NetSuite Integration

Overview

We offer the following types of integrations with NetSuite:

  • Order Syncing - the automated pushing of shipments from NetSuite into MachShip.
  • Live Pricing - the display of live carrier prices in a pop-up window on the sales order screen, allowing users to select shipping options based on the items on the order.

You are not required to setup both integrations - it is not uncommon for customers to only opt for one of these integration types in their setup.

Order Syncing Integration

Order Syncing Workflow

  1. A fulfilment is created on a Sales Order with a specific status and shipping method set
  2. We get a webhook notification instantly
  3. We create a pending consignment in MachShip with:
    • Warehouse details as from address
    • Customer details as to address
    • IF (Item Fulfilment) and SO (Sales Order) numbers as references
    • Package details if using RF Smart/Pack Ship WMS or pre-packaged goods
  4. Your team pick and pack the order, then either:
    • Open MachShip and input the IF or SO number to find the pending consignment, or
    • Click the MachShip button on the item fulfilment screen to open the pending consignment directly
  5. Warehouse team input package dimensions and weights (unless auto-filled from NetSuite)
  6. Warehouse team select a carrier service, or simply use cheapest
  7. Once consignment manifested, we update NetSuite with:
    • Tracking Link
    • Carrier details
    • Carrier consignment number
    • Freight cost
    • Any additional custom fields required
  8. Item fulfilment is marked as SHIPPED

Order Syncing FAQs

Q: Can you create consignments from Sales Orders instead of Item Fulfilments?

A: Yes, while most clients use item fulfilments (as they allow multiple shipments per sales order), we can also create consignments based on Sales Orders if preferred.

Q: Can you integrate with our WMS system?

A: Yes, if you're using RF Smart or Pack Ship WMS modules for NetSuite, we can pull packages directly from NetSuite and have labels print immediately after warehouse staff add the packages, without needing to access MachShip directly.

Q: Can package details be pre-filled?

A: Yes, if your warehouse goods are pre-packaged, we can pull the weights/dimensions from NetSuite and prefill these details automatically.

Live Pricing Integration

Live Pricing Workflow

  1. User opens a Sales Order in NetSuite
  2. User clicks the "Quote in MachShip" button
  3. In the pop-up window:
    • Add or modify package details
    • Input dimensions and weights if needed
  4. Click "Get Shipping Quote"
  5. Review available carrier prices
  6. Select preferred shipping option
  7. Click "Add to Order" to add the selected shipping price as a line item to the sales order

Live Pricing FAQs

Q: Can I modify package details in the quote window?

A: Yes, the pop-up window allows you to add, remove, or modify packages and their dimensions before getting quotes.

Q: What shipping options are shown in the quote window?

A: We can show all individual carrier service options, and allow you to include surcharges like:

  • Residential Delivery
  • Tailgate Delivery

Important Info

  • The integration is deployed in a way that does not interfere with your existing integrations, so most clients opt for direct deployment to production rather than sandbox
  • We require temporary admin access to create the fields, tabs and roles required for integration (access can be removed post-deployment)

NetSuite FAQs

Q: Can you map our SKUs directly to shipping boxes?

A: Yes, we can map SKUs directly to MachShip as boxes if you ship products in pre-defined boxes.

Q: Can the integration be customized for our specific needs?

A: Yes, we have extensive customization capabilities. Contact our integrations team with your requirements and we'll advise what's possible.

Integration Setup Process

All integrations are completed by our in-house integrations team that specializes in setting up integrations with NetSuite.

The process for getting your integration setup is:

  1. Scoping - Reach out to our integrations team at clientintegrations@machship.com - note, if you're using MachShip via a broker, please include the account manager in CC.

Our specialist integrations team will work with you to confirm the scope of your integration and ensure it will perform how you expect.

  1. Approval - From there, you will be provided with a quote for any associated integration implementation costs for approval.

  2. Implementation - Once approved, implementation will begin - we will ask you to provide temporary access as needed to enable us to configure and test your integration

  3. Handover & Testing - Once completed, we will let you know and you can conduct your own testing to confirm everything is working as expected.

Setup FAQs

Q: How long does it take to setup my integration?

NetSuite integrations typically take 3-4 business days to complete due to the complexity of the platform and the amount of customization available.

Q: Am I able to setup the integration myself?

We do not currently offer self-setup for our integrations due to the amount of customisation and testing required when linking your integration to your MachShip account.

Q: My requirements differ from what you've laid out, can you customise the integration?

We do have the ability to customise our integrations for each client to a large degree.

Simply reach out to our integrations team at clientintegrations@machship.com with your requirements and we will let you know what we can do.

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