Purchase Order

A Purchase Order is a document that a buyer sends to a seller to specify the products and/or services that they would like to receive from the seller. It also includes the total cost the buyer will pay for their order.

Fishbowl Inventory has a Purchase Order Module that allows you to instantly generate Purchase Orders for a variety of uses, including:

• Vendor purchases
• Credit returns
• And more

Manufacture Order

A Manufacture Order is a way of organizing multiple Work Orders, Sales Orders, Bills of Materials, and Finished Goods. This is extremely useful when dealing with multi-step manufacturing processes and large orders.

Fishbowl Inventory’s Manufacture Order Module allows you to create Manufacture Orders to:

• Build
• Disassemble
• Repair
• Maintain

With this module, you can organize manufacturing jobs into stages so one task won’t begin until an earlier one is complete.

Sales Order

A Sales Order is an internal document that a company creates after receiving a customer’s Purchase Order. Sales Orders help companies standardize their paperwork so they don’t have to rely on external documents, like Purchase Orders, for their recordkeeping.

Fishbowl Inventory’s Sales Order Module allows you to create Sales Orders for:

• Credit returns
• Drop shipping products
• Duplicating orders
• Printing invoices
• And much more

Bill to QuickBooks

QuickBooks is the most popular accounting software for small businesses in the United States. Its user-friendly features enable people with even just a passing knowledge of accounting to manage their finances effectively.

Fishbowl Inventory’s Accounting Module allows you to export data from its inventory management software to QuickBooks. You can either export data manually or schedule automatic data exports as often as you like. The information you can export to QuickBooks includes:

• Customers
• Vendors
• Bills
• Invoices
• Sales receipts
• Payments
• And much more

Receive/Reconcile

Receiving means accepting new products into your inventory. The Receiving process occurs when a shipment you ordered arrives at your warehouse or any other of your locations. You scan new products into your inventory so they instantly show up in our electronic database.

Fishbowl Inventory’s Receiving Module allows you to:

• Receive full and partial orders
• Void orders
• Reject inventory
• Reconcile inventory

Reconciling in Fishbowl Inventory means that when you receive a shipment, but the costs, quantities or product types are different than you specified in the original order, you update your records to reflect those changes. You can reconcile items in Purchase Orders and Transfer Orders, but not in Sales Orders.

Inventory

Inventory is made up of the products you have in stock to sell to customers and the parts you use to manufacture products. Fishbowl Inventory tracks inventory items, quantities, locations and other things to help you stay organized.

Fishbowl’s Inventory Module lets you:

• Search for parts and products
• Transfer inventory
• Adjust tracking information
• Perform cycle counts
• Add inventory
• Eliminate inventory
• And much more

Pick

Picking is the process of gathering the right parts and/or products to fulfill an order. Fishbowl Inventory’s Picking Module makes it easy to find items in your warehouse and ensure you have the required amount on hand.

Fishbowl Inventory also allows you to:

• Pick items for a Sales Order, Transfer Order, Work Order or Consignment
• Pick partial quantities if you don’t have enough to fill an order right now
• Choose the warehouse to pick from if you have multiple locations
• Add serial numbers or other tracking information to ensure products are delivered

Pack/Ship

Packing is the process of selecting the number and size of cartons to put your Picked items into, and then putting the items into those cartons. Shipping is the process of transferring products from one place to another, often from a warehouse to a customer’s location.

Fishbowl Inventory’s Shipping Module allows you to:

• Quickly find items in your warehouse(s)
• Transfer products between warehouses
• Calculate shipping costs
• Integrate with FedEx and UPS
• Automatically generate and print UPS shipping labels
• Automatically create packing lists
• And much more

Invoice to QuickBooks

QuickBooks is an accounting software solution for small and midsize businesses. Fishbowl Inventory integrates seamlessly with QuickBooks. When updates are made to Fishbowl’s inventory management records, it transmits that data to QuickBooks so it will update the accounting records.

As part of the Packing and Shipping processes, Fishbowl Inventory’s Accounting Module sends QuickBooks the data on each sale it records and asks QuickBooks to print or email an invoice for the customer. QuickBooks uses the data on the cost of goods sold to update the company’s Assets, and it uses the total balance due to update the company’s Accounts Receivable.

Transfer Order

A Transfer Order is a form used to ship items in a company’s warehouse to another location or to simply move them to a new area within the same warehouse. Fishbowl Inventory’s Transfer Order Module allows you to assign default locations for specific parts and products to be sent to. You can also set automatic reorder points, so a product will be replenished from another location when it gets too low.

Transfer Orders perform three main tasks:

• Ship – This is the most complicated of the three tasks. It involves picking, packing, and shipping items to a specific destination, and then receiving those items when they arrive
• Move – This involves much less documentation than the Ship option. You simply pick products from a shelf and transfer them to a desired location. No questions asked
• Putaway – In this case, an item is transferred to its default location in a warehouse. This makes it easy to find later, thanks to Fishbowl’s inventory tracking tools

Bill of Materials

A Bill of Materials is a list of parts and raw materials that are required to build a product. There are many different types of Bills of Materials. Some are food recipes while others are blueprints for building simple and complex products.

There are four main jobs that you can use a Bill of Materials for:

• Manufacturing
• Repair
• Disassembly
• Maintenance

Fishbowl Inventory allows you to create Bills of Materials for all of the above purposes. It also generates Bill of Materials templates, which you can customize with optional parts. Depending on your preference, you can use one Bill of Materials to build several products, or one Bill of Materials per product.

Consignment

Consignment occurs when one person sends a product to someone else, but the sender remains the legal owner of the product until it’s sold. Consignment can involve selling products at auction or through a second-hand store.

Fishbowl Inventory’s Consignment Module allows you to:

• Create Consignment locations
• Manage inventory at each Consignment location you set up
• Fulfill Sales Orders on inventory that has been consigned
• Create Transfer Orders
• Create Purchase Orders

RMA

RMA stands for Return Merchandise Authorization. As its name implies, it is used to keep track of customers’ product returns. Products can be returned for a variety of reasons, such as if they arrive damaged, if they break soon after they arrive, or if they are the wrong size/color/type/etc.

With Fishbowl Inventory’s RMA Module, you can offer four return options to customers:

• Replacement
• Repair
• Substitution
• Refund

You can also track products, vendors, and other data in Fishbowl Inventory’s RMA Module.