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Magento Cart

7,466 bytes added, 17:49, 19 September 2019
Release Notes
{{Plugin Install|Magento Cart|Integrations}}
== Setup==== In order to connect to Magento, the Magento API must first be configured properly. Follow the steps below to [[#1. Create a role|create a role]], [[#2. Create a user|create a user]], and then enter the credentials into the [[#3. Store Settings{{Setup|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|alt=Add New Role|bottom]] button.<br>[[File:Magento New Role1.png]]
# Click the [[File:Save Role.png|alt=Save Role|bottom]] button.
{{Clear}}=== 2. '''Create a user ==='''
# Navigate to '''System''' > '''Web Services''' > '''SOAP/XML-RPC - Users'''.<br>[[File:Magento Users.png]]
# Click the [[File:Add New User.png|alt=Add New User|bottom]] button.<br>[[File:Fishbowl Integration Magento 4.png]]
# Click the [[File:Save User.png|alt=Save User|bottom]] button.
=TABS={{ClearTABS|{{PAGENAME}}}}=== 3. Store Settings ===
# Open the ==Store Settings=={{ModuleStore Settings|Magento Cart{{PAGENAME}}}} and enter the '''Store URL''' and the user credentials that were created above.<br>[[File:Magento Credentials.png]]# 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 Import=={{Button|NewOrder Import}}, which will add another '''Magento Cart''' tab.
===Order Settings==={{ClearOrder|{{PAGENAME}}}}= TABS =:{{Notes|{{PAGENAME}}}}{{TABSDiscounts|{{PAGENAME}}}}:* '''Remove # prefix from Magento Cart order numbers''' - When selected, Magento Cart order numbers will not have a '#' prefix when imported into Fishbowl.
{{Clear}}=== Order Import=Item Settings==={{MasterCartOrderImportOrder Item Settings|{{PAGENAME}}}}
{{Clear}}=== Order Location Group Settings==={{Order|{{PAGENAME}}}}{{Notes|{{PAGENAME}}}}::*{{Combine line item discountsLocation Group|{{PAGENAME}}}}::* '''Remove '#' prefix from Magento Cart order numbers''' - When selected, Magento Cart order numbers will not have a '#' prefix when imported into Fishbowl.
{{Clear}}=== Order Status Mapping ===
{{Order Status Mapping|{{PAGENAME}}}}
{{Clear}}=== Customer Settings===
{{Clear}}=== Carrier Mapping Settings===
{{Carrier Mapping|{{PAGENAME}}}}
::Click [ here] to see which carriers Magento supports.
::Follow the instructions below to map carriers between Magento and Fishbowl.
::# 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.{{Vertical Spacer}}<br>[[File:Magento carrier mapping.png]]
::#* '''Flat Rate - Fixed'''
::#* '''Free Shipping - Free'''
::# Select the corresponding '''Fishbowl Carrier Service''' and then click the '''Save''' button.
{{Clear}}=== Payment Mapping Settings===
{{Payment Mapping|{{PAGENAME}}}}
::Follow the instructions below to map payment methods between Magento and Fishbowl.
::# Log into the Magento Admin panel using Google Chrome.
::# 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.{{Vertical Spacer}}<br>[[File:Magento payment mapping.png]]
::#* '''checkmo'''
::#* '''cashondelivery'''
::# Select the corresponding '''Fishbowl Payment Method''' and then click the '''Save''' button.
{{Clear}}=== Taxes Tax Settings===
:{{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]]  ::'''Fishbowl Canada'''::When using the Magento plugin with Fishbowl Australia or Fishbowl Canada, some additional tax options are available in the [[#Taxes|'''Taxes''' section of the '''Order Import''' tab]].::[[File:Magento Tax Province.png]]
::[[File:Magento Tax Province.png]]
::* '''Use Customer Tax Code''' - When selected, orders imported from Magento with tax will use the customer assigned tax code in Fishbowl. The tax amount on the Fishbowl sales order will be calculated using the tax code assigned in Fishbowl. If no tax code is assigned to the customer, the order will fail to import. New customers created will use the default tax code assigned in Fishbowl.
::# 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 Fishbowl tax 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.{{Vertical Spacer}}<br>[[File:Product Tax Class Mapping 3.png]]}}
{{Clear}}== Order Fulfillment==Export==
{{Order Fulfillment|{{PAGENAME}}}}
:*{{Check status before fulfilling|{{PAGENAME}}}}:* 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]].
