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# NetSuite

### NetSuite Integration — Shopify Edited Order Sync (Account Editor)

###### This guide helps merchants using **NetSuite** (ERP) understand how to configure the integration so that Account Editor order edits are always reflected correctly. NetSuite **does not read live edits** — orders must be fully finalized before NetSuite downloads them.

|| **Important: NetSuite uses the Account Editor Delayed Master Flow** to delay order downloads. Payment is held in `Authorized` state while customers edit, then the Flow captures payment automatically after the grace period — triggering NetSuite to download the finalized order.

---

### How the Integration Works

###### NetSuite downloads orders from Shopify only when payment status is **"Paid"**. The Account Editor Delayed Master Flow creates a grace period between order creation and payment capture — giving you time to edit the order in Account Editor before NetSuite ever sees it.

### **Step 1 — Order Created**
###### Customer places an order → Payment is **Authorized** (not yet captured).

### **Step 2 — Grace Period Active**
###### The editing window opens. Customer or merchant can edit the order in Account Editor — add items, remove items, change quantities, update address.

### **Step 3 — NetSuite Skips the Order**
###### Because payment status is still `Authorized`, **NetSuite does not download the order**. The order is invisible to NetSuite during the entire editing window.

### **Step 4 — Grace Period Ends**
###### Shopify Flow automatically captures payment → Status updates to **Paid**.

### **Step 5 — NetSuite Downloads**
###### NetSuite sees the order for the first time with **all edits already included** — correct items, quantities, and totals.

---

### Step-by-Step Setup

## **📋 Step 1 — Change Payment Capture Setting in Shopify**

###### Set Shopify to hold payment in **Authorized** state so NetSuite cannot import the order until editing is complete and payment is captured.

1. Log in to **Shopify Admin**
2. Go to **Settings → Payments**
3. Scroll down to **Payment capture method**
4. Select **"Automatically after fulfillment"**
5. Click **Save**

|| **⚠️ 7-day limit: Shopify Payments authorizations expire after 7 days. Always ensure your grace period is well within this window.**

---

## **⚡ Step 2 — Import the Account Editor Delayed Master Flow**

###### The Account Editor Delayed Master Flow is a pre-built Shopify Flow automation that holds payment capture for a configurable grace period, then captures automatically — triggering NetSuite to download the finalized order.

1. Download the **Account Editor Delayed Master Flow** file (provided with this guide)
2. In Shopify Admin, go to **Apps → Shopify Flow**
3. Click **Import** and select the downloaded `.flow` file
4. Configure the **grace period timing** to match your editing deadline (e.g., **30 minutes**)
5. Click **Activate** to enable the Flow
6. Click **Save**

| [⬇️ Download Account Editor Delayed Master Flow](https://drive.google.com/file/d/1dQ9pnbumzyJNy_NKW6JCSaF1aHCUOmUu/view?usp=sharing)
|| **📝 How the Flow works: When a new order is created, the Flow waits for the configured grace period. After the wait, it automatically captures payment — changing the status from `Authorized` to `Paid`. NetSuite then downloads the order with all edits included.**

---

## **⚙️ Step 3 — Configure NetSuite Shipping Line Mapping**

###### NetSuite has a known limitation with shipping method upgrades. When customers upgrade their shipping method during the editing window, NetSuite does not automatically filter out the removed shipping line — causing both old and new shipping methods to appear in NetSuite.

### **The Fix**

###### NetSuite must be configured to use the `is_removed` attribute to map only the active shipping line.

|| **📝 Technical detail: Use the shipping title and the `is_removed` attribute to only map the "active" shipping line where `is_removed: false`. Reference: Shopify Order Editing API — Shipping Lines Documentation.**

### **Who Can Implement This Fix?**

**Option 1 — Your Development Team**
###### If you have in-house developers or work with a development agency, they can implement this fix using the Shopify Order Editing API documentation.

