Module Options

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Fishbowl is a full-scale inventory solution with a variety of features for every basic process flow. However, companies often have processes that differ from the default functionality. Therefore, Fishbowl offers an assortment of customizable module options. Module options can be found by loading the appropriate module and then clicking the Tools menu at the top of the client and then choosing Module Options from the menu. Module Option documentation is also found in the individual article for each module.

Contents

ACCOUNTING MODULE OPTIONS

Some aspects of the Small.Accounting.png Accounting module can be customized by opening the module, clicking the Tools menu, and then selecting Module Options.

General tab
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Accounting module options general subtab.png
If this option is checked, any notes on Fishbowl order items will be exported to the accounting system.
With this option checked, Fishbowl part tracking information, such as serial numbers, will be exported to the accounting system.
With this option checked, a bill will be sent to the accounting system after an order is reconciled, even if the order has not yet been received.
With this option checked, drop ship items will be added to the oldest open invoice, instead of a creating a new invoice each time.
With this option selected, payments will only be exported after the sales order is fulfilled. Warning: This will prohibit the export of any payments taken on sales orders until they are completely fulfilled and may result in a discrepancy between your financial institution records and your accounting system until orders are properly fulfilled. Please verify this option with your accountant and contact the Fishbowl Support team for additional information if needed.
With this option checked, the Fishbowl product number is added to the beginning of the invoice item description in the accounting system.
With this option checked, the UOM will be displayed in the item description of the accounting system if the UOM on the sales order is different than the product's default UOM.
QuickBooks, QuickBooks Online, Xero tab
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See the module options for QuickBooks, QuickBooks Online, and Xero.

Costing tab
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Accounting module options costing subtab.png
This tab displays the costing method currently being used, such as Standard Costing, Average Costing, LIFO Costing, or FIFO Costing. Although the costing method may be viewed here, it may not be changed. The costing method is set when a new database is created. It may be possible to change the costing method of an existing database by contacting Fishbowl Support.

BILL OF MATERIALS MODULE OPTIONS

Some aspects of the Small.Bill of Materials.png Bill of Materials module can be customized by opening the module, clicking the Tools menu, and then selecting Module Options.

General tab
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BOM Module Options.png
When creating a new BOM, the Type field will default to the value set here. The Type values are customizable but have no effect on how the BOM behaves.
When creating a new BOM, the Auto Create field will default to the value set here.
With this option turned on, the BOM description will also be searched when typing into the BOM field of the manufacture order.

CLASS MODULE OPTIONS

Some aspects of the Small.Class.png Class module can be customized by opening the module, clicking the Tools menu, and then selecting Module Options.

Company tab
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Class module options.png
QuickBooks can use classes for categorizing transactions. Enabling class tracking in Fishbowl will allow a class to be specified on orders and order items.
With this option checked, a warning will be displayed when saving or issuing an order if an item does not have a class.
With this option checked, the user will be prompted to enter a class when saving a new sales order.
With this option checked, the user will be prompted to enter a class when saving a new purchase order.

COMPANY MODULE OPTIONS

Some aspects of the Small.Company.png Company module can be customized by opening the module, clicking the Tools menu, and then selecting Module Options.

