Company

From Fishbowl

(Redirected from User Manual:Company)
Jump to: navigation, search

Icon.Company.png The Company module, located in the Setup group, allows the managing of company information such as addresses, contact information, email setup, program defaults, and other important information. The Small.Company.png Company module can only be accessed by the admin user.

Contents

Account Info tab
Jump to top of page

Company account info subtab.png

The Account Info tab displays a summary of company information. Enter or edit the company name in the Name field. All of the other information shown is read-only and can be edited in other tabs.

Details tab
Jump to top of page

Company details subtab.png

The Details tab stores a default carrier, EAN.UCC number, tax exemption number, and a logo. The optional EAN.UCC number is used to define the Serial Shipping Container Code (SSCC).

Once added, the company logo will be displayed on some reports and on the SalesPoint Customer Display Window. Follow the steps below to add a company logo.

  1. Click the Open Icon Button.png Open Image button located on the component toolbar to the right.
  2. Browse to the picture file and then click the Open button.
  3. Use the buttons on the component toolbar to the right to Save Icon Button.png Save, Delete Image Icon Button.png Delete, Magnify Icon Button.png Magnify, or Change Image Options Icon Button.png Change Image Options.

Address tab
Jump to top of page

Company address subtab.png

The Address tab displays company addresses. Multiple addresses can be saved for each location group.

To create a new address, click the New Icon Button.png New Address button on the top left. Enter the address details and select whether or not the address is the default address for the location group. To edit an existing address, select it in the pane on the left and edit the desired field. To delete an address, click the desired address and click the Delete Icon Button.png Delete Address button.

Memo tab
Jump to top of page

Company memo subtab.png

The Memo tab is for internal use and allows users to enter notes regarding a specific product. The top portion of the screen displays the date a memo was created, by what user, as well as a preview of the memo. Click on the preview to view the entire message in the window below.

Use the component toolbar on the right to Add Icon Button.png Add a new memo, Edit Icon Button.png Edit an existing memo, or Delete Icon Button.png Delete a memo. To print all of the memos for a product, click the Print Icon Button.png Print button.

Email tab
Jump to top of page

Email Configuration.png

There are two places to configure email in Fishbowl:

The available fields are the same in both places. Follow the steps below to configure email in Fishbowl.

  1. Enter the information for the outgoing mail server. This information can be obtained from the email provider or from your company's IT department. Note: Gmail and G Suite users may need to enable less secure apps as explained here.
  2. The Email From Name and Email From Address fields are used to customize how the email will appear to the recipient.
  3. The Bcc Sent Receipt checkbox will send a copy of the receipt to the From address. An additional address can also be entered in the Bcc field.
  4. The four fields at the bottom of the tab are used to select customized email template files.

There are four ways to send email from Fishbowl. Each of these email types can be customized using the corresponding email template.

Compose email
Jump to top of page

The Email Button.png Email button can be used in most modules to open an email compose window. If the module's default report is specified, the PDF report will be attached to the email. In the Small.Sales Order.png Sales Order module, Small.Purchase Order.png Purchase Order module, and Small.Shipping.png Shipping module, the order's Email field will be used, or the default email address of the customer/vendor.

Email compose window.png

Clicking the To, Cc, or Bcc buttons will open an address book where the customer and company email addresses can be selected.

Email address book.png

Email templates
Jump to top of page
Generic Email.png
Email 5.png
Email 6.png
Email 7.png
Each of the four types of email in Fishbowl can be customized using an email template. Fishbowl includes examples templates inside the installation folder (default location is C:\Program Files\Fishbowl\client\email-templates). To the right are some examples of email templates. Follow the steps below to create a customized email template.
  1. Open an existing template (C:\Program Files\Fishbowl\client\email-templates) or create a new file in a text editor such as Microsoft Notepad. To specify an email subject, the first line must be SUBJECT: followed by the desired subject line.
  2. The remainder of the file is used to create the body of the message. Use any of the special keywords below to pull information from Fishbowl.
    • @BILLTONAME will be replaced with the Bill To name from the order.
    • @SHIPTONAME will be replaced with the Ship To name from the order.
    • @ORDERNUM will be replaced with the order number.
    • @CUSTOMERPO will be replaced with the customer's purchase order number.
    • @DATE will be replaced with the current date.
    • @USER will be replaced with the full name of the user that is currently logged in.
    • @VENDORCONTACT will be replaced with the vendor contact name from the order.
    • @TRACKINGNUM will be replaced with the tracking numbers for the shipment.
    • HTML - The body of the message can also contain HTML tags for more advanced formatting. To use HTML tags, the body section must begin with <html> (see the generic template on the right). When composing the email in Fishbowl, the HTML tags will still be visible. A test email should be sent to verify that the received email is formatted properly. HTML tags can also be inserted manually from the compose window.
  3. Save the email template file, preferably in a location that will be accessible by all client computers.
  4. On the Email tab of the Small.Company.png Company module, click the Open Icon Button.png Select File button next to desired email type and select the custom template file that was created.
NOTE: If the file is not located in a common location that is accessible by each client computer, then the file will need to be copied to each client computer and specified by clicking the Tools menu, selecting Program Options, and then clicking the Email tab.

Payment Methods tab
Jump to top of page

Company payment methods tab.png

The Payment Methods tab allows the user to create custom payment methods. To add a new payment method, click the Add Icon Button.png Add button on the component toolbar. To edit or delete payment methods, click the Edit Icon Button.png Edit or Delete Icon Button.png Delete button.

Shipping Terms tab
Jump to top of page

Company shipping terms subtab.png

The Shipping Terms tab allows a user to create customized company shipping terms. To add a new shipping term, click the Add Icon Button.png Add button on the component toolbar, enter the desired shipping term, and click OK to save. To edit or delete shipping terms, click the Edit Icon Button.png Edit or Delete Icon Button.png Delete button on the component toolbar.

FOB Point tab
Jump to top of page

Company FOB Point subtab.png

FOB (Free On Board or Freight On Board) points are typically used to select the point where ownership changes from seller to buyer, or to indicate which party assumes the risk of damage during shipping. The FOB Point tab allows a company to customize their FOB points. To create a new FOB point or to modify an existing one, use the Add Icon Button.png Add, Edit Icon Button.png Edit, or Delete Icon Button.png Delete button on the component toolbar to the right.

Integrated Apps tab
Jump to top of page

Integrated Apps Tab.png

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 Small.Company.png Company module. The app only needs to be approved once. Follow the steps below to approve an integrated app.

  1. Start the Fishbowl Client and open the Small.Company.png Company module, located in the Setup group.
  2. Click the Integrated Apps tab.
    Approve Integrated App.png
  3. Select the integrated app from the list and then click the Approve Icon Button.png Approve button.
  4. The integrated app should now be able to connect successfully.

Custom tab
Jump to top of page

Company custom subtab.png

The Custom Field tab is an internal-use field for extra company information. Custom fields can be modified under Company in the Small.Custom Field.png Custom Field module.

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
Jump to top of page
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.
With this option checked, Fishbowl will check for duplicates in the Customer PO field when importing sales orders through CSV.
Display tab
Jump to top of page
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.
This option determines whether or not a footer will be added to the bottom of each email saying that the email was sent from Fishbowl.
Address Validation tab
Jump to top of page
Company module options Address Validation.png
Address validation.png
Address validation recommendation.png
LDAP tab
Jump to top of page
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, meaning the actual search filter will look 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.

Personal tools
Namespaces
Variants
Actions
Navigation
Other Pages
Toolbox
Print/export
Translate