Skip to main content

ERP integration playbook to sync appeasement refunds

NewStore allows you to create financial transactions in an ERP system and sync them with NewStore Omnichannel Cloud for all appeasements.

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

To understand how appeasement refunds work at NewStore, see Refunding orders or items in an order .

Important

For countries where fiscal regulations apply, NewStore does not support appeasement refunds for in-store orders.

Process overview​

The following sequence diagram represents a typical integration of appeasements in NewStore Omnichannel Cloud with an ERP:

sequenceDiagram participant E as Event Stream participant G as GraphQL API participant I as Integration participant N as ERP activate E E->>+I: refund_request.issued I->>+G: GET order, items, and payment details G->>-I: Send details I->>+N: GET original cash sales or sales orders N->>-I: Send details I->>+N: Create cash refund transaction N->>-I: Send confirmation I->>-E: Send confirmation to Event Stream deactivate E

In this playbook:

  1. NewStore sends the refund_request.issued event when the refund has been completed.
  2. The integration fetches all necessary details via GraphQL API `.
  3. The integration creates the appeasement refund transaction (in the form of a gift card or cash) in the ERP by calling the ERP's API.

Exceptions​

ERP unavailable​

The integration 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) for to reprocess later, and returns 200.

Sample GraphQL Query​

Here is an example GraphQL query to retrieve all the information required to create an appeasement refund transaction, in the form of a gift card or cash, in the ERP.

query MyQuery {
  order(id: "012345Ab-CdEf-GhIj-KlMn-OpQrStUvWxYz", tenant: "dodici") {
    externalId
    placedAt
    demandLocationId
    currency
    channel
    channelType
    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 appeasements, see this example .

Related topics