Syncing of online orders, POS orders as Sales Orders, Invoices, Cash Sales and\/or Purchase Orders.<\/p>\n\n\n\n
Order sync<\/h3>\n\n\n\n
Setting<\/th>
What it does<\/th><\/tr><\/thead>
Order sync<\/strong> + Sync order as<\/strong><\/td>
Master on\/off, and whether orders become a Sales Order<\/strong> or Cash Sale<\/strong> in NetSuite.<\/td><\/tr>
Invoice \/ Cash Sale sync<\/strong><\/td>
When to create the Invoice\/Cash Sale: On Order Creation<\/strong>, On NetSuite Order Fulfilment<\/strong>, or On Shopify Order Fulfillment<\/strong>.<\/td><\/tr>
Customer Deposit<\/strong><\/td>
Also create a Customer Deposit.<\/td><\/tr>
Mark Invoice as Paid<\/strong><\/td>
Automatically mark the NetSuite invoice paid.<\/td><\/tr>
Sync shipping cost<\/strong><\/td>
Send the order’s shipping cost to NetSuite.<\/td><\/tr>
Apply order total discounts<\/strong><\/td>
Send order-level discounts as a promotion code<\/strong> or as a line item<\/strong>, using a chosen Discount Item<\/strong>.<\/td><\/tr>
Cancel Order<\/strong><\/td>
Reflect Shopify cancellations in NetSuite.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n
<\/figure>\n\n\n\n
Order Tax Settings (For Line Items)<\/h3>\n\n\n\n
\n
Tax Type:<\/strong>\u00a0Sync Shopify Tax<\/strong>\u00a0(send the tax calculated by Shopify) or\u00a0Sync NetSuite Tax<\/strong>\u00a0(let NetSuite apply tax).<\/li>\n<\/ul>\n\n\n\n
<\/figure>\n\n\n\n
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With NetSuite Tax, choose\u00a0Apply tax on:<\/strong>\u00a0Not Required<\/em>,\u00a0single Tax Code for the entire store<\/em>, or\u00a0Tax Code based on product collection \/ country<\/strong>\u00a0(map\u00a0Country \u2192 Collection \u2192 Tax Code \u2192 Apply for Shipping<\/strong>).<\/li>\n<\/ul>\n\n\n\n
<\/figure>\n\n\n\n
Line Item Settings<\/h3>\n\n\n\n
Toggle what’s sent with each order line: Price level<\/strong>, Include rate<\/strong>, Include amount from NetSuite<\/strong>, Sync line item discounted price<\/strong>, Shopify item discount as line item<\/strong>, Shipping cost as line item<\/strong>, Sync duties as line item<\/strong>, and Sync gift card for purchase \/ redemption as line item<\/strong>. Choose the item Location<\/strong>: Not Required<\/em>, Send Default Item Location<\/em>, or Define one location for all order items<\/em>.<\/p>\n\n\n\n
<\/figure>\n\n\n\n
Refund Settings<\/h3>\n\n\n\n
Two-way: Shopify \u2192 NetSuite<\/strong> and NetSuite \u2192 Shopify<\/strong>.<\/p>\n\n\n\n
Fulfillment Item Location:<\/strong>\u00a0Default Location or Selected Location.<\/li>\n\n\n\n
Notify Customer on Fulfillment:<\/strong>\u00a0send the shipment\/tracking notification.<\/li>\n<\/ul>\n\n\n\n
<\/figure>\n\n\n\n
POS Settings<\/h3>\n\n\n\n
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Enable POS Order Sync<\/strong>\u00a0and\u00a0Create POS as<\/strong>\u00a0a\u00a0Sales Order<\/strong>\u00a0or\u00a0Invoice<\/strong>\u00a0\u2014 so in-store Shopify POS sales flow into NetSuite.<\/li>\n<\/ul>\n\n\n\n
<\/figure>\n\n\n\n
Additional Settings<\/h3>\n\n\n\n
Enable Free Shipping Coupon Sync<\/strong> \u00b7 Map all orders to single customer<\/strong> \u00b7 Map custom item to one product<\/strong> \u00b7 Sync orders from this date onwards<\/strong> (backfill cut-off) \u00b7 Disable Order Update Setting<\/strong>.<\/p>\n\n\n\n
<\/figure>\n\n\n\n
Fields Conditional Mapping (orders)<\/h3>\n\n\n\n
Same three operations as customers, plus dedicated Shipping Method<\/strong> and Payment Method<\/strong> mapping \u2014 push values like Location, Class, or custom body fields onto the NetSuite order. Use + Add More<\/strong> to add rules.<\/p>\n\n\n\n
1. Map NetSuite Field to Fixed Value Based on Shopify Field Value : <\/strong><\/p>\n\n\n\n
With this operation you can set a condition that if a Shopify Field has a certain value then you can send a fixed value to NetSuite Field. <\/span>And if you choose this operation the fields further will be visible as follows-<\/p>\n\n\n\n
\n
Shopify Field Source<\/strong> 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. <\/li>\n\n\n\n
Order Field<\/strong> Select the Shopify field from the drop down based on which you want to set a condition for mapping. <\/li>\n\n\n\n
Shopify Field Value <\/strong> Enter the value that you want to check corresponding to the Order field or Order meta field. <\/li>\n\n\n\n
