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Magento Cart

1,153 bytes added, 17:49, 19 September 2019
Release Notes
{{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=={{ClearStore Settings|{{PAGENAME}}}}
=== 3. Store Settings =Order Import=={{Order Import}}
# Open the ===Order Settings==={{ModuleOrder|Magento Cart{{PAGENAME}}}} and enter the '''Store URL''' and the user credentials that were created above.<br>[[File:Magento Credentials.png{{Notes|{{PAGENAME}}}}{{Discounts|link=]]{{PAGENAME}}}}# Click the :* '''Test ConnectionRemove # prefix from Magento Cart order numbers''' button to verify that the connection is valid and then click '''Save'- When selected, Magento Cart order numbers will not have a '#'prefix when imported into Fishbowl.
Multiple Magento carts can be configured by clicking the ===Order Item Settings==={{ButtonOrder Item Settings|New{{PAGENAME}}}}, which will add another '''Magento Cart''' tab.
== Mapping =Location Group Settings==={{Location Group|{{topPAGENAME}}}} ==
The table below shows how data transfers between Magento and Fishbowl.===Order Status Mapping==={{Order Status Mapping|{{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|-|Magento order number||{{Arrow|Right}}|| Magento Cart order name custom field|-|Order date ||{{Arrow|Right}}|| Fulfillment date|-|Customer name & billing address ||{{Arrow|Right}}|| Bill To|-Settings===|Customer name & shipping address ||{{Arrow|Right}}|| Ship To|-|Customer ||{{Arrow|RightPAGENAME}}|| 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 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 carriers 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.
# Log into the Magento Admin panel.===Tax Settings==={{Taxes|{{PAGENAME}}}}# Click the '''System''' menu and then select '''Configuration'''.:{{Notes|{{PAGENAME}}}}# In the ::'''Sales''' section on the left, click ''Fishbowl Australia'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 Taxes are set for each product using the '''Order ImportTax Code''' tab and then click field in the {{Icon ButtonModule|NewProduct}}.<br>[[File:Magento carrier mapping doneAU NZ Taxes.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 ===
Follow ::'''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 instructions 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 to map payment methods between .::# 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 Fishbowltax 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]]
# 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=]]=Fulfillment Export==# 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 Fulfillment|{{Icon Button|NewPAGENAME}}}}.<br>[[File:Magento payment mapping done.png{{Notes|link=]]# Enter the Magento payment ID into Fishbowl. Below are several examples.{{Vertical SpacerPAGENAME}}}}* 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 [[File:Magento payment mapping.png#Carriers|link=Carriers]]#* '''checkmo'''#* '''cashondelivery'''#* '''authorizenet'''#* '''banktransfer'''# Select the corresponding '''Fishbowl Payment Method''' and then click the '''Save''' button.
== Australia/Canada Product Import=={{Product Import|{{topPAGENAME}}}} ==
When using the Magento plugin with Fishbowl Australia or Fishbowl Canada, some additional tax options are available in the [[#Taxes==Product Export=={{Product Export|'''Taxes''' section of the '''Order Import''' tab]].{{PAGENAME}}}}:{{Notes|{{PAGENAME}}}}:*{{Include Product Image|{{PAGENAME}}}}
[[File:Magento Tax Province.png]]==Inventory Update=={{Inventory Update|{{PAGENAME}}}}
=Troubleshooting={{Troubleshooting|{{PAGENAME}}}}* '''Use Customer Tax Code''' - When selected, orders imported syncing products from Magento with tax will use the customer assigned tax code in to Fishbowl. The tax amount on the Fishbowl sales order , products will be calculated using the tax code assigned in match Magento SKU to FishbowlProduct Number field. If no tax code is assigned to the customermatch exists, the order a new product will fail to import. New customers be created will use the default tax code assigned in Fishbowl.* '''Use Customer Tax Code''' - When selectedshipping multiple cartons for a single Magento order, orders imported from Magento only the cartons with tax tracking numbers will use the associated product tax codes in Fishbowlbe exported back to Magento.* '''Use Tax By Province''' - When selected, If orders imported from seem to be missing on the Magento with tax will use orders ship to province to determine site, verify that each of the orders tax cartons for that order have tracking in Fishbowl.
