Sync Shopify order discounts to NetSuite

You can add order discounts in Shopify using two methods:

• Discount codes
• Automatic discounts

The order import flows syncs the discount data from Shopify to NetSuite. The Discount tab under Settings > Order allows you to configure the way you want the discounts to be imported into NetSuite.  

Understand the Settings

The 'Sync Shopify cart level discounts to NetSuite as' is a drop-down list setting that enables you to import cart level discounts in the following ways:

• Promotion
  Only use this option if you maintain a 1:1 match between the promo codes in NetSuite and Shopify. Select this option if you want to map the cart level discount code applied in Shopify to be applied to the Promotion field at the order header level in NetSuite. For more information, see Scenario 1: Impacts of using Promotion.
• Coupon Code
  Only use this option if you maintain a 1:1 match between the coupon codes in NetSuite and Shopify. Select this option if you want to map the cart level discount code applied in Shopify to be applied to the Coupon Code field at the order header level in NetSuite. For more information, see the Impacts of using Coupon Code.
• Discount item (Recommended)
  Select this option if you want to track the cart level discounts against a single default discount item in NetSuite. When you select this option, the NetSuite discount item to track Shopify cart discounts field is displayed. This field allows you to select the default NetSuite discount item against which all the cart-level discounts should be added. The item is added at the order header level in NetSuite and the discount code is posted in the "Shopify Discount Code" custom field.
  
  Note: When using the default discount item, the integration app uses the same discount item, but updates the rate as per cart level discount when the order is imported into NetSuite so the total discounts between Shopify and NetSuite always match.
  
  We recommend you use the Discount Item option to avoid discount variance that may exist when you use the other two options. To know more about the possible reason for a variance, see What happens when the rate/amount attached to the promotion/coupon code differs in NetSuite and Shopify? and What happens when the coupon code applied in Shopify does not exist in NetSuite?

The Sync Shopify line-level discounts to NetSuite as a drop-down list enables you to import line (Item) level discount at order line-level in NetSuite in the following ways:

• New line below the original line (recommended)
  Select this option if you want to track the line-level discounts against a single default discount item in NetSuite. When you select this option, the NetSuite discount item to track Shopify line discounts field is displayed. This field allows you to select the default NetSuite discount item against which all the line-level discounts are posted. The item-based promotions are reflected in the NetSuite sales transactions right below the original line item as a separate line item.
  
  
• Adjustments to item list price
  When you select this option, the integration app adjusts the discount within the line item price and the final price is displayed in NetSuite. For example, consider the item's original price was $200. A coupon code was used in Shopify to get $20 as a discount. In this scenario, the integration app will update the price of the item as $180 in NetSuite.
  

Sync Shopify shipping discounts to NetSuite as: Choose an option to sync shipping discounts from Shopify to NetSuite depending on your business requirement. The following are the scenarios:

• Adjustments to shipping cost: When you select this option, the integration app adjusts the shipping discount within the line item price, and the final price is displayed in NetSuite. For example, consider the item's original price was $100. A coupon code was used in Shopify to get $20 as a shipping discount. In this scenario, the integration app will update the price of the item as $80 in NetSuite.
  
• New line below the original line items: Select this option to track the shipping discounts against a single item in NetSuite. The NetSuite discount item to track the Shopify shipping discounts field is displayed when you select this option. This field allows you to select the default NetSuite discount item against which all the shipping discounts are synced. The shipping discounts are reflected on the NetSuite sales transactions as a separate line item, below the original line items.
  

  Important: To sync shipping discounts against a single item in NetSuite, ensure that you select an item in the setting NetSuite item to track Shopify shipping cost as a line item available on the Settings > Order > Order tab.

  
  

The setting supports syncing of multiple discounts from Shopify to NetSuite for the following discount combinations: 

• When product discounts and multiple order discounts are combined in the same order.
• When product and cart discounts are combined in a single order.
• When multiple-order discounts are applied to the same order. Shopify allows clubbing multiple order discounts. For example, there are two discounts, discount1 is 10% off, and discount2 is 20% off, the order picks the final discount i.e. 10% + 20% = 30%.
• When Multiple product discounts are applied to the same line item. For example, there are two items in an order, item A: $100 and item B: $200, with discount1 as buy item A and get item B free, and discount2 as -$5 off on items A and B. In this case, the order picks the final discount as discount1 + discount2 giving the final deal as $95.

