Difference between revisions of "Volusion"

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(Order)
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===Order===
 
===Order===
 
{{Order|{{PAGENAME}}}}
 
{{Order|{{PAGENAME}}}}
:{{Notes|{{PAGENAME}}}}
 
:*{{Combine line item discounts|{{PAGENAME}}}}
 
  
 
===Order Status Mapping===
 
===Order Status Mapping===

Revision as of 22:16, 30 January 2019

Icon.Volusion.png The Volusion 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 Volusion shopping carts.

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

Setup

Complete the steps to prepare for the Volusion integration. Then enter a Store Name and any other required information on the Store Settings tab of the Small.Volusion.png Volusion module.

  1. Log in to the Volusion store administration page.
  2. Click the Inventory menu at the top and then select Import/Export.
    Volusion Inventory Menu.png
  3. Click the Volusion API tab and then click Run button next to Generic\Orders.
    Volusion Run 1.png
  4. Click the Run button at the top of the page.
    Volusion Run 2.png

TABS

Shopping cart plugins in Fishbowl have a standardized layout. Some of the images below show the options that are most common between all plugins. Any additional Small.Volusion.png Volusion options or notes are included at the bottom of each section.

Store Settings

Volusion Store Settings.png
  1. If applicable, copy any needed setup information from the Volusion website.
  2. Click the Store Settings tab of the Small.Volusion.png Volusion module.
  3. Enter a name in the Store Name field and any other required information.
  4. Click the Connect Button.png button and verify that the connection to the Volusion website is working.
  5. Click the Save Button.png Save button at the top of the module to save the Volusion settings.
  6. Click the New Button.png New button at the top of the module to configure another Volusion store.

Order Import

Cart Order Import.png
  • Schedule - Select the Checked.png Active checkbox to import orders on a set schedule. Click the Run task Button.png Run task 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.

Order

Cart Order.png

Additional order data will be imported and displayed on the Details tab of the Small.Sales Order.png Sales Order module.

  • Order field mapping - Use the mapping table to map Volusion order fields to Fishbowl order fields. If no field is mapped to the Fishbowl Order Number, then it will be generated by Fishbowl. If no date field is mapped to the Fishbowl Date Scheduled, then it will be set to the date of import.
  • Use currency conversion - Enabling this option will convert order currencies from the Fishbowl customer's default currency to your Fishbowl home currency, using the rates defined in the Small.Currency.png Currency module. When currency conversion is enabled, some additional fields will be available, including a currency/customer mapping table when Use a Default customer is selected.
  • Discount item - Select the flat rate discount type that will be added as a line item to imported orders. The flat rate discount can be set to $0 in the Small.Discount.png Discount module and then the correct discount amount will be set when the order is imported from Volusion.
  • Default Salesperson - Sales orders will be created using this salesperson.
  • Default Class - If there is no class mapped from Volusion, sales orders will be created using this class as the sales order class.
  • Default Payment Terms - If there are no payment terms mapped from Volusion, sales orders will be created using this payment term.
  • Default Shipping Terms - If there are no shipping terms mapped from Volusion, sales orders will be created using these shipping terms.
  • Order number prefix - An order number prefix can be defined which will be applied to order numbers mapped from Volusion.

Order Status Mapping

Cart Order Status Mapping.png
Use the table to assign Volusion order statuses to Fishbowl order statuses. The Order Import task will only import orders from Volusion that are in a status assigned to a Fishbowl order status. At least one active status mapping is required to use the Order Import task.

Customer

Cart Customer.png
Use the options below to determine how customers are created in Fishbowl and what information is imported into Fishbowl.
  • Use a Default customer - This option will associate all imported sales orders with the customer selected in the Customer field. This could be used with a generic Fishbowl customer such as Volusion Customer.
  • Use the Volusion Billing Address - Use the billing address from the Volusion order instead of the address for the default customer.
  • Use the Volusion Shipping Address - Use the shipping address from the Volusion order instead of the address for the default customer.
  • Use the Volusion Customer and Addresses - This option will import the addresses and customer from the Volusion order instead of using a generic customer.
  • Name - Select the Volusion field that contains the customer name that should be imported into Fishbowl.
  • Alternate Name - An alternate field mapping when the primary mapping does not contain data.

