Streamline Your Operations: NetSuite and Shopify Integration

Table of Contents

1. Introduction
2. Overview of NetSuite Integration
3. Customizing NetSuite for Unique Business Needs
   • Custom Forms and Custom Data
4. Shopify Integration
   • Dashboard and Order Management
   • Payment Processing
   • Shipping Solutions
5. Synchronization of Inventory
   • NetSuite as the Master Location for Inventory
   • Updating Online Store Inventory
6. Automating Order Processing
   • Downloading and Posting Orders
   • Retrieving Tracking Information
   • Processing Payments
7. Product Synchronization
   • Viewing and Updating Product Information
   • Setting Synchronization Frequency
8. User Access and Remote Login
9. Onboarding and Training
10. Conclusion

Introduction

In today's business landscape, integrating and streamlining various systems and platforms is crucial for success. One such integration that many businesses require is between NetSuite, a comprehensive business management software, and Shopify, a popular e-commerce platform. This integration allows for seamless management of orders, inventory, shipping, and more.

This article will provide an in-depth look at how the NetSuite and Shopify integration works, covering various aspects such as order processing, inventory synchronization, product management, and user access. Additionally, we will explore customizations available within NetSuite to tailor the integration to meet the unique needs of your business.

Overview of NetSuite Integration

NetSuite integration with Shopify offers a comprehensive solution for businesses looking to streamline their operations and improve efficiency. By connecting these two platforms, businesses can manage their entire order-to-fulfillment cycle effectively.

The integration allows for the seamless transfer of order data from Shopify to NetSuite, eliminating the need for manual data entry. This ensures accurate and up-to-date information across both platforms, eliminating errors and reducing the risk of overselling.

Customizing NetSuite for Unique Business Needs

NetSuite provides extensive customization options to accommodate the unique requirements of different businesses. This includes the ability to create custom forms and store custom data within the system.

Custom forms allow businesses to capture specific information related to their products or services. This flexibility ensures that businesses can adapt NetSuite to their specific industry or niche.

Shopify Integration

Dashboard and Order Management

The integration provides a centralized dashboard that displays key information about Shopify orders. From this dashboard, businesses can easily manage the status of their orders, track payments, and view important customer details.

When a new order is received on Shopify, it is automatically downloaded into NetSuite. The order status can be updated within NetSuite, allowing businesses to keep track of each order's progress.

Payment Processing

For businesses using Shopify's payment processor, the integration ensures that orders marked as "open" in Shopify are already paid for. This eliminates the need for businesses to manually process payments within NetSuite.

If businesses choose to process payments within NetSuite, they can integrate their preferred payment processor directly into the system. This streamlines the payment process and ensures accurate and timely processing.

Shipping Solutions

The integration offers flexibility in terms of shipping solutions. Businesses can choose to use Shopify's integrated UPS integration or another shipping solution of their choice.

By capturing shipping information from NetSuite, the integration allows for seamless communication with the shipping provider, including the retrieval of tracking numbers. Businesses can update the order status to "shipped" within NetSuite and trigger an email to the customer with the tracking information.

Synchronization of Inventory

NetSuite serves as the master location for inventory, allowing businesses to manage their product catalog and inventory levels centrally. With the integration, changes to inventory quantities within NetSuite are automatically reflected in the Shopify store.

This synchronization of inventory ensures that customers always see accurate product availability on the online store. Businesses can set the frequency of inventory updates based on their specific needs, ensuring efficient and accurate inventory management.

Automating Order Processing

The integration automates various aspects of order processing, making it faster and more efficient. With unified enterprise, businesses can download orders from Shopify into NetSuite and automatically update the order status, apply tracking information, and trigger email notifications to customers.

By automating these processes, businesses can save time and reduce the risk of errors. The streamlined order processing ensures a smooth and seamless experience for both the business and its customers.

Product Synchronization

The integration allows businesses to view and update product information within NetSuite. This includes quantity, price, and other important details related to each product.

Changes made to product information in NetSuite are automatically synchronized with the Shopify store. This ensures consistency across both platforms, preventing discrepancies and providing an accurate representation of products to customers.

Businesses can set the frequency of product synchronization based on their specific requirements. This flexibility allows for tailored management of product information based on the business's needs and processes.

User Access and Remote Login

Unify Enterprise offers flexibility in terms of user access and remote login. Multiple users within the organization can log in to the system, allowing for collaboration and efficient management.

Businesses can choose to install Unify Enterprise on a designated computer, which can be accessed remotely through secure login credentials. This ensures that authorized users can access the system from anywhere, providing flexibility and convenience.

Onboarding and Training

Once businesses have made the decision to integrate NetSuite and Shopify, an onboarding session will be scheduled. During this session, businesses will receive assistance in installing and setting up Unify Enterprise. The onboarding team will also provide training to ensure businesses are fully equipped to utilize the integration effectively.

Ongoing support and training sessions are available to address any further questions or provide guidance on utilizing specific features or functionalities. The team is dedicated to ensuring businesses have a seamless experience with the integration and are able to maximize the benefits it offers.

Conclusion

The integration between NetSuite and Shopify is a powerful solution that allows businesses to streamline their operations, improve efficiency, and provide a seamless experience for their customers. The automation of order processing, synchronization of inventory, and customization options within NetSuite make this integration a valuable tool for businesses in various industries.

By implementing this integration, businesses can efficiently manage their orders, inventory, and product information while reducing manual processes and the risk of errors. The flexibility and user-friendly interface of Unify Enterprise ensure that businesses can easily adapt and customize the integration to meet their unique requirements.

With ongoing support and training available, businesses can confidently integrate NetSuite and Shopify, knowing they have the expertise and resources needed to succeed.