Order Sync, Purchase Orders & Conditional Mappings

Estimated reading: 5 minutes

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 Creation, On 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 Required, single 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 level, Include rate, Include amount from NetSuite, Sync line item discounted price, Shopify item discount as line item, Shipping cost as line item, Sync duties as line item, and Sync gift card for purchase / redemption as line item. Choose the item Location: Not Required, Send 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: All, Customer 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.