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WooCommerce

17,596 bytes added, 17 January
Release Notes
{{Module Introduction|WooCommerce|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 WooCommerce shopping carts.
__TOC__[[File:WooCommerce.png|link=]]{{IntroImage}} 
{{Plugin Install|WooCommerce|Integrations}}
== Setup =={{Setup|{top{PAGENAME}}}} == In order to connect to WooCommerce, the <span class="plainlinks">[http://docs.woothemes.com/document/woocommerce-rest-api/ WooCommerce API must first be configured properly]</span>. Follow the instructions below to generate an API Key.
# Log into the Wordpress Dashboard, for example '''www.mycomapnymycompany.com/wp-admin'''
# Open the settings for Wordpress permalinks by clicking '''Settings''' and then selecting '''Permalinks'''.<br>[[File:Permalink 1.png]]
# Below '''Common Settings''', select '''Post name'''.<br>[[File:Permalink 2.png]]
# Scroll down to '''Product permalink base''' and verify that '''Default''' is selected and then click '''Save Changes'''.<br>[[File:Permalink 3.png]]
# Open the settings for WooCommerce by clicking '''WooCommerce''' and then selecting '''Settings'''.<br>[[File:WooCommerce1.png]]
# Click the '''APIAdvanced''' tab, select '''Enable the REST API''', and then click '''Save ChangesAdd key'''.<br>[[File:WooCommerce2.png]]# Click Enter a '''Description''', '''User''', select '''KeysRead/AppsWrite''' , and then click the '''Add Generate API Key''' button.<br>[[File:WooCommerce3WooCommerce4.png]]<br>[[File:{{PAGENAME}}_Store_Settings.png|right]]# Enter a Copy the '''DescriptionStore URL''', the '''UserConsumer Key''', select and the '''Consumer Secret''' from the {{PAGENAME}} website.# Click the {{Button|Settings}} on the module toolbar of the {{Module|{{PAGENAME}}|}} and paste the information from the previous steps.# Click the {{Button|Connect|Test Connection}} and then configure the settings below.# Click the {{Button|Down|Pull Meta Data}} to download meta data from your WooCommerce store. This will auto populate the lists of meta data in the sections below based on the 50 most recently created orders, customers, and products.#* '''Read/WriteEnable Meta Data Mapping'''- List your WooCommerce meta data fields for your orders, order items, customers, and products. The meta data fields will be made mappable where applicable throughout the plugin settings.#** '''Use Order Meta Data''' - Click this option to enable and expand the order meta data section.#** '''Use Order Item Meta Data''' - Click this option to enable and expand the order item meta data section.#** '''Use Customer Meta Data''' - Click this option to enable and expand the customer meta data section.#** '''Use Product Meta Data''' - Click this option to enable and expand the product meta data section.#** '''Use Product Variant Meta Data''' - Click this option to enable and expand the product variant meta data section.#* '''Order ID''' - Enter an order id and click the {{Button|Down|Pull Order Data}} to see the JSON result.#* '''Customer ID''' - Enter a customer id and then click the {{Button|Down|Pull Customer Data}} to see the JSON result.#* '''Product and Variant ID'''Generate API Key- Enter a product and variant id and click the {{Button|Down|Pull Product Data}} to see the JSON result.# Click the '''Save'''button at the bottom of the window to save the {{PAGENAME}} settings.<br> =TABS={{TABS|{{PAGENAME}}}} ==Order Import=={{Order Import}} ===Order Settings==={{Order|{{PAGENAME}}}} ===Order Item Settings==={{Order Item Settings|{{PAGENAME}}}} ===Location Group Settings==={{Location Group Mapping|{{PAGENAME}}}} This option is only available if [[File#Store_Settings|Meta Data Mapping]] is enabled. ===Order Status Mapping==={{Order Status Mapping|{{PAGENAME}}}} ===Customer Settings==={{Customer|{{PAGENAME}}}} ===Carrier Settings==={{Carrier Mapping|{{PAGENAME}}}} ===Payment Settings==={{Payment Mapping|{{PAGENAME}}}} ===Tax Settings==={{Taxes|{{PAGENAME}}}} ==Fulfillment Export=={{Order Fulfillment|{{PAGENAME}}}}{{Notes|{{PAGENAME}}}}* '''Send tracking''' - When selected, WooCommerce orders will be updated with the Fishbowl carrier name, carton tracking numbers, and ship date. This requires the [https:WooCommerce4//woocommerce.com/products/shipment-tracking/ WooCommerce Shipment Tracking plugin.png]]# Click ==Product Import=={{Product Import|{{PAGENAME}}}} ==Product Export=={{Product Export|{{PAGENAME}}}} ==Inventory Update=={{Inventory Update|{{PAGENAME}}}} =Troubleshooting={{Troubleshooting|{{PAGENAME}}}}* 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.