WooCommerce

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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.

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/wp-admin
  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 Access Key and Access 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.

TABS

Settings tab
  • Email - The email address to notify regarding integration information. Failed schedules will send an email to this address. Email can be configured on the Email tab of the Small.Company.png Company module.
Schedule Import Order

Orders will only be imported from WooCommerce if they have a Pending status. The Order date in WooCommerce will import as the Fulfillment Date in Fishbowl.

  • Schedule - Select the Checked.png Active checkbox to import orders on a set schedule. Click the Schedule Button.png Schedule 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.
  • 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.
  • Customer - When selected, sales orders will be created using this customer for every order. If left blank, unique customer information for each order will be imported from the shopping cart. Address information will be imported for each order regardless of customer selection.
  • SO Status - Orders can be imported as an estimate or issued status.
  • Tax Item - Tax rate item for the total tax amount from WooCommerce. Can only specify a flat rate tax. If the list is empty, create a flat rate tax to be used with WooCommerce. 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 WooCommerce.
  • 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.
  • Use store order number as SO Number - When selected, sales orders will be created using the WooCommerce order number as the Fishbowl sales order number.
Schedule Export Order

After an order has been fulfilled in Fishbowl, the order will be marked as Completed in WooCommerce on the next export. The shipment tracking number will also be exported from Fishbowl to WooCommerce.

  • Schedule - Select the Checked.png Active checkbox to export orders on a set schedule. Click the Schedule Button.png Schedule 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.
Schedule Products

When pulling products to Fishbowl, it is recommended to schedule the product sync to run before the order import. This will avoid errors on the order import for any new products that haven't been imported yet.

  • Schedule - Select the Checked.png Active checkbox to sync products on a set schedule. Click the Schedule Button.png Schedule 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.
  • Fail when missing SKU - When selected, the sync will log products with missing SKUs as errors.
  • Weight UOM - The UOM for weight on products. This should match the UOM set in store settings on your WooCommerce shopping cart.
  • Pull products to Fishbowl - When selected, products created in WooCommerce will be created in Fishbowl.
  • Push products to WooCommerce - When selected, products created in Fishbowl will be created in WooCommerce.
    • Create as Enabled - If selected, sets the catalog visible to Catalog/search. If not, the visibility is set to hidden.
Schedule Inventory
  • Schedule - Select the Checked.png Active checkbox to sync inventory on a set schedule. Click the Schedule Button.png Schedule 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.
  • Location Group - When selected, the 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.