---
title: "ERP integration playbook to sync in-store purchases"
slug: "erp-integration-playbook-to-sync-in-store-purchases"
tags: ["selling experience", "integration", "in-store pickup", "platform", "event stream ", "events", "api", "ERP integration"]
updated: 2025-02-26T20:03:53Z
published: 2025-02-26T20:03:53Z
canonical: "docs.newstore.com/erp-integration-playbook-to-sync-in-store-purchases"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.newstore.com/llms.txt
> Use this file to discover all available pages before exploring further.

# ERP integration playbook to sync in-store purchases

NewStore allows you to create financial transactions in an ERP system and sync them with the NewStore platform for all store orders (in-store purchases).

This integration playbook helps you integrate an ERP system used in your business with the NewStore platform, to sync all in-store purchases. The integration is achieved via the [Event Stream](/v1/docs/receiving-real-time-data#event-stream).

For each in-store order placed in the NewStore platform, a sales transaction is created in the ERP, which includes:

- Purchased items with prices and taxes
- Payment details

## Process overview

The following sequence diagram represents a typical integration of in-store orders in the NewStore platform with an ERP:

![](https://cdn.document360.io/c2d22fcd-a44b-4e1e-bf3a-84f0ffba0dbe/Images/Documentation/ERP integration playbook to sync in-store purchases.svg)

In this playbook:

1. NewStore sends the `order.opened` event when the in-store purchase has been completed.
2. The integration fetches all necessary details via [GraphQL API](/v1/docs/graphql-api#graphql). Payments are processed asynchronously, therefore it may take some time until all payment details are available.
3. The integration creates a cash and carry sales transaction in the ERP by calling the ERP's API.

## Exceptions

### ERP unavailable

The integrations returns a 500 error, and the [Event stream](https://docs.newstore.net/api/webhooks/stream_webhook_sink_hook) retries sending the macro event.

### Payment details unavailable

In some cases, it takes more than a few seconds until payment processing at the `PSP` has been completed and the payment details become available in the platform. The integration moves the event into an internal queue (for example, SQS) for to reprocess later, and returns `200`.

## Exchange orders

The integration needs the store credit information to create a balanced transaction in the ERP. Consider adding store credit transactions to external payment events.

To identify an exchange order, see [Event Stream documentation](/v1/docs/receiving-real-time-data#event-stream).

## Sample GraphQL Query

Here is an example [GraphQL](/v1/docs/graphql-api#graphql) query to retrieve all the information required to create a cash and carry sales transaction in the ERP.

```plaintext
query MyQuery {
  order(id: "012345Ab-CdEf-GhIj-KlMn-OpQrStUvWxYz", tenant: "dodici") {
    externalId
    placedAt
    demandLocationId
    currency
    isExchange
    isHistorical
    channel
    channelType
    shippingTax
    shippingTotal
    taxExempt
    taxStrategy
    taxTotal
    subtotal
    grandTotal
    discounts {
      edges {
        node {
          couponCode
        }
      }
    }
  }
}
```

The below is an example of a bad GraphQL query because it uses multiple contexts, and calls the same data in a nested format. All of these can slow down the response times and cause timeouts and slow down the integration.

```plaintext
query MyQuery {
  order(id: "012345Ab-CdEf-GhIj-KlMn-OpQrStUvWxYz", tenant: "dodici") {
    channelType
    channel
    externalId
  }
  paymentAccount(id: "012345Ab-CdEf-GhIj-KlMn-OpQrStUvWxYz", tenant: "dodici") {
    externalOrderId
    instruments {
      edges {
        node {
          id
        }
      }
    }
    order {
      channel
      channelType
      externalId
    }
  }
  fulfillmentRequestItem(fulfillmentRequestId: "012345Ab-CdEf-GhIj-KlMn-OpQrStUvWxYz", id: "012345Ab-CdEf-GhIj-KlMn-OpQrStUvWxYz", tenant: "dodici") {
    carrier
    productId
  }
}
```

## ERP integration example with NetSuite

For integrations with NetSuite as an ERP system for endless aisle orders, see this [example](/v1/docs/erp-integration-example-with-netsuite-for-in-store-purchases#erp-instore-example).

**Related topics**

- [ERP integration playbook to sync returns](/v1/docs/erp-integration-playbook-to-sync-returns#integ-erp-playbook-returns)
- [ERP integration playbook to sync appeasement refunds](/v1/docs/erp-integration-playbook-to-sync-appeasement-refunds#integ-erp-playbook-appeasement)
- [ERP integration playbook to sync endless-aisle orders](/v1/docs/erp-integration-playbook-to-sync-endless-aisle-orders#integ-erp-playbook-endless-aisle)
- [ERP integration playbook for synchronizing cancellations](/v1/docs/erp-integration-playbook-for-synchronizing-cancellations#integ-erp-playbook-cancellation)
- [ERP integration example with NetSuite for in-store purchases](/v1/docs/erp-integration-example-with-netsuite-for-in-store-purchases#erp-instore-example)
- [Integrating a payment service provider](/v1/docs/integrating-a-payment-service-provider#integ-psp)
- [GraphQL API](/v1/docs/graphql-api#graphql)