Attribute Type <\/strong> Here you can choose whether the field you are maping is a Default NetSuite field or Custom NetSuite Field. <\/li>\n\n\n\n
NS Field Type <\/strong> 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.<\/mark><\/strong>)<\/li>\n\n\n\n
NS Field<\/strong> 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.<\/li>\n\n\n\n
NS Field Value <\/strong> Enter the value of the Netsuite field by simply inspecting that in your NetSuite. <\/li>\n<\/ul>\n\n\n\n
<\/figure>\n\n\n\n
2. Map NetSuite Field to Fixed Value :<\/strong> In this operation you can send any Fixed Value to the desired Netsuite Field. <\/span>And if you choose this operation the fields further will be visible as follows –<\/p>\n\n\n\n
\n
Attribute Type<\/strong> Here you can choose whether the field you are maping is a Default NetSuite field or Custom NetSuite Field. <\/li>\n\n\n\n
NS Field<\/strong> 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.<\/li>\n\n\n\n
NS Field Value<\/strong> Enter the value of the Netsuite field by simply inspecting that in your NetSuite. <\/li>\n<\/ul>\n\n\n\n
<\/figure>\n\n\n\n
3. Map NetSuite Field to Shopify Field :<\/strong> In this operation you can send any Fixed Value to the desired Netsuite Field. <\/span>And if you choose this operation the fields further will be visible as follows – <\/p>\n\n\n\n
\n
Shopify Field Source<\/strong> 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. <\/li>\n\n\n\n
Attribute Type<\/strong> Here you can choose whether the field you are maping is a Default NetSuite field or Custom NetSuite Field. <\/li>\n\n\n\n
NS Field<\/strong> 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.<\/li>\n\n\n\n
Prefix to append<\/strong> Here you can enter any value to want to sync with the respected field. Leave blank if none. <\/li>\n\n\n\n
Order Field<\/strong> Select the Shopify field from the drop down based on which you want to set a condition for mapping. <\/li>\n<\/ul>\n\n\n\n
<\/figure>\n\n\n\n\n\n\n\n
Purchase Order Settings<\/h2>\n\n\n\n
For drop-ship and B2B flows, Shopify orders can sync to NetSuite as Purchase Orders<\/strong>.<\/p>\n\n\n\n
Setting<\/th>
What it does<\/th><\/tr><\/thead>
Sync order as purchase order<\/strong><\/td>
Master on\/off.<\/td><\/tr>
Condition<\/strong><\/td>
Which orders become POs: All<\/strong>, Customer has a particular metafield<\/strong>, or Customer has this tag<\/strong>.<\/td><\/tr>
Line Item Settings<\/strong><\/td>
Price level \u00b7 Include rate \u00b7 Include amount \u00b7 Shopify item discount as line item \u00b7 Shipping cost as line item \u00b7 Sync duties as line item \u00b7 Location<\/strong> (Not Required \/ Default \/ single defined location).<\/td><\/tr>
Fields Conditional Mapping<\/strong><\/td>
Add custom field rules for the purchase order.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<\/figure>\n\n\n\n
![\"\"](\"https:\/\/techmarbles.com\/products\/wp-content\/uploads\/2021\/08\/Shopify-order-general-1024x469.png\")
<\/figure>\n\n\n\n![\"\"](\"https:\/\/techmarbles.com\/products\/wp-content\/uploads\/2021\/08\/Shopify-Tax-1024x295.png\")
<\/figure>\n\n\n\n![\"\"](\"https:\/\/techmarbles.com\/products\/wp-content\/uploads\/2021\/08\/Shopify-NetSuite-Tax-1024x561.png\")
<\/figure>\n\n\n\n![\"\"](\"https:\/\/techmarbles.com\/products\/wp-content\/uploads\/2021\/08\/Shopify-Line-Item-Settings-1024x784.png\")
<\/figure>\n\n\n\n![\"\"](\"https:\/\/techmarbles.com\/products\/wp-content\/uploads\/2021\/08\/Shopify-Refund-1024x267.png\")
<\/figure>\n\n\n\n![\"\"](\"https:\/\/techmarbles.com\/products\/wp-content\/uploads\/2021\/08\/Shopify-Fulfillment-1024x274.png\")
<\/figure>\n\n\n\n![\"\"](\"https:\/\/techmarbles.com\/products\/wp-content\/uploads\/2021\/08\/Shopify-POS-1024x278.png\")
<\/figure>\n\n\n\n![\"\"](\"https:\/\/techmarbles.com\/products\/wp-content\/uploads\/2021\/08\/Shopify-Additional-1024x413.png\")
<\/figure>\n\n\n\n![\"\"](\"https:\/\/techmarbles.com\/products\/wp-content\/uploads\/2021\/08\/Shopify-mapping-1-1024x459.png\")
<\/figure>\n\n\n\n![\"\"](\"https:\/\/techmarbles.com\/products\/wp-content\/uploads\/2021\/08\/Shopify-Mapping-2-1024x380.png\")
<\/figure>\n\n\n\n![\"\"](\"https:\/\/techmarbles.com\/products\/wp-content\/uploads\/2021\/08\/Shopify-Mapping-3-1024x381.png\")
<\/figure>\n\n\n\n![\"\"](\"https:\/\/techmarbles.com\/products\/wp-content\/uploads\/2021\/08\/Shopify-Purchase-Order-Settings-1024x894.png\")
<\/figure>\n\n\n\n