Difference between revisions of "WooCommerce"

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(Release Notes)
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Multiple WooCommerce carts can be configured by clicking the {{Button|New}}, which will add another '''WooCommerce''' tab.
 
Multiple WooCommerce carts can be configured by clicking the {{Button|New}}, which will add another '''WooCommerce''' tab.
  
{{Clear}}
+
{{MasterCartTabs|Name={{PAGENAME}}
= TABS =
+
|Order Fulfillment=
 +
:*{{Check status before fulfilling|{{PAGENAME}}}}
 +
:* '''Send tracking''' - When selected, WooCommerce orders will be updated with the Fishbowl carrier name, carton tracking numbers, and ship date. This requires the WooCommerce Shipment Tracking plugin.
  
{{ImageTab|Order Import}}
+
|Order=
{{Cart Order Import}}
+
::*{{Combine line item discounts|{{PAGENAME}}}}
 
+
}}
{{ImageSubtab|Order|Combine}}
 
{{Cart Order|{{PAGENAME}}}}
 
 
 
{{ImageSubtab|Order Status Mapping}}
 
{{Cart Order Status Mapping|{{PAGENAME}}}}
 
 
 
{{ImageSubtab|Customer}}
 
{{Cart Customer|{{PAGENAME}}}}
 
 
 
{{anchor|Carriers}}
 
{{ImageSubtab|Carrier Mapping}}
 
{{Cart Carrier Mapping|{{PAGENAME}}}}
 
 
 
{{ImageSubtab|Payment Mapping}}
 
{{Cart Payment Mapping|{{PAGENAME}}}}
 
 
 
{{ImageSubtab|Taxes}}
 
{{Cart Taxes|{{PAGENAME}}}}
 
 
 
{{ImageTab|Order Fulfillment|{{PAGENAME}}}}
 
{{Cart Order Fulfillment|{{PAGENAME}}}}
 
* '''Send tracking''' - When selected, WooCommerce orders will be updated with the Fishbowl carrier name, carton tracking numbers, and ship date. This requires the WooCommerce Shipment Tracking plugin.
 
 
 
{{ImageTab|Product Import}}
 
{{Cart Product Import|{{PAGENAME}}}}
 
 
 
{{ImageTab|Product Export}}
 
{{Cart Product Export|{{PAGENAME}}}}
 
 
 
{{ImageTab|Inventory Update}}
 
{{Cart Inventory Update|{{PAGENAME}}}}
 
 
 
{{Clear}}
 
  
 
= Troubleshooting =
 
= Troubleshooting =

Revision as of 00:11, 15 June 2018

Icon.WooCommerce.png The WooCommerce 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 WooCommerce shopping carts.

The plugin currently supports WooCommerce REST API V2

WooCommerce.png

Install

The documentation on this page is for the most recent version of the Small.WooCommerce.png WooCommerce plugin. To get the most recent version, Update Fishbowl.

  1. In any Fishbowl Client, open the Small.Plugin.png Plugin module, located in the Integrations group.
  2. Select the Small.WooCommerce.png WooCommerce plugin and click Install.
  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.WooCommerce.png WooCommerce module from any Fishbowl Client by opening the Integrations group.
  6. To grant access to additional users, assign the WooCommerce-View access right to the appropriate groups in the Small.User Group.png User Group module

Setup Template:Top

In order to connect to WooCommerce, the WooCommerce API must first be configured properly. Follow the instructions below to generate an API Key.

  1. Log into the Wordpress Dashboard, for example www.mycompany.com
  2. Open the settings for Wordpress permalinks by clicking Settings and then selecting Permalinks.
    Permalink 1.png
  3. Below Common Settings, select Post name.
    Permalink 2.png
  4. Scroll down to Product permalink base and verify that Default is selected and then click Save Changes.
    Permalink 3.png
  5. Open the settings for WooCommerce by clicking WooCommerce and then selecting Settings.
    WooCommerce1.png
  6. Click the API tab, select Enable the REST API, and then click Save Changes.
    WooCommerce2.png
  7. Click Keys/Apps and then click the Add Key button.
    WooCommerce3.png
  8. Enter a Description, User, select Read/Write, and then click Generate API Key.
    WooCommerce4.png
  9. Enter the WooCommerce store URL into the Small.WooCommerce.png WooCommerce module, for example woocommerce.mycompany.com
  10. Click the Copy buttons and then paste the Consumer Key and Consumer Secret into the Small.WooCommerce.png WooCommerce module.
  11. Click the Test Connection button in the Small.WooCommerce.png WooCommerce module to verify that the connection is valid and then click Save.

