Order Sync, Purchase Orders & Conditional Mappings

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Syncing of online orders, POS orders as Sales Orders, Invoices, Cash Sales and/or Purchase Orders.

Order sync

SettingWhat it does
Order sync + Sync order asMaster on/off, and whether orders become a Sales Order or Cash Sale in NetSuite.
Invoice / Cash Sale syncWhen to create the Invoice/Cash Sale: On Order CreationOn NetSuite Order Fulfilment, or On Shopify Order Fulfillment.
Customer DepositAlso create a Customer Deposit.
Mark Invoice as PaidAutomatically mark the NetSuite invoice paid.
Sync shipping costSend the order’s shipping cost to NetSuite.
Apply order total discountsSend order-level discounts as a promotion code or as a line item, using a chosen Discount Item.
Cancel OrderReflect Shopify cancellations in NetSuite.

Order Tax Settings (For Line Items)

  • Tax Type: Sync Shopify Tax (send the tax calculated by Shopify) or Sync NetSuite Tax (let NetSuite apply tax).
  • With NetSuite Tax, choose Apply tax on: Not Requiredsingle Tax Code for the entire store, or Tax Code based on product collection / country (map Country → Collection → Tax Code → Apply for Shipping).

Line Item Settings

Toggle what’s sent with each order line: Price levelInclude rateInclude amount from NetSuiteSync line item discounted priceShopify item discount as line itemShipping cost as line itemSync duties as line item, and Sync gift card for purchase / redemption as line item. Choose the item LocationNot RequiredSend Default Item Location, or Define one location for all order items.

Refund Settings

Two-way: Shopify → NetSuite and NetSuite → Shopify.

Fulfillment Settings

  • Fulfillment Flow: Shopify → NetSuite Fulfill or NetSuite → Shopify Fulfill.
  • Fulfillment Item Location: Default Location or Selected Location.
  • Notify Customer on Fulfillment: send the shipment/tracking notification.

POS Settings

  • Enable POS Order Sync and Create POS as a Sales Order or Invoice — so in-store Shopify POS sales flow into NetSuite.

Additional Settings

Enable Free Shipping Coupon Sync · Map all orders to single customer · Map custom item to one product · Sync orders from this date onwards (backfill cut-off) · Disable Order Update Setting.

Fields Conditional Mapping (orders)

Same three operations as customers, plus dedicated Shipping Method and Payment Method mapping — push values like Location, Class, or custom body fields onto the NetSuite order. Use + Add More to add rules.

  • Shopify Field Source
    This contains order related fields which are used to map the values to NetSuite. It provides us a pre-defined list of orders that can be mapped and also the option to insert meta keya to get order related data.
  • Order Field
    Select the Shopify field from the drop down based on which you want to set a condition for mapping.
  • Shopify Field Value
    Enter the value that you want to check corresponding to the Order field or Order meta field.
  • Attribute Type
    Here you can choose whether the field you are maping is a Default NetSuite field or Custom NetSuite Field.
  • NS Field Type
    Select the type of custom field such as String, Boolean etc. (Note*- You will only see this field for your custom NetSuite fields and not for the default ones.)
  • NS Field
    Select the name of the field from dropdown list if it’s a default field or enter the NetSuite Field name if it’s a custom field.
  • NS Field Value
    Enter the value of the Netsuite field by simply inspecting that in your NetSuite.
  • Attribute Type
    Here you can choose whether the field you are maping is a Default NetSuite field or Custom NetSuite Field.
  • NS Field
    Select the name of the field from dropdown list if it’s a default field or enter the NetSuite Field name if it’s a custom field.
  • NS Field Value
    Enter the value of the Netsuite field by simply inspecting that in your NetSuite.
  • Shopify Field Source
    This contains order related fields which are used to map the values to NetSuite. It provides us a pre-defined list of orders that can be mapped and also the option to insert meta keya to get order related data.
  • Attribute Type
    Here you can choose whether the field you are maping is a Default NetSuite field or Custom NetSuite Field.
  • NS Field
    Select the name of the field from dropdown list if it’s a default field or enter the NetSuite Field name if it’s a custom field.
  • Prefix to append
    Here you can enter any value to want to sync with the respected field. Leave blank if none.
  • Order Field
    Select the Shopify field from the drop down based on which you want to set a condition for mapping.

Purchase Order Settings

For drop-ship and B2B flows, Shopify orders can sync to NetSuite as Purchase Orders.

SettingWhat it does
Sync order as purchase orderMaster on/off.
ConditionWhich orders become POs: AllCustomer has a particular metafield, or Customer has this tag.
Line Item SettingsPrice level · Include rate · Include amount · Shopify item discount as line item · Shipping cost as line item · Sync duties as line item · Location (Not Required / Default / single defined location).
Fields Conditional MappingAdd custom field rules for the purchase order.