Available process flows (Shopify & NetSuite

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Introduction

This section provides a technical overview of process flows included with the Shopify & NetSuite blueprint.

Available process flows

Flow name	Summary
Shopify > NetSuite - sync locations	Retrieves all locations from Shopify and then checks which ones exist in NetSuite. In NetSuite, new locations are created, and address details for existing locations are updated.
NetSuite > Shopify - sync locations	Retrieves all locations from NetSuite and then checks which ones exist in Shopify. In Shopify, new locations are created, and address details for existing locations are updated.
Shopify > NetSuite - create & update products	Retrieves new and updated products from Shopify and then checks which ones exist in NetSuite. In NetSuite, new products are created, and existing products are updated.
NetSuite > Shopify - create/update companies, contacts & payment terms	Retrieves new and updated companies from NetSuite. If the company name does not exist in Shopify, a new company is created; if the company name exists in Shopify, any new or updated contacts/addresses are added.
Shopify > NetSuite - create/update companies, locations & contacts	Updates NetSuite with new/updated companies from Shopify. Payment terms are not synced.
Shopify > NetSuite - sales order creation	Retrieves orders from Shopify that were created in a paid or pending state, based on the order's financial status. Depending on this state, orders are created or updated.
NetSuite > Shopify - order fulfillments	Retrieves NetSuite orders fulfilled in the last day. Anything that is not in a shipped state is removed and remaining data is cached. We then retrieve and cache required details from Shopify, and the final cache is pushed to Shopify (sending fulfilment IDs and tracking numbers).
Shopify > NetSuite - fulfillment	Shopify retrieves fulfilled/partially fulfilled orders created after a given date, with a financial status of authorized, paid or pending. This data is compared with Netsuite - if the order is not in a fulfilled state, the item fulfillment is pushed with a shipped status. Partial fulfillments are supported.
Shopify > NetSuite - order refunds	Shopify orders last modified after a given date, and in a refunded state are retrieved. The flow then searches for matching orders in NetSuite, retrieving order details and order lines. Next, a script determines which specific lines are being refunded by matching the return lines with their SKUs. It then creates an RMA (Return Merchandise Authorisation) from the sales order, followed by a credit memo.
NetSuite > Shopify - catalogs & pricing	This flow starts by preparing SKUs and variant IDs to support catalogue creation. Catalogues are then retrieved from NetSuite, via a custom field. Having searched Shopify catalogues, a script determines whether new or updated catalogues are needed.
NetSuite > Shopify - make payment	Current pending orders are retrieved from Shopify, before searching NetSuite for a corresponding payment. If a match is found, the order is updated as paid.
NetSuite > Shopify - inventory/stock	Items with quantity updates are retrieved from NetSuite and cached. A script extracts unique SKUs and builds a query string to look up these products in Shopify, then the data is filtered and appended to the cache. Shopify inventory data is then compared with cached NetSuite items to determine quantity updates.
Shopify > NetSuite - sync all price lists	Retrieves price lists and associated prices from Shopify, and removes duplicate items, before pulling items from NetSuite (using UPC codes). Next, a script matches Shopify SKUs to NetSuite items and inventory item price lists are updated.