General tab
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Copmany module options barcodes subtab.png
When this option is checked, a letter that indicates the type of order will be added to the beginning of barcodes. For example, instead of 50082, an S would be added to the beginning - S50082 - indicating a sales order. This is the format used in the Small.Picking.png Picking module. In Mobile Picking, the data identifier is required to automatically open a pick when scanning a barcode.
With this option checked, an order that is being viewed will automatically refresh when another user makes changes. This applies to the Small.Picking.png Picking module, the Small.Shipping.png Shipping module, the Small.Purchase Order.png Purchase Order module, the Small.Receiving.png Receiving module, and the Small.Manufacture Order.png Manufacture Order module.
This option will remove the Fishbowl + section from the Module Groups menu.
With this option checked, Fishbowl will check for duplicates in the Customer PO field when importing sales orders through CSV.
Display tab
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Copmany module options display subtab.png
This option determines whether the company phone number is shown when displaying the company address on reports.
This option determines whether the company FAX number is shown when displaying the company address on reports.
This option determines whether the company email address is shown when displaying the company address on reports.
A footer will be added to the bottom of each email saying that the email was sent from Fishbowl.
Address Validation tab
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Company module options Address Validation.png
Address validation.png
Address validation recommendation.png
LDAP tab
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Copmany module options LDAP subtab.png
This feature allows users to log in to Fishbowl using their Windows password. This feature is currently compatible with Windows Active Directory only. This eliminates the need for users to remember an extra password, and can also increase security as many organizations have security requirements for passwords (length, type of characters, expiration, etc.). Before using this feature, users must be created in Fishbowl. The username created in Fishbowl must match the username stored on the LDAP server. Read the LDAP basics section below for an overview of LDAP.
Enter the name or IP address of the computer where the LDAP server is running.
EXAMPLE: 192.168.2.2
Enter the port that the LDAP server is using. Port 389 is typically used, or port 636 for SSL.
EXAMPLE: 389
Enter the directory where the users are located. Fishbowl adds sAMAccountName, so that actual search filter looks similar to this: (&(objectClass=user)(sAMAccountName=dave))
EXAMPLE: dc=example, dc=local (includes the entire directory)
EXAMPLE: ou=users, dc=example, dc=local (includes a specific group)
EXAMPLE: cn=users, dc=example, dc=local (another way that users may be grouped)
Enter the domain name used to connect to the Active Directory server.
EXAMPLE: example.local
Enter the fully qualified username being used to connect to the server.
EXAMPLE: crm@example.local
Type the password for the username entered above.
This option allows Fishbowl to connect to the LDAP server using a more secure SSL connection.
With this option checked, users will not be able to log in with their Fishbowl password. Only the LDAP password will work for logging in. This option is recommended to increase security.

LDAP basics

An LDAP server is organized similar to a tree.

Fishbowl LDAP tree.png

Below are a few LDAP abbreviations. Additional information about LDAP can be found here.

CONSIGNMENT MODULE OPTIONS

Some aspects of the Small.Consignment.png Consignment module can be customized by opening the module, clicking the Tools menu, and then selecting Module Options.

General tab
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Consignment Module options.png
With this option checked, Transfer Orders created in the Consignment module will automatically be fulfilled, eliminating the need to pick, ship, and receive the order.
With this option checked, Sales Orders created in the Consignment module will automatically be fulfilled, eliminating the need to pick and ship the order.
With this option checked, orders will automatically be opened in the applicable module after they are created in the Consignment module.

CURRENCY MODULE OPTIONS

Some aspects of the Small.Currency.png Currency module can be customized by opening the module, clicking the Tools menu, and then selecting Module Options.

General tab
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Currency Module Option General.png
Disabling currency conversion will hide all of the fields related to currency conversion throughout Fishbowl.
Displays the three letter currency code on reports.
Select the default home currency to use in Fishbowl.
When using QuickBooks, currency conversions can be imported from Yahoo or QuickBooks.

CUSTOMER MODULE OPTIONS

Some aspects of the Small.Customer.png Customer module can be customized by opening the module, clicking the Tools menu, and then selecting Module Options.

General tab
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Customer module options.png
If this option is enabled, custom fields with the same name and type will transfer from the customer to the sales order. For example, if a customer has a custom field that stores priority and there is a matching custom field for sales orders, the data in the custom field will transfer when creating a new order for the customer.

CUSTOM FIELD MODULE OPTIONS

Some aspects of the Small.Custom Field.png Custom Field module can be customized by opening the module, clicking the Tools menu, and then selecting Module Options.

General tab
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Custom Field Module Options.png
With this option checked, only required custom fields will be shown in wizards. For example, when creating a new part, only the part custom fields that are marked as Required in the Small.Custom Field.png Custom Field module will be displayed, instead of all of the part custom fields.

DASHBOARD MODULE OPTIONS

Some aspects of the Small.Dashboard.png Dashboard module can be customized by opening the module, clicking the Tools menu, and then selecting Module Options.

