Lightspeed X-Series - Frequently Asked Questions
FAQs | |
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| 1 | Question: We have the tipping feature turned on in Lightspeed Retail X. Do you support mapping that feature into NetSuite? Answer: Currently there is no Setting or Support for TIP on Lightspeed X-Series Orders into NetSuite. |
| 2 | Question: We have discount codes associated with different Departments and Sales Regions that we would like to populate in the Sales Orders. How does that work? Answer: Shopify Integrations are set up to use one (1) single Discount item to handle Discounts from Shopify to NetSuite on Orders. There is no method to set different Discount Items in the integration by region. |
| 3 | Question: I have noticed that when customers are merged in Lightspeed, their transactions are sometimes treated as new transactions and the integration tries to sync them into NetSuite. I do not generally 'merge' customers and I find myself often checking to see if the integration is syncing these against my preferences. Is there an easy way to stop transactions older than 30 days in Lightspeed from syncing to NetSuite? Answer: Unfortunately, the integration is not able to prevent Orders/Customers older than 30 days from syncing. The integration automatically cross-checks Orders and Customers to see if they have changed since the last sync - if Orders are found to have been updated or created since the last pull, it will sync. For Customers, there is a toggle Setting that can be used to prevent Customer only updates. Otherwise, changes and updates will always be synced. |
| 4 | Question: I have a payment which involves a credit. Is this something I can handle through NetSuite? For example, can I 'collect' the credit (which is considered a store credit) in Lightspeed, or do I need to apply the store credit to an invoice in Lightspeed first and then finish the payment in NetSuite? Answer: Store Credits are not considered to be a Payment Mapping, as they are technically NOT a Payment. Store Credit in 'Vend' is given when Returns are handled that involve Store Credit. This leaves the Credit Memo field open in NetSuite. When an Order is paid with Store Credit, the integration checks the Open Credit Memo to apply. If there is no Open Credit Memo, there is nothing to apply in NetSuite. This is automatically handled within the system. |
| 5 | Question: Does your integration support multiple payments within a transaction? Answer: Yes, it does support multiple payments. |
| 6 | Question: We did a Customer check in our records and switched many of them to Inactive in NetSuite. How do we go about syncing this info to Lightspeed as well? Answer: Unfortunately, Customers cannot be made Inactive in Lightspeed. |
| 7 | Question: When handling a mass upload and syncing Items to a specific store, does the integration sync the Items to ALL stores that are checked off on the Item record? Answer: Yes, When syncing Items, the integration does sync to all stores that are checked off on the Item record. |
| 8 | Question: It takes a while to completely sync Items. What if we ONLY want to change the pricing in Lightspeed and NetSuite - is there a faster way? Answer: When updating pricing in NetSuite, you do not need to sync the entire Item. Instead, you can simply use the price sync script to sync the updated pricing for all Items. This can be found under Setup > Lightspeed X-series > Tools > price sync. |
| 9 | Question: Lightspeed has a feature that allows you to set the tax rate on a Customer as 'tax exempt.' Is there a way to map something similar in NetSuite for Customers that have a 'non-taxable' tax rate? Answer: Unfortunately, this option is not supported by the integration, as tax rates are not part of the sync process. |
| 10 | Question: Is it possible for a Customer to pay an open balance of multiple transactions within one Transaction? We found that if you create a 'fake' product - such as "pay credit account balance" - and put it on the quick keys, you can add this product for $0.00 to the sell screen when someone wants to make a payment. Then you add the customer and complete the sale for $0.00. Will this update NetSuite correctly and close out the associated Invoices? Answer: Payment of multiple Invoices from Customers in Lightspeed are not supported on a single Transaction, as the integration to NetSuite has no way to track and connect these diverse open balances. Payment must be made on each specific, individual Order. |
