Proposal Summary
Dealmed Medical Supplies would like to integrate Channel Advisor with NetSuite using the ChannelAdvisor connector.
Requirement
The requirement is to configure the ChannelAdvisor connector to enable the ChannelAdvisor integration with NetSuite for tracking the transactions.
Prerequisites
- ChannelAdvisor Profile ID (NOTE: If we are an existing ChannelAdvisor customer with active accounts, it is highly recommended to add a new posting account via Add a Country to prevent any unexpected changes to your existing accounts during setup and testing. Any sales processed through this new account will count towards our GMV tier.)
- If we plan on enabling Shipping Updates, then ensure that we have created the appropriate shipping carriers and classes in ChannelAdvisor.
Deliverables
The requirement can be achieved by configuring the ChannelAdvisor connector in NetSuite. Through this integration, we will synchronize ChannelAdvisor Customer, Order, and Product data with NetSuite records. Pushing a full catalog of product data from NetSuite to ChannelAdvisor, pushing quantity and price updates to ChannelAdvisor. Pulling new orders from ChannelAdvisor into NetSuite and Sending tracking numbers and shipping status back to ChannelAdvisor.
Item Sync
Product data will be exported to ChannelAdvisor once a day to capture any updates in product details. Changes in quantity and price within inventory will be reflected in ChannelAdvisor through the API every 15 minutes.
When you activate the “Sync To ChannelAdvisor” feature for an item, that specific item will be sent to ChannelAdvisor daily.
The “ChannelAdvisor Alternate SKUs” field serves a purpose exclusively during the order import process. If a SKU in ChannelAdvisor doesn’t precisely match the SKU in NetSuite, you can populate this field with the ChannelAdvisor SKU to ensure the item is correctly added to the order. It’s essential to note that this field is case-sensitive and can accept multiple values separated by commas.
Order Sync
Seller Fulfilled Orders
The connector will retrieve newly received orders from ChannelAdvisor that have been designated as “Payment Cleared” and are yet to be shipped. It will then proceed to generate sales orders within NetSuite.
After the order is established in NetSuite, it will be linked to a customer based on the email address provided in the order. If a customer with that email address is not already present in NetSuite, a new customer record will be generated.
Customer Sync
Each new customer will include a custom tab called ChannelAdvisor that will be populated with the following data:
- Imported from ChannelAdvisor – A checkbox indicating that this customer was imported from ChannelAdvisor
- ChannelAdvisor Sale Channel (2) – A Token indicating which channel the order originated from, i.e. Amazon or eBay.
- ChannelAdvisor Marketplace User ID – The customer’s user id on the marketplace or channel that the order originated from.
- ChannelAdvisor Profile ID – The Profile ID (or PID) of the ChannelAdvisor account that the order was imported from.
- ChannelAdvisor SFP Order Customer – A checkbox indicating if this customer was created during the import of a Seller Fulfilled Prime Order.
- ChannelAdvisor FBA Order Customer – A checkbox indicating if this customer was created during the import of an FBA Order
Error Handling Email Notification for Order Sync
In case an order cannot be imported from ChannelAdvisor successfully, an automated email notification will be triggered. This notification aims to alert a designated employee within NetSuite so that they can take the necessary actions.
Assumptions
- The ChannelAdvisor Posting account operates in the currency of the United States (USA).
- Orders will be processed by sellers through the seller’s own Distribution Centres.
- There won’t be any orders fulfilled by Amazon’s FBA service or externally fulfilled orders within ChannelAdvisor.
- The synchronization process will adhere to the settings and configurations available in the ChannelAdvisor connector.