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Magento Cart

10,315 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}}
{{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={{ClearHideH2|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
=== 3{{HideH2|2019. Store Settings ===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
# Open the {{ModuleHideH2|Magento2019.6.0X – 6-18-2019 - Fishbowl 2019.6}} and enter the '''Store URL**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 user credentials 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 created above.<br>[[File:Magento Credentials.png|link=]]not previously linked using the product import/export tasks can now be linked during the order import task# Click * Fixed bug in order import when creating a new mapping in Location Group setting's mapping table, shows up blank in the '''Test Connection''' button channel Location drop-down * Added enhancement for inventory sync to have a max qty option* Added enhancement for inventory update to include "Available to verify Pick" for inventory type as one of the options* Added enhancement where order import carrier mapping now has a priority option for "All" that the connection is valid doesn't exist in Fishbowl and causes an error when used for an order* Added enhancement on order settings and then click '''Save'''.on order items field mapping table including custom fields
Multiple Magento carts can be configured by clicking the {{ButtonHideH2|New2019.5.0X – 5-10-2019 - Fishbowl 2019.5}}, which will add another '''Magento Cart* 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'' tab.* Fixed data mapping error with many to one field mappings on product export
== Mapping {{topHideH2|2019.4.0X – 4-18-2019 - Fishbowl 2019.4}} ==* Changed error message on order import when products are not linked and the order import failed* Fixed product import and product export mapping issue which was causing errors and limiting many to one field mappings between FB and the channel* Fixed product linking bug on product import task* Fixed bug where orders would import without items* On first load, a data migration task will run migrating carrier and payment mapping table data from the previous version* On first load, existing scheduled tasks will be removed and need to be recreated by Saving the plugin* Fixed bug where mapping validation error window appeared* Fixed bug where smaller screens would cut off data in the Plugin UI* Added UPC field as a mappable product field for product linking task* Added option to use a tax mapping table on the order import task* Fixed bug where the fulfillment task wasn't sending up the shipment tracking* Various AU version fixes
The table below shows some of {{HideH2|2019.3.0x – 3-14-2019 - Fishbowl 2019.3}}* Added enhancement option to always record payments on incoming orders even when there is no payment data from the Channel* Fixed bug when customer PO number did not populate correctly when the user did not have "Assign Channel Name order number to Customer PO field" checked* Importing order taxes is now optional. With the option to create taxes disabled, if a payment is created the total will reflect the order total without tax* Fixed bug where order import option to add on order number prefix was not saving* Fixed bug where order import option to add on order number prefix was not saving* Multi-currency support for orders and payments created from the data 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 transfers between Magento 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 Fishbowl.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
{| 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_exportHideH2|Product Export]] tab2019.|-|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|-|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 [[#Magento Import Order|Magento Import Order tab]]1.|01 – 1-|Taxes ||{{Arrow|Right}}|| The tax options can be set under [[#Order_Import|'''Use Order Tax''' on the '''Order Import''' tab]].|31-|Order gift message||{{Arrow|Right}}|| Order '''Note''' on the {{ModuleTab|Sales Order|Details}}.|2019 -|Item gift message||{{Arrow|Right}}|| Order '''Note''' on the {{ModuleTab|Sales Order|Details}}Fishbowl 2019.|-|Email||{{Arrow|Right}}||'''Email''' field of the {{ModuleTab|Sales Order|Details1}}|-|Phone||{{Arrow|Right}}||'''Phone''' field of the {{ModuleTab|Sales Order|Details}}|**Please note, this update will require you to re-|Carrier||{{Arrow|Right}}||Carriers can be mapped on enter the '''Order Import''' tab. For more information, see [[#Carriers|Carriers]]https://www.|-|Payment method||{{Arrow|Right}}||Payment methods can on the '''Order Import''' tabfishbowlinventory. For more information, see [[com/wiki/Magento_Cart#Payment methods|Payment methods]].