Amazon

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Revision as of 21:00, 25 June 2019 by RWoodbury (talk | contribs) (Release Notes)
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Icon.Amazon.png The Amazon module, located in the Integrations group, is an add-on module that can be installed from the Small.Plugin.png Plugin module. After installing the plugin, a new module is added that integrates with one or more Amazon MWS accounts. Amazon provides a service called Fulfilled By Amazon (FBA). FBA inventory is sent to an Amazon warehouse. When the item sells, Amazon handles the shipment of the item. The Small.Amazon.png Amazon module works with Amazon FBA by importing the order, and then automatically marking it as shipped in Fishbowl. The plugin currently supports the North American market. Integrating other Amazon markets are currently unavailable through the plugin.

Amazon.png
The documentation on this page is for the most recent version of the Small.Amazon.png Amazon plugin. To get the most recent version, Update Fishbowl.

Install

  1. In any Fishbowl Client, open the Small.Plugin.png Plugin module, located in the Integrations group.
  2. Select the Small.Amazon.png Amazon plugin and click Install Now.
  3. Completely close all Fishbowl Clients.
  4. Exit the Fishbowl Server by right-clicking the Fishbowl Server tray icon and selecting Exit.
  5. After re-opening the Fishbowl Server, the admin user can access the Small.Amazon.png Amazon module from any Fishbowl Client by opening the Integrations module group.
  6. To grant access to additional users, assign the Amazon-View access right to the appropriate groups in the Small.User Group.png User Group module

Setup

Complete the steps to prepare for the Amazon integration. Then enter a Store Name and any other required information on the Store Settings tab of the Small.Amazon.png Amazon module.

  1. Sign up for an Amazon Marketplace Web Service (MWS) account. You will need a professional seller account in order to sign up for an Amazon MWS account.
  2. Select I want to give a developer access to my Amazon seller account with MWS.
    MWS 1.png
  3. For the North American marketplace, enter Fishbowlinv as the developer's name, 8756-4837-2491 as the developer account number, and then click Next.
    For the European marketplace, enter Fishbowl as the developer's name, 1428-7505-6079 as the developer account number, and the click Next.
  4. Accept the Amazon MWS License Agreement and then click Next.
  5. Copy the Seller ID, and Auth Token and paste them into the Store Settings tab of the Small.Amazon.png Amazon module.
    MWS 2.png

TABS

Shopping cart plugins in Fishbowl have a standardized layout. Some of the images below show the options that are most common between all plugins. Any additional Small.Amazon.png Amazon options or notes are included at the bottom of each section.

Store Settings

Amazon Store Settings.png
  1. If applicable, copy any needed setup information from the Amazon website.
  2. Click the Store Settings tab of the Small.Amazon.png Amazon module.
  3. Enter a name in the Store Name field and any other required information.
  4. Click the Connect Button.png button and verify that the connection to the Amazon website is working.
  5. Click the Save Button.png Save button at the top of the module to save the Amazon settings.
  6. Click the New Button.png New button at the top of the module to configure another Amazon store.

Order Import

Cart Order Import.png
  • Schedule - Select the Checked.png Active checkbox to import orders on a set schedule. Click the Run task Button.png Run task button to run the scheduled task right now. Data that has changed since the Last Sync date will be synchronized. This date will be updated automatically after a sync, or it can be manually edited to adjust which data will be synchronized.

Order Settings

Cart Order.png

Additional order data will be imported and displayed on the Details tab of the Small.Sales Order.png Sales Order module.

