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Magento Cart

12,260 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. 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}}.
{{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.
=== 3. Store Settings ==={{Store Settings|{{PAGENAME}}}}
# Open the ==Order Import=={{Module|MagentoOrder Import}} and enter the '''Store URL''' and the user credentials that were created above.<br>[[File:Magento Credentials.png|link=]]# Click the '''Test Connection''' button to verify that the connection is valid and then click '''Save'''.
Multiple Magento carts can be configured by clicking the ===Order Settings==={{Order|{{PAGENAME}}}}:{{Notes|{{PAGENAME}}}}{{ButtonDiscounts|New{{PAGENAME}}}}, which will add another :* '''Remove # prefix from Magento Cartorder numbers'''- When selected, Magento Cart order numbers will not have a '#' tabprefix when imported into Fishbowl.
== Mapping =Order Item Settings==={{Order Item Settings|{{topPAGENAME}}}} ==
The table below shows some of the data that transfers between Magento and Fishbowl.===Location Group Settings==={{Location Group|{{PAGENAME}}}}
{| class="prettytable"|-!Magento Product||{{Arrow|Both}}||Fishbowl Product|-|colspan="3" width = "10"|The product mapping can be customized by selecting any combination of the following fields on the [[#Product_import|Product Import]] or [[#Product_export|Product Export]] tab.|-|Name<br>Short Description<br>Description<br>SKU<br>Price<br>Weight||Product<br>Description<br>Price<br>UOM<br>Details<br>UPC<br>SKU<br>Length<br>Width<br>Height<br>Length UOM<br>Weight<br>Weight UOM|-!Magento order with [[Magento#Schedule_Import_Order|specified status]] ||{{Arrow|Right}}|| Fishbowl sales order|-|Magento order number||{{Arrow|Right}}|| Customer PO field, sales order number (optional)|-|Order date ||{{Arrow|Right}}|| Fulfillment date|-Status Mapping===|Customer name & billing address ||{{Arrow|Right}}|| Bill To|-|Customer name & shipping address ||{{Arrow|Right}}|| Ship To|-|Customer ||{{Arrow|Right}}|| Creates a new customer or uses the generic customer specified on the [[#Schedule Import Order|Schedule Import Order tab]].|-|Taxes |Status Mapping|{{Arrow|RightPAGENAME}}|| The tax options can be set under [[#Order_Import|'''Use Order Tax''' on the '''Order Import''' tab]].|-|Order gift message||{{Arrow|Right}}|| Order '''Note''' on the {{ModuleTab|Sales Order|Details}}.|-|Item gift message||{{Arrow|Right}}|| Order '''Note''' on the {{ModuleTab|Sales Order|Details}}.|-|Email||{{Arrow|Right}}||'''Email''' field of the {{ModuleTab|Sales Order|Details}}|-|Phone||{{Arrow|Right}}||'''Phone''' field of the {{ModuleTab|Sales Order|Details}}|-|Carrier||{{Arrow|Right}}||Carriers can be mapped on the '''Order Import''' tab. For more information, see [[#Carriers|Carriers]].|-|Payment method||{{Arrow|Right}}||Payment methods can on the '''Order Import''' tab. For more information, see [[#Payment methods|Payment methods]].|-!Magento order with '''Complete''' status ||{{Arrow|Left}}|| Fishbowl fulfilled sales order|-|colspan="3" width = "10"|After an order is fulfilled in Fishbowl, it will be marked as '''Complete''' in Magento. |-!Magento quantity ||{{Arrow|Left}}|| Fishbowl '''Available For Sale''' quantity|-|colspan="3" width = "10"|Only inventory that has changed since the last export will be updated.|}
=== Carriers 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 panelusing Google Chrome.::# Click the '''System''' menu and then select '''Configuration'''.::# In the '''Sales''' section on the left, click '''Shipping Payment Methods'''.::# Expand Right-click the header of the desired shipping payment method and copy the select '''Title''' and '''MethodInspect'''.<br>[[File:Magento flat ratepayment method inspect.png|link=]]<br><br>[[File::Magento UPS# In the section highlighted by Chrome, copy the text between '''"payment_''' and '''-head"'''.png|link=]]::# Open the '''Carrier Payment Mapping''' section on the '''Order Import''' tab and then click the {{Icon Button|New}}.<br>[[File:Magento payment mapping done.png]]::# Enter the exact '''Title''' and '''Method''' Magento payment ID into Fishbowl with the following format '''Title - Method'''. Below are several examples.{{Vertical Spacer}}<br>[[File:Magento carrier payment mapping.png|link=]]::#* '''Flat Rate - Fixedcheckmo'''::#* '''Free Shipping - Freecashondelivery'''::#* '''United Parcel Service - Next Day Airauthorizenet'''::#* '''United Parcel Service - Groundbanktransfer'''::# Select the corresponding '''Fishbowl Carrier ServicePayment Method''' and then click the '''Save''' button.
