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}}.
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#REDIRECT [[Magento]]
 
 
{{Video Intro|u0oPdelnFqM}}
 
 
 
{{Divider}}
 
[[File:Magento.png|link=]]
 
{{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.
 
 
 
{{Clear}}
 
 
 
=== 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.
 
 
 
{{Clear}}
 
 
 
=== 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 Product||{{Arrow|Both}}||Fishbowl Product
 
|-
 
|colspan="3" width = "10"|The product mapping can be customized by selecting any combination of the following fields on the [[#Product_import|Product Import]] or [[#Product_export|Product Export]] tab.
 
|-
 
|
 
Name
 
<br>Short Description
 
<br>Description
 
<br>SKU
 
<br>Price
 
<br>Weight
 
|
 
|
 
Product
 
<br>Description
 
<br>Price
 
<br>UOM
 
<br>Details
 
<br>UPC
 
<br>SKU
 
<br>Length
 
<br>Width
 
<br>Height
 
<br>Length UOM
 
<br>Weight
 
<br>Weight UOM
 
|-
 
!Magento order with [[Magento#Schedule_Import_Order|specified status]] ||{{Arrow|Right}}|| Fishbowl sales order
 
|-
 
|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}}|| The tax options can be set under [[#Order_Import|'''Use Order Tax''' on the '''Order Import''' 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}}
 
|-
 
|Carrier||{{Arrow|Right}}||Carriers can be mapped by clicking the {{Button|Mapping}}.
 
|-
 
|Payment method||{{Arrow|Right}}||Payment methods can be mapped by clicking the {{Button|Mapping}}.
 
|-
 
!Magento order with '''Complete''' status ||{{Arrow|Left}}|| Fishbowl fulfilled sales order
 
|-
 
|colspan="3" width = "10"|After an order is fulfilled in Fishbowl, it will be marked as '''Complete''' in Magento.
 
|-
 
!Magento quantity ||{{Arrow|Left}}|| Fishbowl '''Available For Sale''' quantity
 
|-
 
|colspan="3" width = "10"|Only inventory that has changed since the last export will be updated.
 
|}
 
 
 
== Australia/Canada {{top}} ==
 
 
 
When using the Magento plugin with Fishbowl Australia or Fishbowl Canada, tax rates can be mapped by clicking the {{Button|Mapping}}. Follow the instruction below to obtain the '''Magento Tax Class Id'''.
 
 
 
# Open the '''Magento Admin Panel''' in a web browser.
 
# Click the '''Sales''' menu at the top.
 
# Hover over '''Tax''' and then click '''Product Tax Classes'''.
 
# Click the applicable tax rate.
 
# Locate the word '''id''' in the URL bar at the top of the browser. The number that follows '''id''' should be entered on the '''Tax Rate''' tab of the '''Mappings''' window.<br>[[File:Magento tax rate id.png]]
 
# Repeat steps '''4''' and '''5''' for each tax rate that will be mapped.
 
 
 
= TABS =
 
 
 
{{H2|Order Import}} [[File:Magento Schedule Import Order Tab.png|right]]
 
 
 
{{Schedule|import orders}}
 
* '''Salesperson''' - Sales orders will be created using this salesperson. This field is required.
 
* '''Payment Terms''' - When selected, sales orders will be created using this payment term.
 
* '''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.
 
* '''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.
 
* '''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.
 
{{Cart Customer}}
 
* '''Use company name for new customers''' - When selected, the '''Company name''' from the Magento order will be used instead of the '''First name''' and '''Last name'''.
 
* '''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.
 
* '''Use same carrier and carrier service for all orders''' - When selected, all orders imported from Magento will use the selected carrier and carrier service. If this option is unchecked, carriers must be mapped by clicking the {{Button|Mapping}}.
 
* '''Use same payment method for all orders''' - When selected, all orders imported from Magento will use the selected payment method. If this option is unchecked, payment methods must be mapped by clicking the {{Button|Mapping}}.
 
