From Fishbowl Inventory

Note: This page is for old versions. See the Release Notes page for current versions.

Contents 1 2010.6 Release Notes 2010-7-9 1.1 Fishbowl Inventory 1.2 Fishbowl Mobile Warehouse 2 2010.5 Release Notes - 2010-06-10 2.1 Fishbowl Inventory 2.2 Fishbowl Mobile Warehouse 3 2010.4 Release Notes - 2010-05-13 3.1 Fishbowl Inventory 3.2 Fishbowl Mobile Warehouse 4 2010.3 Release Notes - 2010-03-18 4.1 Fishbowl Inventory 4.2 Fishbowl Mobile Warehouse 5 2010.2 Release Notes - 2010-02-04 5.1 Fishbowl Inventory 5.2 Fishbowl Mobile Warehouse 6 2010.1 Release Notes - 2009-12-03 7 2010 Release Notes - 2009-10-29 8 2009.3 Release Notes - 2009-06-29 9 2009.2 Release Notes - 2009-03-27 10 2009.1 Release Notes - 2008-11-18 11 2009 Release Notes - 2008-07-31 12 5.2 Release Notes - 2007-11-09 13 5.1 Release Notes - 2007-08-31 14 5.0 Release Notes - 2007-05-25

2010.6 Release Notes 2010-7-9

Fishbowl Inventory

• Added Default Sales Rep to the new customer wizard.
• You can now take a payment on an unissued Sales Order.
• DatelastModified columns added to the Inventory log, SysProperty, and FB Schedule tables.

Fishbowl Mobile Warehouse

2010.5 Release Notes - 2010-06-10

Fishbowl Inventory

• Select all of the items in the search table in Fishbowl and use the CTRL + C to copy the data from the search tables and then use CTRL + V to past these results in to another program.
• Select all of the items in the Part Module search and right click in the table and inactivate all selected parts.
• Select all of the items in the Product Module search and right click in the table to inactivate all selected products.
• The module search panels widths will now save, each windows user can save their preferences.
• The customer module address panel width will now save, each windows user can save their preferences.
• The BOM module items panel width will now save, each windows user can save their preferences.
• A new CSV Import and Export has been added for Discounts.
• The cycle count button has been split in to three buttons, cycle, add and batch.
• You can now save your PO advance search preferences.
• You can now save you SO advanced search preferences.

Fishbowl Mobile Warehouse

• Added Shipping module to fulfill orders.
• Option in shipping to force user confirmation step.
• Option to specify the number of shipments that are available in the ship list.
• Ability to put modules in preferred order on the mobile home page
• Gesture functionality on home screen to scroll without using scroll bar.(Scroll with your finger)
• Option to show only "In Progress" picks.
• Ship message added to inform user when "customer hold" is on - order not shipped.

2010.4 Release Notes - 2010-05-13

Fishbowl Inventory

• The Address tab of the customer module was redesigned to be simpler to use.
• A Right Click context menu was added to the Sales Order search list. You can now multi-select to delete and unissue Sales Orders.
• An advanced search has been added to the UOM module. You can now inactivate UOMs.
• The client computers will now automatically update to same version of Fishbowl that the Server is running.

Fishbowl Mobile Warehouse

• Ability to view inventory and tracking information in FMW.
• Link in Pick edit to view inventory from picking.
• Link in Receive edit to view inventory from receiving.
• Link in Move to view inventory from Move.
• Option in Picking to "Show only Pickable parts" to exclude items that cannot be picked.
• Ability to enter serial numbers in a range.

2010.3 Release Notes - 2010-03-18

Fishbowl Inventory

• You can now add configurable parts to a PO, RMA or SO credit return.
• A shortage warning has been added to the MO finish wizard.
• Partially picked items are marked in the WO finish wizard.
• You now have the option to start a pick when you start a WO.
• A New Production report was created.
• Vendor Cost Rules have been added to the Vendor Module that allows you to set qty based cost rules. These rules apply to part costs as they are added purchase orders.
• A minimum vendor order amount has been added to the vendor details.
• A module option for vendors has been created that when turned on will suggest quantities based on cost rules for parts when those parts are added to a purchase order.
• The vendor minimum order dollar amount is displayed on new Purchase Orders.
• There is now a button on the PO item that displays Vendor Cost rules for that item.
• The client now automatically updates to the same version as the server if the server is 10.3 or later.
• Added a check version to the Right Click of the Fishbowl Server tray icon.
• The Server checks for updates when it starts.
• When you follow the server link to check updates you do not have to fill out the download form.
• A link has been added to the PO number in the check inventory dialog.