=== Payment methods 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]]
Follow the instructions below to map payment methods between Magento and Fishbowl.
# Log into ::'''Fishbowl Canada'''::When using the Magento Admin panel using Google Chrome.plugin with Fishbowl Canada, some additional tax options are available in the [[# Click the Taxes|'''SystemTaxes''' menu and then select section of the '''ConfigurationOrder Import'''tab]].::[[File:Magento Tax Province.png]]::[[File:Magento Tax Province.png]]# In the ::* '''SalesUse Customer Tax Code''' section - When selected, orders imported from Magento with tax will use the customer assigned tax code in Fishbowl. The tax amount on the leftFishbowl sales order will be calculated using the tax code assigned in Fishbowl. If no tax code is assigned to the customer, click the order will fail to import. New customers created will use the default tax code assigned in Fishbowl.::* '''Payment MethodsUse Customer Tax Code'''- When selected, orders imported from Magento with tax will use the associated product tax codes in Fishbowl.# Right-click the header of the desired payment method and select ::* '''InspectUse Tax By Province'''- When selected, orders imported from Magento with tax will use orders ship to province to determine the orders tax in Fishbowl.<br>[[File::Tax rates can also be mapped using by the Magento payment method inspectproduct tax class ID as explained below.png|link=]]::# In Open the section highlighted by Chrome, copy the text between '''"payment_Magento Admin Panel''' and in a web browser.::# Click the '''-head"Sales'''menu at the top.::# Open the Hover over '''Payment MappingTax''' section on the and then click '''Order ImportProduct Tax Classes''' tab and then click .::# Click the {{Icon Button|New}}applicable tax rate.::# Enter Locate the word '''id''' in the Magento payment ID into FishbowlURL bar at the top of the browser and copy the number that follows '''id'''. Below are several examples.{{Vertical Spacer}}<br>[[File:Magento payment mappingtax rate id.png|link=]]::#* '''checkmo'''Click the [[#* Product Import|'''cashondeliveryProduct Import'''#* tab of the]] {{Module|Magento Cart|Product Import}} and select '''authorizenetUse product tax class mapping'''.<br>[[File:Product Tax Class Mapping.png]]::#* Click the {{Icon Button|Add}}, enter the '''banktransferid'''copied from Magento, and select the Fishbowl tax rate.<br>[[File:Product Tax Class Mapping 2.png]]::# Select Click the corresponding '''Fishbowl Payment MethodSave''' to close the dialog, and then click the '''{{Button|Save''' button}} on the module toolbar.<br>[[File:Product Tax Class Mapping 3.png]]
== Australia/Canada Fulfillment Export=={{Order Fulfillment|{{PAGENAME}}}}{{Notes|{{topPAGENAME}}}} ==* 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]].
