Shopify B2B Sync Features for NetSuite Integration

TL;DR Opening

Shopify B2B syncs various data types, including orders, products, and payments, to and from NetSuite. This ensures efficient data management and real-time updates, thereby improving eCommerce operations and financial visibility.

Overview of Shopify B2B Syncs

Shopify B2B sync facilitates the following types of data synchronization between NetSuite and Shopify, enabling seamless integration of critical business functions:

• B2B Order Synchronisation
• Company Sync
• Integration with Payout Sync
• Order Sync
• Reverse Order Edit Sync
• Fulfillment Sync
• Product Sync
• Refunds and Adjustments Sync
• Inventory Sync
• Reverse Payment Sync

B2B Order Synchronisation

This feature exclusively syncs B2B orders from Shopify to NetSuite, distinguishing them from B2C orders. It supports backward compatibility, enabling legacy users to sync B2B orders using existing configurations along with specific backend flags.

Company Sync

The Company Sync function allows customer synchronization for companies listed in the Shopify B2B section, converting them into sub-customers in NetSuite.

Integration with Payout Sync

This sync ensures accurate tracking of payment reconciliations by integrating B2B order data with payout information. It provides financial visibility across platforms, keeping order and invoice updates synchronized.

Order Sync

Order Sync initiates the creation of orders and customer records in NetSuite while also synchronizing order statuses and updates.

Reverse Order Edit Sync

This sync allows updates made in NetSuite (like item or quantity changes) to be reflected back on Shopify. To ensure proper functionality, enable:

• PostOrderModificationsToShopify (Account Detail)
• AllowNetSuiteOrderCorrections (Control Value)

Fulfillment Sync

The Fulfillment Sync transmits fulfillment orders and tracking information from NetSuite to Shopify B2B, ensuring up-to-date delivery statuses.

Product Sync

This functionality updates SKU data, pricing, and other product details between NetSuite and the Shopify B2B connector.

Refunds and Adjustments Sync

This sync manages returns and exchanges, creating and updating records related to order statuses and inventory changes.

Inventory Sync

Inventory Sync facilitates the transfer of inventory levels and order quantities from NetSuite to Shopify B2B, ensuring accurate stock management.

Reverse Payment Sync

The Reverse Payment Sync automatically updates Shopify B2B with payments recorded in NetSuite, marking related invoices as 'Paid'. It supports error handling and alerts for payment failures, focusing by default on transactions from the last 90 days. A configurable 'B2B Order Sync Window' is planned for future releases, further enhancing financial reconciliation.

Key Takeaways

• The Shopify B2B sync covers essential data types for seamless integration with NetSuite.
• Key functionalities include order, product, and payment syncs to improve operational efficiency.
• Essential settings must be configured for the Reverse Order Edit Sync to function properly.
• Enhanced financial visibility is achieved through integration with Payout Sync.

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