| 11 | Question: Lightspeed has the ability to merge customers into one Customer record. Does that feature also update NetSuite correctly? Answer: When Customer data syncs from Lightspeed to NetSuite, the integration will search and find NetSuite Customers based on the associated Lightspeed ID. If this is not found, the system will next search using email. If no Customer can be found through Lightspeed ID or email, the integration will create a new customer in NetSuite. if you merge two customers in Lightspeed and both Lightspeed IDs are linked with NetSuite records, then you also need to make sure to delete the Lightspeed ID from the NetSuite Customer that is being removed from Lightspeed after the merge AND that the proper Lightspeed ID is linked with the NetSuite Customer record that remains in Lightspeed after the merge. |
| 12 | Question: We have heard that syncing image URLs from NetSuite to Vend is in development. Are we able to do that yet? Answer: Unfortunately, this feature is not yet available, due to current incompatibility between Lightspeed and Image Sync. |
| 13 | Question: Does deactivating an Item in NetSuite also deactivate that Item in vend? Answer: Yes! Per the current configuration, marking a NetSuite Item as Inactive will make the item Inactive in Lightspeed as well. |
| 14 | Question: Does setting an Item's Tax Schedule to 'non-taxable' in NetSuite affect the taxing rules in Vend, or are the taxation rules driven by the integration? Answer: If the Item’s Tax Schedule is marked ‘non-taxable,’ it will change the Item to non-taxable in Lightspeed. Item syncs are not driven per outlet, but per site. If an Item is synced as non-taxable from NetSuite, the item will be marked non-taxable for all outlets. |
| 15 | Question: How can I pull duplicate receipt numbers into NetSuite? Does the integration lump the sales together and create one transaction for both? Answer: The integration will not create one transaction for duplicate Lightspeed Order numbers. This is because the Lightspeed IDs are matched to create transactions, not the Order numbers. |
| 16 | Question: If we apply payments for an invoice in NetSuite, will it also close out the transaction and apply the payment in Lightspeed? Answer: Yes! Once a payment is applied to an Invoice, this will trigger a sync to mark the Lightspeed Transaction as Completed. |
| 17 | Question: Is there a way you can set the Lightspeed Settings to sync web orders into NetSuite after they are paid, fulfilled, and marked as complete in Lightspeed? Answer: This process is already supported within the integration. The system automatically enables the "Process PICKUP "unfulfilled" status in your account. Assuming this Setting isn’t disabled by the user, it will create a Sales Order in NetSuite for any ‘Pickup Unfulfilled’ orders. |
| 18 | Question: Lightspeed X-Series recently added a customer-deduplication feature. If this process is run and two records are merged, does this have any effect via DirectConnect? Answer: The Customer sync uses the ‘search by email’ field when updating NetSuite. If customers are merged in Lightspeed, and the resulting customer record has already been synced with NetSuite, the system will update the record. Otherwise, it will search by email (and subsidiary, if applicable) to find a customer in NetSuite. If one isn’t found, a new customer will be created in NetSuite. |
| 19 | Question: Is there a way to put a 'bottleneck' of sorts between NetSuite and Vend to allow a single entry point, rather than hundreds of separate connections? Answer: No, this would defeat the purpose of the In8Sync bundle and any added layer would constitute a different architecture that has not been developed appropriately to work hand-in-hand with the integration. |
| 20 | Question: Can new products and their associated prices be created in Lightspeed X-Series? If handled in this manner, would this information be able to flow back into NetSuite or is this part of the 'one-way only' integration? Answer: Product syncs are always created in NetSuite and synced to Lightspeed, not the other way around. There are too many variables while creating NetSuite products to be able to create them correctly from the Lightspeed side. Therefore, this part of the process is strictly a one-way sync, from NetSuite to Lightspeed. |
| 21 | Question: Some companies are beholden to 'State pricing,' but also want a way for pricing to be managed in-house in certain cases. Is there a way to store two prices in NetSuite and choose which one should be pushed to Lightspeed? Answer: Out of the box, the integration would send a single price level and a second price level as a Price Book. However, to apply these prices correctly, a Customer group assignment is required, which would affect all products on the Transaction. The better solution in this case would be to create two custom fields in NetSuite: 1) a select field for National or State; and 2) a text field with a formula to source the correct price. You can then sync that custom field as the price, while closely managing that select field in NetSuite when determining which price to sync. |