For more information about discount combinations in Shopify, see Discount combinations.

Sync line-level script discounts to NetSuite: Check this box to sync multiple discounts from Shopify to NetSuite, when line-level script discounts are combined with other line-level discounts.

Limitation: When a Shopify order edit has a combination of taxable and non-taxable items with discounts applied at line-level or cart level, the imported order reports the tax variance since tax is applied on the non-taxable items. This behavior cannot be controlled within the integration app since it is more of a NetSuite behavior.

Discount codes

The discount for order in Shopify is applied in the following ways:

• Applying discounts to the whole cart
• Applying Line-item discounts

The integration app supports importing both discount types from Shopify into NetSuite.

Automatic Discounts

In Shopify, for an order, you can add automatic discounts. The order import flows can now sync the automatic discount data from Shopify to NetSuite. The integration app can sync data related to the following Shopify automatic discounts:

• Percentage
• Fixed amount
• Buy X and get Y

To understand more about the automatic discounts on the Shopify side, refer here.

The automatic discount for order in Shopify is applied in the following ways:

• Applying discounts to the whole cart - Entire order (either percentage or fixed amount): In the “Sync Shopify cart level discounts into NetSuite as” advanced setting it is recommended to select Discount Item (recommended). 
• Applying Line-item discounts - Specific collection or specific product: you need to configure line-level discounts. You can configure the line-level discounts as:

• New line below the original line (recommended)
• Adjustments to the item list price

Though the automatic discounts are applied on all or specific line items, the discount type is considered as cart-level discount which is targeted at line-level. In this scenario, ensure to select Discount Item (recommended) in the “Sync Shopify cart level discounts into NetSuite as” settings.  If you select any other option, you will not be able to sync the line-level discounts to NetSuite.

Examples of order import with discount in different scenarios

In this section, we will demonstrate how the discount gets imported in NetSuite when you select different options in the Sync Shopify cart level discounts into NetSuite as and Sync Shopify line level discounts into NetSuite as drop-down lists.

To demonstrate the functionality, let’s consider the following order from Shopify:

This order consists of 3 items:

• Celigo Eraser: $10
• Celigo Notepad: $200 – $20 (Line item discount) = $180
• Celigo Pen: $100

Total order cost: $290

Cart level discount: 10%  of total order cost = $29

Let’s see what happens when this order is imported in NetSuite.

Scenario 1: Impacts of using Promotion/coupon code

When you use the promotion or coupon code, the integration app searches for same coupon or promotion code in NetSuite and uses the rate or price associated with the coupon/ promotion code in NetSuite to display the net discount.

The following screens demonstrate how the discount associated with an order is imported into NetSuite when you select:

• the Promotion option for the Sync Shopify cart level discounts into NetSuite as drop-down list
• the New line below the original line (recommended) option for the Sync Shopify line level discounts into NetSuite as drop-down list

The Discount tab under Settings > Order section: 

Order in NetSuite:

You can see that the cart level discount of $29 is being displayed in the Summary pane. Also the coupon/promotion code “CartLevelDiscountCode” is being displayed that was used to avail the discount of $29.

In the Shopify order, $20 line item discount was applied for the item Celigo Notepad and in the intgeration app, the New line below the original line (recommended) option was selected with the NetSuite discount item to track Shopify line discounts field set as HolidayDiscount. Hence, in NetSuite, you can see that a line with HolidayDiscount as the item is showing up below the CeligoNotepad with the price of $-20.

Since the entire discount amount in Shopify matches with the order in NetSuite, you can see that the eTail tab > ETAIL DISCOUNT TOTAL VARIANCE field (used for capturing the difference in the discount total between Shopify and NetSuite) shows 0.

