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Magento Cart

16,241 bytes added, 19 September
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{{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. This plugin is specifically designed to integrate with Magento 1.7 through Magento 1.9using the version 1.x XML-RPC API. For Magento 2.0 1 or higher, use the {{Module|Magento 2}}.x {{IntroImage}}.
{{Video Intro|u0oPdelnFqM}}
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[[File:Magento.png|link=]]
{{Plugin Install|Magento Cart|Integrations}}
== Setup {{top}} == In order to connect to Magento, the Magento API must first be configured properly. Follow the steps below to [[#1. Create a role{{Setup|create a role]], [[#2. Create a user|create a user]], and then enter the credentials into the [[#3. Store Settings|store settings]] of the {{Module|MagentoPAGENAME}}}}. === 1. Create a role ===
'''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 ===
'''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 [http://docs.magento.com/m1/ce/user_guide/shipping/carriers.html 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
{{ClearHideH2|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
=== 3{{HideH2|2019. Store Settings ===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
# Open the {{ModuleHideH2|Magento2019.5.0X – 5-10-2019 - Fishbowl 2019.5}} and enter * Fixed Typo in the payment panel* Fixed (for supporting channels)where the '''Store URL''' and image export was not working on the user credentials that were created above.<br>[[File:Magento Credentials.png|link=]]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# Click * Fixed advanced options error message when enabled and a day of the month wasn't specified* Fixed advanced options error for order fulfillment task''Test Connection''' button * Fixed data mapping error with many to verify that the connection is valid and then click '''Save'''.one field mappings on product export
Multiple Magento carts can be configured by clicking the {{ButtonHideH2|New2019.4.0X – 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, which a data migration task will run migrating carrier and payment mapping table data from the previous version* On first load, existing scheduled tasks will add another 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'''Magento Cart''' tab.t sending up the shipment tracking* Various AU version fixes
== Mapping {{topHideH2|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
The {{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/Magento_Cart#Order_Status_Mapping order status mapping] table below shows some of data when first loading the data that transfers between Magento and Fishbowl.plugin**'''
{| class="prettytable"|-! Magento!! Fishbowl|-|Product ||{{Arrow|Both}}|| Product|-* Added ability to choose whether to sync on hand vs. available to sale inventory quantity|Order with [[Magento#Schedule_Import_Order|specified * Improved status]] ||{{Arrow|Right}}|| Sales mapping error messages during order|-|Complete order ||{{Arrow|Left}}|| Fulfilled sales import using advanced options and the orderstatus hasn't been mapped|-|Qty ||{{Arrow|Left}}|| Available for sale inventory (only inventory that has changed since * In the last export will be updated)|-! !! |-|Name ||{{Arrow|Left}}|| Product fields can be mapped on order import tab when using the [[#Product_import|Product Import]] or [[#Product_export|Product Export]] tab.|-|Short description ||{{Arrow|Left}}|| Product fields can be mapped on customer matching option, we now provide an alternative mapping option if the [[#Product_import|Product Import]] or [[#Product_export|Product Export]] tab.|-|Description ||{{Arrow|Both}}|| Product fields can be mapped on first mapping option does not contain data from the [[#Product_import|Product Import]] or [[#Product_export|Product Export]] tab.cart|-* Fixed bug to reenable editing of existing order status mapping|SKU ||{{Arrow|Left}}|| Product fields can be mapped on the [[#Product_import|Product * Updated POS Import]] or [[#Product_export|Product Export]] tab.|-|Price ||{{Arrow|Both}}|| Product fields can be mapped on customer settings panel to have the [[#Product_import|Product Import]] or [[#Product_export|Product Export]] tab.|-|Weight ||{{Arrow|Left}}|| Product fields can be mapped on same mapping options as the [[#Product_import|Product Import]] or [[#Product_export|Product Export]] tab.|-|Magento order number||{{Arrow|Right}}|| Customer PO field, sales standard order number (optional)import|-* Updated Test Connection success/fail dialog box|Order date ||{{Arrow|Right}}|| Fulfillment date|-|Customer name & billing address ||{{Arrow|Right}}|| Bill To|-|Customer name & shipping address ||{{Arrow|Right}}|| Ship To|-* Added a popup window to notify users about status mapping tables being cleared|Customer ||{{Arrow|Right}}|| Creates a new customer or uses * On the generic customer specified on the [[#Schedule Import Order|Schedule Import Order Inventory Update tab]].