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Magento Cart

6,287 bytes added, 17:49, 19 September 2019
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{{Module Introduction|Magento Cart|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|Magento CartPAGENAME}}}}. === 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==={{ClearTaxes|{{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]]
=== 3. Store Settings ===
::'''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 '''Store URLid''' copied from Magento, and select the user credentials that were created aboveFishbowl tax rate.<br>[[File:Magento CredentialsProduct Tax Class Mapping 2.png|link=]]::# Click the '''Test ConnectionSave''' button to verify that close the connection is valid dialog, and then click '''the {{Button|Save'''}} on the module toolbar.<br>[[File:Product Tax Class Mapping 3.png]]
Multiple Magento carts can be configured by clicking the ==Fulfillment Export=={{Order Fulfillment|{{PAGENAME}}}}{{ButtonNotes|New{{PAGENAME}}}}, which * If a carrier on an order is not an approved carrier by Magento it will add another '''Magento Cart''' tabbe set to Custom Value.* For a list of accepted carriers please see [[#Carriers|Carriers]].
== Mapping Product Import=={{Product Import|{{topPAGENAME}}}} ==
The table below shows some of the data that transfers between Magento and Fishbowl.==Product Export=={{Product Export|{{PAGENAME}}}}:{{Notes|{{PAGENAME}}}}:*{{Include Product Image|{{PAGENAME}}}}
{| class="prettytable"|-!Magento Product||{{Arrow|Both}}||Fishbowl Product|-|colspan="3" width Inventory Update== "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}}Inventory Update|| Order '''Note''' on the {{ModuleTab|Sales Order|DetailsPAGENAME}}.|-|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.|}
=Troubleshooting== Carriers ==={{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.
Follow =Release Notes={{HideH2|2019.7.0X – 8-23-2019 - Fishbowl 2019.7}}* Improved error messaging* Fixed bug with the combine all discounts option not saving the setting correctly in the instructions below to map carriers between Magento UI* Separated order notes and Fishbowlorder 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
# 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=]]# Open the '''Carrier Mapping''' section on the '''Order Import''' tab and then click the {{Icon ButtonHideH2|New}}2019.<br>[[File:Magento carrier mapping done7.png|link=]]# Enter the exact '''Title''' and '''Method''' into 0X – 7-23-2019 - Fishbowl with the following format '''Title - Method'''2019. Below are several examples.{{Vertical Spacer7}}[[File:Magento carrier mapping.png|link=]]#* Changed error message on product export when products don'''Flat Rate - Fixed'''t have tax code set}#* '''Free Shipping - Free'''Added ability for users to select which payment method types to create payments in Fishbowl#* '''United Parcel Service Fixed fulfillment bug for orders with only drop- Next Day Air'''ship items not sending tracking and fulfilling correctly in the channel#* '''United Parcel Service - Ground'''Fixed pricing bug to use the discounted price on order import# Select * Fixed issue where taxes were removed from the corresponding '''Fishbowl Carrier Service''' and then click the '''Save''' button.payment amount incorrectly
=== Payment methods ==={{HideH2|2019.6.0X – 6-18-2019 - Fishbowl 2019.6}}'''**This update will require the user to configure additional settings and mapping tables in the plugin. Contact Fishbowl Plugin Support for assistance'''*** General UI Enhancements* Fixed bug on fulfillment for orders with kits* Fixed tax item bug on AU version * This update will cause the scheduled tasks to give an error when first loading Fishbowl after updating. Users will need to go into the plugin interface and configure the additional mappings and save settings in order for the scheduled tasks to run properly* Added ability to link products on order import. Products that were not previously linked using the product import/export tasks can now be linked during the order import task* Fixed bug in order import when creating a new mapping in Location Group setting's mapping table, shows up blank in the channel Location drop-down * Added enhancement for inventory sync to have a max qty option* Added enhancement for inventory update to include "Available to Pick" for inventory type as one of the options* Added enhancement where order import carrier mapping now has a priority option for "All" that doesn't exist in Fishbowl and causes an error when used for an order* Added enhancement on order settings and on order items field mapping table including custom fields
Follow {{HideH2|2019.5.0X – 5-10-2019 - Fishbowl 2019.5}}* Fixed Typo in the instructions below to map payment methods between Magento 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 Fishbowl.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
