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Magento Cart

5,179 bytes added, 19 September
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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 1.9 using the V1 version 1.x XML-RPC API. For Magento 2.1 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={{ClearTABS|{{PAGENAME}}}}
=== 3. Store Settings ==={{Store Settings|{{PAGENAME}}}}
# Open the ==Order Import=={{Module|Magento CartOrder Import}} and enter the '''Store URL''' and the user credentials that were created above.<br>[[File:Magento Credentials.png|link=]]# Click the '''Test Connection''' button to verify that the connection is valid and then click '''Save'''.
Multiple Magento carts can be configured by clicking the ===Order Settings==={{Order|{{PAGENAME}}}}:{{Notes|{{PAGENAME}}}}{{ButtonDiscounts|New{{PAGENAME}}}}, which will add another :* '''Remove # prefix from Magento Cartorder numbers'''- When selected, Magento Cart order numbers will not have a '#' tabprefix when imported into Fishbowl.
== Mapping =Order Item Settings==={{Order Item Settings|{{topPAGENAME}}}} ==
The table below shows how data transfers between Magento and Fishbowl.===Location Group Settings==={{Location Group|{{PAGENAME}}}}
{| class="prettytable"|-!Magento Product||{{Arrow|Both}}||Fishbowl Product|-|colspan="3" width = "10"|The product mapping can be customized by selecting any combination of the following fields on the [[#Product_import|Product Import]] or [[#Product_export|Product Export]] tab.|-|Name<br>Short Description<br>Description<br>SKU<br>Price<br>Weight<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|-Status Mapping===|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 |Status Mapping|{{Arrow|Right}PAGENAME}|| 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 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 panelusing Google Chrome.::# Click the '''System''' menu and then select '''Configuration'''.::# In the '''Sales''' section on the left, click '''Shipping Payment Methods'''.::# Expand Right-click the header of the desired shipping payment method and copy the '''Title''' and select '''MethodInspect'''.<br>[[File:Magento flat ratepayment method inspect.png|link=]]<br><br>[[File::Magento UPS# In the section highlighted by Chrome, copy the text between '''"payment_''' and '''-head"'''.png|link=]]::# Open the '''Carrier Payment Mapping''' section on the '''Order Import''' tab and then click the {{Icon Button|New}}.<br>[[File:Magento carrier payment mapping done.png|link=]]::# Enter the exact '''Title''' and '''Method''' Magento payment ID into Fishbowl with the following format '''Title - Method'''. Below are several examples.{{Vertical Spacer}}<br>[[File:Magento carrier payment mapping.png|link=]]::#* '''Flat Rate - Fixedcheckmo'''::#* '''Free Shipping - Freecashondelivery'''::#* '''United Parcel Service - Next Day Airauthorizenet'''::#* '''United Parcel Service - Groundbanktransfer'''::# Select the corresponding '''Fishbowl Carrier ServicePayment Method''' and then click the '''Save''' button.
=== Payment methods Tax Settings==={{Taxes|{{PAGENAME}}}}:{{Notes|{{PAGENAME}}}}::'''Fishbowl Australia'''::Taxes are set for each product using the '''Tax Code''' field in the {{Module|Product}}.<br>[[File:AU NZ Taxes.png]]
Follow the instructions below to map payment methods between Magento and Fishbowl.