Carrier Mapping

Cart Carrier Mapping.png
  • Use default carrier/service - When selected, all orders imported from Volusion will use the selected carrier and carrier service. If this option is unchecked, carriers can be mapped between Fishbowl and Volusion. Each mapping will also set the Sales Order Priority so that Fishbowl users can identify orders with express shipping that need to be picked and shipped quickly.
  • Use carrier mapping - When selected, the table can be used to map carriers between Volusion and Fishbowl.

Payment Mapping

Cart Payment Mapping.png
  • Create payments in Fishbowl - When selected, payments from the Volusion transaction will be shown in the Small.Payment Viewer.png Payment Viewer module.
  • Use a default payment method - When selected, all orders imported from Volusion will use the selected payment method.
  • Use Payment method mapping - When selected, the table can be used to map payment methods between Volusion and Fishbowl.
  • Always create payments - If no payment data exists for the order from Volusion, this option will always create a payment in Fishbowl equaling the order total. If payment mapping is enabled, orders without payment data will show "None" as the payment method type.
  • Ignore international payments - Payments will not be created for orders placed outside the United States. This setting is only available if Use Currency Conversion is enabled in the Small.Currency.png Currency module.
  • Currency - Select the currency type you accept in Volusion. This is a required setting if Use Currency Conversion is enabled in the Small.Currency.png Currency module.

Taxes

Cart Taxes.png
  • Import Taxes - When selected, the tax amount from the Volusion 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 Small.Tax Rate.png Tax Rate module and then the correct total tax amount will be set when the order is imported from Volusion. If taxes are not imported, the Fishbowl payment will equal the order total before tax.
  • Use Default Tax Item - With this option selected, the same tax item will be used for all orders.
  • Use State Tax Mapping - This option allows different tax items to be used based on the Ship To state/province. If this option is enabled, the plugin will give an error when trying to import an order with a state that has not been mapped.

Order Fulfillment

Cart Order Fulfillment.png
  • Schedule - Select the Checked.png Active checkbox to export orders on a set schedule. Click the Run task Button.png Run task 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.
  • Update order status - When selected, Volusion orders will be updated after the product(s) on the order have been shipped in Fishbowl. Shipment tracking information will also be sent from Fishbowl to Volusion.
  • Check order status - When selected, the Volusion order status will be checked prior to attempting to send fulfillment information. If the Volusion order status has changed, no fulfillment information will be sent. This will increase the time required to complete the order fulfillment task.

Product Import

Cart Product Import.png
  • Schedule - Select the Checked.png Active checkbox to import products on a set schedule. Click the Run task Button.png Run task 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.
NOTE: When setting up the shopping cart integration for the first time you will want to adjust the Last Sync to a date before any of your products were created (for example, setting the year to 2000) so that all of the products on your website will be imported.

The product import task imports products into Fishbowl from Volusion. A product link is created by storing the Volusion product ID in Fishbowl. Select ONE of the following options:

  1. Link existing products - This option will match existing products in Fishbowl and Volusion where data matches in the selected fields.
  2. Import products - This option will import products from Volusion into Fishbowl, creating them based on the field mapping and selected settings. If the weight or size UOM isn't set in Volusion, the default UOMs listed here will be used.

Product Export

Cart Product Export.png
  • Schedule - Select the Checked.png Active checkbox to export products on a set schedule. Click the Run task Button.png Run task 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.

Select ANY of the following options:

  1. Export new products- Map the fields that should be exported from Fishbowl to Volusion. A default weight UOM and size UOM can also be specified. The selected product trees will be included, or all product trees will be included if the field is left blank. Selecting the Export all products option will ignore the last sync date and attempt to push all of the Fishbowl products to Volusion. The product tree filter will still apply.
  2. Update linked products - This section has the same options as the Export new products section above. After the initial product export, only the selected fields will be updated.

