Company

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Icon.Company.png The Company module, located in the Setup group, allows the managing of company information such as addresses, contact information, and other important company information.

Contents

Account Info tab
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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
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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
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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
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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.

Custom tab
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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
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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.
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.
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
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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, 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.

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