Volusion

From Fishbowl

Jump to: navigation, search

Icon.Volusion.png The Volusion module, located in the Integrations group, is an add-on module that can be installed from the Small.Plugin.png Plugin module. After installing the plugin, a new module is added that integrates with one or more Volusion shopping carts.

Contents

Volusion.png

Install
Jump to top of page

  1. In any Fishbowl Client, open the Small.Plugin.png Plugin module, located in the Integrations group.
  2. Select the Volusion plugin and click Install Now.
  3. Completely close all Fishbowl Clients.
  4. Exit the Fishbowl Server by right-clicking the Fishbowl Server tray icon and selecting Exit.
  5. After re-opening the Fishbowl Server, the admin user can access the Small.Volusion.png Volusion module from any Fishbowl Client by opening the Integrations module group.
  6. To grant access to additional users, open the Small.User Group.png User Group module and assign the Volusion-View right to the appropriate groups as explained here.

Setup
Jump to top of page

In order to connect to Volusion, follow the instructions below to obtain the encrypted password for the Volusion API.

  1. Log in to the Volusion store administration page.
  2. Click the Inventory menu at the top and then select Import/Export.
    Volusion Inventory Menu.png
  3. Click the Volusion API tab and then click Run button next to Generic\Orders.
    Volusion Run 1.png
  4. Click the Run button at the top of the page.
    Volusion Run 2.png
  5. Copy the values as shown in the following image.
    Volusion Encrypted Password.png
  6. Paste the Store Url, Username, and Password into the Small.Volusion.png Volusion module.
    Volusion Store Settings.png
  7. Click the Test Connection button in the Small.Volusion.png Volusion module to verify that the connection is valid and then click Save.

Multiple Volusion carts can be configured by clicking the New Button.png New button, which will add another Volusion tab.

TABS

Order Import
Jump to top of page

Cart Order Import.png
Order
Jump to top of page
Combine Order.png
  • Additional order data will be imported and displayed on the Details tab of the Small.Sales Order.png Sales Order module
  • Location Group - Sales orders will be created using this location group.
  • Shipping Item - When selected, sales orders will be created using this product as the default shipping item.
  • 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.
  • 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 Small.Discount.png Discount module and then the correct discount amount will be set when the order is imported from Volusion.
  • Combine line item discounts into flat rate order discount - When selected, line item discounts will be combined with order discounts for a single flat rate discount.Small.Discount.png Discount module and then the correct discount amount will be set when the order is imported from Volusion.
  • 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. The Volusion order number will always be stored on the Custom Field tab of the Small.Sales Order.png Sales Order module.
  • Assign Volusion order number to Customer PO field - When selected, your Volusion order number will be displayed in the Sales Order Customer PO field.
Order Status Mapping
Jump to top of page
Cart Order Status Mapping.png
Use the table to assign Volusion order statuses to Fishbowl order statuses. The Order Import task will only import orders from your store that are in a status assigned to a Fishbowl order status. At least one active status mapping is required to use the Order Import task.
Customer
Jump to top of page
Cart Customer.png
Use the options below to determine how customers are created in Fishbowl and what information is used to populate the Bill To and Ship To addresses.
  • Use default customer - The default customer option will associate all Fishbowl sales orders with the selected customer.
  • Use order customer name - The customer name options will use the Volusion order customer name instead of the default customer name. All other properties from the default customer will be used to populate the Fishbowl sales order.
  • Use order information - The use order information option will populate the Fishbowl sales order with the Volusion order information. It can be used in conjunction with the default customer option to associate sales orders with the selected customer. In this case the Volusion order billing and shipping information will be used to populate the Fishbowl Bill To and Ship To addresses.
  • Use order company name for new customers - The company name options will use the Volusion order's billing address company name as the Fishbowl customer name.

Carrier Mapping
Jump to top of page
Cart Carrier Mapping.png
  • 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, carriers can be mapped between Fishbowl and Volusion.
Payment Mapping
Jump to top of page
Cart Payment Mapping.png
  • Create payments in Fishbowl - When selected, payments from the Volusion transaction will be shown in the Small.Payment Viewer.png Payment Viewer module.
  • 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, payment methods can be mapped between Fishbowl and Volusion.
Taxes
Jump to top of page
Cart Taxes.png
  • 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 Small.Tax Rate.png Tax Rate module and then the correct total tax amount will be set when the order is imported from Volusion.

Order Fulfillment
Jump to top of page

Cart Order Fulfillment.png

Product Import
Jump to top of page

Cart Product Import.png

When pulling products to Fishbowl, the product sync should usually be scheduled to run before the order import. This will avoid any errors caused by new products that need to be imported before the order can be created in Fishbowl.

Product Export
Jump to top of page

Cart Product Export.png

Inventory Update
Jump to top of page

Cart Inventory Update.png

Troubleshooting

Release Notes

3.2 - 4/12/2018 - Fishbowl 2018.4
Jump to top of page
3.1 - 3/8/2018 - Fishbowl 2018.3
Jump to top of page
3.0 - 1/31/2018 - Fishbowl 2018.1
Jump to top of page
2.9 - 8/4/2017 - Fishbowl 2017.6
Jump to top of page
2.8 - 7/13/2017 - Fishbowl 2017.6
Jump to top of page
2.7 - 5/18/2017 - Fishbowl 2017.4
Jump to top of page
2.6 - 4/13/2017 - Fishbowl 2017.3
Jump to top of page
2.5 - 3/9/2017 - Fishbowl 2017.2
Jump to top of page
  • Resolution: All products now sync correctly
  • Resolution: Cancelled orders are no longer imported into FB.
  • Resolution: Single products now sync
  • Resolution: Product ID is now stored in the product id custom field in FB
  • Resolution: Discount items now import correctly on FB SO
2.4 - 2/9/2017 - Fishbowl 2017.1
Jump to top of page
  • Resolution: Store group number is now included and order sync is working properly.
Personal tools
Namespaces
Variants
Actions
Navigation
Other Pages
Toolbox
Print/export
Translate