When you sync a paid order as a sales order with a customer deposit, and if there is a refund request even before the order is fulfilled, a refund adjustment is required instead of item restock. In this scenario, the fulfillment and invoice records are not created in NetSuite and a customer refund is created against the open customer deposit. The NetSuite Refund to Shopify Refund Add flow syncs the customer refunds created against the open customer deposit to Shopify along with the cash refund and credit memo. The flow:
- Supports to sync both partial and full customer refunds.
- Creates a refund with information such as amount, transaction type, and transaction currency.
- It does not refund any line item. It creates a refund adjustment with the amount mentioned in the customer refund record.
To sync customer refund created against the customer deposit to Shopify, it is recommended to update the “Celigo Shopify Refund Export” saved search in NetSuite.
- Log in to NetSuite account.
- Select the saved search Celigo Shopify Refund Export and edit this Search.
- In the Results tab, add/update the following filters:
Filter Description Type is any of Customer Refund, Cash Refund, Credit Memo
Applying Transaction: Record Type is not credit memo - Click Save.