Multiple WooCommerce carts can be configured by clicking the New Button.png New button, which will add another WooCommerce tab.

Template:MasterCartTabs

Troubleshooting

  • Only new orders are imported. Orders are not updated once they have been imported. Returns and refunds are not imported.
  • The attributes and IDs for orders and products can viewed or modified by clicking the Small.Shopify.png Shopify 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.Shopify.png Shopify 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 Shopify.jar file in C:\Program Files\Fishbowl\plugins\ or \Applications\Fishbowl\plugins\ on a Mac. If there are two Shopify versions, exit the Fishbowl Server and remove the older version on all client and server computers.
  • If you are getting a Failed to run scheduled task error, it is likely due to upgrading from WooCommerce 2.x to 3.x because of the layout change within the plugin. The following fix re-installs the plugin, which will require you to re-enter your store login information and import/export settings. Make sure to write that information down before proceeding with the following steps.
    First, open the Plugin module and click the Uninstall button for the WooCommerce plugin. Then restart the Fishbowl server. Next, open the Plugin module, click the Install button for the WooCommerce plugin, and then restart the Fishbowl server again. Finally, re-enter the store login information and the import/export settings and then click the Save button.

Release Notes

The plugin currently supports WooCommerce REST API V2

3.14 – 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.
3.13.2 – 5/15/2018 - Fishbowl 2018.5
  • Fixed a bug that was causing settings to not save.
3.13 – 5/11/2018 - Fishbowl 2018.5
  • Redesigned Customer section in Order Import tab. **Reconfiguration of the customer settings will be required when you update to this version or beyond.
3.12 - 4/12/2018 - Fishbowl 2018.4
  • Addition of a new order status mapping table. You can now import multiple statuses at the same time.
3.11 - 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.
3.10 - 1/31/2018 - Fishbowl 2018.1
  • Changed the way we were formatting the price.
  • 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.
3.6 - 1/12/2018 - Fishbowl 2017.13
  • Enhancement to the Order Import. If the carrier is empty on the data coming from the shopping cart, it will be defaulted to "Will Call" in Fishbowl.
  • Enhancement to the Order Import. The customer phone number and email will attempt to be pulled from the shopping cart customer data. If that data isn't available on the customer, then it will attempt to be pulled from the billing address on the order. If that data isn't available in the billing address, then it will be pulled from the shipping address.
  • Enhancement to Canada version of Fishbowl. Added an option in the Order Import panel to allow for prioritizing which tax is used on orders. If check box is checked, product tax will be used first. If no product tax has been assigned, then province tax will be used.
  • Fixed a bug where the comma in the price value was being replaced by a period when exporting products that have a price over $1,000.
3.5 - 12/8/2017 - Fishbowl 2017.11
  • Enhancement to allow payments to be applied to Sales Orders in an "Estimate" status when orders are imported.
  • Added a checkbox option to either include or exclude tracking information from being sent to WooCommerce. You must have the most up-to-date "WooCommerce Shipment Tracking" plugin in WooCommerce for tracking information to be sent from Fishbowl to WooCommerce. If checked, and you don't have the Woo plugin, the scheduled task will error out.
3.4 - 11/21/2017 - Fishbowl 2017.11
  • Enhancement so "Miscellaneous Fees" come in on orders.
  • Enhancement for international customers where the tax code moves between Fishbowl and their channel. Tax code must exist in Fishbowl for it to be used with this process.