General tab
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Dashboard Module Options.png
When the Auto Refresh option is checked, the Small.Dashboard.png Dashboard module will automatically refresh at the specified rate.

INVENTORY MODULE OPTIONS

Some aspects of the Small.Inventory.png Inventory module can be customized by opening the module, clicking the Tools menu, and then selecting Module Options.

General tab
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Inventory module options.png
This option stores a daily snapshot of part costs for use with the Historical Part Cost report.

LOCATION GROUP MODULE OPTIONS

Some aspects of the Small.Location Group.png Location Group module can be customized by opening the module, clicking the Tools menu, and then selecting Module Options.

General tab
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Location Group Tracking.png
With this option checked, part reorder levels will be set on a company level. A reorder level will apply to the sum of inventory in all location groups.
With this option checked, part reorder levels will be set per location group. A reorder level will apply only to the inventory in the specified location.

MANUFACTURE ORDER MODULE OPTIONS

Some aspects of the Small.Manufacture Order.png Manufacture Order module can be customized by opening the module, clicking the Tools menu, and then selecting Module Options.

General tab
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Manufacture Order Module Options.png
The characters entered in this field will be used as the next order number. Every time a new order is created, the final group of numbers will be increased by one. For example, Pier1-Order99-LA will be incremented to Pier1-Order100-LA.
When a Work Order has multiple finished goods, the cost of the raw goods must be distributed between the finished goods. There are two options for the default distribution; however with either option, the distribution can be manually adjusted when finishing the Work Order.
  • Evenly - The costs will be distributed evenly between each finished good based on the quantity of the finished good.
  • Weighted - The cost distribution will be weighted according to the current cost of the finished goods in inventory.
Example: A Work Order produces 3 WidgetA and 1 WidgetB. The cost of the raw goods is $100. If the costs are distributed evenly between the four finished goods, each one will receive a cost of $25 for a total of $100. For weighted cost distribution, the current cost of the finished goods in inventory is used to adjust the costs proportionally. If WidgetA currently costs three times as much as WidgetB, then the costs on the Work Order will be adjusted accordingly. WidgetB will receive a cost of $10 and each WidgetA will receive a cost of $30 for a total of $100.
With this option checked, a Manufacture Order that is auto created from a Sales Order will automatically be issued when the Sales Order is issued.
If this option is on, flagging a Work Order as started will also flag the pick as started.
If this option is on, a message will be displayed when trying to fulfill an order that doesn't have labor.
MO to PO tab
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Manufacture Order Module Options MO to PO.png
This option enables the MO to PO button on the module toolbar which creates purchase orders for the items on a manufacture order.
With this option on, the quantity on the purchase order will be the manufacture order quantity rounded up to the nearest whole number.
With this option checked, the UOM on the purchase order will be the same UOM used on the manufacture order.
If the manufacture order has the same part multiple times, this option will combine the quantities into one line item on the purchase order.

MONITOR MODULE OPTIONS

Some aspects of the Small.Monitor.png Monitor module can be customized by opening the module, clicking the Tools menu, and then selecting Module Options.

General tab
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Monitor module options.png
When the Auto Refresh option is checked, a Refresh Rate (in seconds) must be entered. The Monitor module will automatically refresh at the specified rate.

PART MODULE OPTIONS

Some aspects of the Small.Part.png Part module can be customized by opening the module, clicking the Tools menu, and then selecting Module Options.

General tab
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Part module options.png
With this option checked, the part and product descriptions, not just the numbers, will be searched when typing into part and product drop downs.
Tracking tab
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Part module options tracking subtab.png
Part Wizard tab
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Part Module Options Part Wizard.png
When creating a new part, many of the wizard steps can be hidden by checking the Checked.png Don't show this step again checkbox. The visibility of the steps can be set at the bottom of the wizard steps, or in the module options.

PAYMENT VIEWER MODULE OPTIONS

Some aspects of the Small.Payment Viewer.png Payment Viewer module can be customized by opening the module, clicking the Tools menu, and then selecting Module Options.

