From Fishbowl Inventory

User Manual | Materials Module Group | Part Module

Contents 1 The Part Module 1.1 General Subtab 1.2 Details Subtab 1.3 Inventory Subtab 1.4 Default Locations Subtab 1.5 Bill of Materials Subtab 1.6 Vendor Subtab 1.7 Memo Subtab 1.8 Custom Subtab

[edit] The Part Module

A Part refers to an item that is stored, manufactured, or consumed, but is not sold. When you have a part you would like to sell, it should be designated as a Product. If a Part is specified to be sold, a Product will automatically be created with the same number as the part number.

• A Part can be of various types.

• A Part can be tracked in several different ways.

• A Part may be manufactured from other parts, or may be placed on the Bill of Materials of Parts to be made into Products.

If you would like help creating a New Part, please see the Create a New Part article for further instructions. The Part Details screen allows you to view and edit information regarding a specific Part. The following information will explain the subtab functions of each part.

[edit] General Subtab

The General Subtab opens the General Parts Information screen. This screen contains the Part Number, Part Description, and Details field as well as an optional picture for the part. This screen also contains an editable URL field that can be linked to an internal directory or an external site.

Fishbowl allows you the opportunity to insert pictures for parts if desired.

Insert a Picture for a Part

To insert a picture choose the Open Image Icon located to the right on the Component Toolbar. A browser screen will open for you to search your hard-drive for the graphic. Once you have found your file, click open. The graphic will now appear in the picture window.

The Save Image As icon allows you to save the graphic onto your hard drive. Note: the file must be saved as a .jpg or .gif file.

Clicking the Delete icon will remove the graphic that is currently in the picture screen.

The Full-Sized View   icon will display a pop-up box with the image in its original size.

TheChange Image Options icon allows you to create different default sizes for your graphics. If your graphic is too large origionally to show on the picture screen, you will want to adjust the size so it may be displayed properly.

[edit] Details Subtab

The Details Subtab opens the Part Detailed Information screen. This screen allows you to enter or edit the RevisionInformation (Not Revision tracking), UPC code, Standard Cost, Size and Weight, Default Accounts, Tracking Information, and Products tied to the Part.

The Standard Cost field is internal use only and will NOT be the cost shown on inventory reports, etc. UNLESS you are using the Standard Costing method. If you are using Average Costing, FIFO or LIFO, then the cost to be shown on orders or inventory reports is located in the Inventory Module.

The Size and Weight section will be added up and added to POs that are created.

The Accounting section will allow for an Asset account,COGS account, Inventory Adjustment account, and a Scrap Inventory account to be assigned specifically to each part. When exporting to QuickBooks, the part will export to the accounts specified here. If no accounts are specified, the part will export to the default accounts chosen in the accounting configuration wizard.

The Options field is where you may set a part to be Inactive, Taxable,or add Trackingfor the part. If you wish to add tracking to a part simply check the box of the type of tracking you desire. If the part already has existing inventory, a pop-up box will be displayed asking you to enter the tracking information for the existing inventory.

The "Pick in part UOM only" checkbox will require you to pick products from a SO in the UOM that the part is stored in. For example, if you sell in "box", but your part is stored in "ea", the pick will instruct to pick in "ea" instead of box.

[edit] Inventory Subtab

The Inventory Tab opens the Part Quantities screen. This screen allows you to monitor and track Inventory.

The ABC Code is a standard method of prioritizing your inventory.

For example, parts that are sold and used more frequently, (top 80%) may be given an A code, while parts sold and used less frequently (lower 15%) may be given a B code, and parts rarely used or sold (bottom 5%) may be given a C code.