  • Fixed a bug where imported orders weren't being "Fulfilled" in Fishbowl when the "Fulfilled" status option is selected in the Order Import.
  • Fixed a bug where Carrier information was importing into Fishbowl, but not the Carrier Service.
  • Fixed a bug where the Customer name from the Ship To address wasn't being put in the "Name" field on the address.
3.3 - 11/16/2017 - Fishbowl 2017.11
  • Improved the way Fishbowl looks at Class on orders.
  • Improved plugin UI for Order Import
  • Added a checkbox to Product Export to allow all products to be exported
  • Improved error messages
  • Fixed a bug with payment mapping
  • Fixed a bug with the Customer selection on Order Import
  • Fixed a bug where orders with kits weren't being fulfilled
  • Fixed a bug where discounts were being duplicated on orders
  • Fixed a bug where incorrect address were being applied to orders for Default customers
3.2 - 10/30/2017 - Fishbowl 2017.10
  • Improved the process for customer creation in Fishbowl. Fishbowl now looks at the Last Name, Zip Code, and Email Address from the Billing Address on orders when creating customers. If all fields match, the order is applied to that customer in Fishbowl. If they don't match, a new customer is created.
  • Fixed a bug with the way flat rate discounts were being added to orders
  • Fixed some bugs with the Order Import
3.1 - 10/17/2017 - Fishbowl 2017.10
  • Plugin now allows customers who's stores use "Https" to connect via the plugin
3.0 - 10/5/2017 - Fishbowl 2017.9
  • New layout and mapping options
2.14 - 7/26/2017 - Fishbowl 2017.6
  • Fixed issue when the order import has multiple line items of the same product using the total price for the line item unit price
2.13 - 7/13/2017 - Fishbowl 2017.6
  • Fixed issue in AU version where shipping and discount items do not use the correct tax codes and are calculated incorrectly
  • Fixed inventory quantity update not looking at allocated items in FB
  • Fixed product sync to work with kits
  • Enhanced inventory sync to sync inventory kit quantity correctly
2.12 - 6/12/2017 - Fishbowl 2017.4
  • Fixed tracking functionality when sending fulfillment to WooCommerce order(s).
2.11 - 3/13/2017 - Fishbowl 2017.3
  • Compatibility fixes for 2017.3 version of Fishbowl
  • Fixed bug on order import task where the task wasn't using the last sync date correctly
  • Fixed tax functionality for Australia and Canada versions of Fishbowl
2.9 - 3/15/2017 - Fishbowl 2017.2
  • Compatibility fixes for 2017.2 version of Fishbowl
2.8 - 3/10/2017 - Fishbowl 2017.1
  • Fixed issue with inventory not updating for product variants
2.6 - 3/1/2017 - Fishbowl 2017.1
  • Updated plugin to work with the latest version of WooCommerce (2.6.14) and Wordpress (4.7.2) with the latest API version
  • Fixed Kit Inventory handling
  • Added Product Dimension to product fields synced between FB and Woo
  • Added Product weight to product fields synced between FB and Woo
  • Added more product field mapping options
  • Added shipment tracking feature. Please note this feature requires the WooCommerce Tracking Plugin be enabled in WooCommerce
  • Bugfix to bring back the product ID correctly to FB on product sync
  • Fixed last sync date and added option to set specific date when resetting last sync date
2.5 - 2/9/2017 - Fishbowl 2016.14
  • Issue: Orders are using the customer address information instead of the order address which causes a null error when importing orders.
  • Resolution: Order address is now being used so the order import can successfully run.
  • Issue: When a user has the "company" field populated but nor first or last name a blank customer record is created.
  • Resolution: Customer record no longer includes blank data.
  • Issue: Using the Avalara Avatax plugin with WooCommerce cannot pull in orders because of an error that occurs when attempting to sync.
  • Resolution: Orders with Avatax now correctly sync.
2.4 - 10/13/2016 - Fishbowl 2016
  • Issue: OrderID can now be a string, not just an integer field.
  • Resolution: Our field once again matches the updated field from WooCommerce.