From Fishbowl

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

Install

1. In any Fishbowl Client, open the 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 Volusion module from any Fishbowl Client by opening the Integrations module group.
6. To grant access to additional users, open the User Group module and assign the Volusion-View right to the appropriate groups as explained here.

Setup

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.
   
3. Click the Volusion API tab and then click Run button next to Generic\Orders.
   
4. Click the Run button at the top of the page.
   
5. Copy the values as shown in the following image.
   
6. Paste the Store Url, Username, and Password into the Volusion module.
   
7. Click the Test Connection button in the Volusion module to verify that the connection is valid and then click Save.

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

TABS

Order Import

• Schedule - Select the Active checkbox to import orders on a set schedule. Click the Run task button to run the scheduled task right now.

Order

• Additional order data will be imported and displayed on the Details tab of the 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 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. 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 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

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

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

• 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

• Create payments in Fishbowl - When selected, payments from the Volusion transaction will be shown in the 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

• 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 Tax Rate module and then the correct total tax amount will be set when the order is imported from Volusion.

Order Fulfillment

• Schedule - Select the Active checkbox to export orders on a set schedule. Click the Run task button to run the scheduled task right now.
• 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 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.

Product Import

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.

• Schedule - Select the Active checkbox to import products on a set schedule. Click the Run task button to run the scheduled task right now.
• Field Mapping - Use the icon buttons on the right side of the table to edit the field mappings. Click the Add button to see all available fields.
• 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 Export

• Schedule - Select the Active checkbox to export products on a set schedule. Click the Run task button to run the scheduled task right now.
• Field Mapping - Use the icon buttons on the right side of the table to edit the field mappings. Click the Add button to see all available fields. After a product has been pushed to Volusion, any changes made to the product in Fishbowl will update the product in Volusion.
• 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 ignore the last sync date and attempt to push all of your Fishbowl products to Volusion. The product tree filter in this panel will still apply.

Inventory Update

• Schedule - Select the Active checkbox to export inventory levels to Volusion on a set schedule. Click the Run task button to run the scheduled task right now.
• Location Group - When selected, the 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.

Troubleshooting

• To view the scheduled tasks for the cart, open the Schedule module.
• A scheduled task can be run manually by double-clicking the task.
• Enter an email address in the Schedule module to receive error notifications.
• To view the history of a schedule task, including the result/error, click the History button in the Schedule module.
• More details about recent errors can be viewed by opening the Data module and clicking the Server Log button.
• Check for multiple versions of the plugin .jar file in C:\Program Files\Fishbowl\plugins\ or \Applications\Fishbowl\plugins\ 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 computers.
• If a Volusion export fails, it may be necessary to reset the export to be able to successfully import orders/products. To reset an export, click the Volusion API tab mentioned in step 3 of the setup. Click Run next to the generic export that needs to be reset. Select the date of the export that failed, and then click Reset export.

Release Notes

• Addition of a new order status mapping table. You can now import multiple statuses at the same time.

• Changed background color on headers in the Order Import tab when using the dark theme for better visibility.
• Payment import now pulls in currency rate if “Use Currency Conversion” is turned on in Fishbowl.

• Reworked to have the same functionality as the other “mastered plugins”.
• Added the ability to check if orders have been completed or cancelled before attempting to fulfill.
• Payment is not imported to Fishbowl for $0 orders.
• Payment terms are now pulled from the UI drop down instead of customer.

• Fixed issue with syncing inventory quantities that aren't whole numbers

• Compatibility fixes for 2017.6 version of Fishbowl

• Fixed a bug when a product exists in both FB and Volusion when syncing the product id custom field in FB did not update correctly.

• Fixed tax functionality for Australia and Canada versions of Fishbowl

• Issue: Product sync only allowed 100 items to sync at a time.

• Resolution: All products now sync correctly

• Issue: Cancelled orders import into FB.

• Resolution: Cancelled orders are no longer imported into FB.

• Issue: Sync failed if only one product is synced

• Resolution: Single products now sync

• Issue: Syncing product from FB to Volusion didn't return the product id to FB

• Resolution: Product ID is now stored in the product id custom field in FB

• Issue: Discount items not importing correctly

• Resolution: Discount items now import correctly on FB SO

• Issue: Order export does not add store group number to query causing orders to fail when pushed to Fishbowl.

• Resolution: Store group number is now included and order sync is working properly.