Creating a saved search will allow you to evaluate the required fields that will be necessary for Toolio data validation against the data pulled from the NetSuite API integration.

Please note the fields below are based on common configurations. Your NetSuite configuration may differ in some instances.

NetSuite Resource to Toolio Model Mappings

In NetSuite you will need to build four saved searches, one for each of the Toolio models. The respective NetSuite resources to Toolio models are:

NetSuite Search Type

Toolio Model

Item (type Inventory)

Product

Item (type Inventory, with Location available)

Inventory

Transaction (types Sales Order and Return Authorization)

Sale

Transaction (type Purchase Order)

Purchase Order

The following example outlines the creation of your Inventory Item (Product) saved search, however the general steps will apply to all four searches. Additional details around the criteria and results for the other searches can be found below.

1. Once you’re logged into the NetSuite Administrator role, hover over the “Lists” tab, hover over "Saved Searches" and click "New”

2. Scroll down to find and select the NetSuite resource for the corresponding Toolio Model. In this example, select “Item”.

3. Name the search "Toolio - [INSERT FEED NAME]", for example this search will be named "Toolio - Inventory Feed"

5. Under the tab “Criteria,” under “Standard,” add three filters:

  • Type - set this to include any “Inventory Item”

  • Matrix Child Item - set this to “yes”

  • Inactive - set this to “no"

6. Once your Standard table looks like the one above, go to the secondary tab “Results,” under “Columns,” select “Remove all.”

7. For each of the following NetSuite Field values, select the NetSuite Field value in “Field” and manually type the corresponding Toolio Field value into “Custom Label”. Please see the reference in the table below.

NetSuite Field

Toolio Field

Average Cost

unit_cost

Name

variant_id

Parent

product_id

Parent : Display Name

title

Note: these are all core attributes that Toolio requires. You will also need to add your custom attributes to the search. To do so, select your field values and for the custom label, add “col_” before the custom attribute values. See example below for the custom attribute "Size", which has the slug "col_size".

8. Save this Saved Search

Repeat steps 2-8 for another “Item” search, using different criteria filters and NetSuite Fields/Toolio Fields (listed below under “Inventory”).

Repeat steps 2-8 for a “Transaction” search, using different criteria filters and NetSuite Fields/Toolio Fields (listed below under “Purchase Order”).

Search Criteria & Results Mapping for Toolio Models

The following sections cover the search type, naming, criteria, and results definition for your NetSuite saved searches.


Product / Variant

Saved Search Type: Item

Search Name: Toolio - Product Feed

Criteria Tab:

Criteria Filters

Criteria Values

Type

is any of Inventory Item

Matrix Child Item

is true

Inactive

is false

Results Tab:

NetSuite Field

Custom Field (Toolio)

Average Cost

unit_cost

Name

variant_id

Parent

product_id

Parent : Display Name

title

Base Price

unit_retail


Inventory

Saved Search Type: Item

Search Name: Toolio - Inventory Feed

Criteria Tab:

Criteria Filters

Criteria Values

Location

is any of <select the applicable locations>

Available

is greater than 0

Results Tab:

  • This will require an extra column -- set the corresponding formula associated with the NetSuite Field value.

NetSuite Field

Formula

Custom Field (Toolio)

Inventory Location

location

Location Available

quantity

Formula (Currency)

{locationquantityavailable}*{locationaveragecost}

total_cost

Formula (Numeric)

{locationquantityavailable}*{custitem_planned_original_retail_price}

total_retail


Sale

Saved Search Type: Transaction

Search Name: Toolio - Sale Feed

Criteria Tab:

Criteria Filters

Criteria Values

Type

is Sale Order, Return Authorization

Main Line

is false

Date Last Updated

is after Thirty Days Ago

Results Tab:

NetSuite Field

Toolio Field

Date

timestamp

Order Type

Location (no hierarchy)

location

Quantity

sales_units

Item : Average Cost

sales_cost

Amount

sales_retail

Item : Name

variant_id

Document Number

sale_id


Purchase Order

Saved Search Type: Transaction

Search Name: Toolio - Purchase Order Feed

Criteria Tab:

Criteria Filters

Criteria Values

Type

is Purchase Order

Main Line

is false

Date Last Updated

is after Thirty Days Ago

Results Tab:

NetSuite Field

Toolio Field

Date

order_date

Document Number

po_number

Fulfilling/Receiving Transaction : Date

delivery_date

Due Date/Receive By

due_date

Item : Name

variant_id

Item Rate

unit_cost

Location (no hierarchy)

location

Production Status (Custom Body)

status

Quantity

order_quantity

Quantity Fulfilled/Received

received_quantity


Inbound Shipment (Optional)

Saved Search Type: Inbound Shipment

Search Name: Toolio - Inbound Shipment Feed

Criteria Tab:

Leave Blank

Results Tab:

NetSuite Field

Toolio Field

Items - Receiving Location

location

Expected Delivery Date

due_date

Actual Delivery Date

delivery_date

Items - PO

po_number

Item : Name (*your SKU identifier)

variant_id

Items - Quantity Expected

order_units

Items - Quantity Received

received_units

Item : Average Cost

unit_cost

Item : Name (*your SKU identifier)

variant_id

Item : Base Price

unit_retail

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