Proposal Summary
This proposal outlines the scope and estimated effort required to integrate a new item type from NetSuite into Magento. The integration will enable seamless synchronization of the Un synced item types, ensuring that all relevant product information is accurately represented in Magento.
The estimated effort for implementing the customization in the Sandbox and Production is 72 hours.
The scope and the provided estimate are based on the anticipation, expectation, and understanding through our discussions and email. If the scope change/additional feature development identified during actual development, they will be treated as change request.
Requirement from Corp Design
Corp Design needs to enable the synchronization of all the Un synced item types from NetSuite to Magento, ensuring these items are accessible to internal systems for order processing without displaying them in the Magento storefront.
Statement of Work (SOW)
Implementer have reviewed the requirement thoroughly and added the deliverables below.
Key Components:
Adding Custom Fields:
- Display on Website field: This checkbox field will be added to the Adobe Sync Setup subtab for various item types, including Inventory, Item Groups, Kit/Package, Non-Inventory, Other Charge, and Service items.
- If this field is checked, the item will be displayed on the storefront.
- If unchecked, the item will remain available only for backend processing.
A Custom Record for Discount/Markup Items:
- A custom record named Adobe Sync Setup Discount/Markup will be created to track Adobe sync details for discount and markup items.
- Since custom subtabs and fields cannot be added to discount and markup item types, this custom record will be used instead of the Adobe Sync Setup subtab found in other item types.
- This custom record will store Adobe Sync Setup details specific to each Discount and Markup item, including fields such as the Adobe Item ID, Sync to Magento, Adobe Sync Status, and other relevant information.
- Additionally, a virtual field will be added to the Discount and Markup items to link them to their corresponding Adobe Sync Setup Discount/Markup record.
- The Adobe Sync Setup Discount/Markup record will be automatically created, updated, or deleted in sync with the creation, updating, or deletion of the corresponding Discount and Markup items in NetSuite.
- For all other type of items, the existing Adobe Sync Setup subtab for inventory items will be applied and used for tracking Adobe Sync.
Updating the Display on Website and Sync to Magento fields:
- To ensure all existing items in NetSuite are synchronized with Magento, we will update the Sync to Magento field on all item records to be checked, facilitating their synchronization.
- For items that are already synced and have an Adobe Item ID value, we will also check the Display on Website field, ensuring these items are visible on the storefront. For all other items, this field will remain unchecked.
Adobe Sync Setup Discount/Markup Record Creation for all Existing Discount and Markup Items:
We will create Adobe Sync Setup Discount/Markup records for all existing Discount and Markup items in NetSuite. The following steps will be undertaken:
- Identification of Items: Identify all current Discount and Markup items within the NetSuite system.
- Record Creation: For each identified item, create an associated Adobe Sync Setup Discount/Markup record to store relevant sync details.
- Default Settings: Ensure that the Sync to Magento field is checked for all existing items to facilitate synchronization with Magento. Set the Display on Website field to unchecked, ensuring they are not displayed on the storefront.
Creating, Updating, and Deleting Items in Adobe Based on NetSuite Changes:
A new functionality will be implemented to facilitate real-time synchronization of currently Un synced item types (Non-Inventory, Other Charge, Service, Discount, and Markup) between NetSuite and Adobe. This will be achieved without interfering with the existing synchronization of Inventory, Item Group, and Kit/Package items. The new functionality will ensure that items in Adobe are created, updated, or deleted in response to corresponding actions in NetSuite. The functionality will include the following key features:
- Real-Time Synchronization: Automatically synchronize Non-Inventory, Other Charge, Service, Discount, and Markup items in real-time whenever changes occur in NetSuite.
- Item Creation: Create corresponding items in Adobe when new Non-Inventory, Other Charge, Service, Discount, or Markup items are added in NetSuite, ensuring that all relevant details are captured.
- Item Updating: Reflect updates made to existing items in NetSuite in Adobe immediately. This includes changes to descriptions, pricing, and statuses to maintain consistency across both platforms.
- Item Deletion: Remove items from Adobe when they are deleted from NetSuite.
- Selective Synchronization: Ensure that this new synchronization process operates independently, without affecting the existing workflows for Inventory, Item Group, and Kit/Package items.
Updating the transaction Records Sync to include new item types:
To ensure comprehensive synchronization, all existing functionalities of transaction records must be updated to include the new item types: Non-Inventory, Other Charge, Service, Discount, and Markup. The following transaction sync processes will be modified accordingly:
- Quote Sync
- Sales Order Sync
- Item Fulfilment Sync
- Invoice Sync
- RMA Sync
Assumptions
- Since the new item types do not need to be displayed on the storefront, their image fields will remain empty and will not be synced with Adobe.
- Additionally, for discount and markup items, there won’t be Dimensions, Product Attributes, or Related Items. Therefore, these sublists will not be included in the Adobe Sync Setup for Discount/Markup records.
Scope Limitations
- The new type of items to be synced selected as member items for item groups are not considered in this scope.
- Since discount and markup items can have prices in both amounts and percentages, and may also be positive or negative, the rate of these items—when in percentage or negative figures—will be sent to Adobe with a default price, as Adobe does not support negative pricing for items.
- Since there are no stock details for new item types, stock sync will be excluded for these items.
Estimated Effort
Completion of development in NetSuite Sandbox: 66 hours
Production movement after UAT Signoff: 6 hours
Total: 72 hours
Estimate assumptions:
- The estimate includes Project management, risk analysis, system analysis, development, unit testing, regression testing, documentation, and deployment.
- The rate is calculated based on our master service agreement.
- The implementer expects the client to sign off or report bugs within 7 days of UAT submission in Sandbox. If no feedback is received, the work will be considered approved, and an invoice for 66 hours will be issued.
Validity of this proposal
7 days from the date of submission.