Fishbowl Mobile Warehouse

• Location list is now cached on the mobile device to aid with move functionality and Store & Forward technology
• Option added to always display edit screen when scanning part \ UPC barcodes in Receiving.
• Location Sort order now used mobile picking.
• "&" Character in part numbers now able to be used.
• Option added to always display edit screen when scanning part \ UPC barcodes in Picking.
• Part description now included in pick and receive item screens.
• Part description added to part # in pick and receive edit screens.
• Light part list created for use in SDK.
• Ability to edit Destination Location when picking.
• Success message at bottom of the screen now shows the order or part that was successfully completed.
• Move function added to FMW which allows users to move parts from one location to another - works across Location Groups.
• Option to specify the number of receipts that are available in the receiving list.
• Option to specify the number of picks that are available in the pick list.
• Option to turn location caching on and off.
• Part description displays in footer of Move screen.

2010.2 Release Notes - 2010-02-04

Fishbowl Inventory

Accounting Module

• The Sales rep for a customer who was created in Fishbowl will export to the sales rep field in QuickBooks.
• The Credit limit from the Fishbowl customer will export to the QuickBooks customer.
• The tax exempt status and tax exempt number (reseller number) for customers will now export to QuickBooks.
• The Account Mapping combo in Fishbowl boxes filter invalid account types.

Shipping Module

• A Ship Button has been added to the shipping module toolbar that will ship the order you have loaded.

User Group Module

• A Check QuickBooks Credit Limit button has been added to the SO module toolbar. It allows a user to view the QuickBooks and Fishbowl Credit limit as well as the customer's AR balance from QuickBooks. An access right was also created to manages access to this feature.
• A user access right has been added that will enforce a customer's hold status as it is set in the customer module on the details tab. This gives the user the ability to enforce hold on issuing or shipping a customer orders.

Inventory Module

• A time stamp UI has been added to the Scrap and Cycle Count buttons in inventory so that a user can set the time of these events.
• You can now set a customer / job for an inventory adjustment. This exports to the QuickBooks Customer Job field on the general ledger.

PO and Receiving Modules

• You can now set a customer / job on a PO item and receipt. This exports to the QuickBooks Customer Job field on the general ledger.
• You can now set a customer / job on a MO item. This exports to the QuickBooks Customer Job field on the general ledger.

Customer Module

• You can now use the customer advanced search to find related jobs.
• The address table now has an address name. You can save column layout for the address table. You can search for addresses in the SO address edit dialog.

Imports and Exports

• The customer CSV import can now edit existing customer addresses.
• The customer CSV import can now import many addresses of the same type.

Reports

• The projected Cost Report now works with Standard Cost and LIFO FIFO database types.

Fishbowl Mobile Warehouse

General Changes

• Fishbowl Mobile Warehouse is no longer limited to one Location Group at a time; users can now operate in any Location Groups they have access to.
• Fishbowl Mobile Warehouse is now user right specific, so users will only be able to see functions available according to their rights.
• Inventory tags are no longer required to pick or receive inventory.
• Fishbowl Mobile Warehouse can be operated with touch screen navigation, barcode scanning, or a combination of both.
• Simple store & forward operation is possible in areas with limited or no wireless connectivity. Once a pick or item receipt is loaded on the mobile device the order can be picked or received without any connectivity, then to completed once connectivity is reestablished.

Pick Module

• A pick can now be started in Fishbowl Mobile Warehouse.
• “Scan out” functionality is now available by allowing items with no tracking to be picked by simply scanning the part barcode or UPC.
• Part status icons (short, hold, available, etc) are now displayed in Fishbowl Mobile Warehouse.
• Part Destination location is now displayed for each part to be picked.
• Primary Tracking on a part will allow one type of tracking to be set as the default, then when picking only the primary tracking field is required to pick an item.

Receiving Module

• The Default location of a part is now suggested to aid workers in efficiently placing parts in the correct location.
• “Scan in” Functionality is now available by allowing parts with no tracking to be received by simply scanning the part barcode or UPC.
• When receiving, Fishbowl Mobile Warehouse will now recognize part barcodes, UPC codes, or Vendor part number barcodes when scanning.
• Items on hold or locked from receiving because they have been outsourced or are on at TO that has not yet been shipped will display the lock icon to inform the user of the current status.