# Log into ::'''Fishbowl Canada'''::When using the Magento Admin panel using Google Chrome.plugin with Fishbowl Canada, some additional tax options are available in the [[# Click the Taxes|'''SystemTaxes''' menu and then select section of the '''ConfigurationOrder Import'''tab]].# In the ::[[File:Magento Tax Province.png]]::[[File:Magento Tax Province.png]]::* '''SalesUse Customer Tax Code''' section - When selected, orders imported from Magento with tax will use the customer assigned tax code in Fishbowl. The tax amount on the leftFishbowl sales order will be calculated using the tax code assigned in Fishbowl. If no tax code is assigned to the customer, click the order will fail to import. New customers created will use the default tax code assigned in Fishbowl.::* '''Payment MethodsUse Customer Tax Code'''- When selected, orders imported from Magento with tax will use the associated product tax codes in Fishbowl.# Right::* '''Use Tax By Province''' -click 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 header of Magento product tax class ID as explained below.::# Open the desired payment method and select '''InspectMagento Admin Panel'''in a web browser.<br>[[File::Magento payment method inspect# Click the '''Sales''' menu at the top.png|link=]]::# In the section highlighted by Chrome, copy the text between Hover over '''"payment_Tax''' and then click '''-head"Product Tax Classes'''.::# Click the applicable tax rate. ::# Open Locate the word '''Payment Mappingid''' section on in the URL bar at the top of the browser and copy the number that follows '''Order Importid''' tab and then click the {{Icon Button|New}}.<br>[[File:Magento payment mapping donetax rate id.png|link=]]::# Enter Click the Magento payment ID into Fishbowl. Below are several examples.{{Vertical Spacer}}[[File:Magento payment mapping.png#Product Import|link=]]#* '''checkmoProduct Import'''#* tab of the]] {{Module|Magento Cart|Product Import}} and select '''cashondeliveryUse product tax class mapping'''.<br>[[File:Product Tax Class Mapping.png]]::#* Click the {{Icon Button|Add}}, enter the '''authorizenetid'''copied from Magento, and select the Fishbowl tax rate.<br>[[File:Product Tax Class Mapping 2.png]]::#* Click the '''banktransferSave'''# Select to close the corresponding '''Fishbowl Payment Method''' dialog, and then click the '''{{Button|Save''' button}} on the module toolbar.<br>[[File:Product Tax Class Mapping 3.png]]
== Australia/Canada Fulfillment Export=={{Order Fulfillment|{{PAGENAME}}}}{{Notes|{{topPAGENAME}}}} ==* If a carrier on an order is not an approved carrier by Magento it will be set to Custom Value.* For a list of accepted carriers please see [[#Carriers|Carriers]].
When using the Magento plugin with Fishbowl Australia or Fishbowl Canada, some additional tax options are available in the [[#Taxes==Product Import=={{Product Import|'''Taxes''' section of the '''Order Import''' tab]].{{PAGENAME}}}}
[[File==Product Export=={{Product Export|{{PAGENAME}}}}:Magento Tax Province.png]]{{Notes|{{PAGENAME}}}}:*{{Include Product Image|{{PAGENAME}}}}
* '''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.==Inventory Update==* '''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.{{Inventory Update|{{PAGENAME}}}}
Tax rates can also =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 mapped using by exported back to Magento. If orders seem to be missing on the Magento product tax class ID as explained belowsite, verify that each of the cartons for that order have tracking in Fishbowl.
