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Magento Cart

22,681 bytes added, 17:49, 19 September 2019
Release Notes
{{Module Introduction|MagentoCart|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.__TOC__[[File:This plugin is specifically designed to integrate with Magento 1.7 through Magento 1.9 using the version 1.x XML-RPC API. For Magento2.png1 or higher, use the {{Module|link=]]Magento}}. {{Plugin Install|Magento Cart|IntegrationsIntroImage}}
= SETUP ={{Video Intro|u0oPdelnFqM}}
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 {{ModulePlugin Install|MagentoCart|Integrations}}.
== 1. Create a role Setup=={{Setup|{{topPAGENAME}}}} ==
'''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 {{top}} ==
'''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.
#* 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. =TABS={{TABS|{{PAGENAME}}}} ==Store Settings=={{Store Settings|{{PAGENAME}}}} ==Order Import=={{Order Import}} ===Order Settings==={{Order|{{PAGENAME}}}}:{{Notes|{{PAGENAME}}}}{{Discounts|{{PAGENAME}}}}:* '''Remove # prefix from Magento Cart order numbers''' - When selected, Magento Cart order numbers will not have a '#' prefix when imported into Fishbowl. ===Order Item Settings==={{Order Item Settings|{{PAGENAME}}}} ===Location Group Settings==={{Location Group|{{PAGENAME}}}} ===Order Status Mapping==={{Order Status Mapping|{{PAGENAME}}}} ===Customer Settings==={{Customer|{{PAGENAME}}}} ===Carrier Settings==={{Carrier Mapping|{{PAGENAME}}}}:{{Notes|{{PAGENAME}}}}::Click [ here] to see which carriers Magento supports.::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]]<br><br>[[File:Magento UPS.png]]::# Open the '''Carrier Mapping''' section on the '''Order Import''' tab and then click the {{Icon Button|New}}.<br>[[File:Magento carrier mapping done.png]]::# Enter the exact '''Title''' and '''Method''' into Fishbowl with the following format '''Title - Method'''. Below are several examples.<br>[[File:Magento carrier mapping.png]]::#* '''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 Settings==={{Payment Mapping|{{PAGENAME}}}}:{{Notes|{{PAGENAME}}}}::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]]::# 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}}.<br>[[File:Magento payment mapping done.png]]::# Enter the Magento payment ID into Fishbowl. Below are several examples.<br>[[File:Magento payment mapping.png]]::#* '''checkmo'''::#* '''cashondelivery'''::#* '''authorizenet'''::#* '''banktransfer'''::# Select the corresponding '''Fishbowl Payment Method''' and then click the '''Save''' button. ===Tax Settings==={{Taxes|{{PAGENAME}}}}:{{Notes|{{PAGENAME}}}}::'''Fishbowl Australia'''::Taxes are set for each product using the '''Tax Code''' field in the {{Module|Product}}.<br>[[File:AU NZ Taxes.png]]  ::'''Fishbowl Canada'''::When using the Magento plugin with Fishbowl Canada, some additional tax options are available in the [[#Taxes|'''Taxes''' section of the '''Order Import''' tab]].::[[File:Magento Tax Province.png]]::[[File:Magento Tax Province.png]]::* '''Use Customer Tax Code''' - 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. New customers created will use the default tax code assigned in Fishbowl.::* '''Use Customer Tax Code''' - When selected, orders imported from Magento with tax will use the associated product tax codes in Fishbowl.::* '''Use Tax By Province''' - When selected, orders imported from Magento with tax will use orders ship to province to determine the orders tax in Fishbowl.::Tax rates can also be mapped using by the Magento product 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 and copy the number that follows '''id'''.<br>[[File:Magento tax rate id.png]]::# Click the [[#Product Import|'''Product Import''' tab of the]] {{Module|Magento Cart|Product Import}} and select '''Use product tax class mapping'''.<br>[[File:Product Tax Class Mapping.png]]::# Click the {{Icon Button|Add}}, enter the '''id''' copied from Magento, and select the Fishbowl tax rate.<br>[[File:Product Tax Class Mapping 2.png]]::# Click the '''Save''' to close the dialog, and then click the {{Button|Save}} on the module toolbar.<br>[[File:Product Tax Class Mapping 3.png]] ==Fulfillment Export=={{Order Fulfillment|{{PAGENAME}}}}{{Notes|{{PAGENAME}}}}* If a carrier on an order is not an approved carrier by Magento it will be set to Custom Value.