B2B Functionality : Robust NetSuite Integrator
If you are looking forward in configuring the B2B Functionality , you can opt for this functionality of Robust NetSuite Integrator as per the below mentioned cases .
What is B2B Functionality?
In NetSuite, B2B (Business-to-Business) functionality refers to the features and capabilities provided by the software to support transactions, interactions, and processes between businesses. It encompasses various tools and modules that enable organizations to manage their interactions with other businesses, such as suppliers, distributors, wholesalers, and partners.
What is the requirement for B2B Functionality ?
Identify your specific B2B processes and requirements. Determine the types of B2B transactions you want to automate or streamline, such as order management, inventory synchronization, pricing and discounting, partner collaboration, or customer self-service portals. Consider the data formats, protocols, and communication methods necessary for seamless data exchange.
1. To show prices for specific customers /businesses according to B2B model.
2. We have to show fixed prices for every customer according to their price levels which are set in Oracle NetSuite
How to set up the B2B Functionality ?
Step 1
Log in to your Shopify store and open our Robust NetSuite Integrator app from the Apps section, further click to the Configuration Page > App Settings > Enable toggle for Enable Auto RMA Management
a, further hit the Save button. Below is a screenshot to help you understand this visually.
Step 2
Click on the Settings button as mentioned in the above picture , once done it will point you towards the B2B settings that needs to be done and followed
1. B2B Settings : In this you need to chose the currency with which you want to sync the companies back to Shopify from Oracle NetSuite .
Under the Company sub-tab > International section, make sure to check the Multiple Currencies checkbox. Below is a screenshot to help you understand this visually.
Note : In case you are not able to see the currencies on the drop down menu , you need to make sure you have currency permissions on the role curated from the integration .
We create price lists for all the price levels present on NetSuite. These generic price lists will be used on all companies we create on Shopify. (Note: we also create a company specific price list and prices on this price list are updated from Customer Pricing Table)
2. NetSuite Custom Field
We have to make a NetSuite custom field in Check Box Type , which should not be null. If it is null , none of the companies and data will be synced . The reason being this field will be used in NetSuite customer search (if field value is true, the Customer/Company will be returned from NetSuite). Below is the screenshot to make you understand virtually
Once done , Enter the ID of this field in the application and Hit the SAVE button the the bottom of the page .
Then we update the prices on these price lists from Item Quantity Pricing according the price level of price list.
Next is we do a NetSuite customer search for all the customer which fulfils the criteria of becoming a Shopify Company. We also check if price level exists on the customer/company. If not, we'll continue to next customer/company. If the condition satisfies , we create the company on Shopify.
We create/assign main contact for the company. If the customer already exists on Shopify , we assign that customer as main contact of the company and if it doesn't we will create that contact (Shopify search is done by customer email).
Also NetSuite company can have multiple contacts, so we apply same criteria on these contacts as the main contact. If that customer already exists on Shopify we'll assign it to the company or else we'll create it.
Note: All company contacts are assigned a role which is 'orders only'.
In case, you have any questions OR suggestions, feel free to reach out to us at help@webbeeglobal.com.
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