Automating Processes Via NetSuite-FoodStuff eXchange Integration
About our client
Among our clients is a firm belonging to the hospitality sector in New Zealand.
Requirement
The client came to us with a custom requirement in NetSuite. The enterprise wished to integrate the software solution with a third-party application called - FoodStuff eXchange.
They were aiming at automating a key process such as order management to efficiently monitor all related processes.
Problem Statement
The client wanted to integrate the incoming purchase orders from the Foodstuff exchange into sales orders. Through this process, the New Zealand firm aimed at:
1. Create sales orders as per the message received from FoodStuff eXchange.
2. Sent a confirmation message regarding the creation of sales order to FoodStuff eXchange
3. Notify FoodStuff eXchange about partial / failed orders through email to NetSuite users.
4. Messages regarding item fulfilment or invoice are sent to FoodStuff in XML format.
5. Invoice generation.
What We Suggested
Our team of developers sorted out a solution to accommodate and store the information arriving from FoodStuff eXchange. They did this to provide the cloud ERP user with all key details of the sales order. This enables the customer to identify any issue that arises and promptly rectify it.
The third-party application is notified during the generation of sales orders. This is for transparent communication. The system sends the acknowledgment message in XML format as requested.
It enables the user to manually create an item fulfillment for the sales order generated. After generating it, the system automatically checks this every day. The system then sends it to the Foodstuff eXchange in XML format.
Our professionals designed the solution to avoid duplicate records in item fulfillment. The system creates a notification about the manual creation of an invoice. The system generates it in XML format. NetSuite checks for any attached Credit Note whenever it creates an order and a sales order/invoice.
The solution also checks for credit notes. It sends a notification of the credit note to FoodStuff eXchange when they find it.
Challenges
Our developers took into consideration all possible error scenarios:
1. Sales order is not generated
2. Partial Fulfillment of orders
3. Invoice details not sent to FoodStuff eXchange
4. Invoice contains discount
How We Solved It?
Most of these scenarios required tailor-made solutions in NetSuite. Our developers provided the client with the best option that met their unique business needs.
By utilizing the “saved search” functionality – they were able to list all the failed or partial sales orders. They sent an email to the user mentioning the reason and asking them to intervene manually.
The system created another saved search in the case of invoices with discounts. It retrieved data from custom fields in the custom record and sent to the user.
Way Forward
The ERP integration helped the client reap several benefits. Before the integration, the customer had to manually update all the order-related activities on FoodStuff Exchange’s website. Automation of different processes saves time and money.
Looking for NetSuite integration services that can help you improve your business operations? Jobin & Jismi offers customized solutions that help you connect with other systems seamlessly. Contact us at contactus@jobinandjismi.com to learn more about our services.