Part Module

• A part barcode or UPC can be scanned to display the description, current UPC code, and tracking types used on the part.
• Primary tracking can be identified by the asterisk (*) prefix on the primary tracking type.
• Part UPC codes can now be saved or updated from Fishbowl Mobile Warehouse.

2010.1 Release Notes - 2009-12-03

• Users can now import, create and export QuickBooks Jobs. These jobs can be assigned to Manufacture Orders and Sales Orders. These jobs also export to QuickBooks.
• A new option has been added to Sales Order Module options that will allow a user to create a new tax exempt sales order and not set the tax to none.
• The Accounting Module interface has been updated. The user can now import items from QuickBooks without running the QuickBooks integration wizard.
• A count of items to export has been added to the Accounting Module General tab.
• A repost 'from and to date' were added to the Repost feature.
• The Accounting General tab now contains Export to QuickBooks and Import from QuickBooks
• The QuickBooks import can import Company Information, Accounts, Classes, Vendors, Customers, Jobs, Items, Assemblies as Bill of Materials, and Inventory separately.
• A Test Connection button has been added.
• The Accounting Configure tab now contains the Accounting Configuration Wizard and the Merchant Services Configuration Wizard.
• The installer has a new free trial install that makes installing the free trial for Fishbowl 2010 and Fishbowl 2010 with Manufacturing easier.
• Fishbowl now only creates 3 items in QuickBooks: fb_item, fb_subtotal and fb_discount
• Changing accounts associated with the above items in QuickBooks will have no effect on Fishbowl integration.
• Fishbowl will now import 5 lines of a QuickBooks address.

Other Enhancements

• JACOB (Java to Com Bridge) has been updated to version 1.5.

2010 Release Notes - 2009-10-29

Manufacture Order

Now Work Orders are even more powerful and easy to use, and you can combine multiple Work Orders to create Manufacture Orders. Check out many of the new enhancements:

• New Manufacture Order
• Create multiple WO for individual customers, jobs and locations
• Assign multiple users to individual WOs
• Partially start and finish WOs
• Generate new WOs for remaining work
• Stage the completion of WOs
• Assign each Manufacture Order to a location group or warehouse
• Assign material specific WO location
• Assign a class WO and export it to QuickBooks
• Customizable Manufacture Order type list
• Create WO by reversing existing Bill of Materials lists
• Create custom WO by adding raw materials and finished goods on the fly
• Create custom repair WO
• Create disassemble WO
• Automatically create WOs for subassemblies and stages
• Create Traveler Reports for WOs and MOs
• Indented BOM list

Bill of Materials Module

With the added benefits of the new Bill of Materials module, you can efficiently keep track of your materials and inventory as you manufacture. Customize and configure your BOMs just the way you need them! Check out all the enhancements:

• Create multiple BOMs per part
• Track BOM revisions and alternates
• Custom material demand: Manually, When Short, Always, Build to Order
• Configurable BOMs allow custom configuration via SO module
• Set price adjustments for individual BOM line items which can affect Finished Good price
• Create detailed instructions with notes, pictures and web links for each BOM line item
• MO & WO traveler report
• Customizable BOM type
• Create standard BOMs for repair assembly and disassembly jobs
• Add one-time items to BOMs for material used in setup
• Create configurable option groups and variable quantities for each BOM item
• Create option groups to consume the same material using different UOMs
• Multi-level and staged BOMs
• Create multiple finished goods from a single BOM
• Set default picking locations for individual BOM items
• Set default BOM locations to auto assign locations during picking
• Set prompts to aid during configurable BOM set up
• Track basic BOM statistics: Best Build Time, Worst Build Time and Average Build Time
• Set unique picking locations for individual BOMs
• Multi-level BOM breakdown report
• Assign default build location for each BOM
• Customize BOM at time of sale

Picking Module

We’ve improved many features in Fishbowl to help you easily and quickly gather the materials you need. Check out the new enhancements that will help streamline your warehouse management:

• Flag items that have changed since you last viewed them
• Flag items where new inventory is available
• New pick icons indicate availability and status
• Easily check picking availability (Available, Started, Committed)
• Improved picking flow closely models real inventory
• Start a pick without committing inventory
• Prompt for serial numbers entry
• Suggest picking locations based on availability and preferences
• Automatically find best inventory based on LIFO/FIFO and Pick-to-Clean preferences
• Line item Start, Commit, and Void
• Pick from WO location or location group
• Automatically move inventory to WO or shipping locations
• Search for Picks based on Customer Name, Order Info, or Carrier
• Customizable Picking search Columns

Other Enhancements

In addition to adding many new features that will improve upon your inventory control processes, Fishbowl has improved the overall experience you’ll have with the program! We’ve included additional enhancements like new, customizable GUI skins, search columns, and a navigation bar. Check out the new Fishbowl Inventory 2010 to see just how great staying with QuickBooks can be!

2009.3 Release Notes - 2009-06-29

Release Main Features

Ability to Modify Fulfilled Sales Orders and Purchase Orders

• After a Sales Order or Purchase Order has been Fulfilled, users with given rights will be able to modify the information beneath the Details, Memo, and Custom tabs. This includes the ability to change the Fulfillment Date, Shipping Terms, Payment Terms, FOB, Carrier, Custom Fields, and to add Notes or Memos to the order. This does not include the ability to modify costs, customers, or items currently on the order. Any changes made to Fulfilled orders that have already been exported to QuickBooks will not update QuickBooks. [8204]

Sales Order and Purchase Order Enhancements

• - The Sales Order and Purchase Order number field has been increased from 15 to 25 characters. [6618]
• - Purchase Orders now have two number fields for associated Sales Orders. Likewise, Sales Orders now have two number fields for associated Purchase Orders. These fields are found beneath the general tab of both the SO and PO modules. [5056]

Company Wide Default Payment Terms

• Default Payment Terms may now be specified Company Wide. [4408]

New Alert if duplicate PO numbers are entered onto a Sales Order

• To prevent two Sales Orders from being issued for a single customer’s purchase order, Fishbowl will now create an alert for users who try to enter a PO number into a Sales Order if the PO number already exists in the system. [11913]

Improved Picking Speed for items with tracking

• Database enhancements were made to increase speed and efficiency when picking items that are being heavily used by tracking methods. [17328]

Not all changes may be reflected in this document

2009.2 Release Notes - 2009-03-27

Release Main Features

Custom Tracking

• Custom tracking for tags allows the user to change the name of the tracking item to better match their industry, for example, color, size, lot, or batch. It also allows for adding additional tracking fields which can track text, dates, expiration dates, money, quantity, count, check boxes, and serial numbers. Multiple serial number tracking items can be applied to the same part. This would allow the user to track multiple serial numbers per item such as an internal serial number and a vendor serial number.

Improved Pricing Rules

• The pricing rules have been rewritten in order to provide a more robust set of pricing rules. Fishbowl now provides the ability to create pricing rules that calculate prices according to Markup/down, Gross Margin, Percent, Amounts or a Set Price calculations. All but the last of these rules can be based on Average Cost, Default Vendor’s Cost, Last Cost, List Price, Product Price or Standard Cost of the Product/Part. You can also specify if and how you want to round your prices.

New Setup Wizard

• The setup wizard has been revamped to include steps that allow you to setup location groups, users, and to schedule a backup. There is an extra step for some commonly used module options. You are also now able to configure Authorize.net in the Setup Wizard. A major change is that the costing method must now be selected when creating a database instead of during the setup wizard. The changes to the setup wizard encompassed changes that occurred to the Accounting Configuration wizard as well, which include a better workflow with all instruction steps near the front.

New Report Template

• The reports have been redesigned to look more like QuickBooks reports while still keeping a clean and functional look.

Not all changes may be reflected in this document

2009.1 Release Notes - 2008-11-18

Release Main Features-

• The customer number can now be specified during the New Customer wizard.
• Part, Product, and Bill of Material UOM's can now be updated through the Part UOM import.
• Products can now be assigned a default class.
• Customers can now be assigned a default carrier.
• New Shipping Terms can now be created.
• The PO Item search combo box can now be limited to only show the parts available for purchase from the selected vendor.
• Multiple locations can now be deleted at the same time.
• The UPS and FedEx views now provide a multi-line address.
• Sort orders in search windows are no longer case sensitive.