<br>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 '''CopyInstall''' buttons 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 paste click the '''Access KeySave''' button. =Release Notes=''' The plugin currently supports [http://woocommerce.github.io/woocommerce-rest-api-docs/#introduction WooCommerce REST API V2] {{MasterPlugin}} {{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 issue on order import with country codes* Fixed string index out of range bug on product import* Fixed carrier mapping bug* 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}}* 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* Fixed bug with discounts which could lead to discounts being doubled up in Fishbowl* Fixed bug with abbreviations for Western Australia and Washington being confused on import {{HideH2|2019.6.0X – 6-18-2019 - Fishbowl 2019.6}}'''Access Secret**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* 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 {{ModuleHideH2|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* Fixed product export bug clearing the price in WooCommerce {{HideH2|2019.4.0X – 4-18-2019 - Fishbowl 2019.4}}* Fixed bug where fulfillment export task would not send up the tracking number* 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 to capture/link all product variants* 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* Added enhancement where only customer notes are imported* Fixed bug regarding the Bill To and Ship To Company fields not coming into the address name in the FB database* Virtual Products now import correctly* Improved variant product handling on product import to store needed channel data* Improved handling of order discounts* 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 where Woo Order Import used line item total price as the products unit price* 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 using the default payment method* Changed so create taxes option is set by default* Fixed bug where getting error for carrier service even though it was set in the mapping table* Fixed bug for when discount item field was left blank and saved, causing null errors* Fixed bug where default customer contact, phone, and email did not come up on the Bill To name, phone, and email on the SO* Added tracking to shipments on FB for fulfilled orders * Fixed Bug where linked additional Woo products did not report on the scheduled task's Last Run Result* 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 [https://www.fishbowlinventory.com/wiki/WooCommerce# Click Order_Status_Mapping 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 Connectionsuccess/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* Fixed bug on order import that was giving a null error* 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* 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 manually linking through the Product button , saves the product ID to the channelid field.* 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. An 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. {{ModuleHideH2|3.20 - 7/12/2018 - Fishbowl 2018.7}}* Bug Fixes* Updated for compatibility with Fishbowl version 2018.7 {{HideH2|WooCommerce3.14 – 6/14/2018 - Fishbowl 2018.6}} * Product import tab redesign. Now includes 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 verify map a carrier service to an order priority in Fishbowl. {{HideH2|3.13.2 – 5/15/2018 - Fishbowl 2018.5}}* Fixed a bug that was causing settings to not save. {{HideH2|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. {{HideH2|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. {{HideH2|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. {{HideH2|3.10 - 1/31/2018 - Fishbowl 2018.1}}* Changed the way we were formatting the price.* Added the connection ability to check if orders have been completed or cancelled before attempting to fulfill.* Payment is valid not imported to Fishbowl for $0 orders.* Payment terms are now pulled from the UI drop down instead of customer. {{HideH2|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 click 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. {{HideH2|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. {{HideH2|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'Savet 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|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
Multiple WooCommerce carts can be configured by clicking the {{ButtonHideH2|New3.2 - 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, which will add another the order is applied to that customer in Fishbowl. If they don'''WooCommerce''' tabt 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
