Before running data flows, you may want to set up the data flow and save the settings.
You can customize the order settings as described below:
- Filter orders based on the time of their creation or duration in days.
- Map the shipping methods between the systems.
- Configure how you can import the orders and customer information from eBay to NetSuite before you run the data flow.
The General tab present under Settings > Order contains the following fields that let you control the way orders are synced from eBay to NetSuite.
Filter orders by: Select the time filter for which you want to filter the orders. Based on the value selected in the drop-down list, the associated orders within the specified duration are synced from eBay to NetSuite.
You can either select:
- Last modified time (recommended): Select this option to sync orders that moved to Completed status since the last time the flow was run.
Creation time: Select this option to sync orders which were created prior to the current date. If this option is selected, you need to specify the number of days for which you want to sync the orders in the Duration in days setting. Every time the flow is run, orders will be synced for the duration specified.
Example: If you enter the number 5 in the Duration in days setting and the current date is 06th January, the orders will be synced from 01st January till 06th January.
Note: The recommended option is to select Last modified time and leave the Duration in days setting blank. The Last modified time option is a delta flow (searches for the latest or updated orders).
Duration in days: Specify the duration for which the orders need to be synced in days. The duration will be calculated from the current date till the specified number of days in the past. The maximum value you can enter in this setting is 29. You can back date the order flow using the Duration in days setting which will bring all the old orders into Netsuite. A duplicate check will be done automatically in the order flow to ensure existing orders won't be duplicated.
Example: If you want to sync orders for the last week, you would specify the number as 7 in this setting.
Go Live Date: Specify the date from when you want to start syncing orders. All eBay orders created prior to this date will be ignored.
Note: When specified, this date takes precedence over the Duration in days setting.
- Deduct GST/VAT from order total: Enable this checkbox to deduct GST/VAT from the order total before it is added to NetSuite.
The Shipping tab present under Settings > Order lets you map the shipping methods between eBay and NetSuite. You can also provide a default shipping method to be used in case no match is found.
- Click the Map Ship Methods accordion to map the shipping methods between eBay and NetSuite.
- Select the shipping methods in eBay in the eBay Ship Method setting. Click Refresh () adjacent to the setting if no options are displayed when you click on the setting.
- Select the shipping method in the NetSuite Ship Method setting. This selection will be mapped to the selection made in the eBay Ship Method setting. Click Refresh () adjacent to the settings if no options are displayed when you click on the setting.
- If no match is found for the shipping method values entered in the eBay Ship Method and NetSuite Ship Method settings, you can use one of the options in the Action to take if unique match not found section to select and map the shipping method:
- Fail record: Select this option if you want an error message to be displayed when a new value is selected in the eBay Ship Method setting and a corresponding value is not selected in the NetSuite Ship Method setting.
- Use Empty String as Default Value: Select this option when you want to use the empty string as default value. If this option is selected, records with empty values (no shipping method has been selected) will be synced without any error message being displayed. If the shipping method is required to be selected (which is usually the case in NetSuite), then this option should not be selected.
- Use Null as default value: Select this option if you wish to use null as default value. If this option is selected, records with null values (for example, records where data is entered by pressing the spacebar key on the keyboard or junk data has been entered) will be synced without any error message being displayed. If the shipping method is required to be selected (which is usually the case in NetSuite), then this option should not be selected.
- Use Custom Default Value: Select this option when a shipping method is not mapped in the Map Ship Methods accordion and you want NetSuite to assign the shipping method to the selected default value in this option. If this option is selected, the Default Lookup Value setting will appear. You need to select the default value from the options available in the drop-down list. The options that appear in this drop-down list need to be created in NetSuite.
The Orders tab present under Settings > Order lets you control the orders that can be synced from eBay to NetSuite.
- eBay order IDs: This setting is used to control the orders that can be synced from eBay to NetSuite. This setting is mostly used for selecting the orders that are synced using the eBay order to NetSuite order Add (on-demand sync) flow. You can provide up to 10 eBay order IDs in this setting, but each order ID must be a comma separated value.The order IDs in this setting will trigger the eBay order to NetSuite order Add (on-demand sync) flow.
NetSuite non-inventory item to track eBay shipping costs: Lets you choose a pre-configured non-inventory NetSuite item (Sale or ReSale) that can be used to track shipping costs for eBay orders. The selected item then appears as a line item in NetSuite Sales Order.
Note: Selection of this non-inventory item is optional.
You can configure how the customers are synced to NetSuite using the Customers tab present under Settings > Order.
Default NetSuite Customer for All eBay Orders: You can sync customer records using two methods. The first method is to import eBay customers into one default customer. This is the most commonly used option.
The second method is to sync each customer as individual customer records into NetSuite. When an order is synced, the customer is associated with an existing customer record based on their email address from eBay. If the customer doesn’t exist in NetSuite, a new record will be created. This option is recommended when you have a high volume of orders coming in each day.
- If you are choosing the first method for syncing customer records, provide the internal id of the default customer record in NetSuite to skip the creation of new customer records in NetSuite for each new order from eBay and assign a default customer record to all the eBay orders.
- If you are choosing the second method for syncing customer records, you can leave this setting blank.