Tax rates can also be mapped using by =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 Magento UI* Separated order notes and order item notes into separate corresponding fields when orders are imported into FB* General UI fixes* Fixed product tax class ID as explained belowexport 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
# Open the '''Magento Admin Panel''' in a web browser{{HideH2|2019.# Click the '''Sales''' menu at the top7.# Hover over '''Tax''' and then click '''Product Tax Classes'''0X – 7-23-2019 - Fishbowl 2019.7}}# 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 * Changed error message on product export when products don'''id'''.<br>[[File:Magento t have tax rate id.png]]code set}# Click the [[#Product Import|'''Product Import''' tab of the]] {{Module|Magento Cart|Product Import}} and * Added ability for users to select '''Use product tax class mapping'''.<br>[[File:Product Tax Class Mapping.png]]which payment method types to create payments in Fishbowl# Click the {{Icon Button|Add}}, enter the '''id''' copied from Magento, * Fixed fulfillment bug for orders with only drop-ship items not sending tracking and select fulfilling correctly in the Fishbowl tax rate.<br>[[File:Product Tax Class Mapping 2.png]]channel# Click the '''Save''' * Fixed pricing bug to close use the dialog, and then click the {{Button|Save}} discounted price on order import* Fixed issue where taxes were removed from the module toolbar.{{Vertical Spacer}}[[File:Product Tax Class Mapping 3.png]]payment amount incorrectly
= TABS = {{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
{{H2HideH2|Order Import2019.5.0X – 5-10-2019 - Fishbowl 2019.5}} [[File:Magento Schedule Import Order Tab.png|right]]* Fixed Typo in the payment panel* Fixed (for supporting channels)where the image export was not working on the product export task* Misc items are now supported on order import* Fixed bug with state tax mapping table giving a bad error when a state was not mapped on an order* Fixed advanced options error message when enabled and a day of the month wasn't specified* Fixed advanced options error for order fulfillment task'* Fixed data mapping error with many to one field mappings on product export
{{ScheduleHideH2|2019.4.0X – 4-18-2019 - Fishbowl 2019.4}}* Changed error message on order import when products are not linked and the order import failed* Fixed product import and product export mapping issue which was causing errors and limiting many to one field mappings between FB and the channel* Fixed product linking bug on product import task* Fixed bug where orders|Run would import without items* On first load, a data migration task will run migrating carrier and payment mapping table data from the previous version* 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
:{{HideH2|Order2019.3.0x – 3-14-2019 - Fishbowl 2019.3}} [[File:Magento Schedule Import Order Orders.png|right]]:* '''Location Group''' - Sales Added enhancement option to always record payments on incoming orders will be created using this location group.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:* '''SO Status''' - Orders can be imported as an estimate, issued, or fulfilled statusImporting order taxes is now optional. Setting orders With the option to fulfilled status 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 orders and then quick fulfill them.option to add on order number prefix was not saving:* '''Shipping Item''' Multi- When selected, sales currency support for orders will be and payments created using this product as from the default shipping itemchannel.:* '''Magento Cart Order Status''' Multi- This selection determines which status of Magento orders will Currency must be imported into Fishbowl.turned on in FB:* '''Salesperson''' With multi- Sales currency enabled there is an option to not create payments for international orders will be created using this salesperson.:* '''Payment Terms''' - When selected, sales Fixed bug when QB class setting was not being applied to regular products in orders will be created using this payment term.:* '''Shipping Terms''' - When selected, sales 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:* '''Use Magento Cart order number as Fishbowl SO number''' - When selected, sales orders will be created using the Magento order number as the Fishbowl sales order number.Changed so create taxes option is set by default:* '''Add order discounts as a flat rate Fixed bug for when discount item''' - When selectedfield was left blank and saved, incoming causing null errors* Added tracking to shipments on FB for fulfilled orders with discounts will apply discounts on the sales order as a separate, flat rate discount item.:* '''Discount Item''' - Discount item for the Fixed bug where UI issue did not allow some order discount amount from Magento. Can only specify a flat rate discount. The flat rate discount can be set import setting panels to $0 in the {{Module|Discount}} and then the correct discount amount will be set seen* Fixed bug where "link Payment Methods" option does not stay checked when the order is imported from Magento.saved and refreshed:* '''Apply order discounts to line items''' - When selected, incoming orders with discounts will apply discounts to the line items Fixed bug where panels were not sizing properly on the sales order. small screens
:{{HideH2|Customer2019.1.01 – 1-31-2019 - Fishbowl 2019.1}} [[File:Magento Schedule Import Order Customer.png|right]]:* '''Use default customer''' - When selected, sales orders will be created using this customer for every order.:** If Please note, this option is not selected, unique customer information for each order update will be imported from Magento.require you to re-enter the [https:** Alternatively, create a generic/web customer in Fishbowl that will be used for all imported orders/www.fishbowlinventory.:** Address information will be imported for each com/wiki/Magento_Cart#Order_Status_Mapping order regardless 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 status mapping] table data when first loading the sales order class.:plugin* '''Customer Status''' - When selected, imported customers will be created with the selected status.:* '''Use company name for new customers''' - When selected, the '''Company name''' from the bill to address of the Magento order will be created as the customer name in Fishbowl.
