LemonStand

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Icon.LemonStand.png The LemonStand 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 LemonStand shopping carts.

LemonStand.png

The documentation on this page is for the most recent version of the LemonStand plugin. To update, see Update Fishbowl.

Install

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

Setup

LemonStand API.png
In order to connect to LemonStand, the LemonStand API must first be configured properly. Follow the instructions below to generate an Access Token.
  1. Log into the LemonStand /backend.
  2. Click the Integrations menu.
  3. Select API and click the Add button.
  4. Enter a Name and then click Save.
  5. Click the Access Token that was created and paste the Access Token into Fishbowl.
  6. Enter a Store Name and the Store URL into Fishbowl.
  7. Click the Test Connection button in the Small.LemonStand.png LemonStand module to verify that the connection is valid and then click Save.

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

Mapping

The table below shows how data transfers between LemonStand and Fishbowl.

LemonStand Fishbowl
Order date Fulfillment date
Email Not imported
Phone Not imported
Product name Product & Part Number
Short or Long Description Product & Part Description
Product SKU Product SKU
Billing name & address Bill To
Shipping name & address Ship To
Order status Orders with a Paid status are imported
Customer name Imports the actual customer or the generic customer specified on the Schedule Import Order tab.
Tax item Combines all taxes into the tax item specified on the Schedule Import Order tab.
Discount Combines all discounts into the discount item specified on the Schedule Import Order tab.

TABS

Settings

LemonStand Settings Tab.png
  • 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.Setup.png Setup module.

Schedule Import Order

LemonStand Schedule Import Order Tab.png

Orders will only be imported from LemonStand if they have a Paid status.

  • 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, a customer will be created in Fishbowl with the customer information from the shopping cart.
    • Alternatively, create a generic/web customer in Fishbowl that will be used for all imported orders. In this case, the billing/shipping name and address will still be imported for each order.
  • SO Status - Orders can be imported as an estimate or issued status.
  • Tax Item - Tax rate item for the total tax amount from LemonStand. Can only specify a flat rate tax. If the list is empty, create a flat rate tax to be used with LemonStand. 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 LemonStand.
  • 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 LemonStand order number as the Fishbowl sales order number.

Schedule Export Order

LemonStand Schedule Export Order Tab.png

Fishbowl can update the order in the shopping cart after items are fulfilled in Fishbowl. The shipment tracking number will also be exported to the shopping cart.

  • 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

LemonStand Schedule Products Tab.png

When pulling products to Fishbowl, the product sync should usually be scheduled to run before the order import. This will avoid any errors caused by new products that need to be imported before the order can be created in Fishbowl.

  • 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 LemonStand shopping cart.
  • Pull products to Fishbowl - When selected, products created in LemonStand will be created in Fishbowl.
  • Push products to LemonStand - When selected, products created in Fishbowl will be created in LemonStand. LemonStand requires products to have a price greater than $0. If the price is $0 in Fishbowl, there may be an Unable to create product error when trying to push the product to LemonStand.
    • Create as Enabled - When selected, the products pushed to LemonStand will be marked as enabled.

Schedule Inventory

LemonStand Schedule Inventory Tab.png
  • 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.

Troubleshooting

  • To view the scheduled tasks for the cart, 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 schedule 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 plugin .jar file in C:\Program Files\Fishbowl\plugins\ or \Applications\Fishbowl\plugins\ on a Mac. If there are two versions of the same plugin, exit the Fishbowl Server and remove the older version on all client and server computers.

Release Notes

1.7 - 4/13/2017 - Fishbowl 2017.3
  • Fixed tax functionality for Australia and Canada versions of Fishbowl
1.6 - 3/15/2017 - Fishbowl 2017.2
  • Compatibility fixes for 2017.2 version of Fishbowl