* For a list of accepted carriers please see [[#Carriers|Carriers]]. ==Product Import=={{Product Import|{{PAGENAME}}}} ==Product Export=={{Product Export|{{PAGENAME}}}}:{{Notes|{{PAGENAME}}}}:*{{Include Product Image|{{PAGENAME}}}} ==Inventory Update=={{Inventory Update|{{PAGENAME}}}} =Troubleshooting={{Troubleshooting|{{PAGENAME}}}}* 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={{HideH2|2019.7.0X – 8-23-2019 - Fishbowl 2019.7}}* Improved error messaging* Fixed bug with the combine all discounts option not saving the setting correctly in the UI* Separated order notes and order item notes into separate corresponding fields when orders are imported into FB* General UI fixes* Fixed product export tab issue for Canadian users of the plugin* Fixed bug for kit inventory updates for kits with optional items* Fixed index 0 size o error on fulfillment export task. This error occurred when a SO has a linked PO with no dropship type SO items* Fixed bug using the check order status option on the order fulfillment task with completed orders still sending up tracking from FB {{HideH2|2019.7.0X – 7-23-2019 - Fishbowl 2019.7}}* Changed error message on product export when products don't have tax code set}* Added ability for users to select which payment method types to create payments in Fishbowl* Fixed fulfillment bug for orders with only drop-ship items not sending tracking and fulfilling correctly in the channel* Fixed pricing bug to use the discounted price on order import* Fixed issue where taxes were removed from the payment amount incorrectly {{HideH2|2019.6.0X – 6-18-2019 - Fishbowl 2019.6}}'''**This update will require the user to configure additional settings and mapping tables in the plugin. Contact Fishbowl Plugin Support for assistance'''*** General UI Enhancements* Fixed bug on fulfillment for orders with kits* Fixed tax item bug on AU version * This update will cause the scheduled tasks to give an error when first loading Fishbowl after updating. Users will need to go into the plugin interface and configure the additional mappings and save settings in order for the scheduled tasks to run properly* Added ability to link products on order import. Products that were not previously linked using the product import/export tasks can now be linked during the order import task* Fixed bug in order import when creating a new mapping in Location Group setting's mapping table, shows up blank in the channel Location drop-down * Added enhancement for inventory sync to have a max qty option* Added enhancement for inventory update to include "Available to Pick" for inventory type as one of the options* Added enhancement where order import carrier mapping now has a priority option for "All" that doesn't exist in Fishbowl and causes an error when used for an order* Added enhancement on order settings and on order items field mapping table including custom fields {{HideH2|2019.5.0X – 5-10-2019 - Fishbowl 2019.5}}* Fixed Typo in the payment panel* Fixed (for supporting channels)where the image export was not working on the product export task* Misc items are now supported on order import* Fixed bug with state tax mapping table giving a bad error when a state was not mapped on an order* Fixed advanced options error message when enabled and a day of the month wasn't specified* Fixed advanced options error for order fulfillment task'* Fixed data mapping error with many to one field mappings on product export {{HideH2|2019.4.0X – 4-18-2019 - Fishbowl 2019.4}}* Changed error message on order import when products are not linked and the order import failed* Fixed product import and product export mapping issue which was causing errors and limiting many to one field mappings between FB and the channel* Fixed product linking bug on product import task* Fixed bug where orders would import without items* On first load, a data migration task will run migrating carrier and payment mapping table data from the previous version* On first load, existing scheduled tasks will be removed and need to be recreated by Saving the plugin* Fixed bug where mapping validation error window appeared* Fixed bug where smaller screens would cut off data in the Plugin UI* Added UPC field as a mappable product field for product linking task* Added option to use a tax mapping table on the order import task* Fixed bug where the fulfillment task wasn't sending up the shipment tracking* Various AU version fixes {{HideH2|2019.3.0x – 3-14-2019 - Fishbowl 2019.3}}* Added enhancement option to always