Cloud
Commerce
cocokind
Optimizing cocokind’s Operations with Customized NetSuite and Celigo Solutions
Cocokind is a skincare brand founded in 2014, committed to transform the beauty industry by empowering and celebrating people for exactly who they are. With a commitment to high-quality skincare formulas at transparent prices.
Terrace performed a migration from legacy e-commerce site to Shopify and integrated the site with NetSuite using Celigo
Cocokind, a rapidly growing skincare brand, faced increasing complexity in their operations as they expanded their market presence. The company needed a robust and scalable solution to streamline their accounting, inventory management, and sales processes across multiple platforms and currencies. Cocokind turned to a combination of NetSuite, Celigo, Shopify, and other integrated systems to address these needs.
Before the project, the client’s bundle management process was complex and inefficient, requiring them to manage bundled items across three separate systems: Shopify, NetSuite, and their 3PL.
The goal was to consolidate bundle management, improve revenue insights, and ideally, eliminate the need to maintain bundles at the 3PL. The primary objectives were to improve the understanding of revenue tied to bundle discounts, automate bundle management, and reduce the reliance on the 3PL for maintaining bundle data.
Terrace Consulting worked with the client to develop a more efficient and automated process, with a specific focus on reporting and system integration.
A comprehensive logic and NetSuite customization were built from the ground up to handle cocokind’s unique requirements. This included creating a system to correctly account for items and item groups (bundles) based on their distinct treatment in financial records.
A robust integration was implemented between Shopify, Celigo, and NetSuite to streamline order processing, inventory management, and financial reporting. This integration allowed for real-time data synchronization, reducing manual data entry and errors.
The project also uncovered some challenges around licensing and testing environments. The client faced difficulties due to the lack of sandboxes for both Celigo (an integration platform) and Shopify, which limited their ability to test changes.
“We didn’t have a sandbox for Celigo and Shopify, so that made testing more difficult. But Terrace Consulting helped us get that set up and connected, and also advised us on what licenses we needed.”
– Project Lead, cocokind
By resizing their Celigo footprint, implementing NetSuite customizations, and integrating their 3PL with key platforms like Shopify, SPS Commerce, cocokind successfully optimized their operations to support their growth. Despite challenges like the absence of sandboxes, the project delivered significant benefits, including improved accounting accuracy, operational efficiency, and the ability to scale their business more effectively.
Project Challenge
- Manual Bundle Setup: The team had to set up each bundle in Shopify, NetSuite, and at their 3PL, leading to redundancy and potential errors
- Incomplete Revenue Reporting: NetSuite’s native reports didn’t capture the component SKU’s revenue, making it difficult to accurately report and analyze the profitability of bundled items.
- Inventory Sync Issues: The company used a direct Shopify-to-3PL inventory sync, bypassing NetSuite, but struggled with inventory accuracy across systems.
- Lack of Shopify and Celigo testing environments: Faced difficulties due to the lack of sandboxes for both Celigo and Shopify, which limited their ability to test changes.
Solution
- Custom Reporting for Bundles
- Improved Revenue Visibility
- Consolidated Bundle Management
- Right-sizing the Celigo Footprint
Technologies
NetSuite custom Scripts, Celigo Integrations with 3PL, Shopify bundles setup
“We were able to get metrics on how much bundle discounts we were actually offering and keep track of that through a specific GL account. Overall, I’ve really enjoyed working with your company. It’s nice to have an expert who knows our system well and can help with a variety of issues.”
– Jennifer Rey
Controller
www.cocokind.com
About cocokind
In 2015, cocokind set out to create a brand that would transform the beauty industry by empowering and celebrating people for exactly who they are. With a commitment to high-quality skincare formulas at transparent prices, cocokind develops every formula to deliver powerful results while being kind to sensitive skin. cocokind products are available in over 3,000 retail locations throughout the U.S.and Canada including Target, Ulta Beauty, Whole Foods, Walmart, and Shoppers Drug Mart.
The Terrace Process
1
Listening
Terrace starts every project with a thorough understanding of business objectives and technical requirements.
2
Designing
Leveraging a wide repertoire of platforms and tools, Terrace architects use technologies tailored to your business.
3
Building
Terrace’s hand-picked team of engineers are among the finest in the industry – well-versed in the latest best practices and dedicated to an efficient and timely development process.
Terrace + cocokind
Strategic Rollout
- Terrace Consulting team had several discovery calls with cocokind stakeholders to understand their needs and requirements.
- Terrace Consulting executed a phased migration strategy, allowing for testing and refinement at each stage to ensure a seamless transition without disrupting ongoing business operations, followed by hyper-care period.
- Project was handled in agile methodology with weekly status reviews of the progress.
- Documentation, training, and support: cocokind Team members received comprehensive training on NetSuite functionality, empowering them to manage the platform effectively.
Results
Terrace Consulting worked with the client to develop a more efficient and automated process, with a specific focus on reporting and system integration. Key elements of the solution included:
- Custom Reporting for Bundles: With the new setup, the team could now track bundle discounts and generate custom reports that displayed the impact of those discounts on revenue. This was a major improvement, as the previous process didn’t capture discount metrics accurately.
- Improved Revenue Visibility and Reporting: The integration allowed the client to get metrics on how much in bundle discounts they were offering, and they were able to track that through a specific general ledger account in NetSuite. The project delivered on its promise to improve revenue reporting, providing the business with accurate metrics on bundle discounts and profitability.
- Automation and Efficiency: While some manual processes remained, the project successfully automated key elements of the bundle management and reporting process, reducing the need for manual updates across multiple systems.
- Accounting Cleanup and Accurate Profitability Tracking: The customizations and integrations led to a significant cleanup of cocokind’s accounting processes, particularly in handling bundled items. This allowed the company to track profitability more accurately, especially with the impact of bundle sales.
- Expert Support: The collaboration with Terrace Consulting was highly appreciated, particularly the ongoing support from their team in navigating both the technical and strategic challenges.