# Log into the Magento Admin panel using Google Chrome{{HideH2|2019.4.# Click the '''System''' menu and then select '''Configuration'''0X – 4-18-2019 - Fishbowl 2019.4}}# In the '''Sales''' section * Changed error message on order import when products are not linked and the left, click '''Payment Methods'''.order import failed# Right-click the header of the desired payment method * Fixed product import and product export mapping issue which was causing errors and select '''Inspect'''.<br>[[File:Magento payment method inspect.png|link=]]# In the section highlighted by Chrome, copy the text limiting many to one field mappings between '''"payment_''' FB and '''-head"'''.the channel# Open the '''Payment Mapping''' section * Fixed product linking bug on the '''Order Import''' tab product import task* Fixed bug where orders would import without items* On first load, a data migration task will run migrating carrier and then click the {{Icon Button|New}}.<br>[[File:Magento payment mapping done.png|link=]]table data from the previous version# Enter * On first load, existing scheduled tasks will be removed and need to be recreated by Saving the Magento payment ID into Fishbowl. Below are several examples.{{Vertical Spacer}}[[File:Magento payment plugin* Fixed bug where mapping.png|link=]]validation error window appeared#* '''checkmo'''Fixed bug where smaller screens would cut off data in the Plugin UI#* '''cashondelivery'''Added UPC field as a mappable product field for product linking task#* '''authorizenet'''Added option to use a tax mapping table on the order import task#* '''banktransfer'''# Select Fixed bug where the corresponding fulfillment task wasn'''Fishbowl Payment Method''' and then click t sending up the '''Save''' button.shipment tracking* Various AU version fixes
== Australia/Canada {{topHideH2|2019.3.0x – 3-14-2019 - Fishbowl 2019.3}} ==* Added enhancement option to always record payments on incoming orders even when there is no payment data from the Channel* Fixed bug when customer PO number did not populate correctly when the user did not have "Assign Channel Name order number to Customer PO field" checked* Importing order taxes is now optional. With the option to create taxes disabled, if a payment is created the total will reflect the order total without tax* Fixed bug where order import option to add on order number prefix was not saving* Fixed bug where order import option to add on order number prefix was not saving* Multi-currency support for orders and payments created from the channel. Multi-Currency must be turned on in FB* With multi-currency enabled there is an option to not create payments for international orders* Fixed bug when QB class setting was not being applied to regular products in orders* Fixed bug where plugins first loading into a new database displayed pop up windows that should not be there* Fixed bug when using the default payment method* Changed so create taxes option is set by default* Fixed bug for when discount item field was left blank and saved, causing null errors* Added tracking to shipments on FB for fulfilled orders * Fixed bug where UI issue did not allow some order import setting panels to be seen* Fixed bug where "link Payment Methods" option does not stay checked when saved and refreshed* Fixed bug where panels were not sizing properly on small screens
When using the Magento plugin with {{HideH2|2019.1.01 – 1-31-2019 - Fishbowl Australia or Fishbowl Canada, tax rates can be mapped by using the 2019.1}}'''Magento Tax Class Id**Please note, this update will require you to re-enter the [https://www.fishbowlinventory.com/wiki/Magento_Cart#Order_Status_Mapping order status mapping] table data when first loading the plugin**''' as explained below.
# Open * 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'''Magento Admin Panel''' in a web browser.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# Click * Updated POS Import customer settings panel to have the '''Sales''' menu at same mapping options as the top.standard order import* Updated Test Connection success/fail dialog box# Hover over '''Tax''' and then click '''Product Tax Classes'''.* Added a popup window to notify users about status mapping tables being cleared# Click * On the applicable tax rate. Inventory Update tab the location group drop down box is now replaced with a checkbox called "Sync all Location Groups"# Locate ::* When unchecked, a user-defined table gives ability to define which location group(s) will be used to sync to the word '''id''' Channel* Added stamps.com in the URL bar at carrier mapping* Fixed bug when clicking next button sometimes it would bring the top of the browser. The number mapping back up that follows '''id''' should be entered user just created in the tax rate order status mapping section of the {{Module|Magento Cart}}.<br>[[File:Magento tax rate id.png]]table# Repeat steps '''4''' and '''5''' for each tax rate that will * Fixed bug where lines could be mapped.added to order status mapping without data
The ship {{HideH2|2018.12.02 – 12-20-2018 - Fishbowl 2018.12}}* Added ability to province can also be used map the SO contact, phone, and email fields when using the "Use default customer" option on the Order Import task.12}}* Added option to map add a custom prefix to Fishbowl tax rates.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
[[File:Magento Tax Province{{HideH2|2018.png]]10.06 – 11/12/2018 - Fishbowl 2018.10}}'''Do not skip this version unless installing the plugin for the first time. If you’re planning to update to a later version of Fishbowl, install 18.10 first, update your plugins, and open them so the data migrator (described below) can run. Then update Fishbowl to the desired version.'''* Fixed bug where Street addresses with "N" in them are being truncated or the "N" is being dropped on order import* Fixed bug where inventory updates all linked products instead of the first linked product in the list in FB
= TABS = {{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.