record payments on incoming orders even when there is no payment data from the Channel* Fixed bug when customer PO number did not populate correctly when the user did not have "Assign Channel Name order number to Customer PO field" checked* Importing order taxes is now optional. With the option to create taxes disabled, if a payment is created the total will reflect the order total without tax* Fixed bug where order import option to add on order number prefix was not saving* Fixed bug where order import option to add on order number prefix was not saving* Multi-currency support for orders and payments created from the channel. Multi-Currency must be turned on in FB* With multi-currency enabled there is an option to not create payments for international orders* Fixed bug when QB class setting was not being applied to regular products in orders* Fixed bug where plugins first loading into a new database displayed pop up windows that should not be there* Fixed bug when using the default payment method* Changed so create taxes option is set by default* Fixed bug for when discount item field was left blank and saved, causing null errors* Added tracking to shipments on FB for fulfilled orders * Fixed bug where UI issue did not allow some order import setting panels to be seen* Fixed bug where "link Payment Methods" option does not stay checked when saved and refreshed* Fixed bug where panels were not sizing properly on small screens {{HideH2|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* Added in the carrier mapping* Fixed bug when clicking next button sometimes it would bring the mapping back up that user just created in the order status mapping table* Fixed bug where lines could be added to order status mapping without data {{HideH2|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.12}}* 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 {{HideH2|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 Street addresses with "N" in them are being truncated or the "N" is being dropped on order import* Fixed bug where inventory updates all linked products instead of the first linked product in the list in FB {{HideH2|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.* Fishbowl product images can now be exported to Magento.* Ability to select which date field the Last Sync Date references.* Shipping tax now accounted for in Fishbowl Australia version. {{HideH2|4.20 - 7/12/2018 - Fishbowl 2018.7}}* Bug Fixes* Updated for compatibility with Fishbowl version 2018.7 {{HideH2|4.19 – 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. {{HideH2|4.18.2 – 5/15/2018 - Fishbowl 2018.5}}* Fixed a bug that was causing settings to not save. {{HideH2|4.18 – 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. {{HideH2|4.17 - 4/12/2018 - Fishbowl 2018.4}}* Addition of a new order status mapping table. You can now import multiple statuses at the same time. {{HideH2|4.16 - 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.* Bug Fixes {{HideH2|4.15 - 1/31/2018 - Fishbowl 2018.1}}* No longer updating product catalog visibility during product export. {{HideH2|4.12 - 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. {{HideH2|4.11 - 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 the "#" prefix from Sales Order numbers. {{HideH2|4.10 - 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. {{HideH2|4.9 - 11/20/2017 - Fishbowl 2017.11}}* Fixed a type conversion bug. {{HideH2|4.8 - 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.* Enhancement to save a product's attribut id in a custom field so it can be sent up to the channel. Applicable to new products being imported into Fishbowl. For existing products, custom field must manually be filled in.* 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. {{HideH2|4.7 - 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 {{HideH2|4.6 - 10/9/2017 - Fishbowl 2017.9}}* Fixed a bug with tracking numbers being sent to incorrect orders in shopping cart.* Fixed a bug with order import not calculating line item percentage-based discounts correctly.* Product Import and Product Export required field mappings are not editable. {{HideH2|4.5 - 9/12/2017 - Fishbowl 2017.7}}* Fixed a bug with the refresh button.* Fixed a bug with sales order line item type associated with kits.* Fixed a bug in the Canada version where non-inventory items weren't being taxed by province. {{HideH2|4.4 - 9/7/2017 - Fishbowl 2017.7}}* Fixed issue with customers getting a "number format exception" error. {{HideH2|4.3 - 9/6/2017 - Fishbowl 2017.7}}* Fixed issue with order import where discounts weren't being applied correctly in Fishbowl. {{HideH2|4.2 - 8/31/2017 - Fishbowl 2017.7}}* Interim Release
