Our click and connect NetSuite Shipping plugin, specifically designed for SuiteCommerce and NetSuite users. This plugin allows seamless connection to your core NetSuite operations, enabling data sharing across your sales, orders and inventory data. It facilitates two primary workflows:

1. Accurate Freight Quotes at the Checkout: Allows your system to get real time freight quotes and displays shipping prices directly at the checkout.
2. Configurable Shipping Methods: Click & Collect, Express and Standard shipping quoting options are supported and can be easily configured.
3. Simpler Order Fulfilment: Automatically transmits orders to the FreightExchange system when marked as shipped in NetSuite.
4. All Your Orders, Carriers & Rates in One Place: Your warehouse teams can pick, pack and dispatch orders with all of our carriers from the one, integrated freight management system.
   

Table of Contents

• Installation Overview
• Overview of the Integration
• Setting up the shipping methods
• Deployment of the Scripts
  • A. Checkout Stage – Getting Quotes
  • B. Sales Order Validation
  • C. Item Fulfillment – Confirming Shipping
• Adding store pickup support

Follow the below step-by-step guide to integrate your NetSuite ERP with FreightExchange. 

Installation Overview

To install the plugin and integrate the FreightExchange shipping platform with your Suite Commerce store, you will need the following information:

• Sign up on FreightExchange shipping platform: If you haven't already signed up for an account on FreightExchange, please visit our website and create an account. This will provide you with the necessary credentials to access our API.
  
  
• API Key from FreightExchange shipping platform:  Once you have signed up and logged into your FreightExchange account, you will need to generate an API key. The API key is a unique identifier that allows the plugin to authenticate and access your FreightExchange account. You need to go to Settings > Platforms > +Add New. Select NetSuite from the drop-down and click Connect. This will generate the API Key which will be required by NetSuite to connect with FreightExchange.
  
  

Overview of the Integration

The integration between NetSuite and FreightExchange facilitates two primary workflows:

• Quote Flow (Checkout): This flow is activated when a customer is at the checkout stage, enabling the system to query the FreightExchange quote API and display shipping prices.

• Fulfillment Flow (Shipping): Once an item fulfillment is marked as shipped within NetSuite, the confirmed order is automatically transmitted to the FreightExchange system.

Unzip the downloaded ZIP file from FreightExchange platforms integration.

All the underlying logic for these flows is managed by three distinct scripts:

• checkout_client_script.js (Client script for checkout quote) 

• checkout_user_event_script.js (User event script for sales order validation)

• fulfill_order_user_event_script.js (User event script for fulfillment confirmation)

Setting up the shipping methods

The integration supports two types of shipping methods: Express and Standard, which can be set up through the admin dashboard.

Navigation: Go to Lists > Accounting > Shipping Items > New.

On the "New Shipping Item" page, you will define the specifics of your shipping method.

Key Configuration Fields:

• Item Name/Display Name: The name that will be visible to your customers (e.g., "Standard", "Express").

• Display in Web Site: Check this box to show this shipping method option on your SuiteCommerce website.

• Subsidiary: Assign the shipping item to the relevant subsidiaries.

Follow the above steps to create “Standard” and “Express” shipping methods, and note the IDs of both from the page url e.g. ?id=181923.

Then, update the scripts checkout_clientscript.js and fulfill_order_user_event_script.js with the IDs of shipping method.

Deployment of the Scripts

A. Checkout Stage – Getting Quotes

Script Used: checkout_client_script.js

Deployment Steps:

 I. Create a script file record:

• In the NetSuite Admin Dashboard, navigate to: Customization > Scripting > New.

• Click on the + icon.

• Upload the checkout_client_script.js file from your local machine, provide it with a suitable name, and submit.
  

II. Deploy Script:

• After the script is created, click on "Deploy Script" and set "Applies To" as "Sales Order".

• Set the audience to Shopper or any other roles or groups applicable for your Netsuite setup.

• Go to Context Filtering and set the “Execution Context” as shown below (or whichever applicable for your Netsuite setup), then click "Save".

B. Sales Order Validation

Script Used: checkout_user_event_script.js

Deployment Steps:

1. Create a script file record: Follow the same steps as described in Section 2, Step 1, for creating a script file record for checkout_user_event_script.js.

2. Deploy Script: Deploy this script for "Sales Order" with the exact same audience and context filtering settings as used for the client script in Section 2.

C. Item Fulfillment – Confirming Shipping
         Script Used: fulfill_order_user_event_script.js

Deployment Steps:

1. Create a script file record: Follow the same steps as described in Section 2, Step 1, for creating a script file record for fulfill_order_user_event_script.js.

2. Deploy Script: 

• Deploy this script for "Item Fulfillment" with the audience as “All Employees” and “All Internal Roles” checked (or set it up based on your Netsuite setup i.e. if any external/internal roles or partner is fulfilling the items).

• Go to Context Filtering and set the “Execution Context” as shown below (or whichever applicable for your Netsuite setup), then click "Save"
  

Adding store pickup support

The integration also supports store pickup items where if the user selects any item for pickup during checkout, it will be excluded from shipping calculation and only the Ship items will be confirmed with FreightExchange.

If you need any further assistance, please email ops@freightexchange.com.au