Robust NetSuite Integrator app: Configuration Page Overview
Our configuration page contains 3 sections:
- NetSuite Settings
- App Settings
- 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.
Sync NetSuite 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 make sure to map inventory locations between your NetSuite account and the Shopify store.
Sync NetSuite Shipment to Shopify
Turn on this toggle, if you want to sync an item's shipment tracking number from your NetSuite carriers to your Shopify store. Click here to learn how to configure it.
Sync Shopify Web Orders to NetSuite
Turn on this toggle, if you want to sync all your Shopify web orders along with their associated information such as (shipping address, customer information, etc.) to your NetSuite account.
Sync Customer from Shopify to NetSuite
Turn on this toggle, if you want to sync checkout page customer information i.e. leads from your Shopify store to your NetSuite account.
Sync Returned Order from NetSuite to Shopify
Turn on this toggle, if you want to sync all your Shopify returned orders from your NetSuite account to your Shopify store. To learn, how to configure returns OR refunds between your NetSuite account and Shopify store using the Robust NetSuite Integrator app, please click here.
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.
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 "Items Mapping" 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.
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. 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.
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 tracking record from your NetSuite account to your Shopify store. By default, it is set to "Default".
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.
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.
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 view orders inside Shopify that were synced to NetSuite via the Robust NetSuite integrator based on our app's name tag, then enable in this setting.
Apply NetSuite Discounts to all Shopify promotions as
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 Deposit:
By default, it is set to No, but select Yes if you want to create a customer deposit record in 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.
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's 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.
Note: Make sure to hit the "Save" button, after modifying anything in this Shopify Setting section.
In case, you have any questions OR suggestions, feel free to reach out to us at help@webbeeglobal.com.
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