Lightspeed X-Series - Sales Order Sync User Guide

Table of Contents

Sales Order Sync

Overview

Sales Orders will sync to Lightspeed X-Series once set up, per your specifications. Typically, when syncing orders from NetSuite to Lightspeed X-Series, the orders will display their current status. Possible statuses include:

• SAVED, or Lightspeed X-Series status 'Parked'

  • The Order still needs to be completed and paid for in Lightspeed X-Series

• CLOSED, or Lightspeed X-Series Status 'Completed'

  • The Order is paid and NetSuite is syncing to Lightspeed X-Series as record only

• AWAITING_PICKUP, or Lightspeed X-Series Status 'Pickup - Unfulfilled'

  • The Order is paid and waiting to be picked up. (Please Note: In this instance, it is recommended that the checkbox under the Lightspeed X-Series subtab is also checked to sync, as shown below. This will avoid possible sync errors.)

    

• AWAITING_DISPATCH, or Lightspeed X-Series Status 'Delivery - Unfulfilled'

  • The Order is paid and waiting to be delivered. This status is nearly always reserved for Orders at locations with drivers who can deliver locally. (Please Note: In this instance, it is recommended that the checkbox under the Lightspeed X-Series subtab is also checked to sync, as shown below. This will avoid possible sync errors.)

    

After syncing to Lightspeed X-Series, NetSuite will pull and retrieve the matching Sales Order based on the Lightspeed X-Series ID from the sync. The Sales Orders with the following statuses below will then attempt to auto fulfill & auto bill:

• CLOSED

• DISPATCHED_CLOSED

• PICKED_UP_CLOSED

Examples of Sales Order Sync Mappings and Conditions

In the example below, we can see that the company has created a sync mapping for the following conditions:

• Sending for duplicate BILLED NetSuite orders to Lightspeed X-Series

• Sending for pickup on BILLED NetSuite orders to Lightspeed X-Series

In the next example, mappings have been created for:

• Sending for pickup

• Sending for delivery from store

Per the mappings, NetSuite has been commanded to sync if the following conditions are met:

Sales Orders are only created when the Setting to NOT skip Sales Orders is disabled, OR when the Order meets one of the following conditions:

• Kits with Components with Serial, Lot or Bin items

• Delivery Unfulfilled

• Pickup Unfulfilled

• Layby