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NetSuite - Magento Connector - Video - Sales Tax Discount 1

Hello everyone. In today’s video, I’m going to demonstrate how to synchronize discounts and coupons between Magento and Netsuite. The coupon rules in Magento, you can set them up as shopping cart price rules, and in that suite you need to create discount items.

So let me begin with Magento first. In Magento you can create multiple types of coupon rules, and in our demo I’m creating two very typical cases: the first coupon that I have over here is an automatic 10% off of the shopping cart. The second rule I created requires a specific coupon code, which is 10% off, and if the customer applies this code in the shopping cart, there’s going to be a fixed $10 off in their shopping cart.

Next, let’s go to Netsuite. So in Netsuite I created a discount item called Magento Discount; let’s take a detailed look. In this item, the specific rate that you provide over here does not really matter, because when the others are being created, this rate will be overwritten by whatever the calculated value; however, one very important setting is actually hidden under this Accounting tab. So, this is actually a very tricky set-up. By default, in Magento and Netsuite, the tax is being calculated before discount. However, in many cases, you may want to apply the discount toward the shopping cart first, and then calculate tax—if that’s the case, your tax liability will be lower.

In our demo, we will demonstrate both cases… And, so let’s begin with the default case, which is tax being calculated first. Let me save the rule, and then… I have this Rule ID. I’m going to copy it. And next, let me go to the Netsuite Configuration panel. I’m going to save this map to Rule into my Magento config.

Alright, the rule is being saved. In my Magento, my tax rule is also set-up as a default, so you’re going to see a small notification on the top which is basically telling you right now that the tax is calculated before the discount.

 

However, if you want to set up the tax order in a different way, you can click here: this will bring you to the tax calculation panel. In this panel, you can see that you can switch the order. Right now, it’s a default order, so it’s before. Later, in the second case, we’re going to demonstrate after.

Alright, with everything set-up, let’s proceed to the shopping cart: so, this is my shopping cart. In my shopping cart, I already have one item, and you can see the automatic 10% off rule is already applied. And, in addition to that, I’m going to apply a coupon code, which is $10 off, and the shopping cart total will be updated—okay, now it’s reflected in the value. So it’s 20 – 12, we have $8 in the shopping cart. Let me proceed to checkout.

So I’m going to use the default shipping and billing address. I’m going to use the flat rate shipping method, and also (continue…) in the next step I’m going to use the check and money order just for simplicity.

So we can take a look at the sub-total: right now, since tax is calculated before the discount, so the tax value is calculated over the sub-total, and then we apply the discount, and the grand total is $14.78. I’m going to place the order.

Alright, the order is being placed, and let me check, the ID is E…217.

So, in the NetSuite panel, let me update my orders… Good, this is a specific order, and we can take a look. You can see the same amount is being posted correctly, so it’s $20 subtotal, $12 discount. The tax is over the subtotal before the discount, so it’s over $20, and there’s $5 shipping, and our grand total is $14.78. So in order to validate, I can go back to Magento… So, in [the] Magento order panel, I can look at a specific order, and then I’m going to validate Netsuite Variance. I click ‘Check Order Variance.’ Good, the result is the value info systems match each other.