Customize Fishbowl

From Fishbowl

Jump to: navigation, search

Fishbowl is a full-scale inventory control software that covers the basic processes of most companies. To accommodate the unique requirements of every company, there are a variety of ways to customize Fishbowl to meet a company's needs.


Module Options
Jump to top of page

Module options are available for most of the Fishbowl modules. Module options can be opened by clicking the Tools menu and selecting Module Options. Module options allow the module to be customized. For example, the Small.Picking.png Picking module options allow a user to specify how picks are created. The documentation for module options are located at the bottom of each module article or all of the module options can be viewed together in the Module Options article.

Custom Fields
Jump to top of page

Custom Fields are a great way to customize the Fishbowl software because they may hold any type of data a company desires. Custom Fields are created for a specific module and then customized to hold text, a date, quantity, money amount, a checkbox, a list, etc.

For example, a company may be in the clothing business. Aside from having a specific UOM and part description, the company decides to use the Custom Fields as a way to track Color and Size for items. They create two Lists with all of the options available for both color and size. When an employee needs to find a shirt with a specific color and size, they simply use the advanced search feature in the Part Module to pull all the items within their search parameters.

Some companies also use Custom Fields to allow minimum and maximum price parameters. For example, say a company allows their Sales Reps to sell a product at a minimum price of $45, but a maximum price of $50. So the sales rep is always aware of their limitations, the minimum and maximum prices for each item have been established as a Custom Field.

Custom Fields are for storing data for internal-use and are typically not displayed on reports. Click the Advanced Search button in any search pane to filter based on custom fields.

See Custom Field for additional information on how to create and manage Custom Fields.

User Groups/Rights
Jump to top of page

Fishbowl allows administrators to have the ability to give specific rights to their users. These rights help to give proper visibility of different Fishbowl features. For example, a user may need the ability to create Purchase Orders or Sales Orders, but might not need nor should have the ability to see specific accounting reports regarding overall sales and finances of the company. Users may also have the ability to create orders, but not to finish them, thus ensuring a manager's approval before items are received or shipped.

If, for another example, a Company has multiple warehouses, Fishbowl's user groups and rights allow the company to specify which warehouse an employee has access to. This allows employees to be fixated on the inventory and processes within their warehouse and not on the inventory within another warehouse or Location Group.

User access rights can be specified on the Rights tab of the Small.User Group.png User Group module.

See User Group for details about assigning access rights. See Access Rights for a list of all the available user access rights.

The Users and User Rights video can be seen on the Training Videos page.

Modify report filters
Jump to top of page

Fishbowl allows report filters to be modified. Reports can be duplicated, renamed, placed in different folders, and saved with different default filters. See Modify report filters for more information.

If modifying the filters of an existing report is not sufficient, a custom report can be created.

Bookmark Tabs
Jump to top of page

The modules that open when Fishbowl starts can be customized for each computer user account. After opening all the desired modules, right-click on any tab and choose Save from the context menu. Now when Fishbowl starts, those tabs will automatically be opened. The same context menu also has options to close the current tab, close all tabs except the current one, close every tab, or load the saved tabs.

Custom Dashboard
Jump to top of page

Fishbowl can save a customized dashboard for each user account on the computer so that every user sees the orders and information that is most relevant to them.

Quick fulfill orders
Jump to top of page

Within Fishbowl, all sales orders created need to be issued, picked, packed, and shipped. Some companies may have different people doing this process. Therefore they wish to have separate employees completing the steps mentioned above to fulfill a sales order. Or, perhaps the time between the creation of the sales order and the shipment of the sales order is great enough that the order needs to be moved separately through each module for organizational purposes. Other companies may desire to pick, pack, and ship the sales order in one swift movement. The Quick Ship Button.png Quick Fulfill button within Fishbowl was designed for one user to pick, pack, and ship all from the Small.Sales Order.png Sales Order module.

In the Quick Fulfill wizard the user may choose tracking information, pick from a specified location or tag, as well as take payment for the order.

See Quick fulfill for more information.

Using Multiple Tracking Methods
Jump to top of page

Fishbowl provides users with the ability to create and use multiple tracking methods for their company. A computer company may need the ability to track their equipment by using multiple serial numbers, while a candy company may need multiple tracking methods such as a bin or lot number and an expiration date. Or, a clothing company may need to create their own unique tracking method to track by a color or size. Tracking is specified on the Tracking tab of the Small.Part.png Part module options.

See Create a tracking method for more information.

Customize Tables
Jump to top of page

A table is a column and row layout that is used throughout Fishbowl to display data such as search results, order items, inventory details, and more.

Fishbowl table.png

Tables can be customized to fit the needs of a user. Table customization is performed by clicking on column headers, and also by right-clicking column headers to display the context menu.

Table menu.png

Table settings are automatically saved for each Fishbowl user, so tables will load with the customized settings each time.

Searching tables

Search table.png

Rearranging columns

Sort order

Column visibility

Resize columns

Search pane records

Reset layout

User Details.png
Personal tools
Other Pages