{{ClearHideH2|4.1 - 8/29/2017 - Fishbowl 2017.7}}* Interim Release
== 3. Store Settings {{topHideH2|4.0 - 8/25/2017 - Fishbowl 2017.7}} ==* New layout and mapping options
# Open the {{ModuleHideH2|Magento3.4 - 8/14/2017 - Fishbowl 2017.6}} * Fixed weight and enter the '''Store URL''' and the user credentials that were size UOM issue on product import being set incorrectly for products created above.<br>[[File:Magento Credentials.png|link=]]# Click the '''Test Connection''' button to verify that the connection is valid and then click '''Save'''.in FB
Multiple Magento carts can be configured by clicking the {{ButtonHideH2|New3.3 - 7/28/2017 - Fishbowl 2017.6}}, which will add another '''Magento Cart''' tab.* Fixed payment mapping bug where orders were imported but no payment was created with the payment mapping set
= TABS = {{HideH2|3.2 - 7/13/2017 - Fishbowl 2017.6}}* Compatibility fixes for 2017.6 version of Fishbowl* Fixed an issue in AU version where order total from Magento and payment in FB were incorrect* Fixed in AU version so Shipping and Discount items reflect accurate tax codes and amounts* Fixed bug where the bill to company was being used in the ship to address block* Fixed bug for CA version where order items didn't use the correct tax code when using the province tax mapping
{{HideH2|Settings tab3.1 - 6/20/2017 - Fishbowl 2017.5}} [[File:Magento Settings Tab* Compatibility fix for 2017.png|right]]5 version of Fishbowl
* '''Email''' - The email address to notify regarding integration information. Failed schedules will send an email to this address. Email can be configured on the {{ModuleTabHideH2|Company|Email3.0 - 5/22/2017 - Fishbowl 2017.4}}.* '''Magento SKU'''User interface enhancements and fixes including new layout for the order import panel, fixed combo boxes, and enter keyboard stroke works in dialog boxes* Removed the settings button from the toolbar, moving payment and carrier mapping to the order import panel* Improved error messages when order sync fails*Improved tool tips to add clarity* When using a "Simple Product" Fixed bug when option to create payments in Fishbowl was unchecked allowing payments to still go over to FB when Magento, the Magento SKU can be order status is invoiced or complete* Fixed bug when option to create payments in Fishbowl was unchecked and an order would fail if no payment method was mapped to * Set the 'last sync dates''Product Number''' or to when the user clicks save on the '''SKU''' in Fishbowlinterface for first run on order import, order export, and inventory. Products have a historical last sync date set on first run.*Added option to create order level discounts* Updated the schedule panel modifying the run task and reset last sync date options* Fixed to allow incoming orders to use the already specified SO item type for products* When using anything other than a Fixed bug where carriage returns in the address blocks brought in the letter "Simple Productn" to the Fishbowl SO* Fixed bug when default customer was selected in the plugin interface and new customers were still created* Fixed bug to not allow user to map payment method and carrier to more than one mapping* Added functionality to send partial shipment data to Magento, select '''SKU'''.* Fixed bug where items broken out in FB in multiple cartons didn'''Magento Name''' - The '''Name''' t update correctly in Magento can be mapped * Added option to use company name as the '''Product Number''' or '''SKU''' customer name in Fishbowl.FB for new customer creation* Added option to allow FB to calculate tax based on customer assigned tax code* '''Short Description''' - The '''Short Description''' in Magento will be mapped Added company name to bill to and ship to the '''Description''' in Fishbowl.addresses* '''Description''' - The '''Description''' in Magento will be mapped Added ability to the '''Details''' in Fishbowl.set customer status for new customer creation
{{HideH2|Schedule Import Order}} [[File:'''Australia and Canada Only'''* Fixed bug where order tax rounding resulted in different order amounts in Fishbowl than Magento Schedule Import Order Tab.png|right]]* Add option to use province tax mapping in CA version* Add option to use customer assigned tax code in CA version* Added option to map product tax codes between FB and Magento* Fixed bug where shipping line items did not use the product tax code
