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Configure Shopify integration app settings

Saikumar Rachamalla
  • Updated

The advanced settings consist of the following tabs:

Shipping

This tab provides you with the following options:

  • Map Ship Methods: Lets you map the shipping methods between Shopify and NetSuite. You can also provide a default value in case no match is found.
    Select one of these value to specify an action that needs to be performed in the defined mapping doesn’t find a match:
      • Fail If Unique Match Not Found
      • Use Null as Default Value
      • Use Empty String as Default Value
      • Default Lookup Value

Payment

This tab provides you with the following options:

  • Map Payment Methods: Lets you map the payment methods between Shopify and NetSuite. You can also provide a default value in case no match is found.
    Select one of these value to specify an action that needs to be performed when the defined mapping doesn’t find a match:
    • Fail If Unique Match Not Found
    • Use Null as Default Value
    • Use Empty String as Default Value
    • Default Lookup Value

Discount

Tax

  • Sync sales tax to NetSuite as*: Choose an option to sync sales tax to NetSuite. Specify your preference for mapping tax totals between NetSuite and Shopify. The leading practice is to overwrite the NetSuite tax totals with values from Shopify.
  • Per-line taxes on transaction enabled in NetSuite: Check this box if taxes are enabled in NetSuite at line-level. To enable this setting in NetSuite navigate to Setup > Accounting > Taxes  > Setup Taxes. For more information, refer Manage Shopify order sales tax in NetSuite.
  • Default tax code or group when no match is found in NetSuite *: Enter the internal ID of a taxable NetSuite tax code or tax group. The tax code or group you enter in this setting is applied to every order and the order line when no matching tax code or group is found in NetSuite. You can either create a tax code and tax group or use an existing one set up in your NetSuite account atSetup>Accounting>Taxes(Tax Codes). This setting is applicable only if you select the Overwrite taxes with Shopify tax amounts option in the Sync sales tax to NetSuite as* setting
  • NetSuite item to track Shopify order taxes as a line item: This feature is generally used when your NetSuite account is not set up to calculate taxes. In this case, you would create a Non-Inventory for Purchase and call that Item out here in this field.  The general ledger account that you would set up for this Non-Inventory Item would be the general liability account you can use to track "taxes payable".  Upon Order creation, a Tax Line is added to the Sales Order below each regular Item Line Item.     
    If your NetSuite system is set up to calculate taxes, you can avoid this feature. The NetSuite tax calculation engine calculates taxes for orders imported from Shopify. If there is a difference between the Shopify tax amount and the NetSuite generated tax amount, this difference will be displayed in the Tax Variance field in the eTail subtab or the Sales Order record.
  • Break up Shopify tax as individual line items in NetSuite: If you do not use NetSuite's native tax calculation engine, you can check this box to break up the total tax on Shopify order and bring it over as individual tax lines on the NetSuite sales order. The value provided in the "NetSuite item to track Shopify tax amount as a line item" setting is used as the default item for each of these line items.
  • Deduct GST/VAT from the order total: Check this box to deduct GST/VAT from the order total before the order is synced to NetSuite. For more information, refer Sync GST/VAT for the customer country.
  • Sync GST/VAT for the customer country: Lets you manage taxes, and determine whether they are included or excluded from the order total based on the customer’s country. For more information, refer Sync GST/VAT for the customer country.

  • Map province retail shipping tax: Lets you sync province retail shipping tax (Colorado retail delivery fee) from Shopify to NetSuite. When the setting is updated, a separate line item is created on NetSuite for tracking the province retail shipping tax. If the setting is not used, the tax amount will be added under variance. For more information, refer Sync province retail shipping tax to NetSuite.

