1. Product Overview
   1. The purpose of Fishbowl Inventory

General

1. Dashboard
   1. What do you want to do?
      1. Add Gadgets to a Dashboard
   2. Dashboard Details
   3. Dashboard Reference
      
      
2. Reports
   1. Reports Module Options

Materials

1. Part
   1. What do you want to do?
      1. Create Part Reorder Levels
      2. Establish ABC Codes
      3. Track a Part by multiple Serial Numbers
      4. Track a Part by Serial Number and Expiration Date
      5. Create a Unique Tracking Method
   2. Part Details
      1. Add a New Part
   3. Part Types
   4. Part Tracking
   5. Auto ROP Wizard
   6. Part Reference
      
      
2. Product
   1. What do you want to do?
      1. Assign substitute parts
      2. What is a Kit and how does it work?
      3. Establish a pricing rule based off a product price
      4. What is a Product Tree and how is it established?
      5. Assign multiple Products per Part
      6. Import Products into Fishbowl via CSV file
   2. Product Details
   3. The Product Tree
   4. Kitting
      1. Kitting Details
         1. Add a Kit to a Sales Order
         2. Group or Ungroup a Kit
            
            
3. Inventory
   1. What do you want to do?
      1. Move Inventory
      2. Adjust Tracking Information
      3. Adjust Inventory Quantity
      4. Scrap Inventory
      5. View Serial Numbers per Tag
      6. Modify Average or Total Cost
      7. View Costing Details
      8. View Quantity Details
   2. Inventory Details
   3. Inventory Status Terms
   4. Inventory Reference
      
      
4. Monitor
   1. What do you want to do?
      1. Create a New Watch
   2. Monitor Details
   3. Monitor Auto-Create Wizard
      
      
5. Transfer Order
   1. Transfer Order Details
      1. Create a Transfer Order
   2. What do you want to do?
      1. Replenish Inventory via Transfer Order
   3. Putaway Inventory via Transfer Order
      
      
6. Consignment
   1. Consignment Details
      
   2. What do you want to do?
      1. Sell Items from a Consignment Location
      2. Move Inventory into Consignment Location via Transfer Order
      3. Move Inventory into Consignment Location via PO
      4. Adjust Inventory within Consignment Locations
      5. Transfer Inventory out of a Consignment Location

Sales

1. Point of Sale
   1. Point of Sale Details
      1. POS Basic Checkout
   2. What do you want to do?
      1. Checkout Using the POS Cash Drawer Kit
      2. Checkout Using the POS Credit Card Integration
      3. POS Checkout Using Alternate Locations
      4. POS Product Returns
   3. Manage POS Customers
   4. POS Hotkeys
   5. Point of Sale Register Kit
      1. What do you want to do?
         1. Install APD 402E
         2. Cash Drawer Setup
         3. Symbol Scanner Setup
         4. Additional POS Setup in Fishbowl
            
            
2. Sales Order
   1. Picking Details
      1. Create a Sales Order
   2. What do you want to do?
      1. Create a Credit Return
      2. Edit a Fulfilled Sales Order
      3. Drop Ship an item
      4. Create and use a Quick List
      5. Duplicate a Sales Order
      6. Create a Purchase Order from a Sales Order using SO to PO
   3. Sales Order Details
   4. Quick Ship a Sales Order
   5. Take a Payment for a Sales Order
   6. Sales Order Reference
      
      
3. Picking
   1. 1. Pick an Order
   2. What do you want to do?
      1. Put a pick item on hold
      2. Split or Combine a pick line item
      3. Choose a specific tracking number for a part
      4. Change my Picking Location
      5. Define the Pick Line item status
      6. Group or Ungroup multiple Picks
      7. Ungroup an Order
      8. Pick only part of a Sales Order
      9. Change the assigned tracking information for an item
   3. Location Tree
   4. Pick Flow Process
   5. Picking Reference
      
      
4. Shipping
   1. Shipping Details
      1. Pack and Ship a Sales Order
   2. What do you want to do?
      1. Add or Modify Cartons
      2. Manually add a Tracking Number
      3. Change Shipping costs
      4. Ship multiple orders simultaneously
   3. Shipping Integration
      1. ODBC Setup
      2. FedEx Integration
      3. UPS Integration
         
         
5. RMA
   1. RMA Details
      1. Create and Fulfill an RMA
   2. What do you want to do?
      1. Create a Sales Order with the RMA Module
   3. RMA Reference
      
      
6. Customer
   1. Customer Details
      1. Create a New Customer
   2. What do you want to do?
      1. Create Customer Groups
      2. Search for a Customer
      3. Update a Customer's Address
   3. Customer Reference
      