{{ScheduleHideH2|import orders}}* '''Salesperson''' - Sales orders will be created using this salesperson2. This field is required.* '''Carrier''' 5 - When selected, sales orders will be created using this carrier.* '''Payment Terms''' 4/26/2017 - When selected, sales orders will be created using this payment termFishbowl 2017.3}}* '''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 syncing inventory 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, issued, or fulfilled status. Setting orders FB to fulfilled status will import orders Magento and then quick fulfill them.* '''Tax Item''' - Tax rate item for the total tax amount product has been deactivated in Magento, we received "product not exist" error back from Magento. Can only specify a flat rate tax. If the list is empty, [[Tax_Rate#Add_a_tax_rate|create a flat rate tax]].* '''Class''' - When selected, sales orders will be created using A more user friendly error message was added for this class as the sales order classscenario.* '''Shipping Item''' - When selected, sales orders will be created using this Fixed bug during product sync when saving product as the default shipping item.* '''Use Magento Order Number as SO Number''' - When selected, sales orders will be created using the Magento order number as the Fishbowl sales order number.* '''Magento Order Status''' - This selection determines which status of Magento orders will be imported into Fishbowlid.
{{HideH2|Schedule Export Order2.4 - 4/13/2017 - Fishbowl 2017.3}} [[File:Magento Schedule Export Order Tab* Compatibility fixes for 2017.png|right]]3 version of Fishbowl* Fixed tax functionality for Australia and Canada versions of Fishbowl
{{ScheduleHideH2|export orders2.3 - 4/4/2017 - Fishbowl 2017.2}}* '''Update Magento Order Status''' - When selectedIf using the carrier and payment mappings in version 2.3, Magento orders will be updated after please read through the productsetup instructions on this wiki page. Carrier(s) and payment(s) on the order have been shipped in Fishbowlnames from Magento much match exactly when entered. * If left blankcheckbox is set to use order tax, Fishbowl the order import will not update fail unless the status customer in FB has a tax rate assigned.* 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 order.* Australia and Canada only - fixed tax functionality to set the tax rate correctly.
{{HideH2|Schedule Products2.2 - 3/16/2017 - Fishbowl 2017.1}} [[File:* 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 Schedule Products Tab.png|right]]* 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
{{ScheduleHideH2|sync products2.1 - 3/9/2017 - Fishbowl 2017.1}}* '''Pull products Enhancement to Fishbowl''' - When selected, products created in store Magento will be created Cart Store ID in Fishbowl.SO Custom Field* '''Push products Last Sync Date now sets to Magento''' - When selected, when scheduled task starts* New products created correctly in Fishbowl will be created in FB when pulling from Magento.* '''Always sync all products''' ::Note - When selected, the entire product list in will try to map Magento and Fishbowl will syncSKU to FB Product Number. Typically, this setting would be used on the initial integration, and If no match then disabled afterward to allow for a faster sync of just new products.* '''Weight UOM''' - Default UOM for the weight of products as they are product will be created.
{{HideH2|Schedule Inventory2.0 - 2/9/2017 - Fishbowl 2017.1}} [[File:* 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 Schedule Inventory Tab, otherwise the value "custom" is sent along with the tracking number.png|right]]* Configurable Products now import correctly to FB* Zero Dollar Orders now import to FB* Line item level discounts now apply correctly
{{ScheduleHideH2|sync inventory10/13/2016}}* '''Location Group''' - When selectedIssue: Saving the sales person is required for import order, even when the [[Inventory#Inventory_status_terms|Available For Sale]] inventory quantity will be used from this location group task is not active.::* Resolution: Required fields are only. If left blank, the quantity from all location groups will be usedrequired on active tasks.

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