Robust NetSuite Integrator app: Configuration Page Overview

Robust NetSuite Integrator app: Configuration Page Overview


Our configuration page contains 3 sections:
  1. NetSuite Settings
  2. App Settings
  3. Point of Sale Settings

NetSuite Settings

The section holds mandatory credentials such as Account ID, Consumer Key, Consumer Secret, Token ID, and Token Secret that our app needs to connect with your NetSuite account. Click here to learn how to get them from your NetSuite account.

Once, you have them, simply add them to this section and hit the Authenticate & Save button. If every credential is correct, you will see a success message further, this button will change to Authenticated.



App Settings

This section contains all the settings OR standard workflows that are related to your NetSuite account & Shopify store.



Auto Sync NetSuite Item Inventory to Shopify

Turn on this toggle, if you want to sync your NetSuite inventory levels i.e. Individual item’s "Quantity Available" number to your Shopify store. Note: To ensure, correct inventory sync, please review this step-by-step guide.

Auto Sync NetSuite Item fulfillments to Shopify

Turn on this toggle, if you want to sync a NetSuite (package / item) fulfillment record OR related information i.e. tracking number as well as an order's fulfillment status from your NetSuite account to your Shopify store. Click here to learn how to configure it.

Sync Leads from Shopify to NetSuite Leads

Turn on this toggle, if you want to sync information related to those leads who abandoned their carts i.e. (didn't actually made a purchase) to your NetSuite account. You can always review these Leads inside NetSuite using the following path: Leads (from the top-navigation pane) > Relationships > Leads.

Sync RMA from NetSuite to Shopify

Turn on this toggle, if you want to sync all the information associated with your refunded orders from your NetSuite account to your Shopify store. To learn, how to configure this between your NetSuite account and Shopify store using the Robust NetSuite Integrator app, please click here.

Sync Price from NetSuite to Shopify

Turn on this toggle, if you want to apply a NetSuite price level to all your Shopify products, so they can have their up-to-date prices inside Shopify. Click here to learn how to configure it.

Auto Shopify Payouts sync 

Turn on this toggle, if you want to sync Shopify Payouts to NetSuite either in the form of the Invoice or a custom form . Click here to learn how to configure it. 


NetSuite Order Edits to Shopify 

Turn on this toggle , if you want to sync the NetSuite Order edits when they are pending fulfillment back to Shopify.
Click here to learn how to configure it.

List Product from NetSuite to Shopify

Turn on this toggle, if you want to (list / sync) your NetSuite products to your Shopify store. You can learn more about this configuration from here.


Auto Sync Shopify Orders and customers to NetSuite 

Turn on this toggle, if you want orders and customers to get synced from Shopify to NetSuite immediately once the orders are created from Shopify Webstore.

Enable Auto RMA Management

Turn on this toggle, if you want to initiate (refund / return) request right from your Shopify store to your NetSuite account. This functionality is readily available in Max Unlimited Plan 

Send Shipment emails to customers via Shopify

Select Yes from this drop-down menu, if you want Shopify to send shipping emails to your customers. In case, you want to (check / edit) your shipping email template please go to this https://shopify.com/admin/email_templates/shipping_confirmation/edit link.


Subsidiary

If you are interested in syncing all the dataflows inside a specific NetSuite subsidiary, please select an option from this drop-down menu. Below is a screenshot to help you understand this visually.



Note: In case, you don't see this drop-down menu inside your integrator, please configure these permissions inside your NetSuite role. 

Share app user information (Optional):

In case, of any failure of your dataflows, we would be using the following information to reach out to you. Please make sure that you enter the following information as accurate as possible.



Enter Admin Email

Here you should add the email on which you want to be notified about any (change or an error) related information. You can also add multiple email addresses separated by a comma “,”.

Allow daily mismatched SKUs emails

Select Yes if you want to receive emails from us, containing a list of items that are either not mapped between your Shopify store and NetSuite account OR duplicate inside your Shopify store. To map them, you can always use our "Product Linking" page.




Default Shopify fulfillment location

From this drop-down menu, select a default fulfillment location that you want our app to use to fulfill your line items from.




NetSuite Price Level:

  1. Sale Price: From, this drop-down menu, select a NetSuite price level that you want to apply to all your Shopify products' "Price" field.
  2. Compare At Price: From, this drop-down menu, select a NetSuite price level that you want to apply to all your Shopify products' "Compare at price" field.
  3. Currency: From, this drop-down menu, select the currency of your applied NetSuite price level.




Default Customer Criteria

By default, our app uses the customer's email address to check if a record already exists in NetSuite. If yes, it updates all the necessary information associated with it. If no, it creates a new customer record, further, adds all the necessary information associated with it.

Assign Default NetSuite Customer for all Shopify web orders

This NetSuite Customer Internal ID will hold all the upcoming Shopify web orders & information associated with them for a particular Shopify store.

To learn, how to assign a default NetSuite customer to all your Shopify web orders using the Robust NetSuite Integrator app, please click here.