      
7. Pricing
   1. Applying Pricing Rules
   2. Pricing Rule Precedence
   3. Pricing Details
      1. Create a New Pricing Rule
      2. Pricing Rule Precedence
      3. 3 Tier Pricing Rules
   4. What do you want to do?
      1. Markup prices 50% higher than their Average Cost
      2. Markup Prices to Insure a 50% Gross Margin
      3. Give a Customer a Fixed Product Price
      4. Create a '20% off all bikes' Labor Day Weekend Sale
      5. Provide a Discount to Customers who buy a quantity of 3 or more Products
      6. Give VIP Customers a 10% Discount off the List Price
      7. Round my Product Prices to the nearest $0.99
      8. Insure List Prices are 100% higher than costs and provide 10% Customer Discounts
      9. Insure that a Product never sells for less than its Cost
      10. Create a Tier 3 Presidents Day Weekend Sale off the List Price
   5. Adjust Prices Wizard
   6. Pricing References
      
      
8. Discount
   1. Discount Details
      1. Create a New Discount
   2. What do you want to do?
      1. Add a Discount to a Sales Order

Purchasing

1. Purchase Order
   1. Purchase Order Details
      1. Create a Purchase Order
   2. What do you want to do?
      1. Create a Credit Return Purchase Order
      2. Auto-Assign PO Number
      3. Edit a Fulfilled Purchase Order
   3. Auto PO Wizard
   4. Purchase Order Reference
      
      
2. Receiving
   1. Receiving Details
      1. Receive an Order
   2. What do you want to do?
      1. Enter Tracking data for a Received order
      2. Receive partial quantity of an item
      3. Reconcile an Order
   3. Receiving Reference
      
      
3. Vendor
   1. Vendor Details
      1. Create a New Vendor
   2. What do you want to do?
      1. Associate a Part with a Vendor
   3. Vendor Reference

Manufacturing

1. Bill of Materials
   
   1. What do you want to do?
      1. Create a Bill of Materials with Multiple Finished Goods
      2. Create a Bill of Materials with items used only once during a Manufacture Order
      3. Assign stages to Bill of Materials
      4. Create a custom Bill of Materials with optional-variable parts
      5. How do Kits and Bill of Materials differ?
      6. Understand why Bill of Materials are assigned to Parts and not Products
      7. Create a custom Bill of Materials type
   2. Bill of Materials Details
      
   3. Bill of Materials Reference
      
      
2. Manufacture Order
   
   1. What do you want to do?
      
      1. Tie a Sales Order to a Work Order
      2. How do I see my Bill of Materials from the Manufacture Order?
      3. See a breakdown of my Work Order cost
   2. Manufacture Order Details
   3. The Manufacture Order Quick Fill Wizard
   4. The Manufacture Order Auto MO Wizard
   5. Manufacture Order Reference
      
      

Accounting

1. Accounting
   1. What do you want to do?
      1. Export to QuickBooks
      2. Import data into Fishbowl
      3. Which QuickBooks accounts are required for Fishbowl?
      4. What should you know before integrating Fishbowl and QuickBooks?
   2. Accounting Details
   3. Accounting Configuration Wizard
   4. Merchant Services Configuration Wizard
      1. About Merchant Services
      2. QuickBooks Merchant Services
      3. Authorize.Net
   5. Initial QuickBooks Export
   6. Accounting Reference

1. Payment Viewer
   1. Payment Viewer Details
   2. What do you want to do?
      1. View a Payment
         
         
2. Tax Rate
   1. Tax Rate Details
      1. Add Tax Rates
   2. What do you want to do?
      1. Add a Tax Agency in Fishbowl
      2. Track Sales Tax
         
         
3. Class
   1. Class Details
      1. Create a New Class
   2. What do you want to do?
      1. Enable/Disable Class Tracking

Setup

1. User
   1. What do you want to do?
      1. Change a User Password
      2. Assign Access Rights to a User
   2. User Details
      
      
2. User Group
   1. What do you want to do?
      1. Create a New User Group
      2. Assign Access Rights to a User
      3. Assign Users to a Group
   2. User Group Reference
      
      
3. Terms
   1. What do you want to do?
      1. Create a New Payment
      2. View Default Payment Term Types
         
         
4. Carrier
   1. What do you want to do?
      1. Set a Default Carrier
   2. Carrier Details
      
      
5. Company
   1. What do you want to do?
      1. Setup Email defaults
      2. Use Email through Fishbowl Modules
      3. Create and Modify an Email Template
      4. Establish Email options for users
   2. Company Details
   3. Company Reference
      
      
6. Location
   1. What do you want to do?
      1. Understand Locations
      2. Auto-Create Locations
   2. Location Details
   3. Location Sort Order
   4. Location Terms
      
      
7. Location Group
   1. What do you want to do?
      1. Understand Location Groups
      2. Enable Location Group Tracking
   2. Location Group Details
      
      
8. Unit of Measure
   1. What do you want to do?
      1. Create Unit of Measure Conversions
   2. Unit of Measure Details
      
      
9. Schedule
   1. What do you want to do?
      1. Create a New Schedule Task
      2. View Schedule History
         
         
10. Custom Field
    1. What do you want to do?
       1. Create Radio Button groups and Lists
       2. Use a Custom Field with an Advanced Search
    2. Custom Field Details
       
       
11. Property
    
    
    

Appendices

1. Appendix A
   1. Complete Fishbowl Feature set
2. Appendix B
   1. Fishbowl Hot Keys
3. Appendix C
   1. Fishbowl Flow Chart