  • Order field mapping - Use the mapping table to map Amazon order fields to Fishbowl order fields. If no field is mapped to the Fishbowl Order Number, then it will be generated by Fishbowl. If no date field is mapped to the Fishbowl Date Scheduled, then it will be set to the date of import.
  • Use currency conversion - Enabling this option will convert order currencies from the Fishbowl customer's default currency to your Fishbowl home currency, using the rates defined in the Small.Currency.png Currency module. When currency conversion is enabled, some additional fields will be available, including a currency/customer mapping table when Use a Default customer is selected.
  • Discount item - Select the flat rate discount type that will be added as a line item to imported orders. The flat rate discount can be set to $0 in the Small.Discount.png Discount module and then the correct discount amount will be set when the order is imported from Amazon.
  • Default Salesperson - Sales orders will be created using this salesperson.
  • Default Class - If there is no class mapped from Amazon, sales orders will be created using this class as the sales order class.
  • Default Payment Terms - If there are no payment terms mapped from Amazon, sales orders will be created using this payment term.
  • Default Shipping Terms - If there are no shipping terms mapped from Amazon, sales orders will be created using these shipping terms.
  • Order number prefix - An order number prefix can be defined which will be applied to order numbers mapped from Amazon.
Small.Amazon.png Additional Amazon information
  • Scheduled Date - Select the date to be used: Earliest Ship By Date, Latest Ship By Date, Earliest Delivery By Date, or Latest Delivery By Date.

Location Group Settings

Cart Location Group.png
  • Use a default location group - Select a default location group for imported orders.
  • Use location group mapping - Use the table to map location groups between Amazon and Fishbowl.

Order Status Mapping

Cart Order Status Mapping.png
Use the table to assign Amazon order statuses to Fishbowl order statuses. The Order Import task will only import orders from Amazon that are in a status assigned to a Fishbowl order status. At least one active status mapping is required to use the Order Import task.

Customer Settings

Cart Customer.png
Use the options below to determine how customers are created in Fishbowl and what information is imported into Fishbowl.
  • Use a Default customer - This option will associate all imported sales orders with the customer selected in the Customer field. This could be used with a generic Fishbowl customer such as Amazon Customer.
  • Use the Amazon Billing Address - Use the billing address from the Amazon order instead of the address for the default customer.
  • Use the Amazon Shipping Address - Use the shipping address from the Amazon order instead of the address for the default customer.
  • Use the Amazon Customer and Addresses - This option will import the addresses and customer from the Amazon order instead of using a generic customer.
  • Name - Select the Amazon field that contains the customer name that should be imported into Fishbowl.
  • Alternate Name - An alternate field mapping when the primary mapping does not contain data.

Carrier Settings

Cart Carrier Mapping.png
  • Use default carrier/service - When selected, all orders imported from Amazon will use the selected carrier and carrier service. If this option is unchecked, carriers can be mapped between Fishbowl and Amazon. Each mapping will also set the Sales Order Priority so that Fishbowl users can identify orders with express shipping that need to be picked and shipped quickly.
  • Use carrier mapping - When selected, the table can be used to map carriers between Amazon and Fishbowl.

Payment Settings

Cart Payment Mapping.png
  • Create payments in Fishbowl - When selected, payments from the Amazon transaction will be shown in the Small.Payment Viewer.png Payment Viewer module.
  • Use a default payment method - When selected, all orders imported from Amazon will use the selected payment method.
  • Use Payment method mapping - When selected, the table can be used to map payment methods between Amazon and Fishbowl.
  • Always create payments - If no payment data exists for the order from Amazon, this option will always create a payment in Fishbowl equaling the order total. If payment mapping is enabled, orders without payment data will show "None" as the payment method type.
  • Ignore international payments - Payments will not be created for orders placed outside the United States. This setting is only available if Use Currency Conversion is enabled in the Small.Currency.png Currency module.
  • Currency - Select the currency type you accept in Amazon. This is a required setting if Use Currency Conversion is enabled in the Small.Currency.png Currency module.

Tax Settings

Cart Taxes.png
  • Import Taxes - When selected, the tax amount from the Amazon order will appear on the Fishbowl sales order as a flat rate line item. The flat rate amount can be set to $0 in the Small.Tax Rate.png Tax Rate module and then the correct total tax amount will be set when the order is imported from Amazon. If taxes are not imported, the Fishbowl payment will equal the order total before tax.
  • Use Default Tax Item - With this option selected, the same tax item will be used for all orders.
  • Use State Tax Mapping - This option allows different tax items to be used based on the Ship To state/province. If this option is enabled, the plugin will give an error when trying to import an order with a state that has not been mapped.

