Getting Started
Prerequisites
Before offering product protection and capturing additional revenue for your company, we’ll need to set up your Extend demo and production accounts.
If you’ve created your Extend demo and production accounts?
- Log into your demo account here to view your Store ID and API Key
- Log into your production account here to view your Store ID and API key.
If you have not created your accounts yet but completed our partnership contract, please send an email to your Merchant Onboarding Manager so they can send you the appropriate installation instructions.
If you are brand new to Extend and have not been in contact with a member of our team, please fill out this form. We will be in touch with you shortly and provide next steps to start our partnership.
Glossary
| Name | Description | Host System |
|---|---|---|
| Store | A specified collection of data for an Extend customer that includes Products, Plans, and Contracts | Extend |
| Product | A collection of information about a product in the Extend store | Extend |
| Plan | A collection of information about a Product Protection plan that is assigned to a product | Extend |
| Contract | A collection of information around a sales document for a customer that has purchased an available plan for a specific product | Extend |
| Item | A native NetSuite Inventory Item record | NetSuite |
| Sales Order | A native NetSuite Sales Order record | NetSuite |
| Item Fulfillment | A native NetSuite Item Fulfillment record | NetSuite |
Overview
This guide provides an overview of the Extend Product Protection SuiteApp. The Extend Product Protection SuiteApp offers a SuiteScript customization to automate the creation of Extend Product Protection contracts in NetSuite. Implementation of this solution will focus on the following key touch points of the order to cash process:
| ID | Description |
|---|---|
| 1 | Creating an ‘Extend Product Protection Item’ |
| 3 | Storing Extend API Credentials |
| 4 | Creating an Extend Product Protection Contract |
| 6 | Refunding an Extend Contract |
Scope
The scope of this document is to provide an overview of the Extend Product Protection SuiteApp as well as the installation and setup steps required to utilize the solution. The Extend Product Protection SuiteApp offers a customization to sync NetSuite core records with Extend product plan and Product Protection contract data.
The integration will be outbound from NetSuite, calling Extend API’s. The scope of those calls are:
- Create Order
- Update Order
- Refund Contract
The solution will store sensitive Extend API key information for production and/or sandbox. Only a client administrator should be able to maintain this information.
Environment Assumptions
- Extend store will already be created
- NetSuite features enabled (_ is to reference required features):
- Custom Records
- Client SuiteScript_
- Server SuiteScript_
- SuiteCloud Development Framework
- Sales Orders_
- Inventory*
Solution Assumptions
- A singular non-inventory item for sale will be created to represent the Product Protection plan. This will allow scaling of SKU management for new Product Protection offers
- A NetSuite Sales Order will only support a 1 to 1 mapping between item ordered and the plan covering that Item. This solution does and should not support an item quantity greater than the item is associated with a Product Protection plan
- A singular non-inventory item for sale will be created to represent the Shipping Protection plan. This will allow scaling of SKU management
Components
| SuiteScripts | |||
|---|---|---|---|
| ID | Name | Description | Type |
| customscript_ext_upsert_ordert_mr | Extend | MR | Upsert Order | Map/reduce script to create and update orders for sales on a scheduled basis driven by sales orders | Map/Reduce |
| customscript_ext_refund_contract_mr | Extend | MR | Refund Contract | Map/reduce script to refund contracts on a scheduled basis driven by return authorizations | Map/Reduce |
| customscript_ext_api_lib | N/A | Supporting utility script to make http requests to extend API | Custom Module |
| customscript_ext_config_lib | N/A | Supporting utility script to manage extend credentials | Custom Module |
| customscript_ext_util | N/A | Supporting utility script | Custom Module |
| Custom Records | |||
|---|---|---|---|
| customrecord_ext_configuration | Extend Configuration | Custom record to maintain Extend credentials and configuration information | Custom Record |
| Saved Searches | |||
|---|---|---|---|
| customsearch_ext_order_create | *SCRIPT USE* Extend | Order Upsert Search | Search on sales orders | Saved Search |
| customsearch_ext_order_refund | *SCRIPT USE* Extend | Order Refund Search | Search on credit memo or cash refund | Saved Search |
Updated 6 months ago