|-!Magento Order_Status_Mapping 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 mapping] table data when first loading the plugin**'''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 ===* Added ability to choose whether to sync on hand vs. available to sale inventory quantity* Improved status mapping error messages during order import using advanced options and the order status hasn't been mapped* In the order import tab when using the customer matching option, we now provide an alternative mapping option if the first mapping option does not contain data from the cart* Fixed bug to reenable editing of existing order status mapping* Updated POS Import customer settings panel to have the same mapping options as the standard order import* Updated Test Connection success/fail dialog box* Added a popup window to notify users about status mapping tables being cleared* On the Inventory Update tab the location group drop down box is now replaced with a checkbox called "Sync all Location Groups"::* When unchecked, a user-defined table gives ability to define which location group(s) will be used to sync to the Channel* Added stamps.com in the carrier mapping* Fixed bug when clicking next button sometimes it would bring the mapping back up that user just created in the order status mapping table* Fixed bug where lines could be added to order status mapping without data
Follow the instructions below {{HideH2|2018.12.02 – 12-20-2018 - Fishbowl 2018.12}}* Added ability to map carriers between Magento the SO contact, phone, and Fishbowlemail 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
# Log into the Magento Admin panel{{HideH2|2018.10.# Click the '''System''' menu and then select '''Configuration'''06 – 11/12/2018 - Fishbowl 2018.10}}# In the '''Sales''' section on Do not skip this version unless installing the left, click '''Shipping Methods'''.# Expand plugin for the desired shipping method and copy the '''Title''' and '''Method'''first time.<br>[[File:Magento flat rateIf you’re planning to update to a later version of Fishbowl, install 18.png|link=]]<br><br>[[File:Magento UPS.png|link=]]# Open the '''Carrier Mapping''' section on the '''Order Import''' tab 10 first, update your plugins, and then click open them so the {{Icon Button|New}}data migrator (described below) can run.# Enter the exact '''Title''' and '''Method''' into Then update Fishbowl with to the following format '''Title - Methoddesired version.'''. Below are several examples.{{Vertical Spacer}}[[File:Magento carrier mapping.png|link=]]#* '''Flat Rate - Fixed'''bug where Street addresses with "N" in them are being truncated or the "N" is being dropped on order import#* '''Free Shipping - Free'''#* '''United Parcel Service - Next Day Air'''#* '''United Parcel Service - Ground'''# Select Fixed bug where inventory updates all linked products instead of the corresponding '''Fishbowl Carrier Service''' and then click first linked product in the '''Save''' button.list in FB
=== Payment methods ==={{HideH2|2018.8 – 8/23/2018 - Fishbowl 2018.8}}* Channel data, such as product IDs, variant IDs, etc. will no longer be stored in custom fields. New database tables will be created for this purpose. Data from your custom fields will be automatically migrated to the database the first time you open the plugin after updating. Data will still remain in the custom fields for reference. The custom fields can be deactivated.* New version number system to match Fishbowl.* Schedule task now gives a count of the items that were imported/exported. Error message will list items that failed.* Will now use the account specified on the payment type (instead of the default) during order import.* Fixed a bug regarding taxes in the Fishbowl Canada version.* Fishbowl product images can now be exported to Magento.* Ability to select which date field the Last Sync Date references.* Shipping tax now accounted for in Fishbowl Australia version.
Follow the instructions below to map payment methods between Magento and {{HideH2|4.20 - 7/12/2018 - Fishbowl 2018.7}}* Bug Fixes* Updated for compatibility with Fishbowlversion 2018.7
# Log into the Magento Admin panel using Google Chrome{{HideH2|4.# Click the '''System''' menu and then select '''Configuration'''19 – 6/14/2018 - Fishbowl 2018.6}}# In the '''Sales''' section on the left, click '''Payment Methods'''* Product import tab redesign.# Right-click the header of the desired payment method Now includes an order sync for situations where all products exist in both Fishbowl and select '''Inspect'''.<br>[[File:Magento payment method inspect.png|link=]]# In the section highlighted by Chrome, copy the text between '''"payment_''' and '''-head"'''webstore.# Open the '''Payment Mapping''' section on the '''Order Import''' * Product export tab redesign. Export and then click update have been separated. It’s now possible to update item fields in the {{Icon Button|New}}webstore without doing a full product export.# Enter the Magento payment ID into Fishbowl* Settings have been relocated. Below They are several examples.{{Vertical Spacer}}[[File:Magento payment mappingnow in a new tab.png|link=]]#* '''checkmo'''#* '''cashondelivery'''#* '''authorizenet'''#* '''banktransfer'''# Select Added the corresponding '''ability to map a carrier service to an order priority in Fishbowl Payment Method''' and then click the '''Save''' button.