Order Item Settings

Cart Order Item Settings.png
  • Item field mapping - Use the mapping table to map Amazon order item fields to Fishbowl order item fields. If the Fishbowl price is not mapped, then the price from the Fishbowl product will be used and any applicable pricing rules applied. If the Fishbowl description is not mapped, then the description from the Fishbowl product will be used.
  • Shipping item - Select the shipping type product that will be added as a line item to orders when applicable. It will contain the shipping price to be paid by the customer.
  • Ignore miscellaneous items - If this option is selected, Amazon order items that are not related to an actual Amazon product record will be ignored and no Fishbowl line item will be created.
  • Enable order import product linking - Amazon order items will be matched to Fishbowl products based on the defined field mapping. If the Amazon product has been linked by ID to a Fishbowl product, that will take precedence.
  • Product field - The Fishbowl product field that will match the selected Amazon item field.
  • Amazon item field - The Amazon order item field that will match the selected Fishbowl product field.

Fulfillment Export

Amazon Order Fulfillment.png
  • Schedule - Select the Checked.png Active checkbox to export orders on a set schedule. Click the Run task Button.png Run task button to run the scheduled task right now. Data that has changed since the Last Sync date will be synchronized. This date will be updated automatically after a sync, or it can be manually edited to adjust which data will be synchronized. Orders will be updated after the product(s) on the order have been shipped in Fishbowl. Shipment tracking information will also be sent from Fishbowl to Amazon.
  • Fulfillment Date - The Fishbowl sales order scheduled date or shipment date that will be sent as the Amazon fulfillment date.

Product Import

Cart Product Import.png
  • Schedule - Select the Checked.png Active checkbox to import products on a set schedule. Click the Run task Button.png Run task button to run the scheduled task right now. Data that has changed since the Last Sync date will be synchronized. This date will be updated automatically after a sync, or it can be manually edited to adjust which data will be synchronized.
NOTE: When setting up the shopping cart integration for the first time you will want to adjust the Last Sync to a date before any of your products were created (for example, setting the year to 2000) so that all of the products on your website will be imported.

The product import task imports products into Fishbowl from Amazon. A product link is created by storing the Amazon product ID in Fishbowl. Select ONE of the following options:

  1. Link existing products - This option will match existing products in Fishbowl and Amazon where data matches in the selected fields.
  2. Import products - This option will import products from Amazon into Fishbowl, creating them based on the field mapping and selected settings. If the weight or size UOM isn't set in Amazon, the default UOMs listed here will be used.

Product Export

Amazon Product Export.png
  • Schedule - Select the Checked.png Active checkbox to export products on a set schedule. Click the Run task Button.png Run task button to run the scheduled task right now. Data that has changed since the Last Sync date will be synchronized. This date will be updated automatically after a sync, or it can be manually edited to adjust which data will be synchronized.
  • Update linked products in Amazon- Map the fields that should be imported from Amazon to Fishbowl. If the weight or size UOM isn't set in Amazon, the default UOMs listed here will be used. The selected product trees will be included, or all product trees will be included if the field is left blank. Selecting the Export All Products option will ignore the last sync date and attempt to push all of the Fishbowl products to Amazon. The product tree filter will still apply.

Inventory Update

Cart Inventory Update.png
  • Schedule - Select the Checked.png Active checkbox to export inventory levels to Amazon on a set schedule. Click the Run task Button.png Run task button to run the scheduled task right now. Data that has changed since the Last Sync date will be synchronized. This date will be updated automatically after a sync, or it can be manually edited to adjust which data will be synchronized.
NOTE: When setting up the shopping cart integration for the first time you will want to adjust the Last Sync to a date before any of your products were created (for example, setting the year to 2000) so that it includes all of your products (or any applicable product tree filter) when updating inventory levels.
  • Export company wide inventory - Include inventory quantities from all location groups in the inventory sync. If this option is unchecked, selected location groups can be added by clicking the Add Icon Button.png Add button.
  • Inventory Type - Select the inventory quantity that should be used during the update: Available For Sale, Inventory On Hand, or Available To Pick.
  • Product Tree filter - The export can be limited to certain product tree categories. If this field is left blank, all products will be included in the export.
  • Use max inventory quantity - With this option enabled, the maximum inventory quantity sent to Amazon can be limited. For example, if there is an available quantity of 4000 in Fishbowl, the quantity in Amazon could be set to 999.

