts.

3. Your six-month rolling average of transaction lines exceeds the number allowed with your current service tier.

   The Standard Tier provides for up to 200,000 monthly transaction lines, and you may upgrade service tiers as needed to receive:
   • Premium Tier: A maximum of 2,000,000 lines
   • Enterprise Tier: A maximum of 10,000,000 lines
   • Ultimate Tier: A maximum of 50,000,000 lines

How to monitor your usage of NetSuite’s ERP system

You can keep track of important service tier metrics, including user count, file storage, and monthly transaction lines by installing and running SuiteApp’s SuiteSuccess Service Tiers Metrics Workbooks. This tool is an extensive reporting package that provides a dynamic breakdown of service tier metrics to assess your usage. NetSuite administrators and users with advanced roles can leverage the preset analytics views, which feature both summary-level and detailed usage reporting, to make informed decisions regarding their service tier.

Benefits of upgrading service tiers when using NetSuite for enterprise resource planning

In addition to accessing increased users, file storage space, and monthly transaction lines, you can expect to see several benefits when upgrading to a higher service tier of NetSuite. These include:

• Reducing delays due to high-volume bottlenecks
• Maintaining user experience consistency
• Supporting higher transaction throughput
• Room for additional concurrency processing
• Access to a complimentary sandbox account
• Reducing integration delays
• More capacity for scheduled downtime

If your business volumes are nearing these tier upgrade thresholds, it is essential to review your account and assess the options available to you. The professionals in Citrin Cooperman’s Digital Services Practice are experienced in helping clients identify and deliver value from their technology investments, including NetSuite. If you have questions about your use of NetSuite’s enterprise resource planning software and your current service tier, reach out to your Citrin Cooperman advisor or Steve Brown at stbrown@citrincooperman.com.