ERP integration playbook to sync returns

  • Updated on Dec 17, 2024
  • Published on Oct 1, 2024
  • 2 minute(s) read
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NewStore allows you to create financial transactions in an ERP system and sync them with the NewStore platform for all returns.

This integration playbook helps you integrate an ERP system used in your business with the NewStore platform, to sync all returns made by customers. The integration is achieved via the Event Stream.

For each return order placed in the NewStore platform, a cash refund transaction is created in the ERP, which includes:

  • Returned items

  • Refund details

Process overview

The following sequence diagram represents a typical integration of returns made in the NewStore platform with an ERP:

In this playbook:

  1. NewStore sends the return.processed event when the return has been completed.

  2. The integration fetches all necessary details via GraphQL API.

  3. The integration creates the cash refund transaction in the ERP by calling the ERP's API.

Exceptions

ERP unavailable

The integrations returns a 500 error, and the Event stream 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) to reprocess later, and returns 200.

Sample GraphQL Query

Here is an example GraphQL query to retrieve all the information required to create a cash refund transaction in the ERP.

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
        }
      }
    }
    paymentAccount {
      instruments {
        edges {
          node {
            paymentMethod
            paymentOrigin
            paymentProvider
            paymentAccountTransactions {
              edges {
                node {
                  amount
                  currency
                  transactionType
                }
              }
            }
          }
        }
      }
    }
    items {
      edges {
        node {
          productId
          quantity
          pricebookPrice
          itemDiscounts
          orderDiscounts
          tax
          shippingServiceLevel
          fulfillmentLocationId
        }
      }
    }
  }
}

ERP integration example with NetSuite

For integrations with NetSuite as an ERP system for returns, see this example.

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