NetSuite Setup Guide: E-commerce Connector (NetSuite as order source)

Getting Started

• First, sign up for a Pipe17 account if you haven't already done so. Create an account here:SIGNUP
• Make sure you are licensed to use the Pipe17 NetSuite E-commerce connector. If you're not certain, reach out to your Pipe17 onboarding contact or our sales team to ensure you are ready to begin setup.
• Once your account is created and you are logged in, follow the steps below to add your connectors

Configure NetSuite & Fulfillment Channel

1. Add the NetSuite connector
   • Go to the "Integrations" tab on the left side of your Pipe17 portal, and click "Add Integration"
   • Select the NetSuite E-commerce connector
   • Input your credentials (follow the steps HERE)
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   • Once credentials are successfully entered, and the connector status shows "Connected" click over to the "Settings" tab within the connector. Step through the numbered steps below 
2. Sync products from NetSuite to Pipe17
   
   • Enable the settings called "Pull products to Pipe17 (full catalog sync)"
   • Products will begin to sync to Pipe17 and can be viewed from the Products tab in your portal
   • Products must exist in Pipe17 before orders can be ingested into Pipe17 and sent to a fulfillment channel
3. Configure the fulfillment connector
   • If you are planning on sending a test order from NetSuite to a fulfillment channel, configure the fulfillment channel now
   • Enable the setting for "Send Shipping Requests" to allow the orders from NetSuite to sync to the fulfillment channel once you've completed the other setup steps
4. Validate that inventory has synced from the fulfillment connector into Pipe17 successfully
   • Inventory should display correctly in the Pipe17 Inventory > All Inventory tab
   • Make sure to link the NetSuite location to the fulfillment connector's location in the Inventory tab > Locations list. Do this by editing the NetSuite location and merging to the fulfillment locations
5. Set up order routing
   • If you would like to respect the location NetSuite has assigned to a Sales Order, then enable the setting by going to Integrations tab > Automations: Order Routing Engine > "Create Shipping Request for Pre Routed Orders/Items". This will automatically generate a shipping request to the linked location when an order is ingested to Pipe17 from NetSuite
   • If you would like to set up order routing rules in Pipe17 instead (and ignore the location provided by NetSuite), go to the Configuration tab > Order Routing and set up logic here for automatic order routing in Pipe17
6. Pull Sales Orders from NetSuite to Pipe17
   • Ensure correct field mapping is used so that Order ID and Order Source match up with original order from the selling channel. Go to the "Entities" tab of the connector, select Entity = Orders: From NetSuite and set the target fields "External Order ID" and "Order Source" like below:
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     • Request help from Pipe17 if a custom field mapping is required:
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   • Ensure correct shipping methods are setup in NetSuite & the fulfillment channel
   • Enable the setting in the NetSuite Ecommerce connector for "Pull Sales Orders to Pipe17" to allow orders to sync
   • Use the setting "Sales Order filter" to filter to just the orders you need to ingest from NetSuite to be fulfilled i.e. filter by location/status/subsidiary etc. Use the "?" icon to see all filtering options
   • Orders will sync to Pipe17 based on these settings, and automatically route based on routing configuration
7. Enable fulfillments to sync back to NetSuite
   • Enable the setting "Create Item Fulfillments in NetSuite from Pipe17 (3PL)" to allow fulfillments and tracking numbers to sync back to NetSuite once an order is fulfilled
8. Enable inventory to sync to NetSuite
   • Enable the setting "Push inventory updates to NetSuite" to create inventory adjustments in NetSuite to reflect any inventory differences shown in the fulfillment location
   • Update the mapping to use your desired inventory adjustment account by going to the Entities tab > Entity: Inventory > Onto NetSuite E-commerce > Adjustment account section
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Testing

1. Add a new product in NetSuite, confirm the product gets created automatically in Pipe17
2. When inventory becomes available in the fulfillment location, confirm inventory reflects accurately in Pipe17
3. Adjust inventory in Pipe17, confirm an inventory adjustment gets created automatically in NetSuite
4. Create an order in NetSuite, confirm order gets created automatically in Pipe17
5. Confirm shipping request gets created automatically (based on order routing setup) against the order in Pipe17
6. Confirm order gets created automatically in fulfillment system
7. Once order is fulfilled, confirm fulfillment syncs to Pipe17
8. Confirm fulfillment syncs to NetSuite