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Configure General Settings

Important

  • Before configuring the settings, ensure that both the Shopify and NetSuite connections are online.

  • The NetSuite saved searches included with this D2C template are managed by the Celigo bundle (ID 81289). When Celigo releases a bundle update, any changes made directly to these saved searches will be overwritten, which can break your integration flows. Before making any changes to a template saved search, clone it first and use the cloned copy in your flow. Do not modify the original template saved searches directly. This ensures your customizations are preserved when the bundle is updated. To clone a saved search in NetSuite: open the saved search > click More > select Copy.

To configure, navigate to Settings > General.

  1. Markets & Subsidiaries: Configure mappings between Shopify markets and NetSuite subsidiaries, customers, and currencies for accurate order routing and financial processing.

    • Shopify Market: Select the Shopify market to map.

    • NetSuite Subsidiary: Select the NetSuite subsidiary where orders from this market will be created.

    • NetSuite Customer: Select the default NetSuite customer record to associate with orders from this market.

    • Currency: Select the currency to be used for transactions for this market.

      Important

      After you configure Markets & Subsidiaries, go to Flows > Generic, and run the Shopify Store to NetSuite custom record (add) flow.

  2. Store: From the dropdown list, select the store (custom record).

    Important

    After you select the store, go to Flows > Generic, and run the Shopify business entity to NetSuite (add) and Shopify Markets to NetSuite (add) flows.

  3. Locations: The mapping is required by the inventory sync, fulfillment, and inventory transfer flows. See Map NetSuite locations with Shopify locations for details.

  4. Auto-assign inventory detail for NetSuite items: Enable to automatically assign inventory detail for kit, serialized, and lot-numbered items during order import.

  5. Sync records in local currency: Enable to sync orders, billing, and refunds using Shopify presentment (local) currency amounts. Disable to use shop currency amounts.

  6. Manage NetSuite item groups using: You can manage the behavior of item groups using this setting.

    • If you select the Member component, the price, quantity, and tax are applied equally across all 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 are not considered on the remaining components in the group.

  7. Price Level for Price Distribution Calculations: Select the price level used to calculate each item group member’s weight for distributing the Shopify price among them.

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  8. Item ID Map for Discounts: When using the discount settings (NetSuite discount item to track Shopify cart discounts and NetSuite discount item to track Shopify line discounts), create corresponding Item ID Map records in NetSuite to map Shopify discounts to NetSuite items. Missing mappings can cause a value_lookup_failed error. For more information, see Create Item ID Map for Shopify discounts.

  9. Returns & Exchanges 

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    • NetSuite item to track Shopify restocking fee as a line item: Select the NetSuite non-inventory, payment, or other charge item to use as the restocking fee line item on Return Authorizations. Must be configured to sync Shopify restocking fees to NetSuite.

    • NetSuite item to track Shopify return shipping fee as a line item: Select the NetSuite non-inventory, payment, or other charge item to use as the return shipping fee line item on Return Authorizations. Must be configured to sync Shopify return shipping fees to NetSuite.

    • Sync the return shipping fee as a negative amount: Enable to sync the return shipping fee as a negative amount in NetSuite. Disable to sync it as a positive amount.