# Open the '''Magento Admin Panel''' in a web browser=Release Notes={{HideH2|2019.7.# Click the '''Sales''' menu at the top0X – 8-23-2019 - Fishbowl 2019.7}}# Hover over '''Tax''' and then click '''Product Tax Classes'''.* Improved error messaging# Click * Fixed bug with the applicable tax rate. # Locate combine all discounts option not saving the word '''id''' setting correctly in the URL bar at the top of the browser UI* Separated order notes and copy the number that follows '''id'''.<br>[[File:Magento tax rate id.png]]order item notes into separate corresponding fields when orders are imported into FB* General UI fixes# Click the [[#Product Import|'''Product Import''' * Fixed product export tab issue for Canadian users of the]] {{Module|Magento Cart|Product Import}} and select '''Use product tax class mapping'''.<br>[[File:Product Tax Class Mapping.png]]plugin* Fixed bug for kit inventory updates for kits with optional items# Click the {{Icon Button|Add}}, enter the '''id''' copied from Magento, and select the Fishbowl tax rate* Fixed index 0 size o error on fulfillment export task.<br>[[File:Product Tax Class Mapping 2.png]] This error occurred when a SO has a linked PO with no dropship type SO items# Click * Fixed bug using the '''Save''' to close the dialog, and then click the {{Button|Save}} check order status option on the module toolbar.{{Vertical Spacer}}[[File:Product Tax Class Mapping 3.png]]order fulfillment task with completed orders still sending up tracking from FB
= TABS = {{HideH2|2019.7.0X – 7-23-2019 - Fishbowl 2019.7}}* Changed error message on product export when products don't have tax code set}* Added ability for users to select which payment method types to create payments in Fishbowl* Fixed fulfillment bug for orders with only drop-ship items not sending tracking and fulfilling correctly in the channel* Fixed pricing bug to use the discounted price on order import* Fixed issue where taxes were removed from the payment amount incorrectly
{{H2HideH2|Order Import2019.6.0X – 6-18-2019 - Fishbowl 2019.6}} [[File:Magento Schedule Import Order Tab'''**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.png|right]] 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
{{ScheduleHideH2|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 orders|Run * Fixed bug with state tax mapping table giving a bad error when a state was not mapped on an order* Fixed advanced options error message when enabled and a day of the month wasn't specified* Fixed advanced options error for order fulfillment task}}'* Fixed data mapping error with many to one field mappings on product export
:{{HideH2|Order2019.4.0X – 4-18-2019 - Fishbowl 2019.4}} [[File:Magento Schedule Import Order Orders.png|right]]:* '''Location Group''' - Sales orders will be created using this location group.Changed error message on order import when products are not linked and the order import failed:* '''SO Status''' - Orders can be imported as an estimate, issued, or fulfilled status. Setting orders Fixed product import and product export mapping issue which was causing errors and limiting many to fulfilled status will import orders one field mappings between FB and then quick fulfill them.the channel:* '''Shipping Item''' - When selected, sales orders will be created using this Fixed product linking bug on product as the default shipping item.import task:* '''Magento Order Status''' - This selection determines which status of Magento Fixed bug where orders would import without items* On first load, a data migration task will be imported into Fishbowl.run migrating carrier and payment mapping table data from the previous version:* '''Use Magento Order Number as Fishbowl SO Number''' - When selectedOn first load, sales orders existing scheduled tasks will be created using removed and need to be recreated by Saving the Magento order number as plugin* Fixed bug where mapping validation error window appeared* Fixed bug where smaller screens would cut off data in the Fishbowl sales order number.Plugin UI:* '''Add order discounts Added UPC field as a flat rate discount item''' - When selected, incoming orders with discounts will apply discounts mappable product field for product linking task* Added option to use a tax mapping table on the sales order as a separate, flat rate discount item.import task:* Fixed bug where the fulfillment task wasn'''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 in the {{Module|Discount}} and then the correct discount amount will be set when t sending up the order is imported from Magento.shipment tracking:* '''Apply order discounts to line items''' - When selected, incoming orders with discounts will apply discounts to the line items on the sales order. Various AU version fixes
:{{HideH2|Customer2019.3.0x – 3-14-2019 - Fishbowl 2019.3}} [[File:Magento Schedule Import Order Customer.png|right]]:* '''Use default customer''' - When selected, sales Added enhancement option to always record payments on incoming orders will be created using this even when there is no payment data from the Channel* Fixed bug when customer for every PO number did not populate correctly when the user did not have "Assign Channel Name order.number to Customer PO field" checked:** If this option Importing order taxes is not selected, unique customer information for each order will be imported from Magentonow optional.:** AlternativelyWith the option to create taxes disabled, create if a generic/web customer in Fishbowl that payment is created the total will be used for all imported orders.reflect the order total without tax* Fixed bug where