Scenario 2: Impacts of using Discount Item

When you use the Discount Item (Recommended) option, the integration app searches for the same discount item in NetSuite and displays the Shopify discount total at the cart level in NetSuite.

Note: When using the default discount item, the integration app uses the same discount item, but updates the rate as per cart level discount when the order is imported into NetSuite.

The following screens demonstrate how the discount associated with an order is imported into NetSuite when you select:

• the Discount Item (Recommended) option for the Sync Shopify cart level discounts into NetSuite as a drop-down list
• the Adjustments to item list price option for the Sync Shopify line-level discounts to NetSuite as a drop-down list

in the Settings of the Order section.

Order in NetSuite:

You can see that the cart level discount of $29 is being displayed in the Summary pane. Also, the Discount field is displaying the discount item as “DiscountItemTest”, which is same as the discount item selected in the integration app in the NetSuite discount item to track Shopify cart discounts field.

In the Shopify order, $20 line item discount was applied to the item Celigo Notepad and in the integration app, the Adjustments to item list price option was selected. Hence, in NetSuite, you can see that the line item “Celigo Notepad” is displaying the adjusted price of $180 instead of the original price of $200.

Since the entire discount amount in Shopify matches with the order in NetSuite, you can see that the eTail tab > ETAIL DISCOUNT TOTAL VARIANCE field (used for capturing the difference in the discount total between Shopify and NetSuite) shows 0.

Frequently asked questions

What happens when the rate/amount associated with the promotion/coupon code differs in NetSuite and Shopify?

When you use the discount item option for the Sync Shopify cart level discounts into NetSuite as field, the integration app uses the discount item you specify in the NetSuite discount item to track the Shopify cart discounts field, but updates the rate/amount as per cart level discount applied in Shopify when the order is imported into NetSuite.

When you use the Promotion or Coupon code option for the Sync Shopify cart level discounts into NetSuite as field, the integration app does not override the coupon code of Shopify with the coupon code rate in NetSuite. The integration app simply identifies the same coupon or promotion code in NetSuite and applies the rate/amount associated with the promotion/coupon code in NetSuite. Hence, we recommend you only to use this option if you maintain a 1:1 match between the promo codes in NetSuite and Shopify and the discount amounts match exactly between the two systems. This situation results in the variance being recorded in case if there is a difference in the discount offered on Shopify and NetSuite using a coupon code or promo code.

The following example demonstrates the impact when the same Shopify and NetSuite order has a different amount/ rate as a discount.

Shopify order

In this order, you can see that the promotion/coupon code CartLevelDiscountCode is used to receive a discount of $100.

When the integration app imports this order in NetSuite, it will match CartLevelDiscountCode with a similar record in NetSuite. The discount associated with CartLevelDiscountCode in NetSuite is 10% of total order value.  So, the integration app will only apply the $20 discount (10% of $200) on order in NetSuite.  

The actual discount associated with CartLevelDiscountCode in NetSuite is $100 and as only $20 has been used, the integration app reflects the remaining amount of $80 in the eTail tab > ETAIL DISCOUNT TOTAL VARIANCE field.

What happens when the coupon code applied in Shopify does not exist in NetSuite?

Another issue when you use the Promotion or Coupon code option for the Sync Shopify cart level discounts into NetSuite as field is the discount variance in order when the promotion/coupon code applied in Shopify does not match with the promotion/coupon code in NetSuite. In this case, no coupon code is applied against the order imported in NetSuite and the total discount amount will directly be added to the eTail tab > ETAIL DISCOUNT TOTAL VARIANCE field.

The following example demonstrates the impact when the promotion/coupon code used in  Shopify does not exist in NetSuite.

Shopify order

In the above order, promotion/coupon code TestCodeNotInNetSuite is used to avail a discount of $70. This is the code that is not present in NetSuite.

When the integration app processed this order, the following image demonstrates the results:

No discount gets applied to the order. The integration app does not even applies the promotion/coupon code applied in Shopify to the order imported in NetSuite. Hence the entire discount amount of $70 is updated in the eTail tab > ETAIL DISCOUNT TOTAL VARIANCE field.

For additional information, see Shopify Item Discounts.