Sync Shopify customers to NetSuite form

Here, enter the NetSuite customer form ID that you want to use to hold your Shopify customer’s records. 

Sync Shopify transaction to NetSuite form

Here, enter the NetSuite transaction form ID that you want to use to hold your Shopify order’s records.

To learn how to configure NetSuite Transaction & Customer Forms between your NetSuite account and Shopify store using the Robust NetSuite Integrator app, please click here.




Sync Shopify SKUs to NetSuite as

From, this drop-down menu, select that standard field that holds your Shopify SKUs inside NetSuite. To learn, how to map SKUs and synchronize inventory between your NetSuite account and Shopify store using the Robust NetSuite Integrator app, please click here.

Add Shopify orders in NetSuite as

From, this drop-down menu, select a default type of order that you want our app to use to add your Shopify orders into your NetSuite account.

Filter Shopify web orders in NetSuite as:

If you want to review every Shopify order before sending it to fulfillment, select Pending Approval, else Pending Fulfillment.

NetSuite Force Unique Customer Entity (If duplicate):

Select Prefix, if you want to add a number before a repeating customer name OR suffix, if you want to add a number after a repeating customer name inside NetSuite. To learn everything, in detail, please click here.     

Add a Payment Record into NetSuite:

If you want to create a payment record before a sales order gets fulfilled, select Before Fulfillment. If you want to create a payment record after a sales order gets fulfilled, select After Fulfillment.




Create Shopify payouts:

  1. If you turn ON this "Auto Shopify Payouts sync" toggle, the Robust NetSuite Integrator will start syncing your Shopify payouts to a NetSuite payout record OR inside an invoice form. To learn more about this configuration, please click here.


Sync NetSuite item fulfillment tracking record to Shopify

  1. Sync NetSuite item fulfillment tracking record to Shopify: You can use our app's Default OR Custom field Internal ID mapping to sync item fulfillment record from your NetSuite account to your Shopify store. By default, it is set to "Default" i.e. NetSuite's default item fulfillment record. In case, you are (capturing / storing) item fulfillment records at a custom field, select "Custom" from the drop-down menu, further enter the internal ID of this custom field.
  2. Update Tracking Number Options: By default, our integrator will mark an order as "Fulfilled" inside Shopify, if it is able to find, further sync an item fulfillment record of the all shipments back to Shopify, but if you are interested in marking an order as "Fulfilled" inside Shopify, even if there is no item fulfillment record, then please select this "Immediately (with or without) tracking number" option.

NetSuite Field Mapping for duplicate order:

If you are interested in avoiding the sync of the same order inside your NetSuite account, this is the setting you should configure inside the integrator.



  1. Check Order Duplicates before creating new transaction - By default, it is selected as No, but select Yes, if you are interested in doing this check before syncing a Shopify order inside your NetSuite account.
  2. Set Shopify Field in the NetSuite Order field - From, this drop-down menu, select an option (Order Name, Order ID) that you want to sync to the below-configured NetSuite field.
  3. Add NetSuite Field ID for Shopify Order mark - Whichever NetSuite field (PO, TranID, Memo) you will select here, will hold the above selected (Order Name, Order ID) Shopify value, further our integrator will use it check if the same transaction already exists inside your NetSuite account.
Once, you have configured the above settings, click on the Save button to save the changes from the bottom of this section. 

Allow Shopify NetSuite tax mapping

By default, it is set to No, but select Yes if you want to map tax totals between your Shopify store and NetSuite account. If you select, Yes you need to enter the internal ID of a NetSuite tax code that you want to apply to all your Shopify web orders. Note: NetSuite won’t be able to apply a tax code to an order, even if it is able to identify it automatically.

Note: We recommend you to not use this above-mentioned functionality, instead set up taxes inside NetSuite as well as Shopify, for a smoother sync.



Hold orders for Post-purchase order edits:

If you want our integrator to sync your Shopify orders to NetSuite after a specific period of time, please select an option. You can also (sync / import) only the paid orders using this drop-down menu.



Orders to send to NetSuite:


  1. All: If you want to sync all your Shopify orders including multi-channel to your NetSuite account, then select "All" from this drop-down menu.
  2. Only Web Orders: If you want to sync only the online sales channel Shopify orders to your NetSuite account, then select "Only Web Orders" from this drop-down menu.
  3. Only Unfulfilled Orders: If you want to sync only the unfulfilled orders of your Shopify store to your NetSuite account, then select "Only Unfulfilled Orders" from this drop-down menu.

Export Shopify Order Edits to NetSuite:

If you edit a Shopify order using the Shopify order admin panel, then our app will create a new order with the updated information inside NetSuite, while closing the original order inside NetSuite.

Note: Inside NetSuite, the Shopify order ID will remain the same in the new order.



Add Tags On Shopify Order:

If you want to review orders inside Shopify that were synced to NetSuite via the Robust NetSuite integrator based on our app's name tag, then select "Yes" in this drop-down menu.



NetSuite Discount Item For Shopify Promotions:

From, this drop-down menu, select a default NetSuite discount that you want to be applied to all your Shopify promo codes. OR click on the Add More button to see and map all your Shopify discount codes with their respective NetSuite discounts.



