If you’re running a business, you know that managing inventory and orders can be a challenge. But what if you could manage both Shopify and NetSuite with ease? In this article, we’ll show you how to do just that. Keep reading to find out more.
What are Shopify and NetSuite?
Shopify and NetSuite are separate platforms that manage inventory and orders differently. The Shopify NetSuite integration is when both systems integrate, allowing businesses to manage their inventory and orders between the two systems. The integration also allows businesses to transfer orders from Shopify to NetSuite for the fulfillment, view order history and status in both systems, and print packing slips and invoices for orders processed in Netsuite.
Shopify is a platform for businesses of all sizes to create an online store. It offers a wide range of features and tools to help businesses of all sizes start, run, and grow their business. Some of the features and tools that Shopify offers include a wide range of templates and designs to choose from, a checkout process that is easy to use and customizable, a range of payment gateways to choose from, a built-in blog to help promote your business, and a wide range of analytics and reporting tools. NetSuite is a cloud-based business management software company.
The company offers software suites, including financial management, human resources management, manufacturing, order management, and marketing automation tools. NetSuite was one of the first cloud-based software companies and the first to offer a comprehensive cloud ERP suite.
How do you see order history returns in Shopify and NetSuite?
In Shopify, order history can be tracked by going to Orders under the Sales menu. The Order History will show all orders placed in the shop, including the date, product, quantity, price, and status. The Status column will show whether the order has been shipped or not. In NetSuite, order history can be tracked by going to Accounts Receivable > Open Invoices. The Open Invoices screen will show all invoices that have been created, including the date, customer name, product/service item code, quantity, price per unit, total amount billed (including tax), and due date.
How do you set up product sync between Shopify and NetSuite?
Setting up product sync between Shopify and NetSuite allows the two platforms to communicate and share information. This is beneficial because it gives you a more accurate view of your inventory across both platforms, as well as easier order management between the two systems. To set up product sync between Shopify and NetSuite, you’ll need to create an integration account on Shopify’s end first. You can do this by going to Settings > Accounts > Integrations. Click on “Create New Integration” and select “NetSuite.”
You’ll then be prompted to enter your NetSuite account credentials. Once you’ve created the integration account, you’ll need to create a Sync Profile on NetSuite’s end. To do this, go to Setup > Company Preferences > General Preferences > Inventory Sync Profiles. Click on “New Profile” and enter the following:
- Profile Name: Shopify (or whatever name you want)
- Type: Select “One-way (from Shopify to Netsuite)”
- Source System: Select “Shopify”
- Destination System: Select “Netsuite”
- Company ID: Enter the company ID from your Shopify integration account
- Item Fields Mapping: Check all of the boxes that correspond to the fields that you want to sync between Shopify and NetSuite
- Click Save & Close when finished.
Now that you’ve created the Sync Profile in NetSuite, it’s time to connect your Shopify store. In Shopify, go to Settings > Accounts > Integrations > select your NetSuite profile from the list > Connect Account. You’ll then be asked for your NetSuite login credentials. Once logged in, you’ll see a list of your companies in NetSuite. Select the company that corresponds with your shop’s URL prefix. Once connected, all of your products will automatically begin syncing.