order import option to add on order number prefix was not saving:** Address information will be imported for each Fixed bug where order regardless of this import option.to add on order number prefix was not saving:* '''Salesperson''' Multi- Sales currency support for orders will be and payments created using this salespersonfrom the channel. Multi-Currency must be turned on in FB:* '''Payment Terms''' With multi- When selected, sales currency enabled there is an option to not create payments for international orders will be created using this payment term.:* '''Shipping Terms''' - When selected, sales Fixed bug when QB class setting was not being applied to regular products in orders will * Fixed bug where plugins first loading into a new database displayed pop up windows that should not be created using these shipping terms.there:* '''Class''' - When selected, sales orders will be created Fixed bug when using this class as the sales order class.default payment method:* '''Customer Status''' - When selected, imported customers will be created with the selected status.Changed so create taxes option is set by default:* '''Use company name Fixed bug for new customers''' - When selectedwhen discount item field was left blank and saved, the '''Company name''' from the bill causing null errors* Added tracking to address of the Magento shipments on FB for fulfilled orders * Fixed bug where UI issue did not allow some order will import setting panels to be created as the customer name in Fishbowl.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
:{{HideH2|Carrier Mapping2019.1.01 – 1-31-2019 - Fishbowl 2019.1}} [[File:Magento Schedule Import Order Carrier Mapping.png|right]]:* '''Use same carrier and carrier service for all orders''' - When selected**Please note, all orders imported from Magento this update will use require you to re-enter the selected carrier and carrier service[https://www.fishbowlinventory. If this option is unchecked, carriers can be mapped by following the instructions [[com/wiki/Magento_Cart#Carriers|hereOrder_Status_Mapping order status mapping]].table data when first loading the plugin**'''
:{{HideH2|Payment Mapping}} [[File:Magento Schedule Import Order Payment Mapping* Added ability to choose whether to sync on hand vs.png|right]]available to sale inventory quantity:* Improved status mapping error messages during order import using advanced options and the order status hasn'''Create payments in Fishbowl''' - When selectedt been mapped* In the order import tab when using the customer matching option, payments we now provide an alternative mapping option if the first mapping option does not contain data from the Magento transaction will be shown in 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 {{Module|Payment Viewer}}.location group drop down box is now replaced with a checkbox called "Sync all Location Groups"::* '''Use same payment method for all orders''' - When selectedunchecked, all orders imported from Magento a user-defined table gives ability to define which location group(s) will use be used to sync to the selected payment methodChannel* Added stamps. If this option is unchecked, payment methods can 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 mapped by following the instructions [[#Payment methods|here]].added to order status mapping without data
:{{HideH2|Taxes2018.12.02 – 12-20-2018 - Fishbowl 2018.12}} [[File:Magento Schedule Import Order Taxes.png|right]]:* '''Calculate Order Tax''' - When selectedAdded ability to map the SO contact, phone, orders imported from Magento with tax will use and email fields when using the "Use default customer assigned tax code in Fishbowl. The tax amount " option on the Fishbowl sales order will be calculated using the tax code assigned in FishbowlOrder Import task. If no tax code is assigned 12}}* Added option to add a custom prefix to the customer, the shopping cart order number on order will fail to import.:* '''Flat Rate Tax Item''' - When selected, If the tax amount from create payment option is enabled and not payment data comes through with the Magento order will appear on , the Fishbowl sales order as now imports rather than fails* Fixed bug where the wrong inventory quantity was synced in the following scenario:::* When not using a flat rate line item. The flat rate amount can be set to $0 location group (LG) filter and multiple LG's exist in the {{Module|Tax Rate}} FB database and then ::* When one of the correct total tax amount will be set when the order is imported from Magento.LG's has more inventory allocated than inventory available for all LG's combined
{{H2HideH2|Order Export2018.10.06 – 11/12/2018 - Fishbowl 2018.10}} [[File:Magento Schedule Export Order Tab'''Do not skip this version unless installing the plugin for the first time.png|right]]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
{{ScheduleHideH2|export orders|Run task2018.8 – 8/23/2018 - Fishbowl 2018.8}}* '''Update Magento Order Status''' - When selectedChannel data, such as product IDs, variant IDs, Magento orders 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 updated 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 productaccount specified on the payment type (sinstead of the default) on the during order have been shipped import.* Fixed a bug regarding taxes in the FishbowlCanada version. If left blank, * Fishbowl will not update product images can now be exported to Magento.* Ability to select which date field the status of the Magento orderLast Sync Date references.* Shipping tax now accounted for in Fishbowl Australia version.