|-|Taxes ||{{Arrow|Right}}|| All taxes are combined into the tax item specified on the [[#Schedule Import Order|Schedule Import Order tab]].location group drop down box is now replaced with a checkbox called "Sync all Location Groups"|::* When unchecked, a user-|Order gift message||{{Arrow|Right}}|| Order '''Note''' on defined table gives ability to define which location group(s) will be used to sync to the {{ModuleTab|Sales Order|Details}}.|-Channel|Item gift message||{{Arrow|Right}}|| Order '''Note''' on the {{ModuleTab|Sales Order|Details}}* Added stamps.|-|Email||{{Arrow|Right}}||'''Email''' field of com in the {{ModuleTab|Sales Order|Details}}carrier mapping|-|Phone||{{Arrow|Right}}||'''Phone''' field of * Fixed bug when clicking next button sometimes it would bring the {{ModuleTab|Sales Order|Details}}|-|Carrier||{{Arrow|Right}}||Carriers can be mapped by clicking mapping back up that user just created in the {{Button|Mapping}}.|-order status mapping table|Payments method||{{Arrow|Right}}||Payment methods can * Fixed bug where lines could be mapped by clicking the {{Button|Mapping}}.|}added to order status mapping without data
== Australia/Canada {{topHideH2|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
When using the Magento plugin with Fishbowl Australia or Fishbowl Canada, tax rates can be mapped by clicking the {{ButtonHideH2|Mapping2018.10.06 – 11/12/2018 - Fishbowl 2018.10}}'''Do not skip this version unless installing the plugin for the first time. Follow If you’re planning to update to a later version of Fishbowl, install 18.10 first, update your plugins, and open them so the instruction data migrator (described below ) can run. Then update Fishbowl to obtain the desired version.'''Magento Tax Class Id'''.* 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
# Open the '''Magento Admin Panel''' {{HideH2|2018.8 – 8/23/2018 - Fishbowl 2018.8}}* Channel data, such as product IDs, variant IDs, etc. will no longer be stored in a web browsercustom fields. New database tables will be created for this purpose.# Click Data from your custom fields will be automatically migrated to the database the first time you open the '''Sales''' menu at plugin after updating. Data will still remain in the topcustom fields for reference. The custom fields can be deactivated.# Hover over '''Tax''' and then click '''Product Tax Classes'''* New version number system to match Fishbowl.# Click * Schedule task now gives a count of the applicable tax rateitems that were imported/exported. Error message will list items that failed. # Locate the word '''id''' in * Will now use the URL bar at account specified on the top payment type (instead of the browserdefault) during order import. The number that follows '''id''' should be entered * Fixed a bug regarding taxes in the the plugin mapping windowFishbowl Canada version.<br>[[File:* Fishbowl product images can now be exported to Magento tax rate id.png]]# Repeat steps '''4''' and '''5''' * Ability to select which date field the Last Sync Date references.* Shipping tax now accounted for each tax rate that will be mappedin Fishbowl Australia version.
= TABS = {{HideH2|4.20 - 7/12/2018 - Fishbowl 2018.7}}* Bug Fixes* Updated for compatibility with Fishbowl version 2018.7
{{H2HideH2|Order Import4.19 – 6/14/2018 - Fishbowl 2018.6}} [[File:Magento Schedule Import Order Tab* 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.png|right]]
{{ScheduleHideH2|import orders}}* '''Salesperson''' - Sales orders will be created using this salesperson4. This field is required18.* '''Payment Terms''' 2 – 5/15/2018 - When selected, sales orders will be created using this payment term.* '''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.* '''SO Status''' - Orders can be imported as an estimate, issued, or fulfilled status. Setting orders to fulfilled status will import orders and then quick fulfill them.* '''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.* '''Magento Order Status''' - This selection determines which status of Magento orders will be imported into Fishbowl2018.{{Cart Customer5}}* '''Use Company name for new customers''' - When selected, the company name from the Magento order will be created as the customer name in Fishbowl.* '''Use Magento Order Number as Fishbowl SO Number''' - When selected, sales orders will be created using the Magento order number as the Fishbowl sales order number.* '''Carrier''' - When selected, sales orders will be created using this carrier. Carriers can be mapped by clicking the {{Button|Mapping}}.* '''Payment Method''' - Sales orders will be created using this payment method. This field is required. Payment methods can be mapped by clicking the {{Button|Mapping}}.* '''Tax Item''' - Tax rate item for the total tax amount from Magento. Can only specify Fixed a flat rate tax. If the list is empty, [[Tax_Rate#Add_a_tax_rate|create a flat rate tax]] bug that was causing settings to be used with Magento. The flat rate amount can be set to $0 in the {{Module|Tax Rate}}, and then the correct total tax amount will be set when the order is imported from Magentonot save.
