Requirement
The requirement is to integrate the 3PL Ship Bob with NetSuite using Celigo.
Our Solution
Prerequisites
- NetSuite account (Sandbox and Production) with administrator permissions.
- Access to Celigo integrator.io
- Access to Ship Bob (Sandbox and Production)
Description of the task
A.Setup Connection
- NetSuite Connection: The pre-built NetSuite connector in Celigo can be used to create NetSuite connection.
- Ship Bob connection: We believe the pre-built Ship Bob connector in Celigo can be used. If the pre-built connection has any limitations, an HTTP OAuth 2.0 connection can be created.
B. NetSuite Item to Ship Bob Product
Items in NetSuite can be synced to Ship Bob as Product via the ProductsWrite API. Updates in NetSuite Items are also synced to Ship bob.
After the Products are created in Ship Bob, the ProductId can be synced back to the NetSuite Item and stored in a custom field. SKU can be used as the identifier to find existing Products in Ship bob.
One item or one subitem of a matrix item will be synced to Ship bob as a product. The mapping relationship is one-to-one. Matrix (parent level) will not be synced to the Ship bob.
The Item sync flow can be run on Schedules.
C. NetSuite Sales Order to Ship Bob Order
The Sales order can be exported from NetSuite and imported to Ship bob as Orders using the orders_write API.
The NetSuite Sales Orders that have to be synced to Ship Bob can be identified by a custom field “Sync to Ship Bob” of type Checkbox. The checkbox shall be unchecked after the Order is created in Ship Bob.
The Ship bob order ID can be captured upon order creation and stored on a custom field in Sales order record in NetSuite.
Updates made in NetSuite Sales Order after synced once will not be updated to Ship bob.
The Order sync flow can be run on Schedules.
D. Ship bob Shipments to NetSuite Item Fulfilment
When the Shipment is delivered to customer by the carrier, the shipment_delivered webhook can be used to get shipment data from Ship Bob. This shipment data can be used to create Item Fulfilment in NetSuite for the corresponding Sales Order. If the Ship Bob order is split into multiple shipments, webhook will fire for each shipment and multiple Item Fulfilments can be created in NetSuite.
The Order sync flow can be run on Schedules.
E. NetSuite Return Authorization to Ship bob Return Order
NetSuite Return Authorization can be exported and imported to Ship bob as Return Orders using the returns_write API.
The NetSuite Return Authorization that has to be synced to Ship Bob can be identified by a custom field “Sync to Ship Bob” of type Checkbox. The checkbox shall be unchecked after the Return Order is created in Ship Bob.
The Shipbob return order ID should be captured upon order creation and stored on the return authorization record in NetSuite.
Updates made in NetSuite Return Authorization after synced once will not be updated to Ship bob.
The Return Order sync flow can be run on Schedules.
NOTE: Return Authorizations will not be created automatically from Shopify to NetSuite. All Return Authorizations need to be created in NetSuite via User interface or CSV import.
F. Create Item receipts for Return Authorizations
The NetSuite Return Authorizations which are in “Pending Receipt” status can be exported. Status of each Return Order is checked in Ship bob, if Ship bob Return Order status is “Arrived”, an Item Receipt is created for the corresponding NetSuite Return Authorization.
Ship Bob Return Order ID can be used as the identifier for finding the return orders. Partial Receiving of Return orders in Ship bob are NOT considered.
The Item Receipt flow can be run on schedules.
G. NetSuite Purchase Order to Ship bob Warehouse Receiving Orders (WROs)
NetSuite Purchase Order can be exported and imported to Ship bob as Warehouse Receiving Order using the receiving_write API.
The NetSuite Purchase Order that has to be synced to Ship Bob can be identified by a custom field “Sync to Ship Bob” of type Checkbox. The checkbox shall be unchecked after the Warehouse Receiving Order is created in Ship Bob.
The Shipbob warehouse receiving order ID should be captured upon order creation and stored on the purchase order record in NetSuite.
Updates made in NetSuite Purchase Order after synced once will not be updated to Ship bob.
The Purchase Order flow can be run on schedules.
H. Create Item receipts for Purchase Orders
The NetSuite Purchase Orders which are in “Pending Receipt” status can be exported. Status of each Warehouse Receiving Order is checked in Ship bob, if Ship bob Warehouse Receiving Order status is “Arrived”, an Item Receipt is created for the corresponding NetSuite Purchase Order.
Ship Bob Warehouse Receiving Order ID can be used as the identifier for finding the return orders. Partial Receiving of Warehouse Receiving Orders in Ship bob are NOT considered.
The Item Receipt flow can be run on schedules.
I. Sync Product Inventory from Ship bob to NetSuite
Ship Bob Product inventory can be exported using the inventory_read API.The values to be exported are as follows:
- total_fulfillable_quantity
- total_onhand_quantity
- total_committed_quantity
- total_sellable_quantity
- total_awaiting_quantity
- total_exception_quantity
- total_internal_transfer_quantity
- total_backordered_quantity
These quantities can be stored in corresponding custom item fields in NetSuite Item record.
Ship bob Product ID can be used as the identifier.
The Inventory sync flow can be run on schedules.
Assumptions
- We are assuming that there is a single fulfilment centre in the Ship Bob.
- NetSuite Sales Orders, Return Authorizations, Purchase Orders and Items to be synced belong to the single fulfilment center in Ship Bob.
- While creating Orders, Return Orders, Products, and Warehouse Receiving Orders in Ship Bob only a single fulfilment centre is considered.
- All Sales orders are in stock and committed upon order creation in NetSuite.
- The NetSuite Shipping Methods also exists in Ship Bob with exact matching.
NOTE: The Integration can be first implemented in NetSuite Sandbox and Ship bob Sandbox. It can be moved to Production after testing and verifying.
The Ship bob API documentation will be referred for the integration.