{{H2HideH2|Order Import4.20 - 7/12/2018 - Fishbowl 2018.7}} [[File:Magento Schedule Import Order Tab* Bug Fixes* Updated for compatibility with Fishbowl version 2018.png|right]]7
{{ScheduleHideH2|import orders|Run task4.19 – 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.
:{{HideH2|Order}} [[File:Magento Schedule Import Order Orders.png|right]]:* '''Location Group''' - Sales orders will be created using this location group.:* '''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 them4.:* '''Shipping Item''' - When selected, sales orders will be created using this product as the default shipping item18.:* '''Magento Order Status''' - This selection determines which status of Magento orders will be imported into Fishbowl.:* '''Use Magento Order Number as Fishbowl SO Number''' 2 – 5/15/2018 - 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 a flat rate discount2018. The flat rate discount can be set to $0 in the {{Module|Discount5}} and then the correct discount amount will be set when the order is imported from Magento.:* '''Apply order discounts to line items''' - When selected, incoming orders with discounts will apply discounts Fixed a bug that was causing settings to the line items on the sales ordernot save.
:{{HideH2|Customer}} [[File:Magento Schedule Import Order Customer4.png|right]]:* '''Use default customer''' 18 – 5/11/2018 - When selected, sales orders will be created using this customer for every orderFishbowl 2018.5}}:** If this option is not selected, unique customer information for each order will be imported from Magento.:** Alternatively, create a generic/web customer Redesigned Customer section in Fishbowl that will be used for all imported ordersOrder Import tab.:** Address information will be imported for each order regardless Reconfiguration of this option.:* '''Salesperson''' - Sales orders will be created using this salesperson.:* '''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.:* '''Class''' - When selected, sales orders will be created using this class as the sales order class.:* '''Customer Status''' - When selected, imported customers customer settings will be created with the selected status.:* '''Use company name for new customers''' - When selected, the '''Company name''' from the bill required when you update to address of the Magento order will be created as the customer name in Fishbowlthis version or beyond.
:{{HideH2|Carrier Mapping4.17 - 4/12/2018 - Fishbowl 2018.4}} [[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 serviceAddition of a new order status mapping table. If this option is unchecked, carriers You can be mapped by following now import multiple statuses at the instructions [[#Carriers|here]]same time.
:{{HideH2|Payment Mapping4.16 - 3/8/2018 - Fishbowl 2018.3}} [[File:Magento Schedule Import Order Payment Mapping.png|right]]:* '''Create payments Changed background color on headers in Fishbowl''' - When selected, payments from the Magento transaction will be shown in Order Import tab when using the {{Module|Payment Viewer}}dark theme for better visibility.:* '''Use same payment method for all orders''' - When selected, all orders imported from Magento will use the selected payment method. If this option Payment import now pulls in currency rate if “Use Currency Conversion” is unchecked, payment methods can be mapped by following the instructions [[#Payment methods|here]]turned on in Fishbowl.* Bug Fixes
:{{HideH2|Taxes}} [[File:Magento Schedule Import Order Taxes4.png|right]]:* '''Calculate Order Tax''' 15 - 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.:* '''Flat Rate Tax Item''' 1/31/2018 - When selected, the tax amount from the Magento order will appear on the Fishbowl sales order as a flat rate line item2018. The flat rate amount can be set to $0 in the {{Module|Tax Rate1}} and then the correct total tax amount will be set when the order is imported from Magento* No longer updating product catalog visibility during product export.
{{H2HideH2|Order Export4.12 - 1/12/2018 - Fishbowl 2017.13}} [[File:Magento Schedule Export * 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 TabImport. 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.png|right]]
{{ScheduleHideH2|export orders|Run task4.11 - 12/8/2017 - Fishbowl 2017.11}}* '''Update Magento Order Status''' - When selected, Magento orders will Enhancement to allow payments to be updated after the product(s) on the order have been shipped applied to Sales Orders in Fishbowlan "Estimate" status when orders are imported. If left blank, Fishbowl will not update * Added a checkbox option to either include or exclude the status of the Magento order"#" prefix from Sales Order numbers.
{{H2HideH2|Product import4.10 - 11/21/2017 - Fishbowl 2017.11}} [[File:Magento Schedule Products 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]]
{{Products before ordersHideH2|4.9 - 11/20/2017 - Fishbowl 2017.11}}* Fixed a type conversion bug.
