|Fishbowl Mobile User Manual|
|Fishbowl Mobile Training Videos|
Fishbowl GO |
Fishbowl Mobile Pick module
Fishbowl Mobile Pack module
Fishbowl Mobile Ship module
Fishbowl Mobile Receive module
Fishbowl Mobile Move module
Fishbowl Mobile Cycle module
Fishbowl Mobile Part module
Fishbowl Mobile Work Order module
Fishbowl Mobile, sometimes referred to as Fishbowl Mobile Warehouse or FMW, is a wireless inventory solution that significantly reduces human error while increasing efficiency and inventory accuracy. Fishbowl Mobile was designed to be very simple while still providing the ability to perform complex inventory functions. Fishbowl Mobile can run on a variety of hardware devices and requires the Windows Mobile 5, 6, 6.1, or 6.5 operating system. Fishbowl GO provides similar functionality, and runs on Android devices.
- When installing Fishbowl Mobile, the mobile device should be plugged into a desktop computer. Microsoft ActiveSync or Windows Mobile Device Center should also be installed and running on this same computer. Alternatively, the device installer can be used without the need to connect to a desktop computer.
- Fishbowl Mobile acts as a client user when connected to the Fishbowl Server. Because of this, the same User Rights will apply with Fishbowl Mobile as they do in the Fishbowl Client.
- Fishbowl Mobile has real-time functionality so a network connection is necessary for Fishbowl Mobile to connect to the Fishbowl Server. Fishbowl does provide a basic store and forward feature, meaning if the network connection is temporary lost, the device will store the last transaction until connectivity is restored and then will forward the information to the Fishbowl Server.
Windows Mobile devices
Fishbowl Mobile is compatible with many Windows Mobile devices. Click here for a list of devices sold by Fishbowl.
- For information regarding Symbol or Motorola devices, see the Motorola Mobile Device Guide.
Install Fishbowl Mobile
There are two ways to install Fishbowl Mobile on your Windows Mobile device: Connect the device to a computer and perform a Desktop Installation, or place the installer directly on the device and perform a Device Installation.
Microsoft ActiveSync or Windows Mobile Device Center is required to connect a mobile device to a Windows computer. Which application is used depends on the version of the Windows operating system.
- ActiveSync is used on Windows computers prior to Windows Vista. Typically, ActiveSync must be installed using an installer that came with the device. A search for the installer can also be performed here.
- Device Center is used on Windows Vista, and Windows 7 computers. Typically, Device Center will automatically be installed when connecting the device. A search for the installer can also be performed here.
Below are the steps to install Fishbowl Mobile using the desktop installer:
- Connect the Windows Mobile device to the computer. This is usually accomplished with a cradle or a USB cable.
- Make sure Microsoft ActiveSync or Windows Mobile Device Center has established a connection to the device.
- In ActiveSync, choose to either create a Standard partnership or a Guest partnership.
- In Device Center, choose to either Set up your device or Connect without setting up your device.
- Download the Fishbowl Mobile desktop installer here.
- Open the desktop installer on the desktop computer.
- Click the Deploy button. This will install Fishbowl Mobile onto the device.
The device installer can be run directly on the device, making it possible to install Fishbowl Mobile without connecting the device to a desktop computer. The device installer is available at http://www.fishbowlinventory.com/support/updates. Use any of the methods below to get the installer onto the device.
- Copy the installer to the device using a memory card.
- Visit the above URL on the device and download the installer directly onto the device.
- Connect the device to the computer and copy the installer onto the device.
After the device installer is on the device, open the installer on the device to complete the installation.
Enter license key
The first time that Fishbowl Mobile is opened, a window will be displayed where the license key can be entered. Fishbowl Mobile uses a separate license key. The Fishbowl Server license key cannot be used.
At any time, the license key can be changed by clicking the File menu on the login screen and selecting License.
Initial Login and Application Approval
When logging into Fishbowl Mobile, you will use the same Server Address, Port, User and Password that are used when logging in from a Fishbowl Client. You will have the same access rights and be able to view the same information visible in the Fishbowl Client.
Fishbowl assigns a default password for the Example database. If this password has not yet been reset, it can be done so under the User Module. Until that time, the default username and password is:
- Username: admin
- Password: admin
The first time that an integrated application attempts to connect to Fishbowl, the application will need to be approved. An integrated application can be approved by any user that has access to the Company module. The app only needs to be approved once. Follow the steps below to approve an integrated app.
- Start the Fishbowl Client and open the Company module, located in the Setup group.
- Click the Integrated Apps tab.
- Select the integrated app from the list and then click the Approve button.
- The integrated app should now be able to connect successfully.
Uninstall Fishbowl Mobile
When uninstalling Fishbowl Mobile, first cradle and plug the device into a computer. The following directions will provide step-by-step instructions on how to uninstall Fishbowl Mobile:
- On the device, open Remove Programs (Usually found by to Start | Settings | System Tab | Remove Programs.
- Highlight the program Fishbowl Mobile and click Remove.
Fishbowl will be removed from your device, but may be re-installed when necessary.
