Mapping Order Payment Methods and Refreshing NetSuite Payment Methods

Mapping Order Payment Methods

To get orders to import to NetSuite from your channel you will need to map the Payment Method of an order. You will only have to do this the first time an order comes in with a specific payment method, after that all orders with that payment method will use the mapping you set. There are two ways to map payment methods, in the order directly or in the “Payment Settings” page.

Mapping Payment Methods in an Order

Mapping Payment Methods in an order directly is a quick way to setup a new mapping when you have an order come in with a payment method FarApp does not recognize. Please note that this feature is not available for Amazon, you will have to use the “Order Settings” page which we provide instructions to below. To map the payment settings in an order directly follow these steps:

Note: See "Refreshing Your NetSuite Payment Methods" section below if you do not see a shipment method you have recently added to NetSuite.

  1. In app.farapp.com, click “Orders” in the menu at the top of the page in app.farapp.com
  2. If you have multiple channels/accounts, use “Select Channel” and “Select Account” drop downs
  3. Find the order that you wish to edit the payment method for by either finding it manually in the list, or by entering the id of the order into the search bar (pictured above)
  4. Click the Pencil and Paper icon to the right of the order. This should bring up an Order Details display window.
  5. Click the “Mapping” tab in the Order Details display window. This should bring up the page where you can map the payment method to post to NetSuite.
  6. Select the NetSuite payment method from the drop down menu. If you do not see your desired NetSuite payment method then you will need to Retrieve the NetSuite Payment Methods. Please see the “Retrieving NetSuite Payment Methods” section of this page so you can get that desired payment method and map to it

Mapping Payment Methods in the "Payment Settings" Page

The "Order Settings” page allows you to view and edit all of the payment mappings you have made in one place. Here are the steps to review/edit payment methods in the “Payment Setting” page:

Note: See "Refreshing Your NetSuite Payment Methods" section below if you do not see a shipment method you have recently added to NetSuite.

Note: If you do not see a payment method from your channel listed on this page, then it means that FarApp has not seen any orders with that payment method come through the system

  1. In app.farapp.com, click the gear icon at the top right corner of the screen and click “Settings”
  2. Click “Order Settings” at the menu at the left, and then select the "Pay Method Mapping" tab
  3. If there are multiple channels/accounts, choose the correct Storefront and Account using the drop downs at the top. This will display a table with the payment methods on orders that have imported to FarApp from that storefront/account so far. Any orders that come in with new payment methods will add entries to this table that will need to be mapped.

Here is a direct link to the page: https://app.farapp.com/settings#/payment_settings

 

Refreshing Your NetSuite Payment Methods

The “Payment Settings” page provides you with the ability to reload the payment methods you have in NetSuite.You will need to do this manually if you have added new payment methods in NetSuite and want to map them immediately (FarApp will automatically load them every 24 hours). Here are the steps to accomplish this:

  1. In app.farapp.com, click the gear icon at the top right corner of the screen and click “Settings”
  2. Click "Order Settings” at the menu at the left, and select the "Pay Method Mapping" tab
  3. Click “Refresh NetSuite Payment Methods” at the top of the screen. Please note that it will take a few seconds for the update to show up in app.farapp.com

Here is a direct link to the page: https://app.farapp.com/settings#/payment_settings

 

Switching from NetSuite Sandbox to Production

You can control whether FarApp is connected to your NetSuite sandbox or production account using the "The NetSuite account you're connecting is a sandbox account and not a production account" checkbox at https://app.farapp.com/settings#/netsuite_settings. When switching from connecting to your NetSuite sandbox account to production account—or vice versa—you will need to re-establish all your payment method mappings. This is because payment methods may be different between your sandbox and production accounts or may have different internal IDs (which is how FarApp communicates to NetSuite).

When you do this switch, you should just set the default payment method to use when no match is found to "Do Not Post." This will give you the opportunity to set up mappings for individual methods as orders come in with those methods. You will then set up mappings like you did in the "Mapping Order Payment Methods" section at the top of this page.

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