How to configure returns or refunds between your NetSuite account and Shopify store using Robust NetSuite Integrator app?

How to configure returns or refunds between your NetSuite account and Shopify store using Robust NetSuite Integrator app?

If you already have a Transaction Body Field to process returns OR refunds.

Step 1:

From the top navigation pane, please go to the Customization > Lists, Records, & Fields > and click on the Transaction Body Fields. Below is a screenshot to help you understand this visually.


Step 2:

Copy the ID of that Transaction Body Field that you want to use to sync returns OR refunds from NetSuite to Shopify. Below is a screenshot to help you understand this visually.



Step 3:

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 > and Enter the above Transaction Body Field's ID in this " NetSuite Return Authorization Custom Field Internal ID" field, further hit the Save button. Below is a screenshot to help you understand this visually.



Congratulations, you have successfully configured returns OR refunds between your NetSuite account and Shopify store using the Robust NetSuite Integrator app.  

If you don't have a Transaction Body Field to process returns OR refunds.

Step 1:

From the top navigation pane, please go to the  Customization >  Lists, Records, & Fields > Transaction Body Fields > and click on the New button Below is a screenshot to help you understand this visually. 


Step 2:

Create a Transaction Body Field as per your requirements, and hit the Save button. Below is an example screenshot to help you understand this visually.


Step 3:

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 > and  Enter the above Transaction Body Field's ID in this " NetSuite Return Authorization Custom Field Internal ID" field, further hit the  Save button. Below is a screenshot to help you understand this visually.



Congratulations, you have successfully configured returns OR refunds between your NetSuite account and Shopify store using the Robust NetSuite Integrator app. 

Important Note: 

Please make sure that this above return authorization Transaction Body Field  is a (List / Record) type with a predefined return OR refund criteria. In case, it is not then, please follow the below-mentioned steps to make it one. 

Step 1: 

Open this return authorization Transaction Body Field, further from the Type drop-down menu, select "List / Record", hover over the List / Record drop-down menu, and hit the " +" button. Below is a screenshot to help you understand this visually. 

Step 2: 

Post clicking on the "+" button, you will see these below-displayed options, further can create them as per your requirements. 

 

Step 3: 

Hit the Save button. In the return authorization Transaction Body Field itself. If you want to edit and change settings in the Sub tabs, please do that, and hit the Save button, afterward. Below is a screenshot to help you understand this visually. 

   

Congratulations, now you have successfully created a (List / Record) Type in the return authorization Transaction Body Field itself. 

Why do we need (List / Record) Type? 

Let's say that NetSuite admin marks a Sales Order as an "Approved for Refund" one of the above (List / Record) types, so what will happen is that this order will be synced to Shopify with a status of approved for a refund, and a refund will be done in Shopify. Once, a refund is complete in Shopify, this order's (List / Record) will automatically be updated to "Refund Successful" one of the above (List / Record) types in the NetSuite. Note: This will be done by the Robust NetSuite Integrator app.

In case, you have any questions OR suggestions, feel free to reach out to us at help@webbeeglobal.com.