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. This plugin is specifically designed to integrate with Magento 1.7 through Magento 1.9. For Magento 2.0 or higher, use the {{Module|Magento 2.x}}.
#REDIRECT [[Magento]]
{{Video Intro|u0oPdelnFqM}}
{{Plugin Install|Magento Cart|Integrations}}
== Setup {{top}} ==
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 ===
# 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.
=== 2. Create a user ===
# 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.
=== 3. Store Settings ===
# 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.
== Mapping {{top}} ==
The table below shows some of the data that transfers between Magento and Fishbowl.
{| class="prettytable"
! Magento
! Fishbowl
|Product ||{{Arrow|Both}}|| Product
|Order with [[Magento#Schedule_Import_Order|specified status]] ||{{Arrow|Right}}|| Sales order
|Complete order ||{{Arrow|Left}}|| Fulfilled sales order
|Qty ||{{Arrow|Left}}|| Available for sale inventory (only inventory that has changed since the last export will be updated)
|Product SKU ||{{Arrow|Both}}|| See [[Magento#Schedule Products|SKU]]
|Product name ||{{Arrow|Both}}|| See [[Magento#Schedule Products|Name]]
|Short description ||{{Arrow|Both}}|| See [[Magento#Schedule Products|Short description]]
|Product description ||{{Arrow|Left}}|| See [[Magento#Schedule Products|Description]]
|Magento order number||{{Arrow|Right}}|| Customer PO field, sales order number (optional)
|Order date ||{{Arrow|Right}}|| Fulfillment date
|Customer name & billing address ||{{Arrow|Right}}|| Bill To
|Customer name & shipping address ||{{Arrow|Right}}|| Ship To
|Customer ||{{Arrow|Right}}|| Creates a new customer or uses the generic customer specified on the [[#Schedule Import Order|Schedule Import Order tab]].
|Taxes ||{{Arrow|Right}}|| All taxes are combined into the tax item specified on the [[#Schedule Import Order|Schedule Import Order tab]].
|Order gift message||{{Arrow|Right}}|| Order '''Note''' on the {{ModuleTab|Sales Order|Details}}.
|Item gift message||{{Arrow|Right}}|| Order '''Note''' on the {{ModuleTab|Sales Order|Details}}.
|Email||{{Arrow|Right}}||'''Email''' field of the {{ModuleTab|Sales Order|Details}}
|Phone||{{Arrow|Right}}||'''Phone''' field of the {{ModuleTab|Sales Order|Details}}
= TABS =
{{H2|Settings}} [[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}}.
{{H2|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.
{{Cart Customer}}
* '''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]] to be used with Magento. The flat rate amount can be set to $0 in the {{Module|Tax Rate}}, and then the correct total tax amount will be set when the order is imported from Magento.
* '''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.
* '''Magento Order Status''' - This selection determines which status of Magento orders will be imported into Fishbowl.
* '''Use Magento Order Number as Fishbowl SO Number''' - When selected, sales orders will be created using the Magento order number as the Fishbowl sales order number.
{{H2|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.
{{H2|Schedule Products}} [[File:Magento Schedule Products Tab.png|right]]
{{Products before orders}}
{{Schedule|sync products}}
* '''Weight UOM''' - Default UOM for the weight of products as they are created.
* '''Pull products to Fishbowl''' - When selected, products created in Magento will be imported to Fishbowl.
* '''Push products to store''' - When selected, products created in Fishbowl will be exported to Magento.
* '''Magento fields''' - Select how the Magento '''SKU''', '''Name''', '''Short Description''', '''Description''', and '''Weight UOM''' are mapped in Fishbowl.
* '''Product tree filter''' - When left blank, all products will be pushed to Magento. To limit the products that are pushed to Magento, click the {{Icon Button|Product Tree}}. The selected category and all of its sub-categories will then be included in the sync.
{{H2|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.
= Troubleshooting =
{{Cart Troubleshooting}}
* When syncing products from Magento to Fishbowl, products will match Magento SKU to Fishbowl Product Number field. If no match exists, a new product will be created.
= Release Notes =
'''Scheduled Release 3/16/2017 - Works with FB version 2017.1 and newer'''
* Changed product mapping options to have FB Fields as static and Magento as dynamic
* Added product weight mapping
* Fixed kit inventory syncing to report correct kit quantity to Magento
* Fixed kit export sync to Magento
* Mapped company name from Magento orders to FB
* When importing orders from Magento to FB in a pending status we no longer create a payment for the order
* Mapped address line 2 in Bill to and Ship to addresses
* Improved the reset last sync functionality
'''Released on 3/9/2017'''
* Enhancement to store Magento Cart Store ID in SO Custom Field
*Issue: Last Sync Date was set to task completion not task start
::* Resolution: Last Sync Date now sets to when scheduled task starts
* Issue: New products when pulling from Magento to FB not created
::*Resolution: New products created in FB when pulling from Magento.
::Note - product will try to map Magento SKU to FB Product Number. If no match then a new product will be created.

Latest revision as of 22:54, 19 February 2020

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