Difference between revisions of "Magento Cart"

From Fishbowl
Jump to navigation Jump to search
(Redirected page to Magento)
 
(232 intermediate revisions by 3 users not shown)
Line 1: Line 1:
{{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]]
 
 
{{IntroImage}}
 
 
 
{{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.
 
 
 
{{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 on the '''Order Import''' tab. For more information, see [[#Carriers|Carriers]].
 
|-
 
|Payment method||{{Arrow|Right}}||Payment methods can on the '''Order Import''' tab. For more information, see [[#Payment methods|Payment methods]].
 
|-
 
!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.
 
|}
 
 
 
=== Carriers ===
 
 
 
Follow the instructions below to map carriers between Magento and Fishbowl.
 
 
 
# Log into the Magento Admin panel.
 
# Click the '''System''' menu and then select '''Configuration'''.
 
# In the '''Sales''' section on the left, click '''Shipping Methods'''.
 
# Expand the desired shipping method and copy the '''Title''' and '''Method'''.<br>[[File:Magento flat rate.png|link=]]<br><br>[[File:Magento UPS.png|link=]]
 
# Open the '''Carrier Mapping''' section on the '''Order Import''' tab and then click the {{Icon Button|New}}.
 
# Enter the exact '''Title''' and '''Method''' into Fishbowl with the following format '''Title - Method'''. Below are several examples.{{Vertical Spacer}}[[File:Magento carrier mapping.png|link=]]
 
#* '''Flat Rate - Fixed'''
 
#* '''Free Shipping - Free'''
 
#* '''United Parcel Service - Next Day Air'''
 
#* '''United Parcel Service - Ground'''
 
# Select the corresponding '''Fishbowl Carrier Service''' and then click the '''Save''' button.
 
 
 
=== Payment methods ===
 
 
 
Follow the instructions below to map payment methods between Magento and Fishbowl.
 
 
 
# Log into the Magento Admin panel using Google Chrome.
 
# Click the '''System''' menu and then select '''Configuration'''.
 
# In the '''Sales''' section on the left, click '''Payment Methods'''.
 
# Right-click the header of the desired payment method and select '''Inspect'''.<br>[[File:Magento payment method inspect.png|link=]]
 
# In the section highlighted by Chrome, copy the text between '''"payment_''' and '''-head"'''.
 
# Open the '''Payment Mapping''' section on the '''Order Import''' tab and then click the {{Icon Button|New}}.
 
# Enter the Magento payment ID into Fishbowl. Below are several examples.{{Vertical Spacer}}[[File:Magento payment mapping.png|link=]]
 
#* '''checkmo'''
 
#* '''cashondelivery'''
 
#* '''authorizenet'''
 
#* '''banktransfer'''
 
# Select the corresponding '''Fishbowl Payment Method''' and then click the '''Save''' button.
 
 
 
== Australia/Canada {{top}} ==
 
 
 
When using the Magento plugin with Fishbowl Australia or Fishbowl Canada, tax rates can be mapped by using the '''Magento Tax Class Id''' as explained below.
 
 
 
# 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 in the tax rate mapping section of the {{Module|Magento}}.<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|Run task}}
 
 
 
:{{HideH2|Order}} [[File:Magento Schedule Import Order Orders.png|right]]
 
:* '''Location Group''' - Sales orders will be created using this location group.
 
:* '''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.
 
:* '''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.
 
:* '''Add order discounts as a flat rate discount item''' - When selected, incoming orders with discounts will apply discounts on the sales order as a separate, flat rate discount item.
 
:* '''Discount Item''' - Discount item for the order discount amount from Magento. Can only specify a flat rate discount. The flat rate discount can be set to $0 in the {{Module|Discount}} and then the correct discount amount will be set when the order is imported from Magento.
 
:* '''Apply order discounts to line items''' -  When selected, incoming orders with discounts will apply discounts to the line items on the sales order.
 
 
 
:{{HideH2|Customer}} [[File:Magento Schedule Import Order Customer.png|right]]
 
:* '''Use default customer''' - When selected, sales orders will be created using this customer for every order.
 
:** If this option is not selected, unique customer information for each order will be imported from Magento.
 
:** Alternatively, create a generic/web customer in Fishbowl that will be used for all imported orders.
 
:** Address information will be imported for each order regardless of this option.
 