Credit Card Processing tab
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Payment viewer module options.png
  • Credit card number must be valid
  • Security code (CV2 #)
  • Name on card
  • Billing address
  • Billing postal code
  • Billing country code
When this option is off, the credit card number will not be stored in the database.
When this option is on, all but the last four digits of a credit card number will be hidden for all users.

PICKING MODULE OPTIONS

Some aspects of the Small.Picking.png Picking module can be customized by opening the module, clicking the Tools menu, and then selecting Module Options.

General tab
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Picking Module Options general subtab.png
This option controls how picks are created. If By Order is selected, one pick will be created for every item on the order. If By Item is selected, a separate pick will be created for every line item on the order. If By Item Fulfillment Date is selected, all order items with the same fulfillment date will placed be on the same pick.
This option controls which inventory is picked by default. The pick order is determined by several factors.
  1. If the part has a default location, the options below will apply first to the inventory in that location, for example, the oldest inventory in that location. If there is no default location, these rules will look at all available inventory, for example, the oldest inventory in all locations.
  2. If a part has an expiration date, the inventory with the oldest expiration date will be picked first.
  3. If FIFO (First In, First Out) is selected, the oldest inventory will be selected by default. If LIFO (Last In, First Out) is selected, the newest inventory will be selected by default. If Pick to Clean is selected, the tag or group of inventory with the smallest quantity will be selected by default.
This option sets the default number of orders to be grouped when clicking the Group button. Picks can also be grouped by highlighting several picks, right-clicking a highlighted pick, and then selecting Group.
With this option on, the Pick Location field will show all locations that a user has access to. If this option is off, only locations that belong to the location group selected for the pick will be visible in the Pick Location field.
With this option checked, a dialog box will be displayed warning users if they are picking a part that is expired.
With this option checked, the priority of the pick will be updated when the priority of the sales order is changed.
With this option checked, the username on the pick will be changed to the user that finishes the pick.
Auto-Commit tab
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Picking module options Auto-Commit subtab.png
This option will automatically commit inventory as soon as a sales order is issued.
This option automatically commits inventory as soon as a work order is issued.
This option automatically commits inventory as soon as a transfer order is issued.
This option will automatically finish any pick that was automatically committed.
Report tab
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Picking module options report subtab.png
This option sets the default print behavior for the Pick Ticket report. Options include Always, Prompt, or Never.

PRICING RULE MODULE OPTIONS

Some aspects of the Small.Pricing Rule.png Pricing Rule module can be customized by opening the module, clicking the Tools menu, and then selecting Module Options.

General tab
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Pricing Module Options.png
This option determines which pricing rule will be used when there are multiple Tier 2 pricing rules. Options include Highest Price, and Lowest Price.
This option determines which pricing rule will be used when there are multiple Tier 3 pricing rules. Options include Highest Price, and Lowest Price.
This option prevents the calculated price from going below a specified level. Options include Average Cost, Default Vendor's Cost, Last Cost, List Price, Product Price, or Standard Cost.

NOTE: For tiered pricing rule examples, see 3 tier pricing rules.

PRODUCT MODULE OPTIONS

Some aspects of the Small.Product.png Product module can be customized by opening the module, clicking the Tools menu, and then selecting Module Options.

General tab
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Product module options general subtab.png
This field contains the associated product suffix that will be searched for when adding a product to the sales order. The suffix can be used to associate products that should be added together to a Sales Order. For example, a battery may have a core associated with it. By entering -Core% in the suffix field, products containing Battery-Core in the product name will be added whenever the Battery product is added. % is a wildcard, meaning that any characters can follow -Core, so both Battery-Core and Battery-Core2 would be added. For more information, see Associated products.
If this option is checked, all new products will be marked as taxable. If this option is unchecked, all new products will be marked as non-taxable.

PURCHASE ORDER MODULE OPTIONS

Some aspects of the Small.Purchase Order.png Purchase Order module can be customized by opening the module, clicking the Tools menu, and then selecting Module Options.