{{Clear}}== Product Import====
{{Product Import|{{PAGENAME}}}}
{{Clear}}== Product Export====
{{Product Export|{{PAGENAME}}}}
:*{{Include Product Image|{{PAGENAME}}}}
{{Clear}}== Inventory Update====
{{Inventory Update|{{PAGENAME}}}}
:*{{SKU Mapping|{{PAGENAME}}}}
{{Clear}}= 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 exported back to Magento. If orders seem to be missing on the Magento site, verify that each of the cartons for that order have tracking in Fishbowl.
= 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 UI* Separated order notes and order item notes into separate corresponding fields when orders are imported into FB* General UI fixes* Fixed product export tab issue for Canadian users of the plugin* Fixed bug for kit inventory updates for kits with optional items* Fixed index 0 size o error on fulfillment export task. This error occurred when a SO has a linked PO with no dropship type SO items* Fixed bug using the check order status option on the order fulfillment task with completed orders still sending up tracking from FB {{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 {{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 {{HideH2|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* 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|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 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|2019.3.0x – 3-14-2019 - Fishbowl 2019.3}}* Added enhancement option to always record payments on incoming orders even when there is no payment data from the Channel* Fixed bug when customer PO number did not populate correctly when the user did not have "Assign Channel Name order number to Customer PO field" checked* Importing order taxes is now optional. With the option to create taxes disabled, if a payment is created the total will reflect the order total without tax* Fixed bug where order import option to add on order number prefix was not saving* Fixed bug where order import option to add on order number prefix was not saving* Multi-currency support for orders and payments created from the channel. Multi-Currency must be turned on in FB* With multi-currency enabled there is an option to not create payments for international orders* Fixed bug when QB class setting was not being applied to regular products in orders* Fixed bug where plugins first loading into a new database displayed pop up windows that should not be there* Fixed bug when using the default payment method* Changed so create taxes option is set by default* Fixed bug for when discount item field was left blank and saved, causing null errors* Added tracking to shipments on FB for fulfilled orders * Fixed bug where UI issue did not allow some order import setting panels to be seen* Fixed bug where "link Payment Methods" option does not stay checked when saved and refreshed* Fixed bug where panels were not sizing properly on small screens {{HideH2|2019.1.01 – 1-31-2019 - Fishbowl 2019.1}}'''**Please note, this update will require you to re-enter the [ order status mapping] table data when first loading the plugin**''' * Added ability to choose whether to sync on hand vs. available to sale inventory quantity* Improved status mapping error messages during order import using advanced options and the order status hasn't been mapped* In the order import tab when using the customer matching option, we now provide an alternative mapping option if the first mapping option does not contain data from the cart* Fixed bug to reenable editing of existing order status mapping* 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, a user-defined table gives ability to define which location group(s) will be used to sync to the Channel* Added 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|2018.12.02 – 12-20-2018 - Fishbowl 2018.12}}* Added ability to map the SO contact, phone, and email fields when using the "Use default customer" option on the Order Import task.12}}* Added option to add a custom prefix to the shopping cart order number on order import* If the create payment option is enabled and not payment data comes through with the order, the order now imports rather than fails* Fixed bug where the wrong inventory quantity was synced in the following scenario:::* When not using a location group (LG) filter and multiple LG's exist in the FB database and::* When one of the LG's has more inventory allocated than inventory available for all LG's combined {{HideH2|2018.10.06 – 11/12/2018 - Fishbowl 2018.10}}'''Do not skip this version unless installing the plugin for the first time. If you’re planning to update to a later version of Fishbowl, install 18.10 first, update your plugins, and open them so the data migrator (described below) can run. Then update Fishbowl to the desired version.'''* Fixed bug where Street addresses with "N" in them are being truncated or the "N" is being dropped on order import* Fixed bug where inventory updates all linked products instead of the first linked product in the list in FB 
{{HideH2|2018.8 – 8/23/2018 - Fishbowl 2018.8}}
'''Do not skip this version unless installing the plugin for the first time. If you’re planning to update to a later version of Fishbowl, install 18.8 first, update your plugins, and open them so the data migrator (described below) can run. Then update Fishbowl to the desired version.'''
* 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.
* 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
{{HideH2|2.5 - 4/26/2017 - Fishbowl 2017.3}}
* 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.

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