Sync NetSuite item groups

An item group is an item type in NetSuite that is a single unit made up of several individual items (components). You can create an item group with various other item types such as inventory, matrix, and kit/package items. The item group price is always dependent on its member components. The integration flows can support item groups of any configurations such as:

• An item group with inventory, non-inventory, and matrix child items as member components
• A single item in NetSuite can belong to multiple item groups.
• An item group that has different or equal quantities of member components contributing to the item group.

Important: You can sync item group data only on the premium edition of the integration app.

The integration app supports to sync item type: item group only using the following flows:

• “Shopify Order to NetSuite Order Add” and “Shopify Order to NetSuite Order/CashSale Add”
• NetSuite Fulfillment to Shopify Fulfillment Add
• NetSuite Kit and Item Group Inventory to Shopify Inventory Add/Update
  Note: Using this flow you can sync item group data only if you have a premium subscription to the integration app.

You can manage the behavior of item groups using the Manage NetSuite item groups using setting (in the integration app > Settings > General):

• If you select the Member component, the price, quantity, and tax are equally considered on all the available components in the item group.
• If you select the Master component, the price, quantity, and tax are considered only on the selected master component. When you select the master component, the price, taxes, and quantity is not considered on the remaining components in the group.

Sync item group orders

A product has a single SKU in Shopify and it does not have a concept like NetSuite item groups. After you run the “Shopify Order to NetSuite Order Add” flow (real-time and scheduled), if the product is an item group in NetSuite, it is expanded and lists the individual member components. The price from Shopify is proportionally applied to the item group components as per the NetSuite native pricing or applied completely on the master component based on the option selected in the Manage NetSuite item groups using setting. An “eTail order line ID” is generated for each component of the item group.

Important: The integration flow syncs cash sales only if the item group does not have any inventory detail (Lot Numbered and Serialized items). 

The below table outlines the behavior of each Order element wrt to the Manage NetSuite item groups using setting.

Price calculation logic for a member component

The weight is calculated per member component. If an item group “Lunch box” has three member components such as Box, Spoon, and Bag. If the price of: 

• Box is 100
• Bag is 50
• Spoon is 20

The price of the item is 

Weighted average = (100 (box) x 100) / (100 + 50 + 20) 

Similarly when you calculate for all three member components, the  

• The weight of the item Box is 58.23
• The weight of the item Bag is 28.23
• The weight of item Spoon is 12.54

If Shopify's price is 120 then when it comes to NetSuite price is divided to the component according to the weight. The sale price for the item Box is calculated as 

(120 * Weighted average/100)

Orders member components set up

The “Shopify Order to NetSuite Order Add” flow syncs item group data based on the option selected in the Manage NetSuite item groups using setting. If you select a member component, the price and taxes are equally considered by all the member components. An “eTail Line Order ID” is generated for each member component in the <Item group ID>_memberitem_<num> format. For more details, see the image below.

Shopify order

NetSuite order with member component

Order with a master component set up

The price and tax are considered from the master component and other member components are not considered and marked as 0 on the sales order. As per the below image, “CPU” is selected as the master component, and the price, quantity, and tax is calculated only for the master component.  An “eTail Line Order ID” is generated for each member component in the <Item group ID>_memberitem_<num> format. Similarly, for the master component, it is generated in the <Item group ID>_masteritem_<num> format.  For more details, see the image below.

NetSuite order with a master component

Sync item group order fulfillment

You can only fulfill the components and not the item group. The “NetSuite Fulfillment to Shopify Fulfillment Add” flow supports to sync full and partially fulfilled item group orders. The “NetSuite Fulfillment to Shopify Fulfillment Add” flow syncs the comma-separated tracking numbers only after the item group is completely fulfilled. It is recommended that you add the tracking numbers of the previous fulfillment to the final fulfillment.

Limitation: In case of partial fulfillment, the “NetSuite Fulfillment to Shopify Fulfillment Add” flow does not sync the tracking numbers of the previous fulfillment. 

Example: An item group “Lunch box” has four member components 

• Box with quantity 3
• Bag with quantity 2
• Spoon with quantity 1 
• Mini box with quantity 1

First fulfillment: Box (2), Bag (1), and Mini box(1).

Second fulfillment: Box (1), Bag (1), and Spoon (1).

The sum of two fulfillments is Box(3), Bag(2), Spoon(1), and Mini box(1).

• In the Manage NetSuite item groups using setting, if you select Member component: After the first fulfillment, as the item group is not completely fulfilled, when you run the “NetSuite Fulfillment to Shopify Fulfillment Add” flow no information is synced to Shopify. Even if individually, the member component Mini box is fulfilled, no information is synced to Shopify. After the second fulfillment, as the entire item group with all components are fulfilled, the flow changes the Shopify order status as “Fulfilled.” As per the above example scenario, the flow syncs the comma-separated tracking numbers only in the second and final fulfillment. You can also include the previous fulfillment tracking numbers if required. 
• In the Manage NetSuite item groups using setting, if you select Master component, as Mini box in the eTail Master component field, after the first fulfillment, the “NetSuite Fulfillment to Shopify Fulfillment Add” flow changes the Shopify order status as “Fulfilled.” In this scenario, the flow does not consider the other member component's fulfillment. The comma-separated tracking numbers are synced only for the master component (Minibox).

Note: In the Manage NetSuite item groups using setting, if you select Master component, and in the eTail Master component field if you do not select any member component, the flow does not sync fulfillment information to Shopify. 

Sync item group order inventory

The item group quantity and inventory is managed at the component level. The behavior of the item group inventory is similar to the kit inventory. 

Configure your NetSuite saved search

Prerequisite: Before you run the “NetSuite Kit and Item Group Inventory to Shopify Inventory Add/Update” flow, configure the NetSuite saved search.

1. Login to your NetSuite account.
2. In the global search bar, enter Celigo Shopify kit inventory and item group export.
3. From the search results, select the appropriate saved search.
4. On the “Celigo Shopify kit inventory and item group export [<account name>]” page, click Edit this Search.
5. Go to Criteria > Standard
   1. Click on the Type row.
   2. Next to the Type drop-down list, click Expand.
   3. On the “Saved Item Search” window, select Item Group and Kit/Package.
   4. Click Set.
      

      Filter	Description
      Type	Is any of Item Group, Kit/Package

6. Go to Results > Columns.
7. Add the following records:
   1. For “Member item : Internal ID”
      1. Click to add a new row.
      2. Enter Member Item Fields…
      3. On the “Saved Search Item” window, from the “Member Item Field” drop-down list, select Internal ID.
      4. In the Custom label column, enter member_item_id.
   2. For “eTail master component : Internal ID”
      1. Repeat steps i to v from the previous section.
         

         Field	Custom label
         Member item : Internal ID	member_item_id
         eTail master component : Internal ID Note: In this field, select “eTail master component” only if you select Master component the Manage NetSuite item groups using integration app setting. If you select the Member component in the integration app setting, do not select any value in this NetSuite field.	master_component_id

8. Click Save.