Sales Order Management:
Create unlimited estimates, sales orders, pick tickets, and other essential documents. Set up your order-fulfillment workflow to easily track backorders and multiple fulfillments for single sales orders. You can also configure automatic reorder point based on maximum and minimum inventory thresholds, as well as in-depth reports, and improved warehouse management and picking processes to make order management easier than ever.
Accounts Receivable and Payable:
In your sales workflow, Fishbowl sends invoices to QuickBooks, allowing you to manage your accounts receivable from QuickBooks, including statements and customer account payments. Fishbowl handles order fulfillment, including sales orders, picking, packing, and shipping, purchase orders and receiving. It then updates QuickBooks with all the appropriate accounting adjustments, including manufacturing information and data on inventory assets, COGS, income, accounts receivable, tax and payment, and accounts payable. The transactional data captured from Fishbowl is so complete that it leaves no need for modification from the accountant.
Create customized, timely reports on everything from your customers and vendors to your parts and stock quantities. Automated data flows keep your accounting current without hours of manual entry or data transfers.
When industry regulations require diligence in inventory management to maintain compliance, we’ve got you covered. If ever you’re faced with a recall or audit, Fishbowl’s inventory traceability and reporting features give you visibility into where products are at any stage of your manufacturing, quality assurance, receiving, and picking and packing processes. With a single report, see which manufacturing orders made the product, which purchase orders and vendors were involved with the raw goods consumed in the manufacturing, and all customers who received the product. Then, reconcile your books as COGS or a loss, and they will automatically be recorded in QuickBooks.