Inventory Definitions

• On Hand: The total amount of your inventory in stock.
• Allocated: The amount of inventory allocated (or assigned) to other orders. For example, inventory on issued Sales
  

  
  Orders, Purchase Orders, and Transfer Orders. Allocated also takes into account inventory on Work Orders.
• Not Available:The quantity in locations that are marked 'Not Available'
• Drop Ship: The quantity being drop shipped directly to customers (Total number of drop ship items on issued SOs)
• Available: The quantity available. This is calculated by Available = On Hand - Allocated - Not Available
• On Order: The quantity on order for either a Purchase Order, Sales Order (credit return), Work Order, or Transfer Order
• Work in Process: Items committed to started Work Orders
• Committed: Items picked and ready to be shipped, or items started on a

Work Order. Note: Inventory that is committed will always be allocated. However, inventory that is allocated is not always committed.

• Back Ordered: The quantity needed to fulfill a demand

To view a detailed display of which location the inventory is being specified to, click the Display more Information  icon located to the right of the screen.

The Quantity Details box will show a summary per Location Group with the amount of inventory On Hand, Allocated, Committed, Available, etc.

[edit] Default Locations Subtab

The Default Location Subtab allows you to choose the default location of a part for each Location Group. The drop-down arrows will provide every location that has been entered in the Location Module for that specific Location Group.

When the part is Received from a Purchase Order, it will be received into the Location Group and Location specified in the Default Location subtab. If a default location is not specified, it will use the default receiving location for the Location Group on the PO.

[edit] Bill of Materials Subtab

The Bill of Materials subtab is where your bill of materials are located to be used for a part during manufacture. For detailed instructions on how to create, edit, or delete bill of material items from a part, please see Add Bill of Materials to a part.

You may select the Always Manufacture box in the left corner of the main screen, which will create a Work Order for the part each time it is placed on a Sales Order. If the part is not set to always manufacture, then Work Orders will need to be manually created.

The BOM subtab also shows users what Stage Group the part belongs to. If a part is included on another part's Bill of Materials, this can be seen at the bottom of the main screen under the Included on the following part's bill of materials section.

The BOM may be printed from this subtab by selecting the Print the BOM icon. You may also add a URL for the BOM items if desired. To add a URL, choose the edit icon located to the right of the URL link. The Edit URL will be displayed and there will be a box for you to place the URL. You may test the link by choosing the Test icon. When you have the correct URL, choose OK. The link may now be accessed by choosing the Bill of Materials URL link.

[edit] Vendor Subtab

The Vendor subtab provides a list of the vendors this part was purchased from. Information included for each vendor is shown below.

• Vendor Part Number: The part number for the vendor. The default number is the Fishbowl part number. The vendor number may be edited by double clicking on the part number in the Number column.
• Last purchased cost: The last cost the part was purchased for.
• UOM: The part's Unit of Measure
• The last date of purchase: The last date this part was purchased. This will be the Purchase Order's Fulfillment date.
• Lead Time: The time from when the Purchase Order is issued until Received.
• Default: If this box is checked, then the vendor will become default for the part.

A vendor may be added , edited , or deleted from a part at any time by highlighting the vendor and clicking the corresponding button located on the Component Toolbar.

[edit] Memo Subtab

The Memo field is an internal-use subtab that allows a user to enter notes regarding a specific part. The top portion of the main screen will offer the date notes were given, by what user, as well as a portion of the memo written. If the memo is longer than the top line allotted, you may highlight the line and the memo will be shown in its entirety on the bottom half of the main screen.

You may add  a new note, edit an existing note, or delete a note by highlighting the line item to be changed and clicking the corresponding button located on the component toolbar.

You may print all the memo notes for a part by clicking on the Print Memos button in the top left corner of the main screen.

[edit] Custom Subtab

The custom field subtab is an internal-use field for extra information. You can set up specific names for each custom field line in the Custom Fields Module. You may also do an advanced search for parts by custom fields. A selection of reports may allow for a search by custom field.

User Manual | Materials Module Group | Part Module
Materials Module Group Part Module The Part Module Add a New Part Modify an Existing Part Duplicate a Part Part Tracking Part Reorder Levels Manufacture Wizard Add Bill of Materials to a part Bill of Material part types Create WO Wizard Auto ROP Wizard Auto ABC Wizard Part Types Part Module Options Index