LemonStand

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Icon.LemonStand.png The LemonStand 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 LemonStand shopping carts.

LemonStand.png

The documentation on this page is for the most recent version of the Small.LemonStand.png LemonStand 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.LemonStand.png LemonStand plugin and click Install.
  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.LemonStand.png LemonStand module from any Fishbowl Client by opening the Integrations module group.
  6. To grant access to additional users, assign the LemonStand-View access right to the appropriate groups in the Small.User Group.png User Group module

Setup

In order to connect to LemonStand, the LemonStand API must first be configured properly. Follow the instructions below to generate an API key.

  1. Log into the LemonStand /backend.
  2. Click the Integrations menu.
  3. Select API and click the Add button.
  4. Enter a Name and then click Save.
  5. Click the Access Token that was created and paste the Access Token into Fishbowl.
  6. Enter a Store Name and the Store URL into Fishbowl.
  7. Click the Test Connection button in the Small.LemonStand.png LemonStand module to verify that the connection is valid and then click Save.

Multiple LemonStand carts can be configured by clicking the New Button.png Setup button, which will add another LemonStand Store tab.

TABS

Settings tab
LemonStand Settings Tab.png
  • Email - The email address to notify regarding integration information. Failed schedules will send an email to this address. Email can be configured on the Email tab of the Small.Company.png Company module.
Schedule Import Order
LemonStand Schedule Import Order Tab.png
  • Schedule - Select the Checked.png Active checkbox to import orders on a set schedule. Click the Schedule Button.png Schedule 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.
  • Salesperson - Sales orders will be created using this salesperson. This field is required.
  • Carrier - When selected, sales orders will be created using this carrier.
  • Payment Terms - When selected, sales orders will be created using this payment term.
  • Payment Method - Sales orders will be created using this payment method. This field is required.
  • Shipping Terms - When selected, sales orders will be created using these shipping terms.
  • Location Group - Sales orders will be created using this location group. This field is required.
  • Customer - When selected, sales orders will be created using this customer for every order. If left blank, unique customer information for each order will be imported from the shopping cart. Address information will be imported for each order regardless of customer selection.
  • SO Status - Orders can be imported as an estimate or issued status.
  • Tax Item - Tax rate item for the total tax amount from LemonStand. Can only specify a flat rate tax.
  • Class - When selected, sales orders will be created using this class as the sales order class.
  • Shipping Item - When selected, sales orders will be created using this product as the default shipping item.
  • Use store order number as SO Number - When selected, sales orders will be created using the LemonStand order number as the Fishbowl sales order number.
Schedule Export Order
LemonStand Schedule Export Order Tab.png
  • Schedule - Select the Checked.png Active checkbox to export orders on a set schedule. Click the Schedule Button.png Schedule 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.
Schedule Products
LemonStand Schedule Products Tab.png
  • Schedule - Select the Checked.png Active checkbox to sync products on a set schedule. Click the Schedule Button.png Schedule 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.
  • Weight UOM - The UOM for weight on products. This should match the UOM set in store settings on your LemonStand shopping cart.
  • Pull products to Fishbowl - When selected, products created in LemonStand will be created in Fishbowl.
    • Fail When Missing SKU - When selected, the sync will log products with missing SKUs as errors.
  • Push products to LemonStand - When selected, products created in Fishbowl will be created in LemonStand.
    • Create As Enabled - When selected, the products pushed to LemonStand will be enabled.
Schedule Inventory
LemonStand Schedule Inventory Tab.png
  • Schedule - Select the Checked.png Active checkbox to sync inventory on a set schedule. Click the Schedule Button.png Schedule 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.
  • Location Group - When selected, the Available For Sale inventory quantity will be used from this location group only. If left blank, the quantity from all location groups will be used.