Create Shopify web orders deposit:

By default, it is set to No, but select Yes if you want to create a customer deposit record inside NetSuite as soon as a Shopify customer makes an advance payment for an order. To learn, how to configure a Customer Deposit record in your NetSuite account of your Shopify customer using the Robust NetSuite Integrator app, please click here.



Setup Multiple Currency:

If you are interested in mapping your Shopify currencies with your NetSuite currencies, please select "Yes" from the drop-down menu, further follow this step-by-step guide.


Auto create item Fulfillment:

If you are doing your fulfillments via your Shopify store directly, further, wants to create its fulfillment record inside a NetSuite transaction, this is the setting you should configure inside the integrator.


  1. Allow Shopify to NetSuite fulfillment sync - By default, it is selected as No, but select Yes, if you are interested in syncing a Shopify fulfillment record inside a NetSuite transaction under its Related Records sub-tab.
  2. Select Item fulfillment status - Here, you should select a NetSuite fulfillment option i.e. (Picked, Packed, Shipped) that you want our integrator to give to this newly created related record inside a NetSuite transaction. 
  3. Fulfillment FormID - Here, you should enter the internal ID of your desired NetSuite fulfillment form.
Once, you have configured the above settings, click on the Save button to save the changes from the bottom of this section.

Auto create Invoice or CashSale:

If you are interested in auto converting your sales orders into an invoice or a cash sale, then this is the setting you should configure inside the integrator.



In our case, we are interested in auto converting our sales orders into a CashSale NetSuite form that has an internal ID of 12. Once, you have configured the above settings, click on the Save button to save the changes from the bottom of this section.

Shopify Payment Method:

If you want to map a Shopify payment method with its respective NetSuite payment method internal ID, please click on the Configure Mapping button. To learn, how to sync a payment method between your Shopify store and NetSuite account using the Robust NetSuite Integrator app, please click here.



Inventory Location mapping:

If you want to map a Shopify store location with its respective NetSuite inventory location, please click on the Configure Mapping button, further map the inventory locations. Post mapping, hit the Save button from the bottom of this App Settings section inside our Robust NetSuite Integrator app.



Shopify Delivery Speeds:

If you want to map a Shopify shipping method with its respective NetSuite shipping method, please click on the Configure Mapping button. To learn, how to map a Shopify shipping method with its respective NetSuite shipping method using the Robust NetSuite Integrator app, please click here.




Note: Make sure to hit the "Save" button, after modifying anything in this Shopify Setting section.

Point of Sale Settings

The section holds settings that are related to Point of Sale configurations between your Shopify store and NetSuite account.




Tip Item NetSuite SKU:

Here, you should enter a NetSuite SKU (not the internal ID, but its SKU) in which you want to sync all your Shopify POS items' tips. It is like one place to view all your POS items tips inside NetSuite. To learn, how to sync all your Shopify POS items tips under a single NetSuite SKU using the Robust NetSuite Integrator app, please click here. 

Default Customer NetSuite ID:

This NetSuite Customer Internal ID will hold all your Shopify POS orders & information associated with them. To learn, how to assign a default NetSuite customer to all your Shopify POS orders using the Robust NetSuite Integrator app, please click here. Note: it is similar to assigning a default NetSuite customer to all your Shopify web orders, but instead of choosing web orders NetSuite Internal ID, choose the one in which you want to add POS orders, plus their information. 

Fallback NetSuite SKU (If SKU is not exist):

Here, you should enter a NetSuite SKU's internal ID (which will be numeric) that you want to be mapped with all your Shopify custom items (that don't have a title), so that once a POS transaction reaches NetSuite, you can easily differentiate that this is a Shopify custom item which you have mapped inside the Robust NetSuite Integrator.

Default SKU (If Shopify SKU exist but do not match):

Here, you should enter a NetSuite SKU's internal ID (which will be numeric) that you want to be mapped with all your Shopify custom items (that don't have a title), so that once a POS transaction reaches NetSuite, you can easily differentiate that this is a Shopify custom item which you have mapped inside the Robust NetSuite Integrator.


Shopify POS Order Transaction Type :

Here you have an option to  select transaction made through Point of Sales ( POS) through Cash Sales and other orders which are placed through the Web as Sales Order/ Invoice 

Shopify Custom Item Mapping:

From, here you can map both the Shopify custom items as well as regular products with existing NetSuite SKUs using their titles, so once a POS transaction reaches NetSuite, you can easily differentiate that you have made this mapping inside the Robust NetSuite Integrator.
 

Note: Make sure to hit the "Save" button, after modifying anything in this Shopify Setting section. Also, regarding the above-mentioned POS item mappings', our integrator will follow the below-mentioned priority:
  1. Shopify Custom Item Mapping.
  2. Fallback NetSuite SKU (If SKU is not exist).
  3. Default SKU (If Shopify SKU exist, but do not match).
In case, you have any questions OR suggestions, feel free to reach out to us at help@webbeeglobal.com.

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