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Tips + Tricks
from the team at Catalyst

| Team Catalyst |
Catalyst – Var Connect

Hey there, it’s Trevor with Catalyst.

Updating purchase orders in NetSuite can be a time-consuming manual effort if you’re a drop-ship heavy business. That’s why Catalyst created VAR Connect almost 10 years ago to automate this process for forward-thinking NetSuite customers. We now have two additional supported vendors, Cisco and Carahsoft. With VAR Connect, updates from distributor order sites flow instantly into NetSuite. These details include order status, date, order number, serial numbers, and so much more.

We can also save you time by importing vendor bills and running variance analysis to ensure you’re not overcharged. No more wasting time on ASNs, calling vendors, missing fulfillments, or delayed invoicing. Tighten up your ordering process with VAR Connect from Catalyst. Visit nscatalyst.com to learn more.

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| Team Catalyst |

Hey there, it’s Trevor with Catalyst.

Did you know that up until the invention of the computer, there was a profession called computer? Their job was to do math by hand all day. Manual computing was replaced decades ago. So why do so many companies still calculate project profitability manually? With NetSuite’s project profitability report, you can see your project margins in real time. The report can display a combination of product, service, and software revenue streams. Cost, revenue, and margins are updated automatically as transactions are entered and approved.

This means spotting issues early, correcting course faster, and protecting your bottom line to ensure that you’re doing projects that are making your company money. Catalyst helps partners get the most out of NetSuite. Visit nscatalyst.com to learn how.

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| Team Catalyst |
Integrating HaloPSA to NetSuite®

Hey there, it’s Trevor with Catalyst.

Have you heard of Halo? No, not the video game, and no, not the Beyonce song either. I’m talking about Halo PSA, the software platform built for IT services. It’s one of the fastest-growing software companies right now. But while Halo handles service delivery very well, it’s not a finance or accounting tool. Catalyst enables you to use Halo PSA to track customers, tickets, projects, and service delivery information in Halo. Once you create invoices, they’re automatically transferred into NetSuite, where you can manage AR and finances.

The integration will also send customers, contacts, and more. Let both systems do what they’re best at while eliminating manual work for your team. Learn more about how Catalyst can help you integrate Halo PSA and NetSuite at nscatalyst.com.

Learn More or Book a Demo.

| Team Catalyst |
Gross Profit on Sales Orders

Hey there, it’s Trevor with Catalyst.

Ever wonder why it’s called gross profit? Well, before it was a synonym for nasty, gross was used in old French as big and then it evolved into English as total. But what’s really gross is that ERPs can’t calculate a crucial gross profit in real time. With NetSuite, you can instantly view this information on a sales order. The sales amount, purchase cost, margin, and margin percent for each line item are tracked. If the rates change, the order will be updated to reflect the new PO rate.

And you can even use these values in searches and reports to automate gross profit-based commission calculations. This means smarter pricing, real-time visibility, and instant analysis right where your team needs it. At Catalyst, we show our partners how to turn NetSuite features into actionable business insight. Check out nscatalyst.com to see how.

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| Team Catalyst |
Sales Commissions

Hey there, it’s Trevor with Catalyst.

Did you know that the first recorded sales commissions were thought to have been carved into… Hey there, it’s Trevor with Catalyst. Did you know that the first recorded sales commissions were thought to have been carved into clay tablets by Mesopotamian traders over 5,000 years ago? Fast forward to today, and a lot of companies are still calculating commissions with tools that feel about that old.

With Catalyst’s sales commissions tool, you can use our tool to automate commission plans. Use either sales orders or invoices and sources like revenue, cost, and gross profit. You can define specific lines of business, sales rep and fiscal years. At period end, view performance by sales rep and utilize bulk or incremental calculations. This means fewer disputes and reps who trust the numbers. At Catalyst, we customize NetSuite to make you more efficient so your team can focus on closing deals, not manual calculations.

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| Team Catalyst |
PSA to NetSuite Integration

Hi there, it’s Trevor with Catalyst.

ConnectWise PSA is a powerful tool, but if it isn’t integrated with a financial system, there can be a lot of manual work. Cloud tools have been communicating with each other since Amazon SQS was launched in 2002. It’s time to connect ConnectWise to NetSuite.

Keep managing companies, tickets, projects, and agreements as you do in ConnectWise today. Once invoices are created, they’re automatically sent to NetSuite. Manage collections in NetSuite, and once payment is accepted, it can be synced back.

Agreements, service tickets, and project data are also stored in reports and searches.

Check out the Catalyst website to see how we can help reduce manual data entry and make your systems communicate like it’s 2025.

Learn More or Book a Demo.