Difference between revisions of "Magento Cart"

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{{Module Introduction|Magento|Integrations}} is an add-on module that can be installed from the {{Module|Plugin}}. After installing the plugin, a new module is added that integrates with one or more Magento shopping carts.
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#REDIRECT [[Magento]]
__TOC__
 
[[File:Magento.png|link=]]
 
{{Plugin Install|Magento Cart|Integrations}}
 
 
 
= SETUP =
 
 
 
In order to connect to Magento, the Magento API must first be configured properly. Follow the steps below to [[#1. Create a role|create a role]], [[#2. Create a user|create a user]], and then enter the credentials into the [[#3. Store Settings|store settings]] of the {{Module|Magento}}.
 
 
 
== 1. Create a role {{top}} ==
 
 
 
# Log into the Magento admin dashboard and navigate to '''System''' > '''Web Services''' > '''SOAP/XML-RPC - Roles'''.<br>[[File:Magento Roles.png]]
 
# Click the [[File:Add New Role.png|link=|alt=Add New Role|bottom]] button.<br>[[File:Magento New Role1.png]]
 
#* Enter a '''Name''', such as '''Fishbowl''', and then enter the '''Current Admin Password''' so that the role can be saved when completed.
 
# Click '''Role Resources''' on the left and select '''All''' from the '''Resource Access''' drop down.<br>[[File:Magento New Role2.png]]
 
# Click the [[File:Save Role.png|link=|alt=Save Role|bottom]] button.
 
 
 
{{Clear}}
 
 
 
== 2. Create a user {{top}} ==
 
 
 
# Navigate to '''System''' > '''Web Services''' > '''SOAP/XML-RPC - Users'''.<br>[[File:Magento Users.png]]
 
# Click the [[File:Add New User.png|link=|alt=Add New User|bottom]] button.<br>[[File:Fishbowl Integration Magento 4.png]]
 
#* Enter a '''User Name''', such as '''Fishbowl'''.
 
#* Fill out the '''First Name''', '''Last Name''', and '''Email''' for the user being created.
 
#* Enter the '''Current Admin Password''' so that the user can be saved when completed.
 
#* Create an '''API Key''' for the user. This is essentially a password. Confirm the password in the '''API Key Confirmation''' field.
 
# Click '''User Role''' on the left and select the role created above.<br>[[File:Fishbowl Integration Magento 5.png]]
 
# Click the [[File:Save User.png|link=|alt=Save User|bottom]] button.
 
 
 
{{Clear}}
 
 
 
== 3. Store Settings {{top}} ==
 
 
 
# Open the {{Module|Magento}} and enter the '''Store URL''' and the user credentials that were created above.<br>[[File:Magento Credentials.png|link=]]
 
# Click the '''Test Connection''' button to verify that the connection is valid and then click '''Save'''.
 
 
 
Multiple Magento carts can be configured by clicking the {{Button|New}}, which will add another '''Magento Cart''' tab.
 
 
 
= TABS =
 
 
 
{{HideH2|Settings tab}} [[File:Magento Settings Tab.png|right]]
 
 
 
* '''Email''' - The email address to notify regarding integration information. Failed schedules will send an email to this address. Email can be configured on the {{ModuleTab|Company|Email}}.
 
* '''Magento SKU'''
 
** When using a "Simple Product" in Magento, the Magento SKU can be mapped to the '''Product Number''' or the '''SKU''' in Fishbowl.
 
** When using anything other than a "Simple Product" in Magento, select '''SKU'''.
 
* '''Magento Name''' - The '''Name''' in Magento can be mapped to the '''Product Number''' or '''SKU''' in Fishbowl.
 
* '''Short Description''' - The '''Short Description''' in Magento will be mapped to the '''Description''' in Fishbowl.
 
* '''Description''' - The '''Description''' in Magento will be mapped to the '''Details''' in Fishbowl.
 
 
 
{{HideH2|Schedule Import Order}} [[File:Magento Schedule Import Order Tab.png|right]]
 
 
 
{{Schedule|import orders}}
 
* '''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, issued, or fulfilled status. Setting orders to fulfilled status will import orders and then quick fulfill them.
 
* '''Tax Item''' - Tax rate item for the total tax amount from Magento. Can only specify a flat rate tax. If the list is empty, [[Tax_Rate#Add_a_tax_rate|create 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 Magento Order Number as SO Number''' - When selected, sales orders will be created using the Magento order number as the Fishbowl sales order number.
 
* '''Magento Order Status''' - This selection determines which status of Magento orders will be imported into Fishbowl.
 
 
 
{{HideH2|Schedule Export Order}} [[File:Magento Schedule Export Order Tab.png|right]]
 
 
 
{{Schedule|export orders}}
 
* '''Update Magento Order Status''' - When selected, Magento orders will be updated after the product(s) on the order have been shipped in Fishbowl. If left blank, Fishbowl will not update the status of the Magento order.
 
 
 
{{HideH2|Schedule Products}} [[File:Magento Schedule Products Tab.png|right]]
 
 
 
{{Schedule|sync products}}
 
* '''Pull products to Fishbowl''' - When selected, products created in Magento will be created in Fishbowl.
 
* '''Push products to Magento''' - When selected, products created in Fishbowl will be created in Magento.
 
* '''Always sync all products''' - When selected, the entire product list in Magento and Fishbowl will sync. Typically, this setting would be used on the initial integration, and then disabled afterward to allow for a faster sync of just new products.
 
* '''Weight UOM''' - Default UOM for the weight of products as they are created.
 
 
 
{{HideH2|Schedule Inventory}} [[File:Magento Schedule Inventory Tab.png|right]]
 
 
 
{{Schedule|sync inventory}}
 
* '''Location Group''' - When selected, the [[Inventory#Inventory_status_terms|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.
 

Latest revision as of 22:54, 19 February 2020

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