FBA Import

Amazon FBA Import.png
  • The FBA Import tab has essentially the same settings as the Order Import tab but is used to import FBA orders from Amazon.

Troubleshooting

  • The attributes and IDs for orders and products can viewed or modified by clicking the Small.Amazon.png Amazon button at the top of the Small.Sales Order.png Sales Order module and the Small.Product.png Product module.
  • To view the scheduled tasks for the Small.Amazon.png Amazon module, open the Small.Schedule.png Schedule module.
  • A scheduled task can be run manually by double-clicking the task.
  • Enter an email address in the Small.Schedule.png Schedule module to receive error notifications.
  • To view the history of a scheduled task, including the result/error, click the History Icon Button.png History button in the Small.Schedule.png Schedule module.
  • More details about recent errors can be viewed by opening the Small.Data.png Data module and clicking the Server Log Button.png Server Log button.
  • Check for multiple versions of the Amazon.jar file in C:\Program Files\Fishbowl\plugins\ or \Applications\Fishbowl\plugins\ on a Mac. If there are two Amazon versions, exit the Fishbowl Server and remove the older version on all client and server computers.

Release Notes

2019.6.0X – 6-18-2019 - Fishbowl 2019.6

**This update will require the user to configure additional settings and mapping tables in the plugin. Contact Fishbowl Plugin Support for assistance**

  • General UI enhancements
  • Fixed bug where payments weren't created using the tax by state option
  • Fixed FBA order import error causing orders to not import
  • This update will cause the scheduled tasks to give an error when first loading Fishbowl after updating. Users will need to go into the plugin interface and configure the additional mappings and save settings in order for the scheduled tasks to run properly
  • Added ability to link products on order import. Products that were not previously linked using the product import/export tasks can now be linked during the order import task
  • Fixed bug to not include Amazon taxes in payment amount when the ignore taxes is set
  • Fixed bug in order import null error when the product has "0" for price
  • Fixed bug in order import when creating a new mapping in Location Group setting's mapping table, shows up blank in the channel Location drop-down
  • Added enhancement for inventory sync to have a max qty option
  • Added enhancement for inventory update to include "Available to Pick" for inventory type as one of the options
  • Added enhancement where order import carrier mapping now has a priority option for "All" that doesn't exist in Fishbowl and causes an error when used for an order
  • Added enhancement on order settings and on order items field mapping table including custom fields
2019.5.0X – 5-10-2019 - Fishbowl 2019.5
  • Fixed Typo in the payment panel
  • Fixed (for supporting channels)where the image export was not working on the product export task
  • Misc items are now supported on order import
  • Fixed bug with state tax mapping table giving a bad error when a state was not mapped on an order
  • Fixed advanced options error message when enabled and a day of the month wasn't specified
  • Fixed advanced options error for order fulfillment task'
  • Fixed data mapping error with many to one field mappings on product export
  • Fixed order fulfillment error where the data provided was not between the order data and no
  • Fixed order import country error on addresses
  • Fixed order fulfillment wrong merchant error
2019.4.0X – 4-18-2019 - Fishbowl 2019.4
  • Changed error message on order import when products are not linked and the order import failed
  • Fixed product import and product export mapping issue which was causing errors and limiting many to one field mappings between FB and the channel
  • Fixed bug on order import where the country was not importing with the billing and shipping addresses
  • Fixed connection issue for Amazon EU Marketplaces
  • Removed ability to "Use Developer Credential" to connect the plugin
  • Fixed fulfillment error when fulfilling a FB order that contained kits
  • On first load, a data migration task will run migrating carrier and payment mapping table data from the previous version
  • On first load, existing scheduled tasks will be removed and need to be recreated by Saving the plugin
  • Fixed bug where the gift wrap option caused the total to be wrong
  • Fixed so when an order importing to FB contains an Emoji it will replace the emoji to the text equivalent
  • Fixed bug where mapping validation error window appeared
  • Fixed bug where smaller screens would cut off data in the Plugin UI
  • Added UPC field as a mappable product field for product linking task
  • Added option to use a tax mapping table on the order import task
  • Fixed bug where the fulfillment task wasn't sending up the shipment tracking
  • Various AU version fixes