Inventory Update

Cart Inventory Update.png
  • Schedule - Select the Checked.png Active checkbox to export inventory levels to Volusion on a set schedule. Click the Run task Button.png Run task 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.
NOTE: When setting up the shopping cart integration for the first time you will want to adjust the Last Sync to a date before any of your products were created (for example, setting the year to 2000) so that it includes all of your products (or any applicable product tree filter) when updating inventory levels.
  • Export company wide inventory - Include inventory quantities from all location groups in the inventory sync. If this option is unchecked, selected location groups can be added by clicking the Add Icon Button.png Add button.
  • Inventory Type - Select the inventory quantity that should be used during the update: Available For Sale, Inventory On Hand, or Available To Pick.
  • 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.
  • Use max inventory quantity - With this option enabled, the maximum inventory quantity sent to Volusion can be limited. For example, if there is an available quantity of 4000 in Fishbowl, the quantity in Volusion could be set to 999.

Troubleshooting

  • The attributes and IDs for orders and products can viewed or modified by clicking the Small.Volusion.png Volusion button at the top of the Small.Sales Order.png Sales Order module and the Small.Product.png Product module.
  • To view the scheduled tasks for the Small.Volusion.png Volusion module, open the Small.Schedule.png Schedule module.
  • A scheduled task can be run manually by double-clicking the task.
  • Enter an email address in the Small.Schedule.png Schedule module to receive error notifications.
  • To view the history of a scheduled task, including the result/error, click the History Icon Button.png History button in the Small.Schedule.png Schedule module.
  • More details about recent errors can be viewed by opening the Small.Data.png Data module and clicking the Server Log Button.png Server Log button.
  • Check for multiple versions of the Volusion.jar file in C:\Program Files\Fishbowl\plugins\ or \Applications\Fishbowl\plugins\ on a Mac. If there are two Volusion versions, exit the Fishbowl Server and remove the older version on all client and server computers.
  • If a Volusion export fails, it may be necessary to reset the export to be able to successfully import orders/products. To reset an export, click the Volusion API tab mentioned in step 3 of the setup. Click Run next to the generic export that needs to be reset. Select the date of the export that failed, and then click Reset export.

Release Notes

2019.1.01 – 1-31-2019 - Fishbowl 2019.1

**Please note, this update will require you to re-enter the order status mapping table data when first loading the plugin**

  • Added ability to choose whether to sync on hand vs. available to sale inventory quantity
  • Improved status mapping error messages during order import using advanced options and the order status hasn't been mapped
  • In the order import tab when using the customer matching option, we now provide an alternative mapping option if the first mapping option does not contain data from the cart
  • Fixed bug to reenable editing of existing order status mapping
  • Updated POS Import customer settings panel to have the same mapping options as the standard order import
  • Updated Test Connection success/fail dialog box
  • Added a popup window to notify users about status mapping tables being cleared
  • On the Inventory Update tab the location group drop down box is now replaced with a checkbox called "Sync all Location Groups"
  • When unchecked, a user-defined table gives ability to define which location group(s) will be used to sync to the Channel
2018.12.02 – 12-20-2018 - Fishbowl 2018.12
  • Added ability to map the SO contact, phone, and email fields when using the "Use default customer" option on the Order Import task
  • Added option to add a custom prefix to the shopping cart order number on order import
  • If the create payment option is enabled and not payment data comes through with the order, the order now imports rather than fails
  • Fixed bug where the wrong inventory quantity was synced in the following scenario:
  • When not using a location group (LG) filter and multiple LG's exist in the FB database and
  • When one of the LG's has more inventory allocated than inventory available for all LG's combined
2018.10.06 – 11/12/2018 - Fishbowl 2018.10

Do not skip this version unless installing the plugin for the first time. If you’re planning to update to a later version of Fishbowl, install 18.10 first, update your plugins, and open them so the data migrator (described below) can run. Then update Fishbowl to the desired version.

