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Sync line-level location and delivery method to NetSuite

Saikumar Rachamalla
Updated

The Shopify order to NetSuite order flow now syncs the assigned location and delivery method from Shopify to NetSuite per line item. This enhances merchant visibility of these fields during item fulfillment.

Before you run the flow, certain configurations and mappings must be completed within the integration app. Follow the steps below to ensure proper configuration before executing the flow.

Enable Buy Online, pick up in-store setting

  1. Go to Settings > Order > POS.

  2. Check the Buy Online, pick up in-store setting. 

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Once the setting is enabled, the Get order fulfillment info from Shopify lookup is populated in the flow.

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Add mappings to Post orders to NetSuite import

In the Shopify order to NetSuite order flow, click Mappings in the Post orders to NetSuite import step, and add the necessary mappings for the delivery method and assigned location fields as described below.

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Delivery method field

  1. Create a custom field in NetSuite (at Order and Fulfillment Lines). Example, Items: Delivery Method Line. To create a transaction line custom field in NetSuite:

    1. Navigate to Customization > List, Records & Fields > Transaction Line Fields > New. 

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    2. Fill in the required fields.

    3. In the Applies To, select the Sale Item and Item Fulfillment checkboxes.

    4. Click Save.

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  2. Refresh the mappings at the flow level to see the custom field. Map the Shopify to NetSuite fields as shown below: line_items[*].delivery_method.method_type :: Items: Delivery Method Line

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Assigned location field

  1. Map the Shopify to NetSuite fields as shown below: line_items[*].assigned_location_id :: Items: Location (InternalId)

  2. Click Settings across the mapped field.

  3. In the Field mapping type, select Lookup.

  4. In the Options, select Static: Value to value.

  5. In the Export field value textbox, add the Shopify location ID. To retrieve location IDs from Shopify:

    1. Navigate to locations.json in Shopify > Admin. For example: https://admin.Shopify.com/store/<your_store>/locations.json. This URL displays all Shopify location details.

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    2. Use the Shopify location ID to create a static mapping between the Shopify location and the appropriate NetSuite location name. Select the desired NetSuite location name from the static mapping dropdown.

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  6. In the Import field value textbox, add the corresponding NetSuite location.

  7. In the Action to take if unique match not found field, select Use empty string as default value (mandatory field selection).

  8. Click Save & close. 

Step 3: Run the flow

Run the Shopify order to NetSuite order flow to sync the delivery method and assigned location fields to NetSuite.

Once the flow has run:

  • Open NetSuite and search for the synced order using the global search.

  • Review the line items to confirm that both the location and delivery method data have been synced at the line-level.

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