{{H2HideH2|Product import4.20 - 7/12/2018 - Fishbowl 2018.7}} [[File:Magento Schedule Products Tab* Bug Fixes* Updated for compatibility with Fishbowl version 2018.png|right]]7
{{Products before ordersHideH2|4.19 – 6/14/2018 - Fishbowl 2018.6}}* Product import tab redesign. Now includes an order sync for situations where all products exist in both Fishbowl and the webstore.* Product export tab redesign. Export and update have been separated. It’s now possible to update item fields in the webstore without doing a full product export.* Settings have been relocated. They are now in a new tab.* Added the ability to map a carrier service to an order priority in Fishbowl.
{{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''' - If the weight UOM isn't set in Magento, the default UOM listed here will be used18.* '''Size UOM''' 2 – 5/15/2018 - If the size UOM isn't set in Magento, the default UOM listed here will be usedFishbowl 2018.5}}* Australia and Canada users can find instructions for product tax class mappings [[#Australia.2FCanada|here]]Fixed a bug that was causing settings to not save.
{{H2HideH2|Product export4.18 – 5/11/2018 - Fishbowl 2018.5}} [[File:Magento product export * Redesigned Customer section in Order Import tab.png|right]]**Reconfiguration of the customer settings will be required when you update to this version or beyond.
{{ScheduleHideH2|export products|Run task4.17 - 4/12/2018 - Fishbowl 2018.4}}* '''Field Mapping''' - Use the icon buttons on the right side Addition of the a new order status mapping table to edit the field [[#Mapping|mappings]]. After a product has been pushed to Magento, any changes made to the product in Fishbowl will update the following fields in Magento: '''Name''', '''Short Description''', '''Description''', '''SKU''', '''Price''', '''Weight''', '''Meta Title''', '''Meta Keyword''', and '''Meta Description'''.* '''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 You can be limited to certain product tree categories. If this field is left blank, all products will be included in now import multiple statuses at the export.* Australia and Canada users can find instructions for product tax class mappings [[#Australia.2FCanada|here]]same time.
{{H2HideH2|Inventory Update4.16 - 3/8/2018 - Fishbowl 2018.3}} [[File:Magento Schedule Inventory Tab* Changed background color on headers in the Order Import tab when using the dark theme for better visibility.* Payment import now pulls in currency rate if “Use Currency Conversion” is turned on in Fishbowl.png|right]]* Bug Fixes
{{ScheduleHideH2|export inventory levels to Magento|Run task4.15 - 1/31/2018 - Fishbowl 2018.1}}* '''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 No longer updating product catalog visibility during product tree categories. If this field is left blank, all products will be included in the export.
{{ClearHideH2|4.12 - 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.
