About Take a Recess
Take a Recess is a functional beverage brand founded in 2018 and based in New York, NY. Its lineup includes canned sparkling waters, ready-to-drink canned mocktails, drink powders, subscription products, and branded apparel. The brand sits at the front of the alcohol-alternative category, is distributed in approximately 18,000 U.S. retailers, and closed a Series B in late 2025 to accelerate growth. As volume doubled year over year, Take a Recess needed a finance and operations stack that could keep pace.
Website
Industry
Food and Beverage
Integrations
The Challenge
With distribution in roughly 18,000 retailers, an Amazon presence at the top of the alcohol-alternative category, a B2B portal on Shopify, a D2C subscription engine, and Faire wholesale orders coming in daily, the company had outgrown what QuickBooks could carry. Finance leadership needed a real ERP, and the operations team needed a clean source of truth for revenue, inventory, and channel performance.
A NetSuite migration was already in motion. The integration question was sharper. The four channels had very different operational shapes. The high-volume direct revenue channels needed a posting model that kept the NetSuite ledger clean at the channel level. The Faire wholesale channel needed each order tracked as its own Sales Order so the brand could process wholesale transactions through standard NetSuite workflows for fulfillment, invoicing, and AR. They also wanted the new system in place quickly so the next phase of growth could be measured against a single source of truth.
That is the brief Hairball was asked to solve: connect Shopify D2C, Shopify B2B, Amazon, and Faire to NetSuite using the right level of detail for each channel, keep the NetSuite ledger clean where it needed to be clean, and match the way Take a Recess actually closes its books.
Key Issues
1. Four sales channels, four operating models.
Shopify D2C runs high-volume subscriptions and one-off DTC orders. Shopify B2B serves wholesale buyers with negotiated pricing and net terms. Amazon brings marketplace settlement complexity, a daily limit on API requests, and a limit on shipment reports. Faire layers in another wholesale workflow with its own payout structure. Each channel had to land in NetSuite in a way the finance team could actually reconcile.
2. Migration from QuickBooks to NetSuite.
Take a Recess was new to NetSuite, which meant the integration design had to make sense on day one for a team learning the platform. Architecture decisions could not assume deep NetSuite fluency at the user level.
3. High-volume direct revenue channels and a wholesale channel that needed different treatment.
With sales doubling year over year and an Amazon channel that already moves significant daily volume, a transaction-level posting model for the direct revenue channels would have generated thousands of NetSuite records per day, with reconciliation overhead the finance team did not want to absorb. At the same time, Faire wholesale orders needed to land in NetSuite as discrete Sales Orders so each wholesale transaction could flow through standard NetSuite wholesale workflows. A single integration pattern across all four channels would not fit.
4. A finance team that needed clean channel-level reporting.
Leadership wanted to see daily revenue by channel without scrolling through individual order records. The integration had to be the right level of abstraction for the operating cadence.
5. Speed to live, in a moving operational environment.
Take a Recess needed all four channels operational on NetSuite without dragging the implementation across multiple quarters, and the integration design had to accommodate evolving fulfillment locations as the business scaled. The plan had to be executable while operations kept moving.
The Solution
Hairball designed an integration architecture in Celigo that matched each channel’s operational reality. For Shopify D2C, Shopify B2B, and Amazon, the team built a daily consolidated cash sale model: one summary cash sale per channel, per day, posted into NetSuite by Celigo. For Faire, the team built a per-order flow that creates a NetSuite Sales Order for every Faire wholesale order, so each wholesale transaction can be tracked, fulfilled, and invoiced through standard NetSuite wholesale workflows. NetSuite holds the financial truth at the level of detail finance actually uses, channel by channel.
The architecture has three deliberate properties.
The right level of detail in NetSuite for each channel
Direct revenue channels roll up daily into a single cash sale, which means revenue, units, and reconciliation can be read directly off the NetSuite ledger by channel without custom reports. Faire wholesale orders flow as individual Sales Orders, which means the wholesale team can process them through standard NetSuite workflows from order through invoicing.
Source systems remain the system of record for order detail
Shopify, Amazon, and Faire continue to hold the line-level order data, fulfillment records, customer information, and channel-specific workflows. NetSuite gets the level of detail it needs to be the financial system of record, without duplicating operational complexity that already lives upstream.
Celigo as the orchestration layer
Celigo handles the daily aggregation for the three consolidated channels, the per-order Sales Order creation for Faire, and the connections back to NetSuite. Hairball configured the flows, designed the posting rules for each channel, and built the channel-specific logic that handles Amazon settlements, Faire wholesale orders, Shopify B2B terms, and Shopify D2C subscriptions inside a single integration footprint.
The build proceeded in waves. Faire went live first, followed by Amazon, then Shopify D2C, then Shopify B2B. Each go-live was sequenced so finance could validate the channel posting model with real data before the next channel turned on.
The Results
Take a Recess is now live on NetSuite across all four sales channels. Shopify D2C, Shopify B2B, and Amazon post daily consolidated cash sales into NetSuite. Faire orders flow per-order as NetSuite Sales Orders. All four channels run through Hairball-built Celigo flows. The finance team closed its first NetSuite-native month with the right level of detail per channel, delivered automatically. QuickBooks is no longer the system of record.
Operationally, Take a Recess gained four things:
1. A single source of truth for revenue by channel.
Finance reads channel performance directly from NetSuite without manually reconciling against four storefronts.
2. An integration pattern that scales with volume.
As order counts continue to climb, the daily consolidated model holds its shape. The NetSuite ledger does not get noisier as the business gets bigger.
3. A clean foundation for future channels.
The same daily cash sale pattern can be extended to additional marketplaces and wholesale relationships without redesigning the architecture.
4. A NetSuite footprint sized to how the team actually works.
The integration matches the way Take a Recess closes its books, not the way a textbook integration would post every transaction.
Take a Recess expanded marketplace coverage and unlocked the kind of channel analytics that only become possible once the data is unified inside NetSuite. Each new channel and capability plugs into the same connected system Hairball built on day one.
Have a similar problem? If you’re running multi-channel commerce on NetSuite and want a finance-friendly integration architecture, book a call with Hairball.