:* '''Salesperson''' - Sales orders will be created using this salesperson.
 
:* '''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.
 
:* '''Class''' - When selected, sales orders will be created using this class as the sales order class.
 
:* '''Customer Status''' - When selected, imported customers will be created with the selected status.
 
:* '''Use company name for new customers''' - When selected, the '''Company name''' from the bill to address of the Magento order will be created as the customer name in Fishbowl.
 
 
 
:{{HideH2|Carrier Mapping}} [[File:Magento Schedule Import Order Carrier Mapping.png|right]]
 
:* '''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 can be mapped by following the instructions [[#Carriers|here]].
 
 
 
:{{HideH2|Payment Mapping}} [[File:Magento Schedule Import Order Payment Mapping.png|right]]
 
:* '''Create payments in Fishbowl''' - When selected, payments from the Magento transaction will be shown in the {{Module|Payment Viewer}}.
 
:* '''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 can be mapped by following the instructions [[#Carriers|here]].
 
 
 
:{{HideH2|Taxes}} [[File:Magento Schedule Import Order Taxes.png|right]]
 
:* '''Calculate Order Tax''' - When selected, orders imported from Magento with tax will use the customer assigned tax code in Fishbowl. The tax amount on the Fishbowl sales order will be calculated using the tax code assigned in Fishbowl. If no tax code is assigned to the customer, the order will fail to import.
 
:* '''Flat Rate Tax Item''' - When selected, the tax amount from the Magento 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 {{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|Run task}}
 
* '''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|Run task}}
 
* '''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|Run task}}
 
* '''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|Run task}}
 
* '''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 =
 
* Enter an email address on the [[#Settings|'''Settings''' tab]] to receive error notifications.
 
* To view the scheduled tasks for the cart, open the {{Module|Schedule}}.
 
* To reduce errors, the suggested order for running tasks is '''Products''', '''ImportOrder''', '''Inventory''', '''ExportOrder'''.
 
* A scheduled task can be run manually by double-clicking the task.
 
* To view the history of a schedule task, including the result/error, click the {{Icon Button|History}} in the {{Module|Schedule}}.
 
* More details about recent errors can be viewed by opening the {{Module|Data}} and clicking the {{Button|Server Log}}.
 
* The '''Last Sync''' field can be used to reset the last sync date. This can be used to force a more complete sync, instead of just syncing items that have changed since the last sync.
 
* 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.
 
* When shipping multiple cartons for a single Magento order, only the cartons with tracking numbers will be exported back to Magento. If orders seem to be missing on the Magento site, verify that each of the cartons for that order have tracking in Fishbowl.
 
 
 
= Release Notes =
 
==Version 2.5==
 
*Released on April 26, 2017
 
*Compatible with Fishbowl Version 2017.3 and higher
 
'''Features and Fixes'''
 
* When syncing inventory from FB to Magento and the product has been deactivated in Magento, we received "product not exist" error back from Magento.  A more user friendly error message was added for this scenario.
 
* Fixed bug during product sync when saving product id.
 
 
 
==Version 2.4==
 
* Released on April 13, 2017
 
* Compatible with Fishbowl version 2017.3 and higher
 
'''Features and Fixes'''
 
* Compatibility fixes for 2017.3 version of Fishbowl
 
* Fixed tax functionality for Australia and Canada versions of Fishbowl
 
 
 
==Release Version 2.3==
 
* Release Date April 04, 2017
 
* Works with FB version 2017.2 and higher
 
'''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 checkbox is set to use order tax, the order import will fail unless the customer in FB has a tax rate assigned.
 
'''Features and Fixes'''
 
* 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==
 
* Release date March 16, 2017
 
* Works with FB version 2017.1 and newer
 
'''Features and Fixes'''
 
* 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
 
 
 
==Release Version 2.1==
 
* Release date March 9, 2017
 
* Works with FB version 2017.1 and newer
 
'''Features and Fixes'''
 
* Enhancement to store Magento Cart Store ID in SO Custom Field
 
*Last Sync Date now sets to when scheduled task starts
 
* New products created correctly 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.
 
 
 
==Release Version 2.0==
 
* Released on February 9,2017
 
* Works with FB Version 2017.1 and older
 
'''Features and Fixes'''
 
* 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.
 
* 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

Redirect to: