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Magento Cart

6,865 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==={{ClearLocation Group|{{PAGENAME}}}}
=== 3. Store Settings Order Status Mapping==={{Order Status Mapping|{{PAGENAME}}}}
# Open the ===Customer Settings==={{ModuleCustomer|Magento{{PAGENAME}}}} 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 ===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 carts can be configured by clicking 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}}, which will add another .<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 Cartcarrier mapping.png]]::#* '''Flat Rate - Fixed' tab''::#* '''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 |{{topPAGENAME}}} ==}:{{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.
The table below shows some of ===Tax Settings==={{Taxes|{{PAGENAME}}}}:{{Notes|{{PAGENAME}}}}::'''Fishbowl Australia'''::Taxes are set for each product using the '''Tax Code''' field in the data that transfers between Magento and Fishbowl{{Module|Product}}.<br>[[File:AU NZ Taxes.png]]
{| 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
<br>Meta Title
<br>Meta Keyword
<br>Meta Description
|
|
Product
<br>Description
<br>Price
<br>Details
<br>UPC
<br>SKU
<br>Weight
|-
!Magento order with [[#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 in the [[#Customer|'''Customer''' section of the '''Order Import''' tab]].
|-
|Taxes ||{{Arrow|Right}}|| The tax options can be set under the [[#Taxes|'''Taxes''' section of 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 ===::'''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]]
Follow the instructions below ==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 map Custom Value.* For a list of accepted carriers between Magento and Fishbowlplease see [[#Carriers|Carriers]].
# 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|link=]]<br><br>[[File:Magento UPS.png|link=]]Product Import==# Open the '''Carrier Mapping''' section on the '''Order {{Product Import''' tab and then click the |{{Icon Button|NewPAGENAME}}.<br>[[File:Magento carrier mapping done.png|link=]]# Enter the exact '''Title''' and '''Method''' into Fishbowl with the following format '''Title - Method'''. Below are several examples.{{Vertical Spacer}}[[File:Magento carrier mapping.png|link=]]#* '''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 methods =Product Export=={{Product Export|{{PAGENAME}}}}:{{Notes|{{PAGENAME}}}}:*{{Include Product Image|{{PAGENAME}}}}
Follow the instructions below to map payment methods between Magento and Fishbowl.==Inventory Update=={{Inventory Update|{{PAGENAME}}}}
# 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|link=]]Troubleshooting=# 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 ButtonTroubleshooting|New{{PAGENAME}}}}* When syncing products from Magento to Fishbowl, products will match Magento SKU to Fishbowl Product Number field.<br>[[File:Magento payment mapping doneIf no match exists, a new product will be created.png|link=]]# Enter * When shipping multiple cartons for a single Magento order, only the cartons with tracking numbers will be exported back to Magento payment ID into Fishbowl. Below are several examples.{{Vertical Spacer}}[[File:If orders seem to be missing on the Magento payment mapping.png|link=]]#* '''checkmo'''#* '''cashondelivery'''#* '''authorizenet'''#* '''banktransfer'''# Select site, verify that each of the corresponding '''cartons for that order have tracking in Fishbowl Payment Method''' and then click the '''Save''' button.
=Release Notes= Australia/Canada {{topHideH2|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
When using the Magento plugin with {{HideH2|2019.7.0X – 7-23-2019 - Fishbowl Australia or 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 Canada, tax rates can be mapped by using * 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 '''Magento Tax Class Id''' as explained below.payment amount incorrectly
# Open the '''Magento Admin Panel''' in a web browser{{HideH2|2019.6.0X – 6-18-2019 - Fishbowl 2019.6}}# Click the '''Sales''' menu at **This update will require the user to configure additional settings and mapping tables in the topplugin.# Hover over Contact Fishbowl Plugin Support for assistance'''Tax''' and then click '''Product Tax Classes'''.*** General UI Enhancements* Fixed bug on fulfillment for orders with kits# Click the applicable * Fixed tax rate. item bug on AU version # Locate * This update will cause the word '''id''' in scheduled tasks to give an error when first loading Fishbowl after updating. Users will need to go into the URL bar at plugin interface and configure the top of additional mappings and save settings in order for the browserscheduled tasks to run properly* Added ability to link products on order import. The number Products that follows 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'''id''' should be entered s mapping table, shows up blank in the tax rate mapping section 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 {{Module|Magento}}.<br>[[File:Magento tax rate id.png]]options# Repeat steps '''4''* Added enhancement where order import carrier mapping now has a priority option for "All" that doesn' t exist in Fishbowl and '''5''' causes an error when used for each tax rate that will be mapped.an order* Added enhancement on order settings and on order items field mapping table including custom fields
The ship to province can also be used to map to {{HideH2|2019.5.0X – 5-10-2019 - Fishbowl 2019.5}}* Fixed Typo in the payment panel* Fixed (for supporting channels)where the image export was not working on the product export task* Misc items are now supported on order import* Fixed bug with state tax rates.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
[[File:Magento Tax Province{{HideH2|2019.png]]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
= TABS = {{HideH2|2019.3.0x – 3-14-2019 - Fishbowl 2019.3}}* Added enhancement option to always record payments on incoming orders even when there is no payment data from the Channel* Fixed bug when customer PO number did not populate correctly when the user did not have "Assign Channel Name order number to Customer PO field" checked* Importing order taxes is now optional. With the option to create taxes disabled, if a payment is created the total will reflect the order total without tax* Fixed bug where order import option to add on order number prefix was not saving* Fixed bug where order import option to add on order number prefix was not saving* Multi-currency support for orders and payments created from the channel. Multi-Currency must be turned on in FB* With multi-currency enabled there is an option to not create payments for international orders* Fixed bug when QB class setting was not being applied to regular products in orders* Fixed bug where plugins first loading into a new database displayed pop up windows that should not be there* Fixed bug when using the default payment method* Changed so create taxes option is set by default* Fixed bug for when discount item field was left blank and saved, causing null errors* Added tracking to shipments on FB for fulfilled orders * Fixed bug where UI issue did not allow some order import setting panels to be seen* Fixed bug where "link Payment Methods" option does not stay checked when saved and refreshed* Fixed bug where panels were not sizing properly on small screens
{{H2HideH2|Order Import2019.1.01 – 1-31-2019 - Fishbowl 2019.1}} '''**Please note, this update will require you to re-enter the [[Filehttps:Magento Schedule Import Order Tab//www.png|right]fishbowlinventory.com/wiki/Magento_Cart#Order_Status_Mapping 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 orders|Run task}}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
:{{HideH2|Order}} [[File:Magento Schedule Import Order Orders2018.12.png|right]]:* '''Location Group''' 02 – 12-20-2018 - Sales orders will be created using this location groupFishbowl 2018.12}}:* '''Added ability to map the SO Status''' - Orders can be imported as an estimatecontact, issuedphone, or fulfilled status. Setting orders to fulfilled status will import orders and then quick fulfill them.:* '''Shipping Item''' - When selected, sales orders will be created email fields when using this product as the "Use default shipping item.:* '''Magento customer" option on the Order Status''' - This selection determines which status of Magento orders will be imported into FishbowlImport task.12}}:* '''Use Magento Order Number as Fishbowl SO Number''' - When selected, sales orders will be created using Added option to add a custom prefix to the Magento shopping cart order number as the Fishbowl sales on order number.import:* '''Add If the create payment option is enabled and not payment data comes through with the 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.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'''Discount Item''' - Discount item for the order discount amount from Magento. Can only specify a flat rate discount. The flat rate discount can be set to $0 s exist in the {{Module|Discount}} FB database and then the correct discount amount will be set when the order is imported from Magento.::* When one of the LG's has more inventory allocated than inventory available for all LG''Apply order discounts to line items''' - When selected, incoming orders with discounts will apply discounts to the line items on the sales order. s combined
:{{HideH2|Customer2018.10.06 – 11/12/2018 - Fishbowl 2018.10}} [[File:Magento Schedule Import Order Customer.png|right]]:* '''Use default customer''' - When selected, sales orders will be created using Do not skip this customer version unless installing the plugin for every orderthe first time.:** If this option is not selectedyou’re planning to update to a later version of Fishbowl, unique customer information for each order will be imported from Magentoinstall 18.:** Alternatively10 first, create a generic/web customer in Fishbowl that will be used for all imported orders.:** Address information will be imported for each order regardless of this option.:* '''Salesperson''' - Sales orders will be created using this salesperson.:* '''Payment Terms''' - When selectedupdate your plugins, sales orders will be created using this payment termand open them so the data migrator (described below) can run.:* '''Shipping Terms''' - When selected, sales orders will be created using these shipping termsThen update Fishbowl to the desired version.:* '''Class''' - When selected, sales orders will be created using this class as the sales order class.:* '''Customer Status''' - When selected, imported customers will be created Fixed bug where Street addresses with "N" in them are being truncated or the selected status."N" is being dropped on order import:* '''Use company name for new customers''' - When selected, the '''Company name''' from the bill to address Fixed bug where inventory updates all linked products instead of the Magento order will be created as first linked product in the customer name list in Fishbowl.FB
:{{HideH2|Carrier Mapping2018.8 – 8/23/2018 - Fishbowl 2018.8}} [[File:Magento Schedule Import Order Carrier Mapping* 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.png|right]]:* '''Use same carrier and carrier service for all orders''' - When selected, all orders Schedule task now gives a count of the items that were imported from Magento /exported. Error message will list items that failed.* Will now use the selected carrier and carrier serviceaccount specified on the payment type (instead of the default) during order import. If this option is unchecked, carriers * Fixed a bug regarding taxes in the Fishbowl Canada version.* Fishbowl product images can now be mapped by following exported to Magento.* Ability to select which date field the instructions [[#Carriers|here]]Last Sync Date references.* Shipping tax now accounted for in Fishbowl Australia version.
:{{HideH2|Payment Mapping4.20 - 7/12/2018 - Fishbowl 2018.7}} [[File:Magento Schedule Import Order Payment Mapping.png|right]]:* '''Create payments in Fishbowl''' - When selected, payments from the Magento transaction will be shown in the {{Module|Payment Viewer}}.Bug Fixes:* '''Use same payment method Updated for all orders''' - When selected, all orders imported from Magento will use the selected payment method. If this option is unchecked, payment methods can be mapped by following the instructions [[#Payment methods|here]]compatibility with Fishbowl version 2018.7
:{{HideH2|Taxes4.19 – 6/14/2018 - Fishbowl 2018.6}} [[File:Magento Schedule Import Order Taxes.png|right]]:* '''Calculate Order Tax''' - When selected, orders imported from Magento with tax will use the customer assigned tax code in FishbowlProduct import tab redesign. The tax amount on the Fishbowl sales Now includes an order will be calculated using the tax code assigned sync for situations where all products exist in both Fishbowland the webstore.* Product export tab redesign. Export and update have been separated. If no tax code is assigned It’s now possible to update item fields in the customer, the order will fail to importwebstore without doing a full product export.* Settings have been relocated. They are now in a new tab.:* '''Flat Rate Tax Item''' - When selected, Added the tax amount from the Magento order will appear on the Fishbowl sales order as ability to map a flat rate line item. The flat rate amount can be set carrier service to $0 an order priority in the {{Module|Tax Rate}} and then the correct total tax amount will be set when the order is imported from MagentoFishbowl.
{{H2HideH2|Order Export4.18.2 – 5/15/2018 - Fishbowl 2018.5}} [[File:Magento Schedule Export Order Tab* Fixed a bug that was causing settings to not save.png|right]]
{{ScheduleHideH2|export orders|Run task4.18 – 5/11/2018 - Fishbowl 2018.5}}* '''Update Magento Redesigned Customer section in Order Status''' - When selected, Magento orders Import tab. **Reconfiguration of the customer settings will be updated after the product(s) on the order have been shipped in Fishbowl. If left blank, Fishbowl will not required when you update the status of the Magento orderto this version or beyond.
{{H2HideH2|Product import4.17 - 4/12/2018 - Fishbowl 2018.4}} [[File:Magento Schedule Products Tab* Addition of a new order status mapping table. You can now import multiple statuses at the same time.png|right]]
{{Products before ordersHideH2|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
{{ScheduleHideH2|import 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''' 15 - If the weight UOM isn't set in Magento, the default UOM listed here will be used.* '''Size UOM''' 1/31/2018 - If the size UOM isn't set in Magento, the default UOM listed here will be usedFishbowl 2018.1}}* Australia and Canada users can find instructions for No longer updating product catalog visibility during product tax class mappings [[#Australia.2FCanada|here]]export.
{{H2HideH2|Product export4.12 - 1/12/2018 - Fishbowl 2017.13}} [[File:Magento * 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 export tabtax has been assigned, then province tax will be used.png|right]]
{{ScheduleHideH2|export products|Run task4.11 - 12/8/2017 - Fishbowl 2017.11}}* '''Field Mapping''' - Use the icon buttons on the right side of the table Enhancement to edit the field [[#Mapping|mappings]]. After a product has been pushed allow payments to Magento, any changes made be applied to the product in Fishbowl will update the following fields Sales Orders in Magento: '''Name''', '''Short Description''', '''Description''', '''SKU''', '''Price''', '''Weight''', '''Meta Title''', '''Meta Keyword''', and '''Meta Description'''an "Estimate" status when orders are imported.* '''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 in Magento, the default UOM listed here will be used.* '''Product Tree Filter''' - The export can be limited Added a checkbox option to certain product tree categories. If this field is left blank, all products will be included in either include or exclude the export.* Australia and Canada users can find instructions for product tax class mappings [["#Australia.2FCanada|here]]" prefix from Sales Order numbers.
{{H2HideH2|Inventory Update4.10 - 11/21/2017 - Fishbowl 2017.11}} [[File:Magento Schedule Inventory Tab* Enhancement so "Miscellaneous Fees" come in on orders.* Enhancement for international customers where the tax code moves between Fishbowl and their channel. Tax code must exist in Fishbowl for it to be used with this process.* Fixed a bug where imported orders weren't being "Fulfilled" in Fishbowl when the "Fulfilled" status option is selected in the Order Import.* Fixed a bug where Carrier information was importing into Fishbowl, but not the Carrier Service.* Fixed a bug where the Customer name from the Ship To address wasn't being put in the "Name" field on the address.png|right]]
{{ScheduleHideH2|export inventory levels to Magento|Run task4.9 - 11/20/2017 - Fishbowl 2017.11}}* '''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 the exportFixed a type conversion bug.
{{ClearHideH2|4.8 - 11/16/2017 - Fishbowl 2017.11}}* Improved the way Fishbowl looks at Class on orders.* Improved plugin UI for Order Import.* Added a checkbox to Product Export to allow all products to be exported* Improved error messages.* Enhancement to save a product's attribut id in a custom field so it can be sent up to the channel. Applicable to new products being imported into Fishbowl. For existing products, custom field must manually be filled in.* Fixed a bug with payment mapping.* Fixed a bug with the Customer selection on Order Import.* Fixed a bug where orders with kits weren't being fulfilled.* Fixed a bug where discounts were being duplicated on orders.* Fixed a bug where incorrect address were being applied to orders for Default customers.
= Troubleshooting =* Enter an email address in the {{ModuleHideH2|Schedule4.7 - 10/30/2017 - Fishbowl 2017.10}} to receive error notifications.* To view Improved the scheduled tasks process for customer creation in Fishbowl. Fishbowl now looks at the Last Name, Zip Code, and Email Address from the cartBilling Address on orders when creating customers. If all fields match, open 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 {{ModuleHideH2|Schedule4.6 - 10/9/2017 - Fishbowl 2017.9}}* Fixed a bug with tracking numbers being sent to incorrect orders in shopping cart.* To reduce errors, the suggested Fixed a bug with order for running tasks is '''Products''', '''ImportOrder''', '''Inventory''', '''ExportOrder'''import not calculating line item percentage-based discounts correctly.* A scheduled task can be run manually by doubleProduct Import and Product Export required field mappings are not editable. {{HideH2|4.5 - 9/12/2017 -clicking Fishbowl 2017.7}}* Fixed a bug with the taskrefresh button.* To view the history of Fixed a bug with sales order line item type associated with kits.* Fixed a schedule task, including bug in the resultCanada 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, click the . {{Icon ButtonHideH2|History4.3 - 9/6/2017 - Fishbowl 2017.7}} * Fixed issue with order import where discounts weren't being applied correctly in the Fishbowl. {{ModuleHideH2|Schedule4.2 - 8/31/2017 - Fishbowl 2017.7}}.* More details about recent errors can be viewed by opening the Interim Release {{ModuleHideH2|Data4.1 - 8/29/2017 - Fishbowl 2017.7}} and clicking the * Interim Release {{ButtonHideH2|Server Log4.0 - 8/25/2017 - Fishbowl 2017.7}}.* The '''Last Sync''' field can be used to reset the last sync dateNew layout and mapping options {{HideH2|3. This can be used to force a more complete sync, instead of just syncing items that have changed since the last sync4 - 8/14/2017 - Fishbowl 2017.6}}* When syncing Fixed weight and size UOM issue on product import being set incorrectly for products from Magento to created in FB {{HideH2|3.3 - 7/28/2017 - Fishbowl, products will match Magento SKU to Fishbowl Product Number field2017. If 6}}* Fixed payment mapping bug where orders were imported but no match exists, a new product will be 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 Magento order, only the cartons with tracking numbers will be exported back to Magento2017. If orders seem to be missing on the Magento site, verify that each 6 version of the cartons for that Fishbowl* Fixed an issue in AU version where order have tracking total from Magento and payment in FB were incorrect* Fixed in Fishbowl.AU version so Shipping and Discount items reflect accurate tax codes and amounts* Check for multiple versions of Fixed bug where the plugin '''.jar''' file bill to company was being used in the ship to address block* Fixed bug for CA version where order items didn'''C:\Program Files\Fishbowl\plugins\''' or '''\Applications\Fishbowl\plugins\''' on a Mac. If there are two versions of the same plugin, exit t use the Fishbowl Server and remove correct tax code when using the older version on all client and server computers.province tax mapping
= Release Notes ===Version {{HideH2|3.1==* Released June - 6/20, /2017* Compatible with - Fishbowl version 2017.5 and higher'''Features and Fixes'''}}
* Compatibility fix for 2017.5 version of Fishbowl
==Version {{HideH2|3.0==* Released May - 5/22, /2017* Compatible with - Fishbowl version 2017.4 and higher'''Features and Fixes'''}}* User interface enhancements and fixes including new layout for the order import panel, fixed combo boxes, and allowing typing enter to work 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
* Fixed bug when option to create payments in Fishbowl was unchecked allowing payments to still go over to FB when Magento order status is invoiced or complete
* Fixed bug when option to create payments in Fishbowl was unchecked and an order would fail if no payment method was mapped
* 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 bug where shipping line items did not use the product tax code
==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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