From Fishbowl Inventory

User Manual

[edit] Setup Module Group

The Setup Module Group contains mostly administrative information regarding user rights, company information, UOM's, and Scheduled tasks. The following features are available through the Setup Module Group:

[edit] User Module

• Create and manage users
• Change user passwords
• Assign user to User Groups
• Assign user to Location Groups
• Assign user's Default Location Group

[edit] User Group Module

• Create new User Groups
• Assign user Rights within each User Group
• Assign each user with detailed rights per module

[edit] Terms Module

• Create and manage payment terms

[edit] Carrier Module

• Create and manage carrier information

[edit] Company Module

• Manage your company information including addresses, logos, and contacts
• Set up to use Email through Fishbowl on a company wide level.
• Set a company default Carrier

[edit] Location Module

• Create and manage Locations
• Assign Locations to Location Groups
• Assign a default customer to each Location
• Choose a default Location per Location Type and Group

[edit] Location Group Module

• Create and manage Location Groups
• Assign users per Location Group
• Associate a QB class per Location Group

[edit] Unit of Measure Module

• Create Units of Measure
• Create Unit of Measure conversions

[edit] Schedule Module

• Create and manage tasks
• Import/Export select reports
• Export to QuickBooks
• Backup your Fishbowl database

[edit] Custom Field Module

• Create and assign custom fields for most modules

[edit] Property Module

• General System Property Information. This should not be modified unless directed by a Support Technician.

User Manual
Getting started General Module Group Materials Module Group Sales Module Group Purchasing Module Group Accounting Module Group Setup Module Group User User Group Terms Carrier Company Location Location Group Unit of Measure Schedule Custom Field Property Index