Set Up Order Filters in NetSuite Connector

TL;DR

Setting up order filters in NetSuite Connector allows you to optimize and control how orders are imported from your marketplace and carts. This advanced feature ensures your order management process aligns with your business requirements.

What Are Order Filters?

Order filters in NetSuite Connector enable you to specify which orders should be imported from your connected marketplace or cart. By creating rules based on order header values, fixed values, or computed values, you can streamline the order sync process, making it more efficient and tailored to your operations.

How to Set Up Order Filters

To create an order filter in NetSuite Connector, follow these steps:

1. In NetSuite Connector, select the relevant connector and account, then navigate to Settings > Orders.
2. Click on Advanced Options.
3. Select Edit Order Filters. This option becomes visible if your marketplace or cart supports order filtering.
4. Fill out the Edit Order Filters table:
   • In the Check If row, choose a condition for the filter from the following options:
     • Order Header Value: Values providing general information about an order (billing, shipping, order totals, order date, etc.).
     • Fixed Value: A constant value (e.g., a number '1').
     • Computed Value: A value that results from a condition or operation.
   • Based on your selection in the first column, proceed with the respective columns:
     • If you chose Order Header Value:
       • Second column: Select an order header value from a dropdown.
       • Third column: Choose a condition for evaluation.
       • Fourth column: Select a value type (Fixed, Header, Computed).
       • Fifth column: Enter a value for comparison.
     • If Fixed Value is selected:
       • Provide any value in the second column to check the condition against it.
       • Follow similar steps as above to complete the remaining columns.
     • For Computed Value:
       • Click Click to View/Edit Value.
       • Choose either to select a value conditionally or calculate a value. Complete the necessary forms based on the selection.
5. In the If True, Set Value To row:
   • First column: Choose Set Order Filter or Computed Value.
   • Second column: Select against either Don't Import Order or Import Order based on your choice in the first column.
6. In the Otherwise, Set Value To row:
   • Choose options similar to step 5 based on your requirements.
7. Click Save Changes.
8. Finally, close the pop-up window and select Save on the main Order Settings screen.

Testing Your Order Filters

After setting up your order filters, testing them ensures they function correctly. To test:

1. Log into app.farapp.com.
2. Select the connector and account where you wish to test your filters.
3. Go to Settings > Orders.
4. Expand Advanced Options and click on Test Order Filters.
5. Enter an order ID in the required field and click Check Order to view the results.

Setting up and testing order filters in NetSuite Connector helps ensure your order sync process is precise and efficient, catering to your specific business needs.

Key Takeaways

• Order filters allow targeted control over which orders are imported from your marketplace or cart.
• Select conditions based on order header values, fixed values, or computed values for custom filtering.
• Testing your filters before full implementation can prevent order sync issues.

Source: This article is based on Oracle's official NetSuite documentation.