**Option 2 — NetSuite Customer Support**
###### Contact NetSuite customer support to request this configuration. Note that NetSuite typically charges a fee for this customization.

||| **🛑 If this fix is not implemented, customers who upgrade their shipping method during the editing window will cause duplicate shipping lines to appear in NetSuite. Resolve this before going live if you plan to support shipping upgrades.**

---

## **✏️ Step 4 — Your Account Editor Workflow**

###### Once setup is complete, this is the automated flow for every order:

1. New order arrives → Payment = **Authorized** *(NetSuite does not see it ✅)*
2. Grace period active → Customer can edit in **Account Editor** — add/remove items, change quantities, update address, upgrade shipping
3. Grace period expires → Shopify Flow **automatically captures payment**
4. Payment becomes **Paid** → NetSuite downloads the finalized order ✅
5. Order is processed with **all edits included** — no manual intervention needed

###### **What happens after this setup:**

* ✅ Correct order total — removed items not counted
* ✅ Added items appear correctly in NetSuite
* ✅ Quantity changes reflected accurately
* ✅ Address changes included in the download
* ✅ Shipping method updates reflected correctly (requires `is_removed` fix)
* ✅ No manual payment capture needed — fully automated

|| **✅ Setup complete! NetSuite will always receive the final, correctly edited order. The entire flow is automated — no manual capture required.**

---

### Settings Summary

| **Where** | **Setting** | **Value** |
| ---- |
| Shopify → Settings → Payments | Payment capture method | `Automatically after fulfillment` |
| Shopify → Apps → Shopify Flow | Account Editor Delayed Master Flow | **Active** — grace period configured |
| NetSuite | Import orders | Financial status **"Paid"** only |
| NetSuite | Shipping line mapping | Configured to filter `is_removed: false` |
| Account Editor → Settings | Editing Deadline | Configured (e.g., 30 min) |

---

### Testing Checklist

###### Before going live, run through both test scenarios to confirm everything works correctly.

## **🧪 Basic Integration Test**

* ✅ Place a test order — verify it does **not** appear in NetSuite immediately
* ✅ Make edits during the editing window — add/remove items, change address
* ✅ Wait for the grace period to expire
* ✅ Confirm payment is captured automatically by the Flow
* ✅ Confirm order appears in NetSuite with **all edits included**

## **🧪 Shipping Method Upgrade Test** *(only if `is_removed` fix is implemented)*

1. Place a test order with **Standard** shipping
2. During the editing window, **upgrade to Express** shipping
3. Wait for the grace period to expire
4. Verify NetSuite shows **only Express shipping** — not both Standard and Express

---

### Troubleshooting

| **Issue** | **Likely Cause** | **Fix** |
| ---- |
| Orders appearing in NetSuite too early | Payment capture not configured correctly, or Flow not activated | Verify payment capture setting and confirm the Account Editor Delayed Master Flow is **Active** |
| Orders not appearing after grace period | Flow is not capturing payment correctly, or order status is not updating to Paid | Open Shopify Flow → check the run history for errors → re-import if needed |
| Duplicate shipping methods in NetSuite | `is_removed` attribute filtering not configured | Implement the `is_removed: false` shipping line fix — contact your dev team or NetSuite support (see Step 3) |
| Edits not reflecting in NetSuite | Edits were made after the grace period ended | Ensure all edits are completed **before** the grace period expires — NetSuite does not read live edits |
| Inventory not syncing | NetSuite–Shopify integration settings misconfigured | Check NetSuite–Shopify integration settings for inventory sync configuration |
| Authorization expired (no payment captured) | Grace period exceeds 7-day limit | Reduce grace period to well under 7 days (recommended: 30 min – 2 hours) |

---

### Best Practices

* Keep the grace period short — **30 minutes to 2 hours** is ideal for most stores
* Implement the `is_removed` shipping line fix **before going live** if you plan to support shipping method upgrades
* Sync the editing deadline in Account Editor with the Flow timing so customers see an accurate countdown
* Monitor Shopify Flow run history after launch to confirm payment captures are firing correctly
* Run both the basic integration test and the shipping upgrade test before going live with real orders
* Contact NetSuite support early if you need the `is_removed` customization — there may be a lead time and fee involved

---

### Need Help?

###### If orders still don't sync correctly after following this guide, contact Account Editor Support and share:

* Your store URL
* Screenshot of Shopify → Settings → Payment capture method
* Screenshot of Shopify Flow → Account Editor Delayed Master Flow status and run history
* Confirmation of whether the `is_removed` shipping line fix has been implemented in NetSuite
* The affected order number