Order

This tab provides you with the following options:

  • Shopify Order Ids: Provide a single or up to 5 multiple comma-separated Shopify order ids and click Save to sync an on-demand import of orders from Shopify into NetSuite. Order Id can be found in the page URL when you open up a specific order in view mode in Shopify.
  • Sync web orders to NetSuite based on the Shopify order status: This setting lets you define the Order Import trigger in Shopify. Based on whether you would like the orders to come into NetSuite when they are authorized/captured/fulfilled in Shopify, you can set the value of this field.
  • Sync sales channel orders to NetSuite: Enable this checkbox to sync Shopify sales channel orders to NetSuite. For example, if you sell on sales channels like Wanelo or Houzz that are directly integrated with Shopify, this setting lets you add the orders coming from these sales channels to NetSuite.
  • Sync pending payment orders to NetSuite: Enable this checkbox to sync orders in "pending" financial status from Shopify to NetSuite. The pending orders receive payment outside of Shopify, such as with B2B or COD orders.
  • Assign NetSuite order status as Pending Approval:  This setting lets you add high-risk orders in Shopify with the "Pending Approval" order status in NetSuite. The rest of the orders are added to the "Pending Fulfillment" status.
  • NetSuite discount item to track Shopify discounts:  This setting lets you choose the corresponding NetSuite item to track discount amounts on your Shopify orders. The discount Code used on the Shopify order is mapped to the "Shopify Discount Code" field under "eTail" tab on the Sales Order record in NetSuite.
  • NetSuite item to track Shopify order gift card redemption as a line item: Choose a NetSuite item from the drop-down list to track your Shopify order gift card redemption as a line item. The selected item is added as a line item on the NetSuite sales order. In NetSuite, ensure to create the item either as a non-inventory, or other charge.
  • NetSuite item to track order refund adjustments as a line item: Choose a NetSuite item from the drop-down list to track your Shopify order refund adjustments. The selected item is added as a line item on the NetSuite sales order. In NetSuite, ensure to create the item either as a non-inventory, payment, or other charge.
  • NetSuite item to track Shopify order shipping cost as a line item: You might use a non-inventory item for purchase when using the NetSuite item to track Shopify shipping cost as a line item. In this case, the integration app generates an error. To resolve the issue, select a value from the drop-down which gets included as a substitute for a non-inventory item. Additionally, by utilizing the shipping cost as a line item feature, if Shopify charges a handling fee both the Shipping and Handling fees will be brought in as separate lines.
  • NetSuite account to credit cash sales:  This setting lets you define the NetSuite account to be credited for Shopify orders that are added as NetSuite cash sales.
    Example: Shopify POS orders and/or orders that are packaged and shipped by a fulfillment service directly integrated with Shopify.
  • Sync orders as cash sales when fulfillment service is external: Enable this checkbox if you have directly integrated your Shopify store with an external fulfillment service (Amazon FBA, Shipwire, etc). All such orders will be brought in as NetSuite cash sales instead.
  • NetSuite item to track the order variances as a line item: Choose a NetSuite item from the drop-down list to track your order total variances between Shopify and NetSuite. The selected item is added as a line item on the NetSuite sales order to match the Shopify and NetSuite order totals. In NetSuite, ensure to create the item either as a non-inventory, payment, or other charge.
  • Using the scheduled order flow, sync Shopify orders to NetSuite as: You can choose one of the options to sync all Shopify orders, either as sales orders or cash sales to NetSuite.
  • Select NetSuite item to track Shopify order duties: This setting lets you choose a NetSuite item to track duties as a separate line item on the NetSuite sales order. In NetSuite, be sure to create the item type as non-inventory, payment, or other charge. For more information, refer Track order duties in NetSuite.

