Welcome to the fourth video in this series about how to get started with Fishbowl. This time we will discuss how to find your way around the Fishbowl client. There are a few tricks to help you save time and make the experience quite intuitive.
Customizing the Dashboard
The first thing you see when you log in to Fishbowl is the dashboard. This displays information from several modules. Each user can customize it to meet their specific needs. So if one employee is focused on placing orders and another employee is focused on shipping and receiving, they can put different modules on their dashboard to help them jump right into their jobs.
Every time they log in they’ll find the same modules they had on their dashboard from last time. This saves time and makes sure employees don’t get inundated by needless information.
There are many ways to customize the Fishbowl dashboard. You can view open sales orders, purchase orders, work orders, RMA orders, and more. You can also see items to be picked, received, and shipped. And those are just a few examples.
Administrators can also set boundaries on user rights so that each user only has access to areas of the software that are relevant to their job.
Fishbowl has a number of module groups that organize all of its modules and features:
When you click on the tabs on the left of the dashboard, it opens that module group so that you can see all of the modules contained in it. Opening a module adds a tab to the top of the dashboard so you can quickly click between modules, like the tabs on a Web browser.
There are different reports and options that are part of each module, and it’s a good idea to familiarize yourself with them in the modules you use on a regular basis.
Next Video: Adding CSV Files
You can back and watch the three previous videos in this series here:
- How to Install the Fishbowl Server
- How to Create a New Database in Fishbowl
- How to Connect a Client to the Fishbowl Server
In the next video, we’ll cover how to add data to Fishbowl via CSV files. See you then!
Robert Lockard is a copywriter with Fishbowl. He writes for several blogs about inventory management, manufacturing, QuickBooks, and small business. Fishbowl is the #1-requested manufacturing and warehouse management software for QuickBooks users. Robert enjoys running, reading, writing, spending time with his wife and children, and watching movies.