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Getting Started

• About Fishbowl
  • Key Concepts
  • Parts of the Screen
• Installing Fishbowl
  • System Hardware Requirements
  • How to get a copy of Fishbowl
  • Fishbowl Upgrades (FAQ)
  • Additional Install Notes for Linux Users
  • How to Uninstall Fishbowl
• Running Fishbowl for the First Time
  • Using the Program Icons to launch Fishbowl
• Integrating Fishbowl with Quickbooks
• Configuring Fishbowl to your inventory
• Change your Default Database

General Module Group

• The Today Module
• Fishbowl Reports
  • Accounting Reports
  • Customer Reports
  • Inventory Reports
  • Location Reports
  • Part Reports
  • Pick Reports
  • Purchase Order Reports
  • Product Reports
  • Receiving Reports
  • Shipping Reports
  • Sales Order Reports
  • Vendor Reports
  • Work Order Reports
  • Create an iReport
• Fishbowl Data Import/Export
• Creating CSV Files

The Materials Module Group

• Part Module
  • Add a New Part
  • Modify Part Details
  • Inventory Part Tracking
  • Set a Default Vendor
  • Assign Part Reorder Levels
  • Create an Automatic Reorder Point
• Cost Types Classification
• Light Manufacturing
• Designate a Part as a Product
• Manage Pictures
• BOM Wizard
  • Add items to BOM
  • BOM Types
  • Part Types
• Product Module
  • Create a New Product
  • Modify a Product
  • Assign a Product to a Product Trees
  • Product Kits
• Inventory Module
  • Automatically Calculate ABC Codes
  • Move Inventory to a Location
  • Modify Tracking Info
  • Run a Cycle Count
  • Scrap Inventory
• Monitor Module
• Work Order (WO) Module
  • Search for a WO
  • Create a new WO
  • Modify a WO
• Work Order Staging
• Transfer Order Module
  • Toolbar Overview
  • General Panel
  • Fields and Controls
  • TO Flow
  • Creating TOs
  • New Transfer Orders
  • Ship TOs
  • Move TOs
  • Putaway TOs
  • Using the Wizards
  • Unissuing a TO
  • Deleting a TO
  • Voiding a TO
  • Close Short a TO
  • Modify a TO
  • QI: Ship TO
  • QI: Move TO
  • QI: Putaway TO
  • Hot Key References
• Consignment Module
  • General Overview
  • Consignment Locations
  • Module Options
  • Moving Inventory
  • Creating SOs
  • Creating TOs
  • Adjusting Inventory

The Sales Module Group

• Point of Sale (POS) Module
  • POS Basic Checkout
  • Using POS at a Non-Sales Floor Location
  • POS Product Returns
  • Manage POS Customers
    • Create a Default POS Customer
    • Change the Default POS Customer
    • Change Customer for a Transaction
  • Managing POS Sales Registers
  • POS Options
  • The POS Wizard
• Sales Order (SO) Module
  • Create an SO
  • Modify an SO
    • View an SO
    • Print an SO
    • Misc. SO Features
  • SO Module Options
  • Void an SO
  • Enter a Payment
  • Rentals
  • Exchanges
  • Customer Returns
  • Merchandise Repairs
  • Manage SO Numbers
  • Using Quick Lists
  • About QuickShip
  • QuickShip Wizard
  • SO Wizard
• Picking Module
  • The Picking Module Options
  • Using the Pick Search Panel
  • The Pick Modular Toolbar
  • Sort Picking Order Using the Location Tree
• Shipping Module
• Customer Module
• Pricing Module
  • New Pricing Wizard
• RMA Module
  • General Overview
  • Create a RMA
  • Resolve a RMA
  • Create Return SO
• Discount Module
• Shopping Cart Integration
• Electronic Data Interchange (EDI)

The Purchasing Module Group

• Purchase Order (PO) Module
  • Automatic Purchase Orders (Auto PO)
• Receiving Module
  • Toolbar Overview Overview
  • General Overview
  • Fields and Controls
  • Receiving Search
  • Receiving Lists
    • Receiving Location Group
    • Landing Cost
    • Vendor Last Cost
    • Item on Hold
    • Receive Order
    • Reconcile Order
    • Fulfill Order
    • Void Order
    • Receive Item
    • Reconcile Item
    • Fulfill Item
    • Reject Item
    • Scrap Item
    • Receive Partial
    • Reconcile Partial
  • Processing an Order
  • Voiding / Changing
• Vendor Module
  • New Vendor Wizard
  • Associate a Part with a Vendor
  • Returning Items to Vendor

The Accounting Module Group

• Accounting Module
  • Configuration Wizard
  • Verify your QuickBooks version
  • Accounts needed in QuickBooks
  • Add an account in QB
  • Connecting with QuickBooks through a Network
  • Exporting Account Info to QuickBooks
  • Turn off Part Tracking in QuickBooks
  • Credit Card Integration
  • Creating Salespeople
• Payment Viewer Module
• Tax Rates Module
• Classes Module

The Setup Module Group

• Properties Module
• Users Module
• User Groups Module
• Carrier Module
  • Shipping Integration
  • Setup FedEx Ship Manager Integration
  • Setup UPS WorldShip Integration
• Terms Module
• Company Module
  • Using Email Options
• Locations Module
  • Create a Location
  • Associate Locations with LG's
• Location Group Module
  • Enable Location Group Tracking
  • Create a New Location Group
  • Associate Classes with LG's
  • Associate Users with LG's
• Unit of Measure (UOM) Module
  • New UOM Wizard
• Custom Fields Module
• Schedule Module
• Program Options
• Server Options

Fishbowl Wizards

• Installation Wizard
• Import Wizard
• Configuration Wizard
• Credit Card Integration Wizard
• Add a New Part
• Auto ROP Wizard
• BOM Wizard
• Auto ABC Wizard
• QuickShip Wizard
• New Pricing Wizard
• Purchase Order Wizard
• Sales Order Wizard
• New Customer Wizard
• New UOM Wizard
• New Vendor Wizard
• Final Build Wizard
• Work Order Wizard

Fishbowl Mobile

Technical Notes