2019.3.0x – 3-14-2019 - Fishbowl 2019.3
  • Added enhancement option to always record payments on incoming orders even when there is no payment data from the Channel
  • Fixed bug when customer PO number did not populate correctly when the user did not have "Assign Channel Name order number to Customer PO field" checked
  • Importing order taxes is now optional. With the option to create taxes disabled, if a payment is created the total will reflect the order total without tax
  • Fixed bug where order import option to add on order number prefix was not saving
  • Multi-currency support for orders and payments created from the channel. Multi-Currency must be turned on in FB
  • With multi-currency enabled there is an option to not create payments for international orders
  • Fixed bug when QB class setting was not being applied to regular products in orders
  • Fixed bug where plugins first loading into a new database displayed pop up windows that should not be there
  • Fixed bug when using the default payment method
  • Changed so create taxes option is set by default
  • Fixed bug for when discount item field was left blank and saved, causing null errors
  • Added tracking to shipments on FB for fulfilled orders
  • Fixed bug where UI issue did not allow some order import setting panels to be seen
  • Fixed bug where panels were not sizing properly on small screens
2019.1.01 – 1-31-2019 - Fishbowl 2019.1

**Please note, this update will require you to re-enter the order status mapping table data when first loading the plugin for both order import and FBA import tasks**

  • Added ability to choose whether to sync on hand vs. available to sale inventory quantity
  • Improved status mapping error messages during order import using advanced options and the order status hasn't been mapped
  • In the order import tab when using the customer matching option, we now provide an alternative mapping option if the first mapping option does not contain data from the cart
  • Fixed bug to reenable editing of existing order status mapping
  • Updated FBA Import customer settings panel to have the same mapping options as the standard order import
  • Updated Test Connection success/fail dialog box
  • Added a popup window to notify users about status mapping tables being cleared
  • On the Inventory Update tab the location group drop down box is now replaced with a checkbox called "Sync all Location Groups"
  • When unchecked, a user-defined table gives the ability to define which location group(s) will be used to sync to the Channel
  • On order import the SO Date Scheduled field will have more date options to choose from Amazon
  • For new users only, store settings will show the Authorization Token field first
  • On order import and FBA import, the payment record in FB matches the SO order total when the user sets the option to ignore taxes
  • On order import, added message to the FB SO Note field "This is an Amazon Prime order" for seller fulfilled prime orders
  • Fixed bug on order fulfillment task to not send tracking data if an order is Prime
  • Fixed bug when clicking next button sometimes it would bring the mapping back up that user just created in the order status mapping table
  • Fixed bug where lines could be added to order status mapping without data
2018.12.02 – 12-20-2018 - Fishbowl 2018.12
  • Added ability to map the SO contact, phone, and email fields when using the "Use default customer" option on the Order Import task
  • Added ability to map the SO contact, phone and email fields on the FBA Import task
  • Added option to add a custom prefix to the shopping cart order number on order import
  • Added ability to map the shipping phone number from Amazon orders
  • If the create payment option is enabled and not payment data comes through with the order, the order now imports rather than fails
  • On order import the SO Date Scheduled field is populated with the Amazon Deliver By date
  • On order fulfillment task the shipped date in Amazon now shows as the Date Completed on the SO in Fishbowl
  • Fixed bug when using the ignore tax option on order import still produced an error requiring the user to specify a tax item
  • Fixed bug where the order import would miss some of the orders from Amazon and not import into Fishbowl
  • Fixed bug where the wrong inventory quantity was synced in the following scenario:
  • When not using a location group (LG) filter and multiple LG's exist in the FB database and
  • When one of the LG's has more inventory allocated than inventory available for all LG's combined
2018.10.07 – 11/12/2018 - Fishbowl 2018.10