:{{HideH2|Carrier Mapping}} [[File:Magento Schedule Import Order Carrier Mapping* Added ability to choose whether to sync on hand vs.png|right]]available to sale inventory quantity:* '''Use same carrier Improved status mapping error messages during order import using advanced options and carrier service for all ordersthe order status hasn''' - When selectedt been mapped* In the order import tab when using the customer matching option, all orders imported we now provide an alternative mapping option if the first mapping option does not contain data from Magento will use the selected carrier and carrier service. If this option 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, carriers can a user-defined table gives ability to define which location group(s) will be mapped by following used to sync to the instructions [[#Carriers|here]]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|Payment Mapping2018.12.02 – 12-20-2018 - Fishbowl 2018.12}} [[File:Magento Schedule * Added ability to map the SO contact, phone, and email fields when using the "Use default customer" option on the Order Import Order Payment Mappingtask.png|right]]12}}* Added option to add a custom prefix to the shopping cart order number on order import:* '''Create payments in Fishbowl''' - When selectedIf the create payment option is enabled and not payment data comes through with the order, payments from the Magento transaction will be shown order now imports rather than fails* Fixed bug where the wrong inventory quantity was synced in the {{Module|Payment Viewer}}.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''Use same payment method s has more inventory allocated than inventory available for all orders'LG'' - 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]].s combined
:{{HideH2|Taxes2018.10.06 – 11/12/2018 - Fishbowl 2018.10}} [[File:Magento Schedule Import Order Taxes.png|right]]:* '''Calculate Order Tax''' - When selected, orders imported from Magento with tax will use Do not skip this version unless installing the customer assigned tax code in Fishbowl. The tax amount on plugin for the Fishbowl sales order will be calculated using the tax code assigned in Fishbowlfirst time. If no tax code is assigned you’re planning to update to the customera later version of Fishbowl, install 18.10 first, update your plugins, and open them so the order will fail data migrator (described below) can run. Then update Fishbowl to importthe desired version.:* '''Flat Rate Tax Item''' - When selected, * Fixed bug where Street addresses with "N" in them are being truncated or the tax amount from the Magento "N" is being dropped on order will appear on import* Fixed bug where inventory updates all linked products instead of the Fishbowl sales order as a flat rate line item. The flat rate amount can be set to $0 first linked product in the {{Module|Tax Rate}} and then the correct total tax amount will be set when the order is imported from Magento.list in FB
{{H2HideH2|Order Fulfillment2018.8 – 8/23/2018 - Fishbowl 2018.8}} [[File:* Channel data, such as product IDs, variant IDs, etc. will no longer be stored in custom fields. New database tables will be created for this purpose. Data from your custom fields will be automatically migrated to the database the first time you open the plugin after updating. Data will still remain in the custom fields for reference. The custom fields can be deactivated.* New version number system to match Fishbowl.* Schedule task now gives a count of the items that were imported/exported. Error message will list items that failed.* Will now use the account specified on the payment type (instead of the default) during order import.* Fixed a bug regarding taxes in the Fishbowl Canada version.* Fishbowl product images can now be exported to Magento Schedule Export Order Tab.png|right]]* Ability to select which date field the Last Sync Date references.* Shipping tax now accounted for in Fishbowl Australia version.
