Shopify – NetSuite release notes v1.34.5, August 2020

What’s new

Note: The below features in the “What’s new” section are available only in the premium edition of the integration app.

Support Shopify POS Pro edition features

Shopify has launched a new edition called the “POS Pro.” To be in-lined with Shopify, the integration app is enhanced to support the key features:

• Buy online, pick up in-store: This feature allows you to sync orders that are bought online and picked up from the store. Typically these orders are fulfilled from the POS location. To sync these orders a new checkbox Buy online, pick up in-store is introduced in the Settings > Order > POS tab. For these orders, the pick-up store address is displayed in the “Ship To” field in the Address tab on the NetSuite sales order. You can sync these order fulfillments using the newly introduced “Shopify fulfillment to NetSuite item fulfillment” flow.
  • The flow gets the order fulfillment information from Shopify and creates an item fulfillment record in NetSuite for the sales order. For each unique fulfillment ID, an item fulfillment record is created in NetSuite against the sales order that matches the Shopify order ID. For more information, see Sync your fulfillment from Shopify to NetSuite. You can use this flow to sync the below orders:
    • Buy online, pick up in-store: When a buyer picks up the order from POS location and so the order is marked as fulfilled in Shopify.
    • Shopify integrated with 3PL (third party logistics) app: The 3PL marks the order in Shopify as Fulfilled. 
• Buy in-store, ship to customer: This feature allows you to sync orders that are bought in-store and later shipped to the appropriate address. To sync Buy in-store, ship to customers 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.

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

Token based (automatic) authentication type

You can now configure your NetSuite connection from the integration app using the new authentication method Token Based Auth (Automatic). With the new authentication type, you need not generate “Token ID” and “Token Secret” every time you set up a connection to NetSuite. For more information, see Set up a connection to NetSuite. 

What’s enhanced

Integration app to rely on Shopify tax amount field to avoid 0.01 variance scenarios in NetSuite

The integration app now relies on the Shopify tax amount field instead of the tax rates. By relying on the Shopify tax amount, it avoids the 0.01 variance scenarios in NetSuite.

Use substitute item as a line item on the cash refund record if “inventory status” is enabled in NetSuite and “restock” is disabled in Shopify

NetSuite doesn’t allow you to create a refund for an item with zero quantity when “inventory status” is enabled in NetSuite. In Shopify, when you refund order items without any restock and you run the “Shopify Refund to NetSuite Refund Add” flow, the substitute item that you select in the Substitute NetSuite item for Serialized/Lot Numbered items drop-down list (Settings > Refund > Shopify to NetSuite tab) is added as a default line item with quantity zero on the cash refund record. In NetSuite, if you enable the inventory status feature, all the line items are replaced with the selected substitute item. For more information, see Auto-assign inventory detail to Shopify orders with Serialized/Lot Numbered Items.

In addition to non-inventory item type, few order related settings now support item types “payment” and “other charge” 

The following order settings now display the “Payment” and “Other charge” NetSuite items in their respective drop-down lists. This is also to be sure that the cart level discounts applied on these custom line items don’t lead to any variance on the order records in NetSuite. The selected item is added as a line item on the NetSuite sales order. 

• NetSuite item to track Shopify order shipping cost as a line item
• NetSuite item to track Shopify order taxes as a line item
• NetSuite item to track the order variances as a line item
• NetSuite item to track order refund adjustments as a line item
• NetSuite item to track Shopify order gift card redemption as a line item

Note: In NetSuite, ensure to create the item either as a non-inventory, payment, or other charge.

Sync Shopify payout transaction type “payment_refund” 

Shopify has introduced a new transaction type “payment_refund.” in Payouts The “Shopify Payout Transactions to NetSuite Deposit” flow is enhanced to sync transactions with this type. These transactions are similar to the other refund transactions. Records with this transaction type are mapped against Cash Refund/Customer Refund. For more information, see Reconcile your Shopify payouts using an add-on.

Improved uninstaller 

You can now uninstall the integration app without any errors in the following scenarios:

• If you refresh the page during uninstallation.
• If the NetSuite sandbox 2.0 connection is offline in your integration app.
• If the bundle is removed as part of your NetSuite sandbox account refresh.
• If your integration app is corrupted. 
• If your integration app is on the older version.
• If you manually delete these required records (such as delete store info record in NetSuite, or any import/export in the integration), the integration app can now bypass the strict checks on the existence of these records and can complete the uninstallation.

Enhanced error messages

The integration app Dashboard error messages are enhanced further to provide expected resolution steps. For more information, see Shopify integration app troubleshooting errors.

What’s fixed

Gift card amounts are synced correctly even though the order is already refunded in Shopify 

If an order has a gift card applied and is already refunded in Shopify before it is synced to NetSuite, the NetSuite order now shows the correct gift card amount.

Example: If the Shopify order has a gift card of $50 applied, if there is a refund of $20 and you sync the order to NetSuite after the order is refunded in Shopify, the gift card amount on the NetSuite order is now shown as $50.

Sync correct gift card amount when multi-currency is enabled in NetSuite

If you try to sync an order with a gift card applied, irrespective of your NetSuite account having multiple base currencies or not, the NetSuite sales order now shows the correct gift card amount.

Cash refund record to display all NetSuite item types

When you run the “Shopify Refund to NetSuite Refund Add” flow, the cash refund record now displays all the NetSuite line item types including “Service for Sale” and “Other Charge” item types.

Tax variance not be reported when an order has taxable and non-taxable line items

If an order has taxable and non-taxable line items with line-level and cart-level discounts applied. To be sure that no tax variance is reported on the NetSuite order record, select a payment item from the NetSuite item to track Shopify order shipping cost as a line item drop-down list (Settings > Order section > Order sub-tab).

Cash refund total to match in Shopify and NetSuite

If a Shopify order has a cart-level discount applied, custom refund on a line-item, and the restock option checked, the cart-level discount is not replaced with the custom refund amount and the cash refund total matches in Shopify and NetSuite.

Sync discount correctly if the split of cart-level discount is equal to the individual line-level discount

If an order has multiple line items and if the split of cart discount amount is equal to the individual line-item discount, the cart level discount amount is now synced correctly on the NetSuite order record.

Consider the Shopify “restock” option for all refund line items

If an order has multiple refund line items and in Shopify, the “restock” option is checked for multiple items. The “Shopify Refund to NetSuite Refund Add” flow considers the “restock” option for all the refund line items instead of the first refund line item.

Edit orders irrespective of the “Pick, Pack and Ship” feature enabled or disabled

You should be able to sync edited orders to NetSuite irrespective of you check or uncheck the  Pick, Pack, and Ship checkbox (Setup > Company > Enable Features > Transactions tab > Shipping & Receiving section) in NetSuite. 

Consider mappings defined for the “Shopify Payout Transactions to NetSuite Deposit” flow

The “Shopify Payout Transactions to NetSuite Deposit” flow now considers the mappings related to an account, initialize mapped values, or any settings. Also, the flow now searches based on the “internal ID” of the transaction records instead of the “Docnumber” field. 

Process refunds correctly for customers using SuiteTax feature enabled

If you are a customer using a SuiteApp account, when you run the “Shopify Refund to NetSuite Refund Add” flow, the cash refund record is created in NetSuite without any error message. In the backend code, the tax column is moved from “TaxItem” to “taxCode” to support the refund processing for regular and SuiteApp accounts.