This is a Magento integration questionnaire that assists in identifying the client’s NetSuite account and business process. These inquiries are about determining the item sync, inventory sync, category sync, address book sync, customer sync, item fulfillment sync, and invoice sync. The developer might utilize these surveys to ask questions during the initial sessions. If the client’s needs are well-defined, modify the questionnaire accordingly.
Questions for the product sync
| No. | Questions | Answers |
| How many types of items are in your NetSuite account? | ||
| Are you using the Matrix items NetSuite? Would you like the ability to sync configurable products with NetSuite and Magento? | ||
| Are you using the Kit items in NetSuite? Can we sync kit items with Magento? | ||
| Are you using the Group items in NetSuite? Should we sync group items with Magento? | ||
| Would you like the ability to sync product images between NetSuite and Magento? | Image will reside in Magento and this URL will be stored in NetSuite | |
| As per our understanding, you have already implemented the magneto website. Does all NetSuite items are present in Magento right now.? | ||
| How can we identify NetSuite items in Magento? What unique identifier helps to sync NetSuite items with Magento (Example: SKU) | ||
| We assume that NetSuite is the single source of truth and Magento acts as the front end. That means you only create items in NetSuite. Can you confirm? | ||
| Do you have any product categories or hierarchies that need to be synced? Do all NetSuite item categories already exist in Magento? | ||
| From where can be taken the prices of the items for the product sync? Is it based on the custom field or price level? | ||
| How can we calculate the excluding tax price for a product? Is there any respective field in Magento for providing product prices including tax? | ||
| Are you using the Multiple price level in NetSuite? Should we sync the item price level in Magento? | ||
| Are you using the quantity pricing for NetSuite’s items? Should we sync the item quantity pricing in Magento? | ||
| Are you using multi currencies in NetSuite? In which currency product price, do we need to sync with Magento? | ||
| Do you have any custom fields or attributes for products in Magento that you need to be synced? Kindly specify the name of that field and attribute. Also, provide the mapping for those fields with NetSuite. We assume that, for all product attributes, there will be corresponding standard or custom fields in Magento. Also, we assume all these fields are free-form text fields in Magento. Kindly confirm this. If any fields are in the list field, please mention the names of those fields. | ||
| Would you like product updating and deletion to sync with Magento? Do you have any specific rules or requirements for syncing items? (e.g., only syncing products with a specific tag) | ||
| Should we sync the discount item type from NetSuite to Magento? Could you please explain the purpose of these items in Magento? | ||
| Are you configured product categories in NetSuite? For a product sync, how can we identify the product’s item category? | ||
| If a product category exists on NetSuite. We assume that the same product category is configured in Magento. Should we consider the category sync before adding items to Magento? Is there a chance of adding a new product category in the future? If yes, are you expecting product category sync from our side? |
Questions for the inventory sync
| No. | Questions | Answers |
| How often do you need to sync inventory data between NetSuite and Magento? | ||
| Do we assume the stock-take activities will not be conducted on the Magento website? Kindly confirm. | ||
| Do you have any specific rules or requirements for syncing inventory? (e.g. only syncing the inventory with a specific item or tag) | ||
| Could you please explain which item location’s available quantity needs to be synced with Magento? |
Questions for the category sync
| No. | Questions | Answers |
| Is there a chance for the same items in multiple categories? | ||
| We assume that you will not set up a category directly on the Magento website from NetSuite. Whenever you set up a category in NetSuite, this product category will be synced to Magento. |
Questions for the customer sync
| No. | Questions | Answers |
| Do you have any specific rules or requirements for syncing customers from magneto? (e.g. only syncing customers with a specific status or tag) | ||
| Are you using the customer group in Magento? If yes, how can we identify the respective customer group for that specific customer? Are there any criteria or conditions that are available? | ||
| Are you using the customer price level in NetSuite? If customer price levels exist, how can we handle this price level, when creating a Magento customer in NetSuite? | ||
| Do you have any custom fields or attributes for customers in either NetSuite or Magento that you need to be synced? Kindly specify the name of that field and attribute. | ||
| We assume that your Magento website is a B2C website, so all customers from Magento are created as individuals in NetSuite. | ||
| Should we sync Magento customers’ address books with NetSuite? |
Questions for the sales order sync
| No. | Questions | Answers |
| How often should orders be synced between Magento and NetSuite? | ||
| We assume that tax and shipping calculations will be calculated on the Magento side. | ||
| What are the terms currently used in NetSuite? We assume that all magneto orders receive the entire amount in advance (Cash is received when the order is placed). We will only be creating the sales orders and customer deposit for the entire order amount (We won’t create cash sales for the Magento orders) | ||
| What data fields from Magento sales orders need to be synced with NetSuite, such as customer information, order details, or product information? | ||
| Are there any customizations or unique requirements for syncing Magento sales orders with NetSuite, such as data mapping, field transformations, or validation rules? | ||
| How can we identify the discount items in NetSuite for the corresponding coupon code? Is this based on the name or discount percentage? |
Scope for Item fulfillment sync
All details in the sales order will be used to create the fulfillment record.
For this integration, we only consider the sales orders that are created from Magento.
We will be doing a real-time fulfillment sync from NetSuite to Magento when the item fulfillment tatus is “Shipped”. This integration will be a one-way integration from NetSuite to Magento.
Questions for the item fulfillment sync
| No. | Questions | Answers |
| Do you partially fulfill the Magento orders in NetSuite? | ||
| Are you using PICK, PACK, and SHIP in item fulfillment? | ||
| Have you enabled NetSuite’s “Allow Overage on Item Fulfillments” accounting feature? | ||
| Have you enabled NetSuite’s “INVOICE IN ADVANCE OF FULFILLMENT” feature? Is it possible to create an invoice before a fulfilling record is created? |
Scope for Invoice sync
This will be the real-time sync. The invoice creation will work from NetSuite to Magento. When an invoice record is generated for the Magento orders. The corresponding invoice will be generated in Magento for the respective order. We will support partial invoices for the Magento orders. We only consider the invoice sync for the Magento-created orders.
- The tax calculation for the sales order is not considered by NetSuite.
- The Image URL integration will not consider the current scope.
- We will not consider the customer sync from NetSuite to Magento.
- We will not consider the category sync from Magento to NetSuite.
- We will not create sales orders that sync from NetSuite to Magento.
- We will not consider the item fulfillment sync from Magento to NetSuite.
- We will not consider the invoice sync from Magento NetSuite.
- We will not consider the historical data sync. We assume that everything is currently up-to-date in your NetSuite and Magento systems.