Primary Tracking has been created within Fishbowl to replace the use of Tag tracking in both the Fishbowl Client and Fishbowl Mobile. Primary Tracking has been designed to provide functionality similar to tags and offers many of the same features tags provide; however, Primary Tracking utilizes part custom tracking rather than auto assigned numbers.
What is Primary Tracking?
Primary Tracking is found in the part module, located on the details tab of each inventory type part. Primary Tracking is used to identify inventory and when selected on a part becomes the key data when using Fishbowl Mobile.
Fishbowl Mobile uses Primary Tracking for functions like picking and moving and is designed to be a key data point when there are multiple tracking fields being used. For example, imagine a company that uses Primary Tracking maintains a lot number, best by date, country of origin, and tag for all raw materials. Rather than having to specify each field when picking or moving, etc. they are able to mark the tag as the Primary Tracking and utilize this field exclusively in Fishbowl Mobile. The difference in required data can be seen in the images below.
Lot Number, Best by Date, Country of Origin, and tag are all fields that the company cares about and wishes to track. The tag is something that is used as an internal number and in this case was chosen by the company as the Primary Tracking method to be entered when dealing with the part, such as moving, picking, etc. Primary Tracking’s main purpose is to easily and precisely identify inventory by using one preferred tracking method (as opposed to using all of the tracking methods) to be responsible for the part.
How does Primary Tracking replace tags?
A tag is a group of matching inventory that is automatically assigned a tag number. In the past, Fishbowl displayed the tag number more prominently. Every time inventory was received, moved, picked, etc. it required the user to choose the inventory from a specific tag. Many companies were not correctly implementing the use of tags, and therefore were creating problems within their inventory system. Primary Tracking allows a specific field to be used as a key identifying piece of data and is tied to all other tracking methods for a specific part. Because the Primary Tracking is tied to all other tracking methods, when a part is moved, received, picked, etc. the user is only required to enter in the Primary Tracking field as opposed to entering all of the tracking fields. For those companies who may have been properly implementing and using tags within Fishbowl, you may still use those tag numbers by creating a Custom Tracking field labeled Tag and setting that as the Primary Tracking field. The two differences you will notice between the old way of tags and the new Primary Tracking method is that tags were mandatory and automatically assigned, while Primary Tracking is optional and needs to be manually entered like any other tracking field.
Note: If the part is serialized it automatically becomes the Primary Tracking for the part. Because the purpose of tracking is to identify a part, and because serial numbers can identify on the item level it becomes the Primary Tracking field. If multiple serial numbers are used, a Primary Tracking field may be selected within them.
When and how should Primary Tracking be implemented?
The first thing to know is that many companies who implemented the old Tag system may already have another type of tracking (like a lot number) that, if so desired, could be used as the Primary Tracking identifier rather than their Tags. Some companies may not even use tracking and because of the old Tags process were forced to conform to Tags. As a company, you will need to evaluate the inventory tracking needs within your business to determine if Primary Tracking is the right approach for you.
If a company desires to keep their Tag numbers and set them as their new Primary Tracking method, Fishbowl has a tag utility tool that will create a custom tracking field called Tag and automatically assign the current tag number in the database as the Primary Tracking field for each part. This makes the conversion process from Tags to Primary Tracking a very simple and seamless process and allows a company to continue using existing labels on parts. Please contact Support for additional information regarding the Tag Utility Tool. At Fishbowl we feel that Primary Tracking is a simplistic and effective solution to proper inventory control and look forward to the positive effects this feature provides.
Set a Tag as a Primary Tracking Field
If Customers who are currently using Fishbowl Mobile desire to continue using Inventory Tags, they may do so by creating a Primary Tracking Field and assigning the Inventory Tag as that field. When creating a Primary Tracking Field for a part, the first step is to create a tracking method. This can be anything that associates the User with the new Tracking Method. For example, if a user is trying to continue using Inventory Tags with the new Fishbowl Mobile, they might create a new Tracking method named "Tag" and set it as Primary. The tracking information entered here would be the Inventory Tag number being used with Fishbowl Mobile 9.3 or older.
Once the new Tracking Field has been set as Primary, when the Part associated with that field is picked, the user will be asked to solely enter (or scan) the Primary Tracking information. In our example case, the user would be asked to scan the Inventory Tag number to pick inventory. When receiving, all tracking information for the Part will need to be entered. Note: Once a Primary Tracking method is created, each part WILL need to be assigned their Tag information individually in order for the inventory to be associated with that part and picked or received.
Set a custom order of modules on the home screen
Most of the users will likely not use the same modules when it comes to the warehouse functionality of Fishbowl Mobile. Fishbowl has now created a way to customize the order of modules shown on the software's Home Page.
- On the Home Page of Fishbowl Mobile, choose Options from the bottom right corner. The Module Order will be displayed
- Highlight the Module to be rearranged and choose the place for it by moving it up and down with the given blue arrows.
- When the Modules are in the desired order, choose the OK icon from the lower right module to save your changes.
Note: All of the changes made to the Module Order are user specific.