# Use Cases

## Going live with a new Shopify store

**Situation:** You've just launched a Shopify store and need to start syncing orders and inventory with NetSuite immediately.

**What you set up:**

1. [Install and connect your Shopify store](/idc/shopify/prerequisites/connection.md) using your API credentials.
2. Enable and schedule the [Order Import](/idc/shopify/flows/order-import.md) flow to run hourly. Configure customer and item matching (see the order import settings for "Generic Customer" and "Generic Item" to handle any mismatches).
3. Enable and schedule the [Item Export](/idc/shopify/flows/item-export.md) flow to run daily, syncing your NetSuite catalog to Shopify.
4. Enable the [Fulfillment Export](/idc/shopify/flows/fulfillment-export.md) flow (triggered on item fulfillment creation) so shipments sync back to Shopify.
5. Configure stock syncing under the Stock tab (see [Stock Export](/idc/shopify/stock-export.md)) if you manage inventory in NetSuite.

***

## Keeping stock levels accurate across locations

**Situation:** You have multiple warehouses in NetSuite and multiple fulfillment locations in Shopify, and you need stock to sync accurately per location.

**What you set up:**

1. In the Shopify app, click the **Stock** tab.
2. Map each NetSuite location to its corresponding Shopify location ID. (See [Configure Stock Sync](/idc/idc-core/apps/stock-sync.md) for detailed steps.)
3. Enable and schedule the [Stock Export](/idc/shopify/stock-export.md) flow to run every 1–2 hours.
4. Test with a small quantity change in one NetSuite location, run the flow, and verify it appears in the correct Shopify location.

***

## Handling returns and refunds

**Situation:** Customers return items ordered through Shopify, and you need to track refunds in both NetSuite and Shopify.

**What you set up:**

1. In the Order Import flow settings, enable "Enable Refunds" so that refunds are imported from Shopify as credit memo adjustments.
2. When processing a return in NetSuite, create a cash refund record linked to the original sales order.
3. Enable and schedule the [Refund Import](/idc/shopify/flows/refund-import.md) flow (or trigger it when refunds are created) to sync refunds back to Shopify.
4. Configure the "Shopify Location ID" setting in the Refund Import flow to specify where returned items should be restocked.

***

## Reconciling payouts and settlements

**Situation:** You need to track and reconcile Shopify payouts in NetSuite for accounting and audit purposes.

**What you set up:**

1. Enable both the Payout Import and Payout Transaction Import flows (both must be enabled for complete settlement data).
2. Schedule both flows to run hourly so payouts appear in IDC shortly after they're generated in Shopify.
3. Set up a regular review cycle with your finance team: log into IDC's Settlements page, review each payout, and mark it as processed once it's verified against your bank deposit.
4. See [Settlement Reports](/idc/shopify/settlement-report.md) and [Review and Process Settlement Reports](/idc/idc-core/settlements.md) for the full workflow.


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