When using the Magento plugin with Fishbowl Australia or Fishbowl Canada, tax rates can be mapped using the '''Magento Tax Class Id'''.==Product Import=={{Product Import|{{PAGENAME}}}}
# Open the '''Magento Admin Panel''' in a web browser.==Product Export==# Click the '''Sales''' menu at the top.# Hover over '''Tax''' and then click '''{{Product Tax Classes'''.Export|{{PAGENAME}}}}# Click the applicable tax rate. :{{Notes|{{PAGENAME}}}}# Locate the word '''id''' in the URL bar at the top of the browser. The number that follows '''id''' should be entered on the '''Tax Rate''' tab of the '''Mappings''' window.<br>[[File:Magento tax rate id.png]]# Repeat steps '''4''' and '''5''' for each tax rate that will be mapped.*{{Include Product Image|{{PAGENAME}}}}
= TABS = Inventory Update=={{Inventory Update|{{PAGENAME}}}}
=Troubleshooting={{H2Troubleshooting|Order Import{{PAGENAME}}} [[File:}* 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 Schedule Import Order Tabsite, verify that each of the cartons for that order have tracking in Fishbowl. =Release Notes={{HideH2|2019.7.0X – 8-23-2019 - Fishbowl 2019.png7}}* 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|right]]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
{{ScheduleHideH2|import orders|Run task2019.6.0X – 6-18-2019 - Fishbowl 2019.6}}* '''Salesperson''' - Sales orders **This update will be created using this salespersonrequire the user to configure additional settings and mapping tables in the plugin. This field is required.* Contact Fishbowl Plugin Support for assistance'''Payment Terms''' - 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.General UI Enhancements* '''Class''' - When selected, sales Fixed bug on fulfillment for orders will be created using this class as the sales order class.with kits* '''Shipping Item''' - When selected, sales orders will be created using this product as the default shipping Fixed tax item.bug on AU version * '''Magento Order Status''' - This selection determines which status of Magento orders update will be imported into cause the scheduled tasks to give an error when first loading Fishbowlafter updating.{{Cart Customer}}* '''Use company name for new customers''' - When selected, Users will need to go into the '''Company name''' from plugin interface and configure the Magento additional mappings and save settings in order will be used instead of for the '''First name''' and '''Last name'''.scheduled tasks to run properly* '''Use Magento Order Number as Fishbowl SO Number''' - When selected, sales orders will be created Added ability to link products on order import. Products that were not previously linked using the Magento order number as product import/export tasks can now be linked during the Fishbowl sales order number.import task* Fixed bug in order import when creating a new mapping in Location Group setting'''Use same carrier and carrier service for all orders''' - When selecteds mapping table, all orders imported from Magento will use shows up blank in the selected carrier and carrier service. If this channel Location drop-down * Added enhancement for inventory sync to have a max qty option is unchecked, carriers must be mapped by clicking the {{Button|Mapping}}.* '''Use same payment method Added enhancement for inventory update to include "Available to Pick" for all orders''' - When selected, all orders imported from Magento will use the selected payment method. If this option is unchecked, payment methods must be mapped by clicking inventory type as one of the {{Button|Mapping}}.options* Added enhancement where order import carrier mapping now has a priority option for "All" that doesn'''Use Order Tax''' - When selected, orders with tax that are imported from Magento will use the customer assigned tax code t exist in Fishbowl. If this option is unchecked, the specified flat rate tax will be and causes an error when used. The flat rate amount can be set to $0 in the {{Module|Tax Rate}} for an order* Added enhancement on order settings and then the correct total tax amount will be set when the on order is imported from Magento.items field mapping table including custom fields
{{H2HideH2|Order Export2019.5.0X – 5-10-2019 - Fishbowl 2019.5}} [[File:Magento Schedule Export Order Tab.png|right]]* 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