General tab
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PO Module options general subtab.png
The characters entered in this field will be used as the next order number. Every time a new order is created, the final group of numbers will be increased by one. For example, Pier1-Order99-LA will be incremented to Pier1-Order100-LA.
With this option checked, the vendor's last cost will be updated whenever a Purchase order is issued. Any future Purchase Orders created with this vendor and part will default to the last cost for the item.
With this option enabled, only the parts on the Vendor's Parts tab will be available in the part drop-down when adding items to a Purchase Order.
With this option enabled, purchase orders will be automatically issued for drop ship items.
Email tab
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PO module options email subtab.png
There are three options for email behavior when issuing a Purchase Order. Always send an email, Prompt if an email should be sent, or Never send an email.
With this option checked, the Purchase Order as Sales Order CSV export will be attached to the email. This can allow the vendor to import the order into their Fishbowl install or other software.
Custom tab
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PO module options custom subtab.png

RECEIVING MODULE OPTIONS

Some aspects of the Small.Receiving.png Receiving module can be customized by opening the module, clicking the Tools menu, and then selecting Module Options.

Options tab
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Receiving module options Options subtab.png
With this option on, a part will be received into the location group's default receiving location, instead of the part's default location.
Reconcile tab
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Receiving module options Reconcile subtab.png
This option determines how landed costs are distributed between items. Costs can be landed by Cost, Quantity, Size, Weight, or Manually. Selecting Do not calculate will remove the landed cost step from the Reconcile wizard.
This option will update the vendor's last cost when a purchase order is reconciled.

REPORTS MODULE OPTIONS

Some aspects of the Small.Reports.png Reports module can be customized by opening the module, clicking the Tools menu, and then selecting Module Options.

Select Reports tab
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Reports module options select reports subtab.png
Other tab
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Reports module options other subtab.png
Checking this box will bring up the Modify Report dialog before running any report.
The default date range to use on all reports.
The default location group to use on all reports.
The default salesperson to use on all reports.
The number of digits to show after the decimal for prices.
The number of digits to show after the decimal for totals and subtotals.
The number of digits to show after the decimal for costs.
The number of digits to show after the decimal for quantities.
The default date format for reports.

NOTE: The formatting of numbers in reports (price, cost, quantity, and date) can be customized even more in the Small.Property.png Property module.

RMA MODULE OPTIONS

Some aspects of the Small.RMA.png RMA module can be customized by opening the module, clicking the Tools menu, and then selecting Module Options.

General tab
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Rma module options general.png
The characters entered in this field will be used as the next order number. Every time a new order is created, the final group of numbers will be increased by one. For example, Pier1-Order99-LA will be incremented to Pier1-Order100-LA.
If this option is on, the Verify by order option will be selected by default when adding an RMA item. The system will try to find the original sales order for the item being returned.
This field will automatically set the Expires date on the RMA. If set to 0, the RMA will not expire.
If this option is on, the Cross Ship Replacement Product checkbox will be selected by default when clicking the Return button. This will combine the credit return sales order with the sales order to send the replacement, substitution, or repaired item.
Fees tab
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Rma module options fees.png
This option allows the default restocking fee to be set.
The default description for the restocking fee. If left blank, the description can be manually entered for each item.
Resolution tab
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Rma module options resolution.png
This option allows an automatic resolution to be set when the RMA is received in the Small.Receiving.png Receiving module.
Sales Order tab
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RMA Module Options Sales Order.png

SALES ORDER MODULE OPTIONS

Some aspects of the Small.Sales Order.png Sales Order module can be customized by opening the module, clicking the Tools menu, and then selecting Module Options.

