Syncing a PO to NetSuite

Note: The NetSuite integration is only available with paid subscriptions. If you're interested in accessing this feature, contact support@quartzy.com!

Quartzy's integration with NetSuite helps Lab Managers and Accountants save time by eliminating tedious, manual data entry. Now, data flows automatically into your NetSuite account, and you can review everything in one place.

 

Before you can sync POs to NetSuite, you must first connect your NetSuite account to QuartzyOnce your NetSuite account is integrated with Quartzy, follow the instructions below to create a PO in Quartzy and sync it to NetSuite!

 

1. From the Requests module, select the requests you want to group under one PO # and click Group into PO. If there's an approval step in your Lab, the selected requests must be approved by a Lab Admin before they can be grouped into a PO. 

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2. Select the appropriate values for the required fields*, and then click the Submit to NetSuite button. 

*Fields with an asterisk are required 

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Please note every Organization's NetSuite integration is customized, so your fields may be different than in the example above. 

 

3. NetSuite will generate a PO number for your order and it will be shown on Quartzy. After the purchase order has been created in NetSuite it will be subject to any NetSuite approval workflows that your organization has in place.NetSuite_PO_Sync-_submitted.png

 

4. The PO can then be found in your Quartzy and NetSuite accounts. In Quartzy, the PO # generated by NetSuite will be listed in the Details column in your lab's Request Module. 

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Next Up: Learn how to sign-up for a paid subscription

 

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