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Volusion

7,329 bytes removed, 19:47, 16 April 2018
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Multiple Volusion carts can be configured by clicking the {{Button|New}}, which will add another '''Volusion''' tab.
== Mapping {{topClear}} == The table below shows how data transfers between Volusion and Fishbowl. {| class="prettytable"|-! Volusion!! Fishbowl|-|Product ||{{Arrow|Both}}||Product|-|Unshipped order ||{{Arrow|Right}}|| Sales order|-|Shipped order ||{{Arrow|Left}}|| Fulfilled sales order|-|Stock ||{{Arrow|Left}}|| Available for sale inventory (only inventory that has changed since the last export will be updated)|-! !! |-|Product name ||{{Arrow|Right}}|| Product & part number|-|Product description ||{{Arrow|Right}}|| Product & part description|-|Product code||{{Arrow|Right}}|| Product SKU|-|Volusion order number||{{Arrow|Right}}|| Sales order custom field, 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 on the [[#Schedule Import Order|Schedule Import Order tab]].|-|Taxes ||{{Arrow|Right}}|| All taxes are combined into the tax item specified on the [[#Schedule Import Order|Schedule Import Order tab]].|-|Email||{{Arrow|Right}}||'''Email''' field of the {{ModuleTab|Sales Order|Details}}|-|Phone||{{Arrow|Right}}||'''Phone''' field of the {{ModuleTab|Sales Order|Details}}|-|Company |||| Not imported|} 
= TABS =
{{H2Tab|Cart|Order Import}} [[File:Volusion Schedule Import Order Tab.png|right]] 
{{Schedule|import orders|Run task}}
:{{HideH2Subtab|Volusion|Order}} [[File:Volusion 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 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.:* '''Assign Volusion order number to Customer PO field''' - When selected, Volusion order numbers will be displayed in the Sales Order Customer PO field.:* '''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 {{ModuleCart Order|Discount}} and then the correct discount amount will be set when the order is imported from Volusion.:* '''Apply order discounts to line items''' - When selected, incoming orders with discounts will apply discounts to the line items on the sales order.  :{{HideH2|Customer}} [[File:Volusion Schedule Import Order Customer.png|right]]:* '''Use default customer''' - All orders will be 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 the bill to address of the shopping cart order will be created as the customer name in Fishbowl.
:{{HideH2Subtab|Carrier Cart|Order Status Mapping}} [[File:Volusion Schedule Import {{Cart Order Carrier Status Mapping.png|right]]:* '''Use same carrier and carrier service for all orders''' - When selected, all orders imported from Volusion will use the selected carrier and carrier service. If this option is unchecked, Volusion carriers can be mapped to Fishbowl carriers.}}
:{{HideH2Subtab|Payment MappingCart|Customer}} [[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 {{ModuleCart Customer|Payment ViewerVolusion}}.:* '''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.
:{{HideH2anchor|TaxesCarriers}} [[File:Volusion Schedule Import Order Taxes.png{{Subtab|Cart|right]]Carrier Mapping}}:* '''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 {{ModuleCart Carrier Mapping|Tax RateVolusion}} and then the correct total tax amount will be set when the order is imported from Volusion.
{{H2Subtab|Order FulfillmentCart|Payment Mapping}} [[File:{{Cart Payment Mapping|Volusion Schedule Export Order Tab.png|right]]}}
{{Order exportSubtab|Cart|Taxes}}{{ScheduleCart Taxes|export orders|Run taskVolusion}}* '''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 task.
{{H2Tab|Cart|Product ImportOrder Fulfillment}} [[File:{{Cart Order Fulfillment|Volusion Schedule Products Tab.png|right]]}}
{{Products before ordersTab|Cart|Product Import}}{{Cart Product Import|Volusion}}
{{ScheduleTab|import productsCart|Run taskProduct Export}}* '''Field Mapping''' - Use the icon buttons on the right side of the table to edit the field [[#Mapping{{Cart Product Export|mappings]].* '''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.}}
{{H2Tab|Product Export}} [[File:Volusion product export tab.pngCart|right]] {{Schedule|export products|Run taskInventory Update}}* '''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|Cart Inventory Update}} [[File:Volusion Schedule Inventory Tab.png|right]] {{Schedule|export inventory levels 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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