{{ScheduleHideH2|import products|Run task4.8 - 11/16/2017 - Fishbowl 2017.11}}* '''Field Mapping''' - Use Improved the icon buttons way Fishbowl looks at Class on the right side of the table orders.* Improved plugin UI for Order Import.* Added a checkbox to Product Export to allow all products to edit the field [[#Mapping|mappings]]be exported* Improved error messages.* Enhancement to save a product'''Weight UOM''' - If s attribut id in a custom field so it can be sent up to the weight UOM isn't set in Magentochannel. Applicable to new products being imported into Fishbowl. For existing products, the default UOM listed here will custom field must manually be usedfilled in.* Fixed a bug with payment mapping.* '''Size UOM''' - If Fixed a bug with the size UOM isnCustomer selection on Order Import.* Fixed a bug where orders with kits weren't set in Magento, the default UOM listed here will be usedbeing fulfilled.* Fixed a bug where discounts were being duplicated on orders.* Australia and Canada users can find instructions Fixed a bug where incorrect address were being applied to orders for product tax class mappings [[#Australia.2FCanada|here]]Default customers.
{{H2HideH2|Product export4.7 - 10/30/2017 - Fishbowl 2017.10}} [[File:Magento product export tab* Improved the process for customer creation in Fishbowl. Fishbowl now looks at the Last Name, Zip Code, and Email Address from the Billing Address on orders when creating customers. If all fields match, the order is applied to that customer in Fishbowl.png|right]]If they don't match, a new customer is created.*Fixed a bug with the way flat rate discounts were being added to orders
{{ScheduleHideH2|export products|Run task4.6 - 10/9/2017 - Fishbowl 2017.9}}* '''Field Mapping''' - Use the icon buttons on the right side of the table to edit the field [[#Mapping|mappings]]. After Fixed a product has been pushed bug with tracking numbers being sent to Magento, any changes made to the product incorrect orders in Fishbowl will update the following fields in Magento: '''Name''', '''Short Description''', '''Description''', '''SKU''', '''Price''', '''Weight''', '''Meta Title''', '''Meta Keyword''', and '''Meta Description'''shopping cart.* '''Weight UOM''' Fixed a bug with order import not calculating line item percentage- If the weight UOM isn't set in Magento, the default UOM listed here will be usedbased discounts correctly.* '''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 to certain product tree categories. If this Import and Product Export required field is left blank, all products will be included in the export.* Australia and Canada users can find instructions for product tax class mappings [[#Australia.2FCanada|here]]are not editable.
{{H2HideH2|Inventory Update4.5 - 9/12/2017 - Fishbowl 2017.7}} [[File:Magento Schedule Inventory Tab* 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.png|right]]
{{ScheduleHideH2|export inventory levels to Magento|Run task4.4 - 9/7/2017 - Fishbowl 2017.7}}* '''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.* '''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 issue with customers getting a "number format exception" error.
{{ClearHideH2|4.3 - 9/6/2017 - Fishbowl 2017.7}}* Fixed issue with order import where discounts weren't being applied correctly in Fishbowl.
= Troubleshooting =* Enter an email address in the {{ModuleHideH2|Schedule4.2 - 8/31/2017 - Fishbowl 2017.7}} to receive error notifications.* To view the scheduled tasks for the cart, open the Interim Release {{ModuleHideH2|Schedule4.1 - 8/29/2017 - Fishbowl 2017.7}}.* To reduce errors, the suggested order for running tasks is '''Products''', '''ImportOrder''', '''Inventory''', '''ExportOrder'''.Interim Release* A scheduled task can be run manually by double-clicking the task.* To view the history of a schedule task, including the result/error, click the {{Icon ButtonHideH2|History4.0 - 8/25/2017 - Fishbowl 2017.7}} in the * New layout and mapping options {{ModuleHideH2|Schedule3.4 - 8/14/2017 - Fishbowl 2017.6}}.* More details about recent errors can be viewed by opening the {{Module|Data}} Fixed weight and clicking the size UOM issue on product import being set incorrectly for products created in FB {{ButtonHideH2|Server Log3.3 - 7/28/2017 - Fishbowl 2017.6}}.* The '''Last Sync''' field can be used to reset the last sync date. This can be used to force a more complete sync, instead of just syncing items that have changed since the last sync.* When syncing products from Magento to Fishbowl, products will match Magento SKU to Fishbowl Product Number field. If Fixed payment mapping bug where orders were imported but no match exists, a new product will be payment was 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.* Check for multiple versions of the plugin '''.jar''' file in '''C:\Program Files\Fishbowl\plugins\''' or '''\Applications\Fishbowl\plugins\''' on a Mac. If there are two versions of the same plugin, exit the Fishbowl Server and remove the older version on all client and server computers.payment mapping set
= Release Notes ===Version {{HideH2|3.2==* Released on July - 7/13, /2017* Compatible with - Fishbowl version 2017.6 and higher'''Features and Fixes'''}}
* 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 bug for CA version where order items didn't use the correct tax code when using the province tax mapping
==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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