{{H2HideH2|Order Export4.18 – 5/11/2018 - Fishbowl 2018.5}} [[File:Magento Schedule Export * Redesigned Customer section in Order TabImport tab. **Reconfiguration of the customer settings will be required when you update to this version or beyond.png|right]]
{{ScheduleHideH2|export orders4.17 - 4/12/2018 - Fishbowl 2018.4}}* '''Update Magento Order Status''' - When selected, Magento orders will be updated after the product(s) on the Addition of a new order have been shipped in Fishbowlstatus mapping table. If left blank, Fishbowl will not update the status of You can now import multiple statuses at the Magento ordersame time.
{{H2HideH2|Product import4.16 - 3/8/2018 - Fishbowl 2018.3}} [[File:Magento Schedule Products Tab* 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.png|right]]* Bug Fixes
{{Products before ordersHideH2|4.15 - 1/31/2018 - Fishbowl 2018.1}}* No longer updating product catalog visibility during product export.
{{ScheduleHideH2|import products4.12 - 1/12/2018 - Fishbowl 2017.13}}* '''Field Mapping''' - Use Enhancement to the Order Import. If the icon buttons carrier is empty on the right side of data coming from the table shopping cart, it will be defaulted to edit the field mappings"Will Call" in Fishbowl.* '''Weight UOM''' - Enhancement to the Order Import. The customer phone number and email will attempt to be pulled from the shopping cart customer data. If the weight UOM that data isn't set in Magentoavailable on the customer, the default UOM listed here then it will attempt to be usedpulled from the billing address on the order.* '''Size UOM''' - If the size UOM that data isn't set available in Magentothe billing address, then it will be pulled from the default UOM listed here 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.
{{H2HideH2|Product export4.11 - 12/8/2017 - Fishbowl 2017.11}} [[File:Magento product export tab* 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.png|right]]
{{ScheduleHideH2|export products4.10 - 11/21/2017 - Fishbowl 2017.11}}* '''Field Mapping''' - Use the icon buttons Enhancement so "Miscellaneous Fees" come in on the right side of the table to edit the field mappingsorders.* '''Weight UOM''' - If Enhancement for international customers where the weight UOM isn't set tax code moves between Fishbowl and their channel. Tax code must exist in Magento, the default UOM listed here will Fishbowl for it to be usedwith this process.* Fixed a bug where imported orders weren'''Size UOM''' - If t being "Fulfilled" in Fishbowl when the size UOM isn't set "Fulfilled" status option is selected in Magentothe Order Import.* Fixed a bug where Carrier information was importing into Fishbowl, but not the default UOM listed here will be usedCarrier Service.* Fixed a bug where the Customer name from the Ship To address wasn'''Product Tree Filter''' - The export can be limited to certain product tree categories. If this t being put in the "Name" field is left blank, all products will be included in on the exportaddress.
{{H2HideH2|Inventory Update4.9 - 11/20/2017 - Fishbowl 2017.11}} [[File:Magento Schedule Inventory Tab* Fixed a type conversion bug.png|right]]
{{ScheduleHideH2|export inventory levels to Magento4.8 - 11/16/2017 - Fishbowl 2017.11}}* '''Location Group''' - When selected, Improved the [[Inventory#Inventory_status_terms|Available For Sale]] inventory quantity will be used from this location group onlyway Fishbowl looks at Class on orders.* Improved plugin UI for Order Import. If left blank, the quantity from * Added a checkbox to Product Export to allow all location groups will products to be usedexported* Improved error messages.* Enhancement to save a product'''Product Tree Filter''' - The export s attribut id in a custom field so it can be limited sent up to the channel. Applicable to certain product tree categoriesnew products being imported into Fishbowl. If this For existing products, custom field is left blank, all products will must manually be included filled in .* Fixed a bug with payment mapping.* Fixed a bug with the exportCustomer 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.