Customer

This tab provides you with the following options:

  • Default NetSuite customer if missing on Shopify order: Provide the internal id of the default customer record in NetSuite to be assigned to the NetSuite sales order record when there is no customer information present on the Shopify side.
  • Sync all orders against the default NetSuite customer: Check this box to assign a default NetSuite customer record to all the incoming orders. The customer record provided in the 'Default NetSuite customer' setting is assigned to all orders for this particular Shopify store.
  • Multi-currency customers enabled in NetSuite: Check this box if you allow the creation of sales transactions in multiple currencies for individual customers in NetSuite. In NetSuite, navigate to Setup -> Company -> Enable Features and under 'Company', look for 'Multi-Currency Customers' to see if this feature is enabled.
  • Remove phone number if invalid on Shopify order: Lets you define a business rule where invalid phone numbers on Shopify order are automatically removed before the order is added to NetSuite. This prevents any manual intervention to import orders with invalid phone no.s (<7 digits or alphanumeric format).
  • Trim customer name if invalid on Shopify order: Lets you define a business rule where invalid first name & last name on Shopify order are automatically trimmed to first 32 characters before the order is added to NetSuite. This prevents order import failures when the buyer enters more than 32 char for the first name and/or last name fields in Shopify.
  • Shopify customer record has metafields: Enable this checkbox if you have metafields present on Shopify customer record and would like to map to NetSuite customer record.
  • First name if missing on Shopify order: Lets you define a business rule where the missing first name on Shopify order is automatically replaced with a default value of your choice before the order is added to NetSuite. This helps prevent any manual intervention to import orders with missing the first name.
    Example: You can enter a default value FNU i.e. First Name Unavailable in this field.

POS

Sync POS orders into NetSuite as sales orders

By default, all POS orders are added as cash sales in NetSuite but marking this checkbox to true will allow you to add all Shopify POS orders as sales orders in NetSuite. 

Sync "Buy in-store, ship to customer" orders as a sales order

To sync Buy in-store, ship to customers orders as sales orders to NetSuite, in the Settings > Order > POS tab, check the Sync “Buy in-store, ship to a customer” orders as a sales order checkbox. When the setting is checked, these orders are synced into NetSuite as a sales order. The warehouse team can process fulfillment in NetSuite and sync back the fulfillment information from NetSuite to Shopify.

If the source channel of the order is POS and in Shopify, if “Fulfillment” is None, then it is a Buy in-store, ship to customer order. Also, a POS order with a shipping address is treated as a Buy in-store, ship to customer order.

Buy online, pick up in-store

Check this checkbox to bring the location details on the NetSuite sales order for the “buy online, pickup in-store” orders and other Shopify online orders. To bring location details, configure your order mappings. The appropriate order flow syncs the pick-up store address in the “Ship To” field in the “Address” tab on the NetSuite sales order. A new page processor “Get order fulfillment info from Shopify” is added to the appropriate order flow to sync the Shopify fulfillment location at the line-level in NetSuite.

The fulfillment location at the line-level helps to identify a group of line items to be fulfilled from the same location for the same order.

Example: A merchant receives an order for 2 hats and 2 shirts. The hats are assigned to location A, and the shirts are to be fulfilled by a fulfillment service. In this case, the order includes two fulfillment orders:

  • one represents the hats to be fulfilled from location A
  • one represents the shirts to be fulfilled by the fulfillment service

The order flow differentiates such orders in NetSuite by checking the “Buy online, pickup in-store” checkbox on the NetSuite order record (eTail > Shopify sub-tab).

For more information, see Sync Shopify POS Pro orders - Buy online, pick up in-store and Buy in-store, ship to a customer.

Item

This tab provides you with the following options:

  • NetSuite SKU field: The value in this field tracks the internal id of the NetSuite field which holds the SKU name. The leading practice is to use the 'Item Name/Number' field (itemid, also nameinternal) in NetSuite (set by default). However, if you use any other field in NetSuite, you must specify the internal id of that field in this text box.
  • Netsuite item to track order lines when no matching SKU is found in NetSuite: This preference provides a choice for the default NetSuite item against which all the order lines with no matching SKU in NetSuite are posted on the order. This is an optional setting & expects the internal id of the NetSuite item as the input.
  • NetSuite Item to track Shopify order lines with no SKU value: This preference provides a choice for the default NetSuite item against which all the order lines with no SKU value in Shopify are posted on the order. This is an optional setting & expects the internal id of the NetSuite item as the input.

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