Setting Order Filters in NetSuite Connector

NetSuite Connector enables you to setup order filters for your marketplace and carts.

Note:

This is an advanced feature. Ensure that you are familiar with the order mappings section of the connector in NetSuite Connector.

Set up Order Filters

The following describes the steps for you to create an order filter in NetSuite Connector:

To setup order filters:

  1. In NetSuite Connector, select a connection and go to Settings > Orders.

  2. Click Advanced Options.

  3. Click Edit Order Filters. This option will appear if the particular marketplace or cart supports order filtering.

  4. Complete the Edit Order Filters table:

    • In the Check If row:

      1. In the first column select a condition for the filter.

        • Order Header Value – These are values that give general information about an order, such as billing and shipping information, order totals, the order date, and more.

        • Fixed Value – A constant value (something that does not change from order to order. An example would be a number ‘1’.

        • Computed Value – a value that is a result of a condition or an equation or operation.

      2. In the second, third, fourth, and fifth column:

        • If Order Header Value is selected in the first column:

          1. In the second column, select an order header value from the dropdown.

          2. In the third column, select a condition how to evaluate from the dropdown.

          3. In the fourth column, select either Fixed Value, Order Header Value, Computed Value.

          4. In the fifth column, enter a value to evaluate against in the Value 2 field.

        • If Fixed Value is selected in the first column –

          1. In the second column, enter any value to evaluate the condition against in the Value 1 field.

          2. In the third column, select a condition how to evaluate from the dropdown.

          3. In the fourth column, select either Fixed Value, Order Header Value, Computed Value.

          4. In the fifth column, enter a value to evaluate against in the Value 2 field.

        • If Computed Value is selected in the first column –

          1. In the second column, click Click to View/Edit Value.

          2. In the Value type row, select either Select Value Conditionally or Calculate Value.

          3. Complete the form.

            • If Select Value Conditionally is selected, the form follows the same rules and features as the entire Edit Order Filters (BETA) form.

            • If Calculate Value is selected:

              1. In the Set Value To row, select either Order Header Value, Fixed Value, or Computed Value in the first column.

              2. In the second column:

                • If Order Header Value is selected in the first column, select an order header value from the dropdown.

                • If Fixed Value is selected in the first column, enter a value to evaluate against in the Value 1 field.

                • If Computed Value is selected in the last column, follow the steps listed in editing the filters for the Computed Value of the form.

              3. In the third column, select an operation to do to the values, conditions, or filters in steps 1–2.

              4. Click Save Changes.

  5. In the If True, Set Value To row:

    • In the first column, select either Set Order Filter or Computed Value.

    • In the second column:

      1. If Set Order Filter is selected in the first column, select either Don’t Import Order or Import Order.

      2. If Computed Value is selected in the first column, follow the steps for completing the computed value form in step 4–b.

  6. In the Otherwise, Set Value To row:

    • In the first column, select either Set Order Filter or Computed Value.

    • In the second column:

      1. If Set Order Filter is selected in the first column, select either Don’t Import Order or Import Order.

      2. If Computed Value is selected in the first column, follow the steps for completing the computed value form in step 4–b.

  7. Click Save Changes.

  8. Close the pop-up window then click Save in the Order Settings screen.

Testing Order Filters

NetSuite Connector enables you to test your Order Filters after you have created them.

To test your filters

  1. Log into app.farapp.com.

  2. Select the third-party logistics provider in the navigation menu.

  3. Select a relevant account.

  4. Go to Settings > Orders.

  5. Expand Advanced Options.

  6. Click Test Order Filters.

  7. In the Test Order Filters window, enter an order ID in the Enter The ID Of Any Shopify/Default Order field.

  8. Click Check Order. A result will display.

Related Topics

NetSuite Connector Order Sync Management
Checking for Item Filters in an Order Form Used by NetSuite Connector
Troubleshooting Order or Fulfillment Sync Errors in NetSuite Connector
NetSuite Connector Order Sync FAQ

General Notices