General tab
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So module options general.png
The characters entered in this field will be used as the next order number. Every time a new order is created, the final group of numbers will be increased by one. For example, Pier1-Order99-LA will be incremented to Pier1-Order100-LA.
If this option is on, an Invoice button will be added to the Small.Sales Order.png Sales Order module toolbar. The Invoice button loads a Sales Order report that is marked as an invoice.
If this option is on, the Sales Order Check Inventory button will check the inventory of the raw goods on an auto-create BOM, instead of checking the inventory of the finished good.
This option displays a message when a Sales Order is saved with a tax rate of None.
If this option is on, the salesperson will be set to the customer's default salesperson. If this option is off, the salesperson will be set to the user that created the Sales Order. The default salesperson is set on the Details tab of the Small.Customer.png Customer module.
If the price of an item is different than the list price, this option will ensure that the price is highlighted with a blue font, even after a save.
Setting this option will prevent the sales tax from changing to None when selecting a tax exempt customer.
Selecting this option will show the last credit card used by the customer as a payment option when taking a payment.
Selecting this option display a window with printer options before printing a credit card receipt.
Selecting this option will add a Part Cost column and a Markup column to the table. When the Markup cell is edited, the product price will be adjusted automatically. A user must have the Sales Order-Markup access right to be able to adjust the markup. A Markup field will also be added by the order total which shows the total markup amount of all items.This is also helpful for wholesale pricing, where the price is determined by marking up the cost a small percentage. The markup can also be set by using pricing rules.
Specifies the number of days until the order is marked as expired. By entering a value of zero, orders will not expire, even if an expiration date is manually entered on the order. For more information, see the Date Expires field on the Details tab of the Small.Sales Order.png Sales Order module.
This option provides the ability to choose how many Credit Card Receipt copies are printed after each transaction.
This option determines which user is set as the salesperson when duplicating a Sales Order.
This option determines which location groups are used when checking for insufficient inventory.
Custom tab
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So module options custom.png
SO to PO tab
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So to po.png
This option adds an SO to PO button to the module toolbar which creates Purchase Orders for the items on a Sales Order.
With this option on, the quantity on the Purchase Order will be the Sales Order quantity rounded up to the nearest whole number in the part's UOM.
With this option checked, the UOM on the purchase order will be the same UOM used on the Sales Order.
If the Sales Order has the same part multiple times, this option will combine the quantities into one line item on the Purchase Order.
Shipping tab
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Sales Order Shipping module options.png
With Standard Shipping, the sales order customer is charged for any shipping items that are manually added to the sales order.
With carton based shipping, the sales order customer is charged for the carton costs that are set in the Small.Shipping.png Shipping module. After the order is shipped, the default shipping product is automatically added to the sales order with the sum of the carton costs. Carton costs can be manually entered or automatically updated when using the Small.ShipStation.png ShipStation module or other shipping integrations. To see example journal entries for different shipping charges, see Standard Shipping and Carton Based Shipping.
This option specifies the default shipping product that will be used to automatically add carton shipping costs back to the Sales Order.
This option displays a message when a Sales Order is saved without a shipping line item.
Unchecking this option will remove the ability to drop ship items.
Email tab
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So module options email.png
There are three options for email behavior when issuing a Sales Order. Always send an email, Prompt if an email should be sent, or Never send an email.

SALESPOINT MODULE OPTIONS

Some aspects of the Small.SalesPoint.png SalesPoint module can be customized by opening the module, clicking the Tools menu, and then selecting Module Options.

General tab
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SalesPoint Module Options.png
With this option on, SalesPoint orders numbers will be based off the number in the next number field. If this option is off, then the next Sales Order number will be used.
The characters entered in this field will be used as the next order number. Every time a new order is created, the final group of numbers will be increased by one. For example, Pier1-Order99-LA will be incremented to Pier1-Order100-LA.
If the price of an item is different than the list price, this option will ensure that the price is highlighted with a blue font, even after a save.
Setting this option will prevent the sales tax from changing to 'None' when selecting a tax exempt customer.
Selecting this option will load a separate window that displays the order items, order totals, total savings, etc. This window can be placed on a secondary monitor that faces the customer.
Selecting this option will show the last credit card used by the customer as a payment option when taking a payment.
Selecting this option display a window with printer options before printing a credit card receipt.
This option provides the ability to choose how many Credit Card Receipt copies are printed after each transaction.
It may not be necessary to record all SalesPoint customers. Instead, a generic customer can be selected from the drop down list and this customer will be selected each time a new order is created. For more information see Manage SalesPoint Customers.
Each computer may be assigned a different register number. This number can then be recalled for historical purposes.
This option controls which inventory number is used to determine if there is sufficient inventory when adding an item to the order. For more information see Inventory status terms.

This option determines the print behavior of the default SalesPoint report when finishing the checkout wizard. Options include Print, Preview, or None. To change the default SalesPoint report, see Changing the default SalesPoint report.