Do not skip this version unless installing the plugin for the first time. If you’re planning to update to a later version of Fishbowl, install 18.10 first, update your plugins, and open them so the data migrator (described below) can run. Then update Fishbowl to the desired version. Updating to version 18.1X from a previous version of the plugin will require relinking products between Fishbowl and Amazon. To accomplish this, please contact our support team (plugins@fishbowlinventory.com) and they will assist in removing the existing product mapping and relinking products. The new product data linking contains a property used to determine whether or not the inventory updates for that product will be published to Amazon. The updated linking also uses Amazon product SKU as the channel identity. The other data, including the ASIN, is now stored in the JSON data in the Fishbowl database tables.

  • Fixed bug when linking products and receiving a Product Import null error
  • Fixed bug where we were pushing inventory updates for FBA managed inventory
  • Fixed bug to use the correct date from Amazon so orders aren't skipped on import
  • Fixed bug where inventory updates all linked products instead of the first linked product in the list in FB
2018.8 – 8/23/2018 - Fishbowl 2018.8
  • Channel data, such as product IDs, variant IDs, etc. will no longer be stored in custom fields. New database tables will be created for this purpose. Data from your custom fields will be automatically migrated to the database the first time you open the plugin after updating. Data will still remain in the custom fields for reference. The custom fields can be deactivated.
  • New version number system to match Fishbowl.
  • Schedule task now gives a count of the items that were imported/exported. Error message will list items that failed.
  • Will now use the account specified on the payment type (instead of the default) during order import.
  • There is now an option to exclude tax during order import.
  • Fixed a bug regarding taxes in the Fishbowl Canada version.
2.5 - 7/12/2018 - Fishbowl 2018.7
  • Bug Fixes
  • Updated for compatibility with Fishbowl version 2018.7
2.3.1 - 5/15/2018 - Fishbowl 2018.5
  • Addition of Price Update tab.
  • Redesigned Customer section in Order Import tab. **Reconfiguration of the customer settings will be required when you update to this version or beyond.
  • Bug Fixes
2.1.1 - 4/19/2018 - Fishbowl 2018.4
  • Fixed a bug that was causing orders to duplicate.
2.1 - 4/12/2018 - Fishbowl 2018.4
  • New layout and updated feature set, including new mapping options for Product Import.
  • Addition of a new order status mapping table. You can now import multiple statuses at the same time.
1.11 - 7/18/2017 - Fishbowl 2017.6
  • Fixed issue with FBA orders when a comma (,) in the address block causes an error when attempting to import the order
1.10 - 7/13/2017 - Fishbowl 2017.6
  • Compatibility fixes for 2017.6 version of Fishbowl
1.9 - 6/15/2017 - Fishbowl 2017.4
  • Removed condition notes when syncing products
1.8 - 4/13/2017 - Fishbowl 2017.3
  • Compatibility fixes for 2017.3 version of Fishbowl
  • Fixed tax functionality for Australia and Canada versions of Fishbowl
1.7 - 3/15/2017 - Fishbowl 2017.2
  • Compatibility fixes for 2017.2 version of Fishbowl
1.6 - 2/9/2017
  • Issue: Amazon item total price is populating the imported order as the unit price.
  • Resolution: Price is now setting correctly.
  • Issue: Having a comma (,) in the company name of the Amazon account causes an error when attempting to configure the plugin.
  • Resolution: Commas and other special characters can now be used in the company name with no issues.
1.5 - 9/8/2016
  • Issue: Tooltip on the pull product incorrectly says "product name".
  • Resolution: Updated tooltip now correctly labes as "product number".
1.4 - 8/11/2016
  • Issue: Plugin isn't pulling the Amazon ASIN.
  • Resolution: ASIN is now pulling.