Not all changes may be reflected in this document

2009 Release Notes - 2008-07-31

Release Main Features

Access Rights

• Fishbowl now has the ability to grant access rights on a more granular level than before. Including everything from Read Only (View) access rights to the ability to provide a manager override to change a price, etc.

Customizable Today Module

• The Today module can now be customized to show the information specific to any user. 10 different gadgets can be placed wherever and however the user wants.

Not all changes may be reflected in this documentation

5.2 Release Notes - 2007-11-09

Release Main Features

Report Printer Settings

• Fishbowl now has the ability to specify what printer each report prints to. This can be set on a system wide and per user basis.

Report Searching Capabilities

• The Report module now has a Search tab to allow users to search by name or description of a report.

Accounting

• Accounting features have been enhanced and approved when handling shipments and manufacturing.

Not all changes may be reflected in this documentation

5.1 Release Notes - 2007-08-31

Release Main Features

Kitting

• Fishbowl Inventory now has the ability to define and sell Kits. Kits are a group of products that can be sold or added to a sales order at the same time.

Memorized Reports

• Report settings can now be saved on a per user/per report basis. This will allow each user to specify how they want reports to run. These setting will follow the user from computer to computer. It will also allow the user to specify a global default for the Date Range, Location Group, and Salesperson parameters.

Substitute Products

• Substitute products can now be specified for each product. When the given product is out of inventory and is trying to be added to a sales order, a list of substitutes will be presented to the user as an alternative.

Core Products

• Core products will allow the user to specify another product or products that should also be added to an order when a specific product is added.

User Interface

• A new tabbed interface design will allow users to open and navigate between modules quicker and more efficiently.
• A new list component will make searching for and selecting list items easier than ever. With multiple columns and the ability to add new list items at any given time, the component will not only make it easier, but faster. For example, when selecting a product, the list will now display the Product Number, Description, UOM, and Product type.

Not all changes may be reflected in this documentation

5.0 Release Notes - 2007-05-25

Release Main Features

Consignment

• The new Consignment module can be used to manage inventory in a consigned, or off site location. [961]

Costing Methods

• Fishbowl Inventory now supports three different costing methods, each of which can still be used with QuickBooks. [2847] - Average Costing - LIFO/FIFO Costing - Standard Costing

Receiving Overhaul

• The Receiving module has been enhanced and updated. There are many new features and enhancements to help improve the speed and efficiency of the module. Of note is the order based picking instead of the part based of previous versions. It follows along the same ideas of the Picking Overhaul from 4.5, including the ability to see the status of orders at a glance. [3539][3884][3921][4725][4996][5272][5304][5322]
• Reconcile [1674][2357][2846][2875][3194][5039] - Purchase orders can now be reconciled before they are passed to QuickBooks.
• Landed Costs can now be added to orders, and the cost spread between parts, when reconciling an order. [2451]

RMA (Return Merchandise Authorization)

• The new RMA module can be used to create an RMA to track the items being returned from a customer. [3328]

Transfer Orders

• The new Transfer Order module can be used to transfer parts between different warehouses or locations within your company. [4063]

New Features

Accounting

• QB SDK 6.0
• When Carton-Based shipping is enabled, carton tracking numbers will be included on the Shipping line item description when exporting to QuickBooks. [2454]
• Sales Order numbers will now be exported into the QuickBooks Invoice number field when the module option is enabled. [4733]

Core

• Many objects inside of Fishbowl can now be duplicated. This includes Parts, Products, Sales Orders, and Purchase Orders. [4707][4897]

Customer

• Customers can now be assigned a Unique Number that can be used to identify them. [4386]

Purchase Order

• A Bill can be created before a PO before it has been received by turning on a module option and Reconciling. [2306]
• New parts can now be created from the Purchase Order module if the user has rights to the Parts module. [2358]
• Drop Shipping can now be done by creating a Drop Shipping line item type on a sales order.[3200]
• Items can now be created as an Outsource type that will allow it to be outsourced for processing by a Vendor. [3523]

Sales Order

• Shipping is now created as a line item on a sales order. This allows for multiple shipping charges and the ability to tax them. [3222][3803][4098]
• New parts/products can now be created from the Sales Order module if the user has rights to the Part/Product modules. [2358]
• Drop Shipping can now be done by creating a Drop Shipping line item type on a sales order.[3200]
• Tax Line Items can now be created on a sales order, allowing for more than one tax to affect an order. [5126]

Not all changes may be reflected in this documentation