Testing Fulfillment and Product Sync in NetSuite Connector

TL;DR Opening

This article details manual testing procedures for order sync, fulfillment sync, price and quantity sync, and full product sync in NetSuite Connector. Properly testing these aspects ensures seamless data synchronization between NetSuite and your marketplace or cart.

How to Test Order Sync

To begin testing order sync, you must first retrieve the order into NetSuite Connector and then send it to NetSuite. Here’s how:

1. Navigate to Data Flows > Orders.
2. Click the Orders tab.
3. Locate the desired order; it should display a status of In FarApp (Automatic Sync Disabled) or Order Pending Posting to NetSuite.
4. Click the pencil icon next to the order line.
5. (Optional) Select Show Order Mapping to view the details sent.
6. Click Post Order to NetSuite. The order status will change to Posting in Progress.
   • Post-submission, the order's status will update: if sent as cash sales, it shows Complete; if sent as sales orders, it shows Order Posted Waiting For Shipment. Any errors will also be displayed.

How to Test Fulfillment Sync

This procedure assumes an order has already been sent and fulfilled in NetSuite. Follow these steps to retrieve the fulfillment information:

1. Go to Data Flows > Orders.
2. Find the order with a status of Order Posted Waiting For Shipment.
3. Click the pencil icon on the order line and choose Upload Shipment from NetSuite.
   • The fulfillment data will now sync to the marketplace or cart. If successful, the order status changes to Complete; otherwise, any errors will be indicated.

How to Test Price and Quantity Sync

Confirm your mappings are configured correctly to perform this test. Key tasks include:

• Ensuring the Flag field is set to Add/Update Item in NetSuite.

Pulling the Product into NetSuite Connector

1. Navigate to Data Flows > Products to access the Products dashboard.
2. Click Retrieve.
3. Input the Product SKU or Internal ID.
4. Click Retrieve. The product will be added to your list.

How to Send Products to Marketplace or Cart

1. In the Data Flows > Products section, find the product with a status of In FarApp (Automatic Sync Disabled) or similar.
2. Optionally preview the data before syncing by following the relevant steps.
3. Click the pencil icon on the product line.
4. Select Update Inventory and Price on X (replace X with your connector name).
   • The product's status will change to Posting in Progress. Post-submission, it will either show Product Synced to X or indicate any errors.

Testing Full Product Sync

Ensure a category mapping exists and at least one additional field is set up to execute full product sync testing. Follow the mappings if necessary:

• Product Category
• Price and quantity mapping

You should pull the product into NetSuite Connector first then send it out to the marketplace or cart as previously described.

How to Test Matrix Items

Testing matrix items follows a similar process but requires extra steps:

1. Correctly set the Flag field on both parent and child items. For joint posting, both need Add/Update Item while the parent can be posted alone with child items automatically included.
2. Manually retrieve the parent item into NetSuite Connector.
3. Post only the parent item to achieve parent-child posting.

Key Considerations

• Ensure correct flag settings for all items to enable successful posting.
• Regularly check for any errors during the sync process.
• Familiarize yourself with the mappings required for both price and quantity updates.

Key Takeaways

• Manual testing procedures for order and fulfillment syncs are crucial for ensuring accuracy.
• Proper setup of mapping fields is vital for successful price and quantity sync.
• Follow specific steps for matrix items to manage parent-child relationships appropriately.
• Familiarity with the NetSuite Connector interface significantly eases the testing process.

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