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NetSuite - Magento Connector - Video - Transactions

Hello everyone. Today we are going to talk about the integration of all the transactions. So to begin with, let’s go to the NetSuite configuration panel, and in this panel, we go to the tab called order configuration. So for all the transaction synchronizations, we need to deal with four types of transactions. The first type is order, afterwards its going to be shipment and then invoice, and last one of course could be refund. And let’s being with placing an order. To place an order, Magento will require at least like three types of calculations. First, we need to calculate “what’s the shipping rate?” So in our case, our example I am using a flat rate. Next, Magento will specify payment method and in our example, I am going to use check order method. And beyond that part, Magento will have to specify how you calculate tax.

So NetSuite is using CCH to calculate tax. So in our demo, I am using a separate model, the sales tax module to calculate tax. The specific method you want to use really depends how you want to set your tax rates but I do recommend to use a third party module to calculate the exact tax rate. So with that in mind, we can actually go to the front end to try to place an order. So I already added the product in the cart. Next, I’m just going to proceed to checkout. And I’m going to place this order. Alright, since I set up flat rate, I’m going to use flat rate. And I use check/money order.

Alright, this is the screen you can see the tax has already been calculated and the shipping rate has already been calculated. So let’s look, before I place the order, let’s compare the panel for Magento and NetSuite. This is the Magento order panel, let me refresh, there are no orders so far and let’s go to NetSuite, you can see I actually have some past orders. Okay let’s start placing the order. Alright, the order has been placed and the order ID the increment numbers are E212. So let’s refresh Magento panel, you can see the new order has been created and the status is “Pending Fulfillment.” The status “Pending Fulfillment” means that the order has been successfully sent to NetSuite. If there is an error, the status will say “Pending Review.” I’ll come back to how to handle that later.

So let’s go to NetSuite. In NetSuite I’m going to refresh this panel as well. You can see there’s a new order like E212 being created. So let’s start processing this order. So for this order, the first step in NetSuite is to fulfill this order. I’m going to fulfill it and I’m going to click “save.” After I fulfill an order in NetSuite I can start to invoice the customer, so I’m going to do a “Cash Sale”, which is a direct invoice to the customer. Click save. Alright, so this order has been fulfilled and invoiced in NetSuite. So let’s continue to Magento to continue with the automatic processing flow. So when we come back to magento, by default the back synchronization maintenance will handle this synchronization automatically. However, for demonstration purposes, I’ll show you how to manually trigger such a process. So under NetSuiteMenu, we can go to “Item Fulfillment”, which is shipment synchronization panel, so we can come to here…