  • Fixed bug where inventory updates all linked products instead of the first linked product in the list in FB
2018.8 – 8/23/2018 - Fishbowl 2018.8
  • Channel data, such as product IDs, variant IDs, etc. will no longer be stored in custom fields. New database tables will be created for this purpose. Data from your custom fields will be automatically migrated to the database the first time you open the plugin after updating. Data will still remain in the custom fields for reference. The custom fields can be deactivated.
  • New version number system to match Fishbowl.
  • Schedule task now gives a count of the items that were imported/exported. Error message will list items that failed.
  • Will now use the account specified on the payment type (instead of the default) during order import.
  • Fixed a bug regarding taxes in the Fishbowl Canada version.
  • Ability to select which date field the Last Sync Date references.
  • Shipping tax now accounted for in Fishbowl Australia version.
3.5 - 7/12/2018 - Fishbowl 2018.7
  • Bug Fixes
  • Updated for compatibility with Fishbowl version 2018.7
3.4 – 6/14/2018 - Fishbowl 2018.6
  • Product import tab redesign. Now includes an order sync for situations where all products exist in both Fishbowl and the webstore.
  • Product export tab redesign. Export and update have been separated. It’s now possible to update item fields in the webstore without doing a full product export.
  • Settings have been relocated. They are now in a new tab.
  • Added the ability to map a carrier service to an order priority in Fishbowl.
3.2.2 – 5/15/2018 - Fishbowl 2018.5
  • Fixed a bug that was causing settings to not save.
3.3 – 5/11/2018 - Fishbowl 2018.5
  • Volusion logo has been updated throughout the plugin.
  • Redesigned Customer section in Order Import tab. **Reconfiguration of the customer settings will be required when you update to this version or beyond.
3.2 - 4/12/2018 - Fishbowl 2018.4
  • Addition of a new order status mapping table. You can now import multiple statuses at the same time.
3.1 - 3/8/2018 - Fishbowl 2018.3
  • Changed background color on headers in the Order Import tab when using the dark theme for better visibility.
  • Payment import now pulls in currency rate if “Use Currency Conversion” is turned on in Fishbowl.
3.0 - 1/31/2018 - Fishbowl 2018.1
  • Reworked to have the same functionality as the other “mastered plugins”.
  • Added the ability to check if orders have been completed or cancelled before attempting to fulfill.
  • Payment is not imported to Fishbowl for $0 orders.
  • Payment terms are now pulled from the UI drop down instead of customer.
2.9 - 8/4/2017 - Fishbowl 2017.6
  • Fixed issue with syncing inventory quantities that aren't whole numbers
2.8 - 7/13/2017 - Fishbowl 2017.6
  • Compatibility fixes for 2017.6 version of Fishbowl
2.7 - 5/18/2017 - Fishbowl 2017.4
  • Fixed a bug when a product exists in both FB and Volusion when syncing the product id custom field in FB did not update correctly.
2.6 - 4/13/2017 - Fishbowl 2017.3
  • Fixed tax functionality for Australia and Canada versions of Fishbowl
2.5 - 3/9/2017 - Fishbowl 2017.2
  • Issue: Product sync only allowed 100 items to sync at a time.
  • Resolution: All products now sync correctly
  • Issue: Cancelled orders import into FB.
  • Resolution: Cancelled orders are no longer imported into FB.
  • Issue: Sync failed if only one product is synced
  • Resolution: Single products now sync
  • Issue: Syncing product from FB to Volusion didn't return the product id to FB
  • Resolution: Product ID is now stored in the product id custom field in FB
  • Issue: Discount items not importing correctly
  • Resolution: Discount items now import correctly on FB SO
2.4 - 2/9/2017 - Fishbowl 2017.1
  • Issue: Order export does not add store group number to query causing orders to fail when pushed to Fishbowl.
  • Resolution: Store group number is now included and order sync is working properly.