NetSuite Connector enables to work with following syncs:
Product Sync
Product sync synchronizes data from NetSuite to the storefront. This enables us to maintain items and inventory numbers in multiple storefronts by using NetSuite as the primary data.
- Enable Product sync in NetSuite connector.
- Create test item in NetSuite.
- Sync the test item to Shopify
- Check the mapping in Product sync
Product Sync Types
NetSuite Connector provides the following two types of product syncs:
1. Full product sync
2. Price and quantity sync (sometimes referred to as Price/Qty sync)
Full Product Sync
NetSuite Connector syncs full product data such as title, description, images, price, and quantity from NetSuite to the storefront. In full product sync, should create new items in NetSuite and rely on NetSuite Connector to create new listing in the storefront.
Price and Quantity Sync
NetSuite Connector only syncs the data of price, quantity, or both from NetSuite to the storefront. In this sync, NetSuite Connector sends only the price, quantity, and the SKU information. Therefore, the SKUs using this sync must already exist in the storefront along with the title, description, images and other information.
Customer sync
We will create a test customer in Shopify and test the sync by following the steps:
- Enable the Customer sync to NetSuite in NetSuite connector.
- Create test customer in Shopify
- Run the sync and create test customer in NetSuite.
- Check the mapping in Customer sync.
Notes:
- NetSuite Connector does not provide the ability to export our mappings, orders, refunds, products, or anything else into a downloadable file. We can only export sync errors.
- By default, NetSuite Connector matches customers either by name or company name and email address.
Order Sync
Order Sync is the process in which orders are placed in the storefront, flow into NetSuite Connector, and post to NetSuite.
- Enable order sync in the NetSuite connector.
- Create test orders in shopify for test customers.
- Run the sync and create a test order in NetSuite.
- Check the mapping of order sync.
Syncing Cancelled Orders to Shopify Using NetSuite Connector
When we cancel an order in NetSuite, NetSuite Connector can sync that cancellation to Shopify, thereby cancelling the order in Shopify. In NetSuite, a cancelled order, is one of the following:
- An order pending approval that has been cancelled.
- An order pending fulfillment that has been closed.
Mapping a Subsidiary on Orders in NetSuite Connector
All records referenced in an order must be in the same subsidiary as the order. If we have multiple subsidiaries, we must set up order mappings so that they post to the correct subsidiary. The mapping we create should set a subsidiary that is consistent for the customer, the order, and all the items in the order. Any inconsistency causes NetSuite Connector to reference invalid records when the order syncs.
Order Cancellations from Marketplace or Cart to NetSuite
NetSuite Connector supports order cancellations from marketplace/cart to NetSuite as part of order corrections. When an order is cancelled in the marketplace/cart, NetSuite Connector detects the order status change and syncs the order updates to NetSuite. NetSuite then closes all the line items related to the order cancellation.
Item fulfilment sync
After the successful completion of order sync, then create item fulfillment for the order in NetSuite and we can test the sync by following steps:
- Enable the fulfillment sync in the NetSuite connector.
- Create test item fulfillment in NetSuite for test orders.
- Run the sync and create an Item fulfillment in shopify.
- Check the mapping of the Fulfillment sync.
All relevant fulfillment information such as tracking number and shipment method, automatically syncs by default when the Item Fulfillment for the order is set to a shipped status. For the tracking number, NetSuite Connector uses the NetSuite Tracking Number field on the Item Fulfillment as the source value. For the Carrier field sent to those storefronts that require it, NetSuite Connector derives the value from the shipment method name to determine the Carrier.
Refund Sync
Refund Sync is when a client refunds an order in NetSuite and it posts back to the storefront, or reverse. Some connectors permit either direction to be selected but no connector permits both directions at the same time.
- Create a cash refund or credit memo in NetSuite.
- Sync the refund record to shopify
- Check the mapping of the refund sync.
Shopify Inventory Management Mapping
The Shopify connector has a specific inventory management field that tells Shopify whether or not it should be tracking inventory for items on its platform.
If we are using multiple locations in Shopify, we need to designate the locations in Shopify to which we want to sync inventory by mapping them with the locations in NetSuite.
Customer Deposit Sync
When a customer pays advance for an order or other service, record the funds as a customer deposit. In NetSuite, these payments are recorded in our general ledger as a liability until the goods or services are actually delivered. These payments do not affect the customer’s accounts receivable balance. When the order is filled, the deposit is applied against the invoice and the liability is cancelled out. NetSuite Connector supports posting customer deposits for orders to NetSuite. However, the leading practice is to capture payment in our marketplace or cart at the time of order placement. The authorization and capture configuration must be set up with our payment gateway. Before setting up customer deposits in NetSuite Connector, we must set up customer deposits in NetSuite.