Training Videos

Click on a category to expand/collapse lists of videos.

	Pricing Rules Introduction – How to Create, Manage, and use Pricing Rules
	Part Custom Tracking – Creating and using tracking information in inventory control



	Installation - A detailed look at installing Fishbowl on the server and client computers
	Setup Wizard – initial setup steps when starting a new company file



	A look at how to create and manage parts in Fishbowl
	Part Custom Tracking – Creating and using tracking information in inventory control
	Basic overview on how to set up a Bill of Materials
	A quick glance on how to set ABC Classifications
	How to set reorder points using the Auto Reorder Point feature
	How to set up your product tree and how it can make your life easier
Kitting	Describes how to set up a kit to help in selling your products
	Create and make changes to parts/products using a .CSV file
	Explains basic features and functions of the inventory module
Monitor	How to set part watches and use the monitor to track inventory
	Basic overview of the work order process
	An in-depth look at the role of tags in inventory management
	The process of creating and processing a transfer order
Consignment	Using the Consignment module to control your inventory



	A brief overview of the Sales process from start to finish
	An in-depth look at the sales order module and its functionality
	Includes picking theory as well as modifications that can be made to a pick
	The process of shipping an order from Fishbowl
	A detailed look at managing RMAs
	How to create a customer and modify existing customer information
	Pricing Rules Introduction – How to Create, Manage, and use Pricing Rules
	Explains discounts and how to create them in Fishbowl
	A start-to-finish look at how to drop ship an order from a vendor to a customer



	An overview of the purchasing and receiving processes from start to finish
	An in-depth look at the purchase order module and its functionality
	Includes insights on receiving and reconciling full and partial orders
	How to create a new vendor and modify existing vendor information
	An in-depth look at the flow of outsourced goods from start to finish



	A detailed look at how to integrate with QuickBooks and send invoices and bills from Fishbowl
	Covers how to take and view payments as well as integrating with Merchant services to process Credit Cards
	A brief overview of how to set new tax rates and incorporate class tracking into Fishbowl



	How to create a new user and modify existing users’ rights and passwords
	A look at how to create and manage users and their rights as defined by user groups
	A quick glance at adding payment terms and adding additional carriers to Fishbowl
Company Module	Information on company setup and email configuration
	A brief overview of locations; their creation, modification, and functionality in Fishbowl
	An overview of location group management and default locations within each group
	An in-depth look at the role of tags in inventory management
	Setting up units of measure and unit of measure conversions
Custom Fields	An in depth look at creating custom fields



Dashboard

A quick glance at the dashboard and its functionality

Barcodes	Addresses the barcoding needs for your warehouse and briefly covers needed device setup
Fishbowl Mobile	Outlines the functions available in Fishbowl Mobile and the barcodes associated with them
	How to upgrade to the newest version of Fishbowl Mobile
	An in-depth look at the role of tags in inventory management
ScanWedge	How to set up the scan wedge on the Symbol MC 50



	Create and make changes to parts/products using a .CSV file
	A brief look at using CSV files to bring information into Fishbowl either exclusively or with QuickBooks
	A detailed look at how to integrate with QuickBooks and send invoices and bills from Fishbowl



	Installation - A detailed look at installing Fishbowl on the server and client computers
	Quick steps to move the Fishbowl Server and an existing data file to a new computer



Setup wizard	Setup Wizard – initial setup steps when starting a new company file
Default Locations	The "how to" on setting up default locations in Fishbowl
Pricing Rules	Steps to set up pricing during your Fishbowl implementation
Customer Group Relations	The purpose and functionality of customer groups
Discounts	Creating discounts in Fishbowl
Part/Product Details	Outlines the information found on the details tab of the part and product modules
Reorder Points	How to set minimum/maximum levels for inventory parts
Company Module	Information on company setup and e-mail configuration
Product Tree	How to set up your product tree and how it can make your life easier
Email	Setting up Fishbowl's e-mailing function
Part/Product Pictures	How to load and use images in Fishbowl
Vendor/Part Associations	Relating vendors and parts together in Fishbowl
Kitting	Describes how to set up a kit to help in selling your products
Setup Wizard	A brief look at setting up Fishbowl Inventory
Custom Fields	Creating and using Custom Fields in Fishbowl
Copy Your Database	How to make a copy of your Fishbowl Database
Common Module Options	Selecting some of the most common module options in Fishbowl
Start a New Database	How to start a new database for your company

Overviews

• + 10 Min Test Drive - Wholesale and Distribution
  

  This 10 Minute Test Drive focuses on how Fishbowl Inventory addresses the needs of Wholesalers and Distributors. Topics covered include: Multiple Location Inventory Tracking, Auto-Purchasing, Reorder points, and Order Management.

  

• + 10 Min Test Drive - Manufacturing
  

  This 10 Minute Test Drive focuses on how Fishbowl Inventory addresses the needs of Manufacturers. Topics covered include: Bill of Materials, Work Orders, Work-in-Process (WIP), Order Management, and Reorder Points.

  

• + 10 Min Test Drive - Fishbowl Mobile - Warehouse
  
  This test drive focuses on how Fishbowl Mobile - Warehouse can make tracking your inventory more efficient and more accurate using bar codes.
• + What is Inventory Control
  

  It shouldn't mean that your inventory controls you and your time. Here are some Fishbowl Inventory features that will put you in control of your inventory.

  

• + Overview of QuickBooks - Fishbowl Integration
  

  See how our integration utility automatically recreates your QuickBooks account(s) in Fishbowl Inventory to streamline the transition process.

  

• + Fishbowl Inventory Tour and Overview
  

  Real-time inventory control, over multiple locations, on billions of parts, for businesses who want enterprise-level capabilities, but don't want to spend $30,000 or more on a software package.

  

• + New Fishbowl Feature Overview
  

  From LIFO/FIFO to drop shipping, this video gives a brief overview of some of Fishbowl's newest and most exciting features.

  

Questions and Solutions

• + Tracking Serialized Inventory
  

  If you use/sell serialized parts, Fishbowl Inventory lets you fluidly track the S/N and part quantities from the Purchase Order to the Sales Order.

  

• + Part vs. Product
  

  This video will demonstrate how to create a part and product. It will also illustrate the difference between the two and their purposes.

  

• + Unit of Measure Conversions
  

  Do you buy in cases and sell/manufacture by "each"? Define all of your unit-of-measure conversions just once, and apply them as needed in all areas of your business.

  

Training

• + Fishbowl - QuickBooks Integration
  

  This training video will walk you through the Fishbowl-QuickBooks integration process.

  

• + Changing a Fishbowl Database
  

  This training video will walk you through the process of creating a new Fishbowl database and connecting to an existing Fishbowl database.

  

• + Changing a License Key
  

  This training video will walk you through the process of changing a license Key.

  

• + Fishbowl - UPS Integration
  

  This video will demonstrate how to integrate Fishbowl with UPS WorldShip. Then it will demonstrate how to import your shipping information from Fishbowl into UPS WorldShip.

  

• + Fishbowl - FedEx Integration
  

  This video will demonstrate how to integrate Fishbowl with FedEx Ship Manager. Then it will demonstrate how to import your shipping information from Fishbowl into FedEx Ship Manager.

  

• + Fishbowl - QuickBooks Merchant Service Integration
  

  This Video will help you setup your QuickBooks merchant account to work through Fishbowl.