All values in the drop down menus get populated with values based on your 'Netsuite'. If any values are blank, please add them in Netsuite and then download the "other data" only.
This screen sets up how online orders become transactions in Netsuite. There are three ways of creating transactions in Netsuite:
Option 1: Same transaction type for all orders
This is the most common setting for creating transactions in Netsuite.
All transactions are generated based on the custom transaction template in Netsuite. Each transaction type has its own options to configure.
eCC can create:
Invoices can be paid or unpaid and connected to an A/R account. All invoices should be created with terms, if the invoice is paid, there should be a corresponding deposit to account for the paid invoice amount.
- Cash Sale
A Cash Sale is represents a Sales Receipt which is most representative of online orders that are paid in full at the time the order is downloaded in Unify Desktop. Since it is a paid account, there should be a deposit to account for the paid cash sale amount.
- Sales Orders
Sales orders can be utilized if after Unify Desktop creates the transaction in Netsuite, the payment for the order process directly within Netsuite. Sales orders, just like invoices should have terms setup.
Best Practice: you should select the type of transaction you are currently using in Netsuite.
Option 2: Different transaction type based on payment method
If your online store uses multiple payment methods and you want to specify a different type of Transaction in Netsuite, this is a good option to use to keep your differentiation consistent.
Click setup to adjust the settings for each transaction type. You can have a multitude of payment methods and corresponding transaction types.
You must have an "Anything else" which acts as a catch all, in case there is a circumstance where an order fall out of the the specified payment type logic.
Option #3: Different transaction based on order status
If your online store uses multiple order statuses, and you want to separate the type of transaction created based on that, this is the correct option.
Every online store has its own specific orders status' used indicate various stages of an order.
Click setup to adjust the settings for each transaction type. You can have a multitude of order status and corresponding transaction types.
You must have an "Anything else" which acts as a catch all, in case there is a circumstance where an order fall out of the the specified order status logic.
Best practice: Understanding how you handle order and at what order status is very important for this area, the Orders screen and for your eCommerce operations.
This area sets up how the transaction is categorized and the information that appears within the transaction. The most common setup options are the transaction numbering and transaction date.
Important: The box should always be un-checked to enable Unify Desktop to post orders multiple times to Netsuite. If the box is checked, you run the risk of creating duplicate transactions in Netsuite.
Mapping Transaction custom fields
If you have custom fields on within your transaction template in Netsuite, Unify Desktop can add data to those specific fields.
What's next: Creating customers in Netsuite