{{ScheduleHideH2|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|Run would import without items* On first load, a data migration task}}will run migrating carrier and payment mapping table data from the previous version* '''Update Magento Order Status''' - When selectedOn first load, Magento orders existing scheduled tasks will be updated after 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(s) linking task* Added option to use a tax mapping table on the order have been shipped in Fishbowl. If left blank, Fishbowl will not update import task* Fixed bug where the status of fulfillment task wasn't sending up the Magento order.shipment tracking* Various AU version fixes
{{H2HideH2|Product import2019.3.0x – 3-14-2019 - Fishbowl 2019.3}} [[File:Magento Schedule Products Tab* 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.png|right]]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
{{Products before ordersHideH2|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**'''
{{Schedule|* Added ability to choose whether to sync on hand vs. available to sale inventory quantity* Improved status mapping error messages during order import products|Run task}}using advanced options and the order status hasn't been mapped* '''Field Mapping''' - Use In the order import tab when using the customer matching option, we now provide an alternative mapping option if the icon buttons on first mapping option does not contain data from the right side 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 table standard order import* Updated Test Connection success/fail dialog box* Added a popup window to edit notify users about status mapping tables being cleared* On the field [[#Mapping|mappings]].Inventory Update tab the location group drop down box is now replaced with a checkbox called "Sync all Location Groups"::* '''Weight UOM''' When unchecked, a user- If the weight UOM isn't set in Magento, the default UOM listed here defined table gives ability to define which location group(s) will be usedto sync to the Channel* Added in the carrier mapping* '''Size UOM''' - If Fixed bug when clicking next button sometimes it would bring the size UOM isn't set mapping back up that user just created in Magento, the default UOM listed here will order status mapping table* Fixed bug where lines could be used.added to order status mapping without data
{{H2HideH2|Product export2018.12.02 – 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}} [[File* 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::Magento product export tab.png|right]]* When one of the LG's has more inventory allocated than inventory available for all LG's combined
{{ScheduleHideH2|export products|Run task2018.10.06 – 11/12/2018 - Fishbowl 2018.10}}* '''Field Mapping''' - Use Do not skip this version unless installing the icon buttons on plugin for the right side 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 table data migrator (described below) can run. Then update Fishbowl to edit the field [[#Mapping|mappings]]desired version.* '''Weight UOM''' - If the weight UOM isn't set in Magento, the default UOM listed here will be used.* '''Size UOM''' - If the size UOM isn't set Fixed bug where Street addresses with "N" in Magento, them are being truncated or the default UOM listed here will be used."N" is being dropped on order import* '''Product Tree Filter''' - The export can be limited to certain product tree categories. If this field is left blank, Fixed bug where inventory updates all linked products will be included instead of the first linked product in the export.list in FB
{{H2HideH2|Inventory Update2018.8 – 8/23/2018 - Fishbowl 2018.8}} [[File:* 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 Schedule Inventory Tab.png|right]]* Ability to select which date field the Last Sync Date references.* Shipping tax now accounted for in Fishbowl Australia version.
{{ScheduleHideH2|export inventory levels to Magento|Run task4.20 - 7/12/2018 - Fishbowl 2018.7}}* '''Location Group''' - When selected, the [[Inventory#Inventory_status_terms|Available For Sale]] inventory quantity will be used from this location group only. If left blank, the quantity from all location groups will be used.Bug Fixes* '''Product Tree Filter''' - The export can be limited to certain product tree categories. If this field is left blank, all products will be included in the exportUpdated for compatibility with Fishbowl version 2018.7
{{ClearHideH2|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.