{{Order exportHideH2|4.20 - 7/12/2018 - Fishbowl 2018.7}}{{Schedule|export orders|Run task}}* Bug Fixes* '''Update Magento order status''' - When selected, Magento orders will be updated after the product(s) on the order have been shipped in Fishbowl. If left blank, Updated for compatibility with Fishbowl will not update the status of the Magento orderversion 2018.7
{{H2HideH2|Product Import4.19 – 6/14/2018 - Fishbowl 2018.6}} [[File:Magento Schedule Products Tab* 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.png|right]]
{{Products before ordersHideH2|4.18.2 – 5/15/2018 - Fishbowl 2018.5}}* Fixed a bug that was causing settings to not save.
{{ScheduleHideH2|import products|Run task4.18 – 5/11/2018 - Fishbowl 2018.5}}* '''Field Mapping''' - Use the icon buttons on the right side of the table to edit the field [[#Mapping|mappings]]Redesigned Customer section in Order Import tab.* '''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, Reconfiguration of the default UOM listed here customer settings will be used.* Australia and Canada users can find instructions for product tax class mappings [[#Australia.2FCanada|here]]required when you update to this version or beyond.
{{H2HideH2|Product Export4.17 - 4/12/2018 - Fishbowl 2018.4}} [[File:Magento product export tab* Addition of a new order status mapping table. You can now import multiple statuses at the same time.png|right]]
{{ScheduleHideH2|export products|Run task4.16 - 3/8/2018 - Fishbowl 2018.3}}* '''Field Mapping''' - Use the icon buttons Changed background color on the right side of the table to edit the field [[#Mapping|mappings]]. After a product has been pushed to Magento, any changes made to the product headers 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 Order Import tab when using the weight UOM isn't set in Magento, the default UOM listed here will be useddark theme for better visibility.* '''Size UOM''' - If the size UOM isn't set Payment import now pulls 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 field currency rate if “Use Currency Conversion” is left blank, all products will be included turned on in the export.* '''Export All Products''' - Selecting this option will push all Fishbowl products to Magento, regardless of the last sync date. Selecting this option may cause the Product Export sync to take a long time to run, depending on how many products you have. The Product Tree Filter will still apply.* Australia and Canada users can find instructions for product tax class mappings [[#Australia.2FCanada|here]].Bug Fixes
{{H2HideH2|Inventory Update4.15 - 1/31/2018 - Fishbowl 2018.1}} [[File:Magento Schedule Inventory Tab* No longer updating product catalog visibility during product export.png|right]]
{{ScheduleHideH2|export inventory levels to Magento|Run task4.12 - 1/12/2018 - Fishbowl 2017.13}}* '''Location Group''' - When selectedEnhancement 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 [[Inventory#Inventory_status_terms|Available For Sale]] inventory quantity Order Import. The customer phone number and email will attempt to be used pulled from this location group onlythe shopping cart customer data. If left blankthat 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 quantity from all location groups billing address, then it will be usedpulled from the shipping address.* '''Product Tree Filter''' - The export can be limited Enhancement to Canada version of Fishbowl. Added an option in the Order Import panel to certain allow for prioritizing which tax is used on orders. If check box is checked, product tree categoriestax will be used first. If this field is left blankno product tax has been assigned, all products then province tax will be included in the exportused.
{{ClearHideH2|4.11 - 12/8/2017 - Fishbowl 2017.11}}* Enhancement to allow payments to be applied to Sales Orders in an "Estimate" status when orders are imported.* Added a checkbox option to either include or exclude the "#" prefix from Sales Order numbers.