Receipt Footer tab
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SalesPoint Module Options Receipt Footer.png
The Receipt Footer tab allows a custom message to be added to the bottom of the following SalesPoint reports: POS Receipt, Receipt 2in, and Receipt 3in.

SCHEDULE MODULE OPTIONS

Some aspects of the Small.Schedule.png Schedule module can be customized by opening the module, clicking the Tools menu, and then selecting Module Options.

General tab
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Schedule Module Options General tab.png
This option allows a scheduled task to run the accounting export.

SHIPPING MODULE OPTIONS

Some aspects of the Small.Shipping.png Shipping module can be customized by opening the module, clicking the Tools menu, and then selecting Module Options.

Ship Items tab
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Shipping MO ship items subtab.png
This option specifies which weight unit of measure will be used by default in the Shipping module.
This option allows the default fulfillment behavior to be customized for service and miscellaneous items. Options include Do Nothing, Confirm First, and Auto Fulfill.
This option controls the print behavior of the packing list when an order is packed. Options include Always, Prompt, or Never.
This option controls the print behavior of the packing list when an order is shipped. Options include Always, Prompt, or Never.
This option controls the type of orders included when using the Batch Shipment feature. Options include Packed, All, or None.
This option allows the shipping container to be renamed (carton, box, etc.).
Selecting this option will automatically mark orders as packed.
This option will automatically fulfill the shipping line items on a Sales Order. If this option is off, shipping items must be manually fulfilled in the Small.Sales Order.png Sales Order module.
After clicking the Ship button, a confirmation dialog will be displayed. The ship date can also be set in this dialog.
Ship Confirmation.png
The confirmation dialog can be bypassed by right-clicking a shipment in the search pane, and selecting Ship.
Carton Types tab
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Shipping Carton Types Tab.png
Email tab
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Shipping MO email subtab.png
There are two options for email behavior when shipping a shipment. Always send an email, or Never send an email. A packing list can be manually emailed by clicking the email button in the Packing List report preview.

TAX RATE MODULE OPTIONS

Some aspects of the Small.Tax Rate.png Tax Rate module can be customized by opening the module, clicking the Tools menu, and then selecting Module Options.

General tab
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Tax rate module options general subtab.png
This option allows Sales Tax to be turned on or off. The Fishbowl Client must be restarted for this change to be fully applied.
Imports tab
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Tax rate module options imports subtab.png
This option allows a default flat rate tax to be set for shopping cart imports.

TRANSFER ORDER MODULE OPTIONS

Some aspects of the Small.Transfer Order.png Transfer Order module can be customized by opening the module, clicking the Tools menu, and then selecting Module Options.

General tab
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Transfer Order Module Options.png
The characters entered in this field will be used as the next order number. Every time a new order is created, the final group of numbers will be increased by one. For example, Pier1-Order99-LA will be incremented to Pier1-Order100-LA.
When inventory is in transit between two location groups, it will be temporarily placed in a Transit location. This module option allows the transit location to be assigned either the To or the From location group of the Transfer Order.

VENDOR MODULE OPTIONS

Some aspects of the Small.Vendor.png Vendor module can be customized by opening the module, clicking the Tools menu, and then selecting Module Options.

General tab
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Vendor module options.png
Some vendors offer discounts when large quantities of an item are purchased. If the quantity of a purchase order item is close to a volume discount, this option will display an alert with details about the volume discount and what effect it would have on the total cost and the unit cost. Adjusting the tolerance will control how close an item must be to a volume discount in order for the alert to be displayed. The tolerance is the increase in total cost that could be tolerated in order to qualify for a lower unit cost. For example, if the tolerance is $0, the dialog will only suggest increasing the quantity if it would actually lower the total cost. If the tolerance is $20, the dialog will suggest the volume discount only if the increase in total cost is less than $20.
If this option is enabled, custom fields with the same name and type will transfer from the vendor to the purchase order. For example, if a vendor has a custom field that stores priority and there is a matching custom field for purchase orders, the data in the custom field will transfer when creating a new order for the vendor.
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