NetSuite is an integrated cloud business software suite that includes business accounting, ERP, CRM, and e-commerce functionality. Velocity integrates seamlessly with NetSuite, allowing users to create, link, and sync resources like orders, customers, and products between the two platforms.
Linking Velocity to NetSuite
An integration between Velocity and NetSuite can be established upon request.
After the integration, resources such as customers, products, and orders can be linked between Velocity and NetSuite (to each respective resource in NetSuite: customers, items, inventory locations, and sales orders).
Velocity customers link to NetSuite customers
Velocity products link to NetSuite items
Velocity products can optionally link to NetSuite locations (inventory location)
Velocity orders become linked with NetSuite sales orders once they are reported
Linking Customers
Navigate to either the edit-customer modal or the detail view
Look for the NetSuite Customer selector
Search for the corresponding customer in NetSuite
Linking Products
Click on a product in the products list
Look for the NetSuite Item selector
Search for the corresponding item in NetSuite
Additionally, look for the NetSuite Item Location
Search for the corresponding inventory location in NetSuite if applicable
Additionally, update the BigCommerce Tax Code to match NetSuite
Reporting to NetSuite
With this integration, orders are automatically reported to NetSuite (as sales orders) when they are approved in Velocity. In Velocity there are three requirements prior to approval and reporting:
The customer associated with the order must be linked to a valid NetSuite customer
Each line item in the order must be linked to a valid NetSuite item
Each line item in the order must have a tax code (in BigCommerce) that matches its tax code in NetSuite
Matching tax codes are not required for NetSuite's "group" items
Velocity orders are reported to NetSuite with the following basic information:
Customer
Status
Department
Line Items
Line number
Item ID
Amount cents
Quantity
Inventory location
Billing address
Memo
Shipping Address
Discounts (if applicable)
Shipping cost
Shipping method
Once the reporting process succeeds, a link to the corresponding sales order in NetSuite will appear in the order details page sidebar. If the reporting process fails, an error message will be displayed on the order details page.