Creating Custom Filters for 3PLs in NetSuite Connector
NetSuite Connector imports orders from NetSuite as soon as the order status is updated to Pending Fulfillment or item fulfillment is in Packed status (if syncing pick tickets). The order or pick ticket is sent to the third-party logistics provider (3PL) for fulfillment. You can use the filters feature to adjust what NetSuite Connector will import and send to your 3PL provider with your set criteria.
There are two types of filters used for 3PL connectors:
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Global Filters – This filter controls what NetSuite Connector imports from NetSuite to sync and send to the logistics provider. This filter is available to all accounts with connectors for ShipStation and Amazon MCF.
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Account Specific Filters – This is only available for accounts that have more than one 3PL connector. This filter appears in addition to the Global filters. You can use this filter to control what syncs between NetSuite Connector and the third-party logistics provider. If this option is available, you can use the Global filter to select what orders to prevent from being sent to any logistics provider, and the Account Specific Filter to selectively restrict orders to go to specific providers.
Creating a Filter
The following describes the settings and steps to create a filter in NetSuite Connector:
To create a filter:
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Log into app.farapp.com.
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Select the third-party logistics provider in the navigation menu.
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Select a relevant account.
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Go to Settings > Orders.
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Expand Advanced Options.
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Click Edit Order Filters (Global).
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Click Ok.
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Make adjustments to the Edit 3PL Order Filters (Beta) window:
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Select Add Filter Row.
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Select a field in the Filter Field column. If you have a custom field to use as a filter:
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Select Custom Field.
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Enter the custom field in the Custom Field field.
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In the Filter Operation column, select a filter operation:
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Is In List
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Is Not In List
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Equals
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Does Not Equal
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Is Empty
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Is Not Empty
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Contains
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Does Not Contain
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Starts WIth
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In the Filter Value column, enter the value to validate corresponding to the conditions you set in the Filter Operation column.
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Click Save Changes.
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Click Close.
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Click Save.
If you have multiple filters active, all of the conditions should be satisfied before it passes the filter. If your order or pick ticket fails at least one filter, it will not be forwarded or synced with your logistics provider.