Sync POS exchanges as separate sales orders or cash sales from Shopify to NetSuite

With POS exchange V2 workflow, Shopify no longer creates an order when an exchange is processed – the original order and exchanged items are now reflected in a single order. To support this business use case, the integration app syncs the POS exchanges as separate sales orders or cash sales from Shopify to NetSuite. This feature is supported only for the batch flow Shopify order to NetSuite order (cash sale or sales order).

Prerequisites: Enable the following settings for the flow to consider syncing the POS exchanges. To enable these settings, navigate to Flows > Order > click Configure Settings of the Shopify order to NetSuite order (cash sale or sales order) flow.

• Select Last updated time from the Filter order by list.
• Check the Sync Shopify edited order data to NetSuite checkbox.

To sync the POS exchanges as separate sales orders or cash sales from Shopify to NetSuite, navigate to Settings > General and select the Sync POS exchanges as separate sales orders or cash sales checkbox. 

Once the above step is completed, navigate to Settings > Order > POS tab and select the NetSuite item of your choice from the NetSuite item to track exchange credit as a line item list to track exchange credit as a line item on the NetSuite sales order.

Note: The integration app supports a maximum of 10 exchange transactions per order.

To sync Shopify order refund adjustments to NetSuite, navigate to Settings > Refund > Shopify to NetSuite. From the NetSuite item to track order refund adjustments as a line item
dropdown setting, select a NetSuite item. The selected item is added as a line item on the NetSuite refund transaction. In NetSuite, create the item as a non-inventory, payment, or other charge.

Limitations:

• The flow NetSuite cancellation to Shopify cancellation (add) doesn’t support syncing cancellation of a POS exchange order from Netsuite to Shopify since Shopify doesn’t allow cancellation for the POS exchange order.
• The billing export flow NetSuite billing to Shopify billing (add) is not supported since it is not a valid business use case. Only auto-billing use cases are supported.

Locate Shopify's exchanged order in NetSuite 

To find Shopify's exchanged order in NetSuite, follow these instructions:

1. From Shopify, copy the parent Shopify Order ID.
   
   
2. In the NetSuite search bar, paste the Shopify parent Order ID followed by a dash (e.g., ***********-).
3. The search results will display the sales order related to the exchanged order.
   
   

See the screenshot below, highlighting the exchange order ID and the Shopify parent order ID.