= Troubleshooting =* Enter an email address in the {{ModuleHideH2|Schedule4.11 - 12/8/2017 - Fishbowl 2017.11}} * Enhancement to allow payments to be applied to receive error notificationsSales Orders in an "Estimate" status when orders are imported.* To view the scheduled tasks for the cart, open Added a checkbox option to either include or exclude the "#" prefix from Sales Order numbers. {{ModuleHideH2|Schedule4.10 - 11/21/2017 - Fishbowl 2017.11}}* Enhancement so "Miscellaneous Fees" come in on orders.* To reduce errors, Enhancement for international customers where the suggested order tax code moves between Fishbowl and their channel. Tax code must exist in Fishbowl for running tasks 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 '''Products''', '''ImportOrder''', '''Inventory''', '''ExportOrder'''selected in the Order Import.* A scheduled task can be run manually by double-clicking Fixed a bug where Carrier information was importing into Fishbowl, but not the taskCarrier Service.* To view the history of Fixed a schedule task, including bug where the result/error, click Customer name from the {{Icon Button|History}} Ship To address wasn't being put in the "Name" field on the address. {{ModuleHideH2|Schedule4.9 - 11/20/2017 - Fishbowl 2017.11}}* Fixed a type conversion bug.* More details about recent errors can be viewed by opening the {{ModuleHideH2|Data4.8 - 11/16/2017 - Fishbowl 2017.11}} and clicking * Improved the {{Button|Server Log}}way Fishbowl looks at Class on orders.* Improved plugin UI for Order Import.* Added a checkbox to Product Export to allow all products to be exported* Improved error messages.* The '''Last Sync''Enhancement to save a product' s attribut id in a custom field so it can be used sent up to reset the last sync datechannel. This can Applicable to new products being imported into Fishbowl. For existing products, custom field must manually be used to force filled in.* Fixed a bug with payment mapping.* Fixed a more complete sync, instead of just syncing items that have changed since bug with the last syncCustomer selection on Order Import.* Fixed a bug where orders with kits weren't being fulfilled.* Fixed a bug where discounts were being duplicated on orders.* When syncing products from Magento Fixed a bug where incorrect address were being applied to orders for Default customers. {{HideH2|4.7 - 10/30/2017 - Fishbowl 2017.10}}* Improved the process for customer creation in Fishbowl. Fishbowlnow looks at the Last Name, products will Zip Code, and Email Address from the Billing Address on orders when creating customers. If all fields match Magento SKU , the order is applied to that customer in Fishbowl Product Number field. If no they don't match exists, a new product will be customer is created.* When shipping multiple cartons for Fixed a single Magento order, only bug with the cartons way flat rate discounts were being added to orders {{HideH2|4.6 - 10/9/2017 - Fishbowl 2017.9}}* Fixed a bug with tracking numbers will be exported back being sent to Magentoincorrect orders in shopping cart. If orders seem to be missing on * Fixed a bug with order import not calculating line item percentage-based discounts correctly.* Product Import and Product Export required field mappings are not editable. {{HideH2|4.5 - 9/12/2017 - Fishbowl 2017.7}}* Fixed a bug with the Magento site, verify that each of the cartons for that refresh button.* Fixed a bug with sales order have tracking line item type associated with kits.* Fixed a bug in the Canada version where non-inventory items weren't being taxed by province. {{HideH2|4.4 - 9/7/2017 - Fishbowl2017.7}}* Check for multiple versions of the plugin '''Fixed issue with customers getting a "number format exception" error. {{HideH2|4.3 - 9/6/2017 - Fishbowl 2017.jar7}}* Fixed issue with order import where discounts weren''' file t being applied correctly in '''C:\Program Files\Fishbowl\plugins\''' or '''\Applications\. {{HideH2|4.2 - 8/31/2017 - Fishbowl 2017.7}}* Interim Release {{HideH2|4.1 - 8/29/2017 - Fishbowl 2017.7}}* Interim Release {{HideH2|4.0 - 8/25/2017 - Fishbowl\plugins\''' on a Mac2017.7}}* New layout and mapping options {{HideH2|3. If there are two versions of the same plugin, exit the 4 - 8/14/2017 - Fishbowl Server 2017.6}}* Fixed weight and remove the older version size UOM issue on all client and server computersproduct import being set incorrectly for products created in FB {{HideH2|3.3 - 7/28/2017 - Fishbowl 2017.6}}* Fixed payment mapping bug where orders were imported but no payment was created with the payment mapping set
= 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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