{{ClearHideH2|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
= Troubleshooting ={{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. {{Cart TroubleshootingHideH2|4.4 - 9/7/2017 - Fishbowl 2017.7}}* When syncing 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 {{HideH2|4.1 - 8/29/2017 - Fishbowl 2017.7}}* Interim Release {{HideH2|4.0 - 8/25/2017 - Fishbowl 2017.7}}* New layout and mapping options {{HideH2|3.4 - 8/14/2017 - Fishbowl 2017.6}}* Fixed weight and size UOM issue on product import being set incorrectly for products created in FB {{HideH2|3.3 - 7/28/2017 - Fishbowl 2017.6}}* Fixed payment mapping bug where orders were imported but no payment was created with the payment mapping set {{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|3.1 - 6/20/2017 - Fishbowl2017.5}}* Compatibility fix for 2017.5 version of Fishbowl {{HideH2|3.0 - 5/22/2017 - Fishbowl 2017.4}}* User interface enhancements and fixes including new layout for the order import panel, fixed combo boxes, products will match 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* Fixed bug when option to create payments in Fishbowl was unchecked allowing payments to still go over to FB when Magento SKU order status is invoiced or complete* Fixed bug when option to create payments in Fishbowl Product Number field. If was unchecked and an order would fail if no match existspayment method was mapped* Set the 'last sync dates' to when the user clicks save on the interface 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* Fixed bug where carriage returns in the address blocks brought in the letter "n" 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* Fixed bug where items broken out in FB in multiple cartons didn't update correctly in Magento* Added option to use company name as the customer name in FB for new customer creation* Added option to allow FB to calculate tax based on customer assigned tax code* Added company name to bill to and ship to addresses* Added ability to set customer status for new customer creation '''Australia and Canada Only'''* Fixed bug where order tax rounding resulted in different order amounts in Fishbowl than Magento* 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 will be createdtax codes between FB and Magento* Fixed bug where shipping line items did not use the product tax code {{HideH2|2.5 - 4/26/2017 - Fishbowl 2017.3}}* When syncing inventory from FB to Magento and the product has been deactivated in Magento, we received "product not exist" error back from Magento. A more user friendly error message was added for this scenario.* Fixed bug during product sync when saving product id. {{HideH2|2.4 - 4/13/2017 - Fishbowl 2017.3}}* Compatibility fixes for 2017.3 version of Fishbowl* Fixed tax functionality for Australia and Canada versions of Fishbowl
= Release Notes ='''Release Version {{HideH2|2.3 - 034/314/2017 - Works with FB version Fishbowl 2017.2 }}* If using the carrier and payment mappings in version 2.3, please read through the setup instructions on this wiki page. Carrier(s) and higher'''payment(s) names from Magento much match exactly when entered.* If checkbox is set to use order tax, the order import will fail unless the customer in FB has a tax rate assigned.* Added checkbox option to user 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.
* 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 chebkbox 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.
* Australia and Canada only - fixed tax functionality to set the tax rate correctly.
'''Release Version {{HideH2|2.2 - 3/16/2017 - Works with FB version Fishbowl 2017.1 and newer'''}}
* Changed product mapping options to have FB Fields as static and Magento as dynamic
* Added product weight mapping
* Improved the reset last sync functionality
'''Released on {{HideH2|2.1 - 3/159/2017 - For Fishbowl version 2017.2 and higher* Compatibility fixes for 2017.2 version of Fishbowl '''Released on 3/9/2017'''1}}
* Enhancement to store Magento Cart Store ID in SO Custom Field
*Issue: Last Sync Date was set to task completion not task start::* Resolution: Last Sync Date now sets to when scheduled task starts* Issue: New products when pulling from Magento to FB not created::*Resolution: New products created correctly in FB when pulling from Magento.
::Note - product will try to map Magento SKU to FB Product Number. If no match then a new product will be created.
'''Released on {{HideH2|2.0 - 2/9/2017'''* Enhancements- Fishbowl 2017.1}}::* 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, otherwise the value "custom" is sent along with the tracking number. * Fixes::* Configurable Products now import correctly to FB::* Zero Dollar Orders now import to FB::* Line item level discounts now apply correctly
'''Released on {{HideH2|10/13/2016'''}}
* Issue: Saving the sales person is required for import order, even when the task is not active.
::* Resolution: Required fields are only required on active tasks.

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