= TABS = {{HideH2|3.1 - 10/17/2017 - Fishbowl 2017.10}}* Plugin now allows customers who's stores use "Https" to connect via the plugin
{{HideH2|Settings tab3.0 - 10/5/2017 - Fishbowl 2017.9}} [[File:WooCommerce Settings Tab.png|right]]* New layout and mapping options
* '''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|Email2.14 - 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
{{HideH2|Schedule Import Order2.13 - 7/13/2017 - Fishbowl 2017.6}} [[File:WooCommerce Schedule Import Order Tab.png|right]]* 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
{{ScheduleHideH2|import orders}}* '''Salesperson''' - Sales orders will be created using this salesperson. This field is required.* '''Carrier''' - When selected, sales orders will be created using this carrier2.* '''Payment Terms''' 12 - When selected, sales orders will be created using this payment term.* '''Payment Method''' 6/12/2017 - 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 taxFishbowl 2017. If the list is empty, [[Tax_Rate#Add_a_tax_rate|create a flat rate tax]] to be used with WooCommerce. The flat rate amount can be set to $0 in the {{Module|Tax Rate4}}, 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 Fixed tracking functionality when sending fulfillment to WooCommerce order number as the Fishbowl sales order number(s).
{{HideH2|Schedule Export Order2.11 - 3/13/2017 - Fishbowl 2017.3}} [[File:WooCommerce Schedule Export Order Tab* Compatibility fixes for 2017.png|right]]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
{{ScheduleHideH2|export orders2.9 - 3/15/2017 - Fishbowl 2017.2}}* Compatibility fixes for 2017.2 version of Fishbowl
{{HideH2|Schedule Products2.8 - 3/10/2017 - Fishbowl 2017.1}} [[File:WooCommerce Schedule Products Tab.png|right]]* Fixed issue with inventory not updating for product variants
{{ScheduleHideH2|sync products2.6 - 3/1/2017 - Fishbowl 2017.1}}* '''Weight UOM''' - The UOM for weight on products. This should match Updated plugin to work with the UOM set in store settings on your latest version of WooCommerce shopping cart(2.6.14) and Wordpress (4.7.2) with the latest API version* '''Pull products Fixed Kit Inventory handling*Added Product Dimension to product fields synced between FB and Woo*Added Product weight to Fishbowl''' - When selected, products created in WooCommerce will be created in Fishbowl.product fields synced between FB and Woo*Added more product field mapping options* '''Fail When Missing SKU''' - When selected, Added shipment tracking feature. Please note this feature requires the sync will log products with missing SKUs as errors[https://woocommerce.* '''Push com/products to /shipment-tracking/ WooCommerce''' - When selected, products created in Fishbowl will Tracking Plugin] be created enabled in WooCommerce.*Bugfix to bring back the product ID correctly to FB on product sync* '''Create As Enabled''' - When selected, the products pushed Fixed last sync date and added option to WooCommerce will be enabled.set specific date when resetting last sync date
{{HideH2|Schedule Inventory2.5 - 2/9/2017 - Fishbowl 2016.14}} [[File* 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 to 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 Schedule Inventory Tabcannot pull in orders because of an error that occurs when attempting to sync.::* Resolution: Orders with Avatax now correctly sync.png|right]]
{{ScheduleHideH2|sync inventory2.4 - 10/13/2016 - Fishbowl 2016}}* '''Location Group''' - When selectedIssue: OrderID can now be a string, the [[Inventory#Inventory_status_terms|Available For Sale]] inventory quantity will be used from this location group onlynot just an integer field. If left blank, ::* Resolution: Our field once again matches the quantity updated field from all location groups will be usedWooCommerce.

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