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Volusion

3,158 bytes added, 19:46, 2 February 2018
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= TABS =
{{H2|SettingsOrder Import}} [[File:Volusion Settings Schedule Import Order Tab.png|right]]
* '''Email''' - The email address to notify regarding integration information. Failed schedules will send an email to this address. Email can be configured on the {{ModuleTabSchedule|Setupimport orders|EmailRun task}}.
:{{H2HideH2|Schedule Import Order}} [[File:Volusion Schedule Import Order TabOrders.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 them.:* '''Shipping Item''' - When selected, sales orders will be created using this product as the default shipping item.:* '''Volusion Order Status''' - This selection determines which status of Volusion orders will be imported into Fishbowl.:* '''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.:* '''Use Volusion Order Number as Fishbowl SO Number''' - When selected, sales orders will be created using the Volusion 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 Volusion. 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 the order is imported from Volusion.
Orders :{{HideH2|Customer}} [[File:Volusion Schedule Import Order Customer.png|right]]:* '''Use default customer''' - All orders will only be imported put under the selected Fishbowl customer and use the customer's default address as the billing and shipping address on orders.:* '''Use Customer on order''' - All orders will use the customer name, billing address, and shipping address attached to the shopping cart order.:* '''Use company name for new customers''' - When selected, the company name from Volusion if they haven't been shippedthe bill to address of the shopping cart order will be created as the customer name in Fishbowl.
:{{ScheduleHideH2|import ordersCarrier Mapping}}* '''Salesperson''' - Sales orders will be created using this salesperson. This field is required[[File:Volusion Schedule Import Order Carrier Mapping.png|right]]:* '''Carrier''' - Sales orders will be created using this Use same carrier and carrier.* '''Payment Terms''' - When selected, sales orders will be created using this payment term.* '''Payment Method''' - Sales service for all orders will be created using this payment method. This field is required.* '''Shipping Terms''' - When selected, sales orders will be created using these shipping terms.* '''Location Group''' - Sales all orders will be created using this location group. This field is required.{{Cart Customer}}* '''SO Status''' - Orders can be imported as an estimate or issued status.*{{anchor|Tax Item}}'''Tax Item''' - Tax rate item for the total tax amount from Volusion. Can only specify a flat rate taxwill use the selected carrier and carrier service. If the list this option is emptyunchecked, [[Tax_Rate#Add_a_tax_rate|create a flat rate tax]] to be used with Volusion. The flat rate amount carriers can be set mapped to $0 in the {{Module|Tax Rate}}, and then the correct total tax amount will be set when the order is imported from Volusion.* '''Class''' - When selected, sales orders will be created using this class as the sales order class.* '''Shipping Item''' - Sales orders will be created using this product as the default shipping item.* '''Use store order number as SO Number''' - When selected, sales orders will be created using the Volusion order number as the Fishbowl sales order numbercarriers.
:{{HideH2|Payment Mapping}} [[File:Volusion Schedule Import Order Payment Mapping.png|right]]:* '''Create payments in Fishbowl''' - When selected, payments from the Volusion transaction will be shown in the {{Module|Payment Viewer}}.:* '''Use same payment method for all orders''' - When selected, all orders imported from Volusion will use the selected payment method. If this option is unchecked, Volusion payment methods can be mapped to Fishbowl payment methods. :{{HideH2|Taxes}} [[File:Volusion Schedule Import Order Taxes.png|right]]:* '''Flat Rate Tax Item''' - When selected, the tax amount from the Volusion order will appear on the Fishbowl sales order as a flat rate line item. The flat rate amount can be set to $0 in the {{Module|Tax Rate}} and then the correct total tax amount will be set when the order is imported from Volusion. {{H2|Schedule Export OrderFulfillment}} [[File:Volusion Schedule Export Order Tab.png|right]]
{{Order export}}
{{Schedule|export orders|Run task}}* '''Update Volusion order status''' - When selected, Volusion orders will be updated after the product(s) on the order have been shipped in Fishbowl. If left blank, Fishbowl will not update the status of the Volusion order.* '''Check Volusion order status before fulfilling''' - When selected, the Volusion store order status will be checked prior to attempting to send fulfillment information. If the Volusion order status has changed, no fulfillment information will be sent. This will increase the time required to complete the order fulfillment sync.
{{H2|Schedule ProductsProduct Import}} [[File:Volusion Schedule Products Tab.png|right]]
{{Products before orders}}
{{Schedule|sync import products|Run task}}* '''Fail when missing SKUField Mapping''' - When selected, Use the icon buttons on the right side of the table to edit the sync will log products with missing SKUs as errorsfield [[#Mapping|mappings]].* '''Weight UOM''' - The UOM for If the weight on products. This should match the UOM isn't set in store settings on your Volusion shopping cart.* '''Pull products to Fishbowl''' - When selected, products created in Volusion the default UOM listed here will be created in Fishbowlused.* '''Push products to storeSize UOM''' - When selected, products created in Fishbowl will be created If the size UOM isn't set in Volusion.* '''Product tree filter''' - When left blank, all products will be pushed to Volusion. To limit the products that are pushed to Volusion, click the {{Icon Button|Product Tree}}. The selected category and all of its sub-categories default UOM listed here will then be included in the syncused.
{{H2|Schedule InventoryProduct Export}} [[File:Volusion Schedule Inventory Tabproduct export tab.png|right]]
{{Schedule|export products|Run task}}* '''Field Mapping''' - Use the icon buttons on the right side of the table to edit the field [[#Mapping|mappings]]. After a product has been pushed to Volusion, any changes made to the product in Fishbowl will update the following fields in Volusion: '''Title''', '''Description''', '''SKU''', '''Price''', '''Weight''', '''Tags''', '''Meta Title''', and '''Meta Description'''.* '''Weight UOM''' - If the weight UOM isn't set in Volusion, the default UOM listed here will be used.* '''Size UOM''' - If the size UOM isn't set in Volusion, the default UOM listed here 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 export.* '''Export All Products''' - Selecting this option will push all Fishbowl products to Volusion, 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. {{H2|Inventory Update}} [[File:Volusion Schedule Inventory Tab.png|right]] {{Schedule|export inventorylevels to Volusion|Run task}}
* '''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 export.
{{Clear}}
 
= Troubleshooting =
{{Cart Troubleshooting}}

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