If you'd like for catalog numbers from Quartzy to sync to your NetSuite POs, you'll need to have a custom catalog # field in NetSuite. Adding custom fields can be done by an Admin of your NetSuite instance; they'll just need to create a custom field, and then apply it to the Purchase Order form.
Read below for a step-by-step guide!
Step 1: Create a Custom Field
- Navigate to Custom Fields:
- Go to Customization > Lists, Records, & Fields > Transaction Line Fields > New
- Configure Field Properties:
- Label: Catalog #
- Type: Free-Form Text
- Check the Store Value box
- Apply the Field to Purchase Orders:
- Under the Applies To tab, check the Purchase Item box.
- Set Display Preferences:
- Under the Display tab, configure the Display Type: Normal
- Save the Custom Field:
- Once you've completed all the configurations, click Save.
Step 2: Add the Custom Field to the Purchase Order Form
- Click Apply to Forms & find your PO Form in the list
- Add the Custom Field:
- Locate your Catalog # field in the available fields list and drag it to the desired placement
- Select the Show box next to your Catalog # field
- Save the Customized Form:
- Once you've made your adjustments, click Save.
Step 3: Test your new Catalog # Field
- Create a New Purchase Order:
- Go to Transactions > Purchases/Vendors > Enter Purchase Orders > New.
- Verify the Custom Field:
- Check that the Catalog # field appears as expected on the Purchase Order form.
- Fill in the field to ensure that it functions correctly
How to find the NetSuite ID for your Catalog # Field
- You will need to provide the NetSuite ID for your Catalog # Field to your Quartzy Implementation contact in order for it to be added to your PO Page in Quartzy.
- Go to Customization > Lists, Records, & Fields > Transaction Line Fields
- Find your custom field in the list and note the corresponding value in the ID column.
- Note: If the ID column is not visible, click on the "Customize View" option at the top of the list, add the ID field to the view, and save.
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