= Troubleshooting =* Enter an email address in the {{ModuleHideH2|Schedule4.10 - 11/21/2017 - Fishbowl 2017.11}} to receive error notifications* Enhancement so "Miscellaneous Fees" come in on orders.* To view the scheduled tasks Enhancement for international customers where the cart, open the {{Module|Schedule}}tax code moves between Fishbowl and their channel.* To reduce errors, the suggested order Tax code must exist in Fishbowl for running tasks is '''Products''', '''ImportOrder''', '''Inventory''', '''ExportOrder'''.* A scheduled task can it to be run manually by double-clicking the taskused with this process.* To view the history of Fixed a schedule task, including bug where imported orders weren't being "Fulfilled" in Fishbowl when the result/error, click the {{Icon Button|History}} "Fulfilled" status option is selected in the {{Module|Schedule}}Order Import.* More details about recent errors can be viewed by opening the {{Module|Data}} and clicking the {{Button|Server Log}}.* The '''Last Sync''' field can be used to reset the last sync date. This can be used to force Fixed a more complete syncbug where Carrier information was importing into Fishbowl, instead of just syncing items that have changed since but not the last sync.* 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 createdCarrier Service.* When shipping multiple cartons for Fixed a single Magento order, only bug where the cartons with tracking numbers will be exported back to Magento. If orders seem to be missing on Customer name from the Magento site, verify that each of the cartons for that order have tracking Ship To address wasn't being put in Fishbowl.* Check for multiple versions of the plugin '''.jar''' file in '''C:\Program Files\Fishbowl\plugins\''' or '''\Applications\Fishbowl\plugins\''' "Name" field 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 computersaddress.
= Release Notes ===Version {{HideH2|4.9==* Released on Nov - 11/20, /2017* Compatible with - Fishbowl version 2017.11'''Features and Fixes'''}}
* Fixed a type conversion bug.
==Version {{HideH2|4.8==* Released on Nov - 11/16, /2017* Compatible with - Fishbowl version 2017.11'''Features and Fixes'''}}
* Improved the way Fishbowl looks at Class on orders.
* Improved plugin UI for Order Import.
* Fixed a bug where discounts were being duplicated on orders.
* Fixed a bug where incorrect address were being applied to orders for Default customers.
==Version {{HideH2|4.7==* Released on Oct - 10/30, /2017* Compatible with - Fishbowl version 2017.10'''Features and Fixes'''}}
* 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. If they don't match, a new customer is created.
*Fixed a bug with the way flat rate discounts were being added to orders
==Version {{HideH2|4.6==* Released on Oct - 10/9, /2017* Compatible with - Fishbowl version 2017.9'''Features and Fixes'''}}
* Fixed a bug with tracking numbers being sent to incorrect orders in shopping cart.
* Fixed a bug with order import not calculating line item percentage-based discounts correctly.
* Product Import and Product Export required field mappings are not editable.
==Version {{HideH2|4.5==* Released on Sep - 9/12, /2017* Compatible with - Fishbowl version 2017.7'''Features and Fixes'''}}
* 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.
==Version {{HideH2|4.4==* Released on Sep - 9/7, /2017* Compatible with - Fishbowl version 2017.7'''Features and Fixes'''}}
* Fixed issue with customers getting a "number format exception" error.
==Version {{HideH2|4.3==* Released on Sep - 9/6, /2017* Compatible with - Fishbowl version 2017.7'''Features and Fixes'''}}
* Fixed issue with order import where discounts weren't being applied correctly in Fishbowl.
==Version {{HideH2|4.2==* Released on Aug - 8/31, /2017* Compatible with - Fishbowl version 2017.7}}
* Interim Release
==Version {{HideH2|4.1==* Released on Aug - 8/29, /2017* Compatible with - Fishbowl version 2017.7}}
* Interim Release
==Version {{HideH2|4.0==* Released on Aug - 8/25, /2017* Compatible with - Fishbowl version 2017.7'''Features and Fixes'''}}
* New layout and mapping options
==Version {{HideH2|3.4==* Released on Aug - 8/14, /2017* Compatible with - Fishbowl version 2017.6 and higher'''Features and Fixes'''}}
* Fixed weight and size UOM issue on product import being set incorrectly for products created in FB
==Version {{HideH2|3.3==* Released on July - 7/28, /2017* Compatible with - Fishbowl version 2017.6 and higher'''Features and Fixes'''}}
* Fixed payment mapping bug where orders were imported but no payment was created with the payment mapping set
==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 enter keyboard stroke works in dialog boxes
* Removed the settings button from the toolbar, moving payment and carrier mapping to the order import panel
* 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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