== Australia/Canada {{topHideH2|4.18.2 – 5/15/2018 - Fishbowl 2018.5}} ==* Fixed a bug that was causing settings to not save.
When using {{HideH2|4.18 – 5/11/2018 - Fishbowl 2018.5}}* Redesigned Customer section in Order Import tab. **Reconfiguration of the Magento plugin with Fishbowl Australia customer settings will be required when you update to this version or Fishbowl Canada, tax rates can be mapped by using the '''Magento Tax Class Id''' as explained belowbeyond.
# Open the '''Magento Admin Panel''' in a web browser{{HideH2|4.# Click the '''Sales''' menu at the top17 - 4/12/2018 - Fishbowl 2018.4}}# Hover over '''Tax''' and then click '''Product Tax Classes'''* Addition of a new order status mapping table.# Click the applicable tax rate. # Locate the word '''id''' in the URL bar You can now import multiple statuses at the top of the browser. The number that follows '''id''' should be entered in the tax rate mapping section of the {{Module|Magento}}.<br>[[File:Magento tax rate id.png]]# Repeat steps '''4''' and '''5''' for each tax rate that will be mappedsame time.
= TABS = {{HideH2|4.16 - 3/8/2018 - Fishbowl 2018.3}}* Changed background color on headers in the Order Import tab when using the dark theme for better visibility.* Payment import now pulls in currency rate if “Use Currency Conversion” is turned on in Fishbowl.* Bug Fixes
{{H2HideH2|Order Import4.15 - 1/31/2018 - Fishbowl 2018.1}} [[File:Magento Schedule Import Order Tab* No longer updating product catalog visibility during product export.png|right]]
{{ScheduleHideH2|import orders|Run task4.12 - 1/12/2018 - Fishbowl 2017.13}}* Enhancement to the Order Import. If the carrier is empty on the data coming from the shopping cart, it will be defaulted to "Will Call" in Fishbowl.* Enhancement to the Order Import. The customer phone number and email will attempt to be pulled from the shopping cart customer data. If that data isn't available on the customer, then it will attempt to be pulled from the billing address on the order. If that data isn't available in the billing address, then it will be pulled from the shipping address.* Enhancement to Canada version of Fishbowl. Added an option in the Order Import panel to allow for prioritizing which tax is used on orders. If check box is checked, product tax will be used first. If no product tax has been assigned, then province tax will be used.
:{{HideH2|Order4.11 - 12/8/2017 - Fishbowl 2017.11}} [[File:Magento Schedule Import Order Orders.png|right]]:* '''Location Group''' - Enhancement to allow payments to be applied to Sales orders will be created using this location group.:* '''SO Status''' - Orders can be imported as in an estimate, issued, or fulfilled "Estimate" status. Setting orders to fulfilled status will import orders and then quick fulfill them.:* '''Shipping Item''' - When selected, sales when 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 are imported into 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.:* '''Add order discounts as a flat rate discount item''' - When selected, incoming orders with discounts will apply discounts on the sales order as a separate, flat rate discount item.:* '''Discount Item''' - Discount item for the order discount amount from Magento. Can only specify Added a flat rate discount. The flat rate discount can be set checkbox option to $0 in the {{Module|Discount}} and then the correct discount amount will be set when either include or exclude the order is imported "#" prefix from Magento.:* '''Apply order discounts to line items''' - When selected, incoming orders with discounts will apply discounts to the line items on the sales orderSales Order numbers.
