From Fishbowl Inventory

User Manual | Materials Module Group | Product Module

Contents 1 The Product Module 1.1 General Subtab 1.2 Details Subtab 1.3 Substitute Subtab 1.4 Pricing Subtab 1.5 Memo Subtab 1.6 Custom Subtab

[edit] The Product Module

[edit] General Subtab

The General Tab opens the General Information screen. This screen contains the Product Number, Product Description, Part, Part Description, Price and UOM. All this information comes from the initial creation of a New Product. For more information on creating a new Product see Create a New Product. Every field except for the Part and Part Description can be edited here simply by typing into the appropriate field.

This subtab allows you to indicate whether a Product is Taxable or Active. If Taxable, Fishbowl will automatically add in the applicable Sales Tax whenever an SO or POS is created. Once a Product is added to Fishbowl's database, it cannot be removed. However, by unmarking the Active link, the Product will be removed from the Product Search Panel, and only be visible under certain search filters.

You also have the option of having this product show up on the SO combo box or not. Simply uncheck the box "Show on SO Combo Box" to make this product not show up in the SO combo box.

Finally, the General Information screen also includes a link to an internal or external URL. Internal URLs need to be in the following format if you are mapping to a file internally: file://C:/Documents and Settings/....

You may also enter any detailed Notesyou wish to add for the product, as well as a graphicof the product. Please see Create a New Product for more information on adding and editing URL's and Graphics.

[edit] Details Subtab

The Detail Information screen allows you access to specific information regarding this Product.

The top portion allows you to enter a UPC number (typically a vendor bar code number). When using a barcode in the POS module, the scanner will look at the UPC number to determine if the correct Product is being sold. You may also enter a SKU number (internal identification number) for the product if you wish.

If you would like your product to be sold in other Units of Measure than the one it was originally created in, simply check the box that states, "Allow product to be sold in other UOM's."

The next section has to do with the Size and Weight of the Product. There are fields for Width, Height, Length as well as Weight. Fishbowl also offers drop-down menu's with both metric and none metric measurements. This information will be added up and automatically entered into the appropriate weight fields in the Shipping Module.

The third section allows you to choose an Income Account from the drop down menu. This is the account that will be adjusted when this product is sold on a Sales Order. When you go through the Accounting Configuration Wizard, this drop down list will auto-populate with your QuickBooks Chart of Accounts.

The Inventory Component at the bottom of the module view screen summarizes your current quantity on hand and the quantity committed for the part that this product is tied to. This information is pulled from the Inventory Module. The information shown for quantities in the Inventory screen will update with each Pick, Pack, or Ship the product goes through.

By clicking on the Display More Information button located to the right of the Inventory Component section, you can get an even more detailed break down of your inventory, including how much Inventory is being stored in each of your Location Groups.

[edit] Substitute Subtab

The substitute subtab allows for specific products to be substituted for others when they are out of stock. In the Substitute subtab click on the 'add substitute product' button and select from the drop-down list which product may be a substitute.

If you create a Sales Order and try to add a product without inventory, a box will be displayed giving you the following options: Add Anyway, Drop Ship, Substitute, or Cancel. Clicking the Substitute button will bring up the list of substitute products specified in the product module. Simply highlight the line item you would like to add and click 'ok'. The substitute product will then be added to the Sales Order.

[edit] Pricing Subtab

The Pricing subtab allows the user to create new pricing rules, as well as edit or delete existing pricing rules. For detailed instructions on how to Create, Edit or Delete Pricing Rules and Associated Pricing, please see the Pricing Module.

Associated Pricing allows the user to have additional costs tied to a specific product. For example, if your products had an additional charge for delivery you could add this charge as an associated price in the pricing subtab (shown right).

To create a new associated price type, click on the New icon located on the component toolbar under Associated Prices in the Product Module (See Associated Pricing Import for instructions on how to bring these prices in through csv import). A dialog box will be displayed allowing you to edit an existing price type here, or allowing you to create a new one. To create a new type, click the New icon again in the Edit Associated Price box. The next pop-up box will allow you to create new associated prices. Click the Closebutton when you are finished.

When you wish to add associated pricing to a Sales Order, click on the Add item icon located on the component toolbar. Select Associated Price from the list of items to add to the Sales Order (The total of the associated price line item is the sum of all the associated prices on products above the price line item). Click Next. Choose the correct associated price type from the drop down list and click Finish.

[edit] Memo Subtab

The Memo field is an internal-use subtab that allows a user to enter notes regarding a specific product. 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 entire line and the memo will be shown in its entirety on the bottom half of the main screen.

You may adda new memo, editan existing memo, or deletea memo 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 product 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 products by custom fields. You can customize reports in fishbowl to display custom information.

User Manual | Materials Module Group | Product Module
Materials Module Group Product Module The Product Module Create a New Product Modify or Delete a Product Product Kits Product Tree Duplicate a Product Product Module Options Index