Yallatoys
This proposal covers the Magento to NetSuite Integration using Celigo and the customization in NetSuite associated with it for Yallatoys. This proposal also covers the engagement scope of Jobin and Jismi IT Services LLP, as official implementation partner Of Oracle NetSuite.
Proposal Summary
Client would like to integrate Magento with NetSuite using Celigo and the associated customization in NetSuite for the same.
Requirement
The requirement is to integrate Magento with NetSuite using Celigo. Need to integrate flows inside Celigo and needs changes in NetSuite Records. Client Requirements.
- Implement the website view instead of store view in Celigo production
- Add additional fields to existing Order flow
- Add additional field to existing Product flow
- Add additional field to existing Kit Item flow
- Implement the Refund flow
- Configure the Fulfilment flow to adapt Partial fulfilment
- Configure the Billing flow to adapt Partial Billing
- Gift wrap Print template
- Item level discount field in sales order
Our Solution
Prerequisites
- NetSuite account (Sandbox and Production) with administrator permissions.
- Access to Celigo integrator.io (Sandbox and Production).
- Access to Magento 2 website.
Description of the task
The requirement can be achieved by configuring the Magento 2 – NetSuite Integration app in Celigo and customization in NetSuite. The configuration can be done in following stages:
- Implement the website view instead of store view in Celigo production
For each store there is 2 store view in Magento. The same will implement in Celigo. We will re-create the flows and attributes used in sandbox to production.
- Change Order flow mapping to add additional fields (Gift Wrap Name, Gift Wrap Message, Gift Wrap From, Gift Wrap To).
The flow will map the fields from Magento order to NetSuite Sales order. Mapping is done in line level in sales order. If there is no value in Magento order the field will be empty in sales order.
- Change Product flow mapping to add additional field (Gift wrap required).
The flow will map the field from NetSuite Item record to Magento. We will add this field in saved search result in NetSuite. According to this field value, we will decide whether gift wrapping available or not
- Change Kit Item flow mapping to add additional field (Gift wrap required).
This flow will map field from kit item in NetSuite to Magento. We use a search to fetch the item. In saved search result we will include this field also.
- Export the Credit Memo from NetSuite to Magento
We will use a search to identify the created refunds in NetSuite. The NetSuite search result contains Internal ID, Etail Order ID, Item ID, Etail Order Line ID and Amount. Using this search in Celigo we create Credit Memo in Magento.
- Configure the existing Fulfilment flow to sync Partially fulfilled Order information to Magento
Using saved search, we can find the Orders that are partially fulfilled in NetSuite. We can create shipping for these orders in Magento.
- Configure the existing Billing flow to sync Partial Invoice to Magento
Using saved search, we find the orders with partially fulfilled in NetSuite and their Invoices. We use this information to create bills in Magento.
- Gift wrap Print template
We use advanced pdf to make the template. The page size will be A5. The pdf will contain values from Gift Wrap From, Gift Wrap To, Gift Wrap Message. For each line items in a sales order, we can print the pdf.
We will create a custom button in Sales order. The button will be placed in line level in item sub list. The number of buttons will depend on the items in sales order. We use a Suitelet to render the pdf on button click.
- Item level discount field in sales order
We will create a custom field in item level in Sales order. The field will contain with amount after discount.
Estimate
Estimated Effort: 40hr
The time estimated include works to be done in Celigo and NetSuite (both Sandbox and Production)