:{{HideH2|Customer4.10 - 11/21/2017 - Fishbowl 2017.11}} [[File:Magento Schedule Import Order Customer.png|right]]:* '''Use default customer''' - When selected, sales Enhancement so "Miscellaneous Fees" come in on orders will be created using this customer for every order.:** If this option is not selected, unique customer information Enhancement for each order will be imported from Magentointernational customers where the tax code moves between Fishbowl and their channel.:** Alternatively, create a generic/web customer Tax code must exist in Fishbowl that will for it to be used for all imported orderswith this process.:** Address information will be Fixed a bug where imported for each order regardless of this option.:* '''Salesperson''' - Sales orders will be created using this salesperson.:* weren'''Payment Terms''' - When t being "Fulfilled" in Fishbowl when the "Fulfilled" status option is selected, sales orders will be created using this payment term.:* '''Shipping Terms''' - When selected, sales orders will be created using these shipping terms.:* '''Class''' - When selected, sales orders will be created using this class as in the sales order classOrder Import.:* '''Customer Status''' - When selectedFixed a bug where Carrier information was importing into Fishbowl, imported customers will be created with but not the selected statusCarrier Service.:* '''Use company name for new customers''' - When selected, Fixed a bug where the '''Company Customer name''' from the bill to Ship To address of wasn't being put in the Magento order will be created as "Name" field on the customer name in Fishbowladdress.
:{{HideH2|Carrier Mapping4.9 - 11/20/2017 - Fishbowl 2017.11}} [[File:Magento Schedule Import Order Carrier Mapping.png|right]]:* '''Use same carrier and carrier service for all orders''' - When selected, all orders imported from Magento will use the selected carrier and carrier service. If this option is unchecked, carriers can be mapped by following the instructions [[#Carriers|here]]Fixed a type conversion bug.
:{{HideH2|Payment Mapping4.8 - 11/16/2017 - Fishbowl 2017.11}} [[File:Magento Schedule * Improved the way Fishbowl looks at Class on orders.* Improved plugin UI for Order Import Order Payment Mapping.png|right]]:* Added a checkbox to Product Export to allow all products to be exported* Improved error messages.* Enhancement to save a product'''Create payments s attribut id in a custom field so it can be sent up to the channel. Applicable to new products being imported into Fishbowl''' - When selected. For existing products, payments from the Magento transaction will custom field must manually be shown filled in .* Fixed a bug with payment mapping.* Fixed a bug with the {{Module|Payment Viewer}}Customer selection on Order Import.:* '''Use same payment method for all Fixed a bug where orderswith kits weren''' - When selected, all t being fulfilled.* Fixed a bug where discounts were being duplicated on orders imported from Magento will use the selected payment method. If this option is unchecked, payment methods can be mapped by following the instructions [[#Carriers|here]]* Fixed a bug where incorrect address were being applied to orders for Default customers.
:{{HideH2|Taxes4.7 - 10/30/2017 - Fishbowl 2017.10}} [[File:Magento Schedule Import Order Taxes.png|right]]:* '''Calculate Order Tax''' - When selected, orders imported from Magento with tax will use Improved the process for customer assigned tax code creation in Fishbowl. The tax amount on Fishbowl now looks at the Fishbowl sales order will be calculated using Last Name, Zip Code, and Email Address from the tax code assigned in FishbowlBilling Address on orders when creating customers. If no tax code is assigned to the customerall fields match, the order will fail is applied to importthat customer in Fishbowl.:* '''Flat Rate Tax Item''If they don' - When selectedt match, the tax amount from the Magento order will appear on the Fishbowl sales order as a flat rate line itemnew customer is created. The *Fixed a bug with the way flat rate amount can be set discounts were being added to $0 in the {{Module|Tax Rate}} and then the correct total tax amount will be set when the order is imported from Magento.orders
{{H2HideH2|Order Export4.6 - 10/9/2017 - Fishbowl 2017.9}} [[File:Magento Schedule * 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 Order Tabrequired field mappings are not editable.png|right]]
{{ScheduleHideH2|export orders|Run task4.5 - 9/12/2017 - Fishbowl 2017.7}}* '''Update Magento Order Status''' - When selected, Magento orders will be updated after the product(s) on Fixed a bug with the refresh button.* Fixed a bug with sales order have been shipped line item type associated with kits.* Fixed a bug in Fishbowl. If left blank, Fishbowl will not update the status of the Magento orderCanada version where non-inventory items weren't being taxed by province.