* '''Use Order Tax''' - When selected, orders with tax that are imported from Magento will use the customer assigned tax code in Fishbowl. If this option is unchecked, the specified flat rate tax will be used. 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.
 
 
 
{{H2|Order Export}} [[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|Product import}} [[File:Magento Schedule Products Tab.png|right]]
 
 
 
{{Products before orders}}
 
 
 
{{Schedule|import products}}
 
* '''Field Mapping''' - Use the icon buttons on the right side of the table to edit the field [[#Mapping|mappings]].
 
* '''Weight UOM''' - If the weight UOM isn't set in Magento, the default UOM listed here will be used.
 
* '''Size UOM''' - If the size UOM isn't set in Magento, the default UOM listed here will be used.
 
 
 
{{H2|Product export}} [[File:Magento product export tab.png|right]]
 
 
 
{{Schedule|export products}}
 
* '''Field Mapping''' - Use the icon buttons on the right side of the table to edit the field [[#Mapping|mappings]].
 
* '''Weight UOM''' - If the weight UOM isn't set in Magento, the default UOM listed here will be used.
 
* '''Size UOM''' - If the size UOM isn't set in Magento, the default UOM listed here will be used.
 
* '''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.
 
 
 
{{H2|Inventory Update}} [[File:Magento Schedule Inventory Tab.png|right]]
 
 
 
{{Schedule|export inventory levels to Magento}}
 
* '''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.
 
* '''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.
 
 
 
{{Clear}}
 
 
 
= 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 =
 
'''Considerations before updating to version 2.3'''
 
 
 
* If using the carrier and payment mappings in version 2.3, please read through the setup instructions on this wiki page. Carrier(s) and payment(s) names from Magento much match exactly when entered.
 
* If using the order tax, instead of a line item tax, the order import will fail unless the customer in FB, for the corresponding transaction, has a tax rate assigned.
 
'''Release Version 2.3 - 04/04/2017 - Works with FB version 2017.2 and higher'''
 
* Added checkbox option to use company name when creating new customer on SO Import
 
* Fixed product mapping error when no SKU specified for product sync from FB to Magento
 
* Added ability to map payment(s) and carrier(s) between Magento and FB.
 
* Added flexibility for product field mappings between Magento and FB.
 
* Changed product sync to separate scheduled tasks for importing and exporting products.
 
* Added checkbox option to use order based tax rate calculations instead of flat rate tax items.
 
* AU customers only - added checkbox option to include the product tax class mapping between FB and Magento.
 
* Australia and Canada customers only - added product tax class mappings between FB and Magento.
 
* Australia and Canada only - fixed tax functionality to set the tax rate correctly.
 
 
 
'''Release Version 2.2 - 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 3/15/2017 - For Fishbowl version 2017.2 and higher
 
* Compatibility fixes for 2017.2 version of Fishbowl
 
 
 
'''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.
 
 
 
'''Released on 2/9/2017'''
 
* Enhancements
 
::* Ability to push product price and description changes from FB to Magento after initial product sync
 
::* Added more product field mapping options for SKU, Name, and Description fields
 
::* Customer email from Magento order now imports to the FB SO
 
::* Magento Store identity is now stored on the FB SO
 
::* Line item identity is now stored in SO Line Item custom field
 
::* If the FB carrier is set to UPS, USPS, FEDEX or DHL that will be sent to Magento, otherwise the value "custom" is sent along with the tracking number.
 
 
 
* Fixes
 
::* Configurable Products now import correctly to FB
 
::* Zero Dollar Orders now import to FB
 
::* Line item level discounts now apply correctly
 
 
 
'''Released on 10/13/2016'''
 
* Issue: Saving the sales person is required for import order, even when the task is not active.
 
::* Resolution: Required fields are only required on active tasks.
 

Latest revision as of 22:54, 19 February 2020

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