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Accounting & NetSuite

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How to connect Accounting Operations

Netsuite as an accounting integration in Flxpoint allows users to seamlessly manage their financial operations by supporting the synchronization of accounting data. Specifically, it enables the functionality to Send Accounting Orders and Send Accounting Shipments, ensuring accurate and up-to-date order and shipment information is reflected in your Netsuite system. This streamlines financial processes and enhances overall accounting efficiency. 
 

How to connect

  • Click the Account Settings gear icon on the left menu.
  • Select Accounting from the left menu.
  • Click the + button to set up a new accounting integration.
  • Choose Netsuite Sales Order from the list of integrations.
  • Fill in the required fields:
    • Connection Name
    • Client ID
    • Client Secret
    • Netsuite Store ID
    • Token ID
    • Token Secret
  • Click Test Connection to verify the connection.
  • Click Save Connection to complete the setup.
  • Once you've selected or created your connection, click Save and Proceed.
  • Enable or disable Linking to Existing Sales Receipts. Click Save and Proceed.
  • Enable the toggle switch for the desired Accounting Operations.
  • For each enabled Accounting Operation, click the drop-down menu to select your desired source(s) or channel(s).
  • You may have multiple sources / channels on a single connection.
  • Click Save and Complete to finish.
Netsuite Connection



Accounting Operations

Send Accounting Orders

Supported
Operations Details

Yes, we support sending accounting orders to NetSuite!

Flxpoint seamlessly integrates with NetSuite to help you manage your accounting orders efficiently. When an order is placed, Flxpoint can automatically sync it to NetSuite as a sales order. Whether the order is fulfilled from your internal warehouse or dropshipped from a supplier, Flxpoint ensures that your NetSuite system reflects the correct information.

How It Works

Depending on how the order is fulfilled, Flxpoint handles the synchronization differently:

  • Internal Fulfillment: If you fulfill the order from your own warehouse, Flxpoint creates a sales order in NetSuite.
  • Dropship Fulfillment: If the order is dropshipped from a supplier, Flxpoint creates both a sales order and a purchase order in NetSuite to accurately represent the transaction.

Example 1: Internal Fulfillment

  • A customer orders 3 units of SKU123.
  • You fulfill this order from your internal warehouse.
  • Flxpoint creates a sales order in NetSuite for SKU123 with a quantity of 3.

Example 2: Dropship Fulfillment

  • A customer orders 2 units of SKU456.
  • The order is dropshipped from a supplier.
  • Flxpoint creates a sales order in NetSuite for SKU456 with a quantity of 2.
  • Flxpoint also creates a purchase order in NetSuite to the supplier for SKU456 with a quantity of 2.

Customer Management

When sending orders to NetSuite, Flxpoint ensures that customer information is accurately reflected:

  • If the customer already exists in NetSuite, Flxpoint associates the order with the existing customer record.
  • If the customer does not exist, Flxpoint creates a new customer in NetSuite using the information provided during checkout.
 
 

Send Accounting Shipments

Supported
Operations Details

Yes, we support accounting shipments sync!

Once your accounting order is ready, we can seamlessly sync the shipment details to ensure everything stays up to date.

 
 

 

 

 

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