{{H2HideH2|Product import4.4 - 9/7/2017 - Fishbowl 2017.7}} [[File:Magento Schedule Products Tab* Fixed issue with customers getting a "number format exception" error.png|right]]
{{Products before ordersHideH2|4.3 - 9/6/2017 - Fishbowl 2017.7}}* Fixed issue with order import where discounts weren't being applied correctly in Fishbowl.
{{ScheduleHideH2|import products|Run task}}* '''Field Mapping''' 4.2 - Use the icon buttons on the right side of the table to edit the field [[#Mapping|mappings]].* '''Weight UOM''' 8/31/2017 - If the weight UOM isn't set in Magento, the default UOM listed here will be usedFishbowl 2017.7}}* '''Size UOM''' - If the size UOM isn't set in Magento, the default UOM listed here will be used.Interim Release
{{H2HideH2|Product export4.1 - 8/29/2017 - Fishbowl 2017.7}} [[File:Magento product export tab.png|right]]* Interim Release
{{ScheduleHideH2|export products|Run task}}* '''Field Mapping''' - Use the icon buttons on the right side of the table to edit the field [[#Mapping|mappings]]4.* '''Weight UOM''' 0 - If the weight UOM isn't set in Magento, the default UOM listed here will be used.* '''Size UOM''' 8/25/2017 - If the size UOM isn't set in Magento, the default UOM listed here will be usedFishbowl 2017.7}}* '''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 export.New layout and mapping options
{{H2HideH2|Inventory Update3.4 - 8/14/2017 - Fishbowl 2017.6}} [[File:Magento Schedule Inventory Tab.png|right]]* Fixed weight and size UOM issue on product import being set incorrectly for products created in FB
{{ScheduleHideH2|export inventory levels to Magento|Run task3.3 - 7/28/2017 - Fishbowl 2017.6}}* '''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.* '''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 Fixed payment mapping bug where orders were imported but no payment was created with the export.payment mapping set
{{ClearHideH2|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
= Troubleshooting =* Enter an email address on the [[#Settings{{HideH2|'''Settings''' tab]] to receive error notifications3.1 - 6/20/2017 - Fishbowl 2017.5}}* To view the scheduled tasks Compatibility fix for the cart, open the 2017.5 version of Fishbowl {{ModuleHideH2|Schedule3.0 - 5/22/2017 - Fishbowl 2017.4}}.* To reduce errors, User interface enhancements and fixes including new layout for the suggested order for running tasks is '''Products''', '''ImportOrder'''import panel, '''Inventory'''fixed combo boxes, '''ExportOrder'''.and enter keyboard stroke works in dialog boxes* A scheduled task can be run manually by double-clicking Removed the task.* To view settings button from the history of a schedule tasktoolbar, including moving payment and carrier mapping to the result/order import panel* Improved error, click the {{Icon Button|History}} messages when order sync fails* Improved tool tips to add clarity* Fixed bug when option to create payments in the {{Module|Schedule}}.Fishbowl was unchecked allowing payments to still go over to FB when Magento order status is invoiced or complete* More details about recent errors can be viewed by opening the {{Module|Data}} Fixed bug when option to create payments in Fishbowl was unchecked and clicking the {{Button|Server Log}}.an order would fail if no payment method was mapped* The Set the 'last sync dates''Last Sync''' field can be used to reset when the user clicks save on the interface for first run on order import, order export, and inventory. Products have a historical last sync dateset on first run. This can be used * Added option to force a more complete sync, instead of just syncing items that have changed since create order level discounts* Updated the schedule panel modifying the run task and reset last sync.date options* When syncing products from Magento Fixed to allow incoming orders to Fishbowl, use the already specified SO item type for products will match Magento SKU * Fixed bug where carriage returns in the address blocks brought in the letter "n" to the Fishbowl Product Number field. If no match exists, a SO* Fixed bug when default customer was selected in the plugin interface and new product will be customers were still created.* When shipping 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 for a single didn't update correctly in Magento order, only * Added option to use company name as the cartons with tracking numbers will be exported back customer name in FB for new customer creation* Added option to Magento. If orders seem allow FB to be missing calculate tax based on the Magento site, verify that each of the cartons 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 have tracking 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 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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