= Troubleshooting ={{HideH2|4.18.2 – 5/15/2018 - Fishbowl 2018.5}}* Enter an email address on the [[#SettingsFixed a bug that was causing settings to not save. {{HideH2|'''Settings''' 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 receive error notificationsthis version or beyond. {{HideH2|4.17 - 4/12/2018 - Fishbowl 2018.4}}* To view Addition of a new order status mapping table. You can now import multiple statuses at the scheduled tasks for same time. {{HideH2|4.16 - 3/8/2018 - Fishbowl 2018.3}}* Changed background color on headers in the cart, open 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 {{ModuleHideH2|Schedule4.15 - 1/31/2018 - Fishbowl 2018.1}}* No longer updating product catalog visibility during product export. {{HideH2|4.12 - 1/12/2018 - Fishbowl 2017.13}}* To reduce errors, Enhancement to the Order Import. If the suggested order for running tasks carrier is '''Products'''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'''ImportOrder'''t available on the customer, then it will attempt to be pulled from the billing address on the order. If that data isn'''Inventory'''t available in the billing address, '''ExportOrder'''.* A scheduled task can then it will be run manually by double-clicking pulled from the taskshipping address.* To view Enhancement to Canada version of Fishbowl. Added an option in the history of a schedule taskOrder Import panel to allow for prioritizing which tax is used on orders. If check box is checked, including the result/errorproduct tax will be used first. If no product tax has been assigned, click the then province tax will be used. {{Icon ButtonHideH2|History4.11 - 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. {{ModuleHideH2|Schedule4.10 - 11/21/2017 - Fishbowl 2017.11}}* Enhancement so "Miscellaneous Fees" come in on orders.* More details about recent errors can Enhancement for international customers where the tax code moves between Fishbowl and their channel. Tax code must exist in Fishbowl for it to be viewed by opening 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. {{ModuleHideH2|Data4.9 - 11/20/2017 - Fishbowl 2017.11}} and clicking the * Fixed a type conversion bug. {{ButtonHideH2|Server Log4.8 - 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.* The '''Last Sync''Enhancement to save a product' s attribut id in a custom field so it can be used sent up to reset the last sync datechannel. Applicable to new products being imported into Fishbowl. This can For existing products, custom field must manually be used to force filled in.* Fixed a bug with payment mapping.* Fixed a more complete sync, instead of just syncing items that have changed since bug with the last syncCustomer 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.* When syncing products from Magento 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. Fishbowlnow looks at the Last Name, Zip Code, products will and Email Address from the Billing Address on orders when creating customers. If all fields match Magento SKU , the order is applied to that customer in Fishbowl Product Number field. If no they don't match exists, 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 {{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 will be 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 createdwith the payment mapping set {{HideH2|3.2 - 7/13/2017 - Fishbowl 2017.6}}* When shipping multiple cartons Compatibility fixes for a single 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 - Fishbowl 2017.5}}* 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 orderimport panel, fixed combo boxes, and enter keyboard stroke works in dialog boxes* Removed the settings button from the toolbar, only moving payment and carrier mapping to the cartons with tracking numbers will be exported back 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 Magentoorder 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* 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. If * 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 seem to be missing on 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 site, verify that each of * Added option to use company name as the cartons 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 that new customer creation '''Australia and Canada Only'''* Fixed bug where order tax rounding resulted in different order have tracking 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 tax codes between FB and Magento* Fixed bug where shipping line items did not use the product tax code
= Release Notes ===Version {{HideH2|2.5==*Released on April - 4/26, /2017*Compatible with - Fishbowl Version 2017.3 and higher'''Features and Fixes'''}}* 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.
==Version {{HideH2|2.4==* Released on April - 4/13, /2017* Compatible with - Fishbowl version 2017.3 and higher'''Features and Fixes'''}}
* Compatibility fixes for 2017.3 version of Fishbowl
* Fixed tax functionality for Australia and Canada versions of Fishbowl
==Release Version {{HideH2|2.3==* Release Date April 04, - 4/4/2017* Works with FB version - Fishbowl 2017.2 and higher'''Considerations before updating to Version 2.3'''}}
* If using the carrier and payment mappings in version 2.3, please read through the setup instructions on this wiki page. Carrier(s) and 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.
'''Features and Fixes'''
* 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
* Australia and Canada only - fixed tax functionality to set the tax rate correctly.
==Release Version {{HideH2|2.2==* Release date March - 3/16, /2017* Works with FB version - Fishbowl 2017.1 and newer'''Features and Fixes'''}}
* Changed product mapping options to have FB Fields as static and Magento as dynamic
* Added product weight mapping
* Improved the reset last sync functionality
==Release Version {{HideH2|2.1==* Release date March - 3/9, /2017* Works with FB version - Fishbowl 2017.1 and newer'''Features and Fixes'''}}
* Enhancement to store Magento Cart Store ID in SO Custom Field
*Last Sync Date now sets to when scheduled task starts
::Note - product will try to map Magento SKU to FB Product Number. If no match then a new product will be created.
==Release Version {{HideH2|2.0==* Released on February - 2/9,/2017* Works with FB Version - Fishbowl 2017.1 and older'''Features and Fixes'''}}
* 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
* 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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