Back to Integrations

Fishbowl Integrates with StockTrim

Book a Demo
Summary
How It Works
How To Use

StockTrim, a smart inventory forecasting and demand planning software, is built for growing SMBs providing accuracy, affordability and usability. With its robust and advanced inventory forecasting and demand planning engine the software matches supply to demand, with dramatic impacts in many areas of the business. Using advanced machine learning algorithms it forecasts future demand, helping you plan smarter purchases. It continuously keeps track of forecasted vs. actual sales data, refining inventory predictions for the most optimal level of forecasting. StockTrim perfectly complements Fishbowl Inventory by keeping track of over-stocked or under-stocked items through SKU-level reorder plans, parameters, dashboards, graphs and reports.

Benefits of Fishbowl's integrating with StockTrim

Significant ROI: Retention of up to 40% working capital. Stock-out incidences halved. Time saving of up to 75% in replenishment and planning
AI Inventory Forecasting Engine: Make smarter stock decisions using StockTrim’s AI and machine learning technology. Our forecasting engine learns from your historical data to optimize reorder points, predict future demand even for new products, and help you maintain ideal stock levels.
Intelligent Order Planning: Eliminate guesswork with smart, AI-generated order suggestions. StockTrim instantly calculates how much to order based on demand forecasts, current stock, and supplier lead times so you're never under or overstocked.
Dynamic Reorder Scheduling: Stay in control of your supply chain with forward-looking schedules. StockTrim generates a customizable reorder plan showing future stock levels and recommended purchase orders so you can plan ahead and avoid last-minute scrambles.
Detailed Demand Analysis: Understand exactly how forecasts are made. StockTrim provides complete transparency into demand patterns and calculation logic, so you can trust and act on every recommendation.
Forecast Groups & Lifecycle Management: Group products by category or custom criteria to forecast totals, revenue, and trends. Manage transitions between discontinued products and their replacements with ease.
Most Profitable Product Ranking: Use built-in profitability analytics to identify and prioritize your highest-margin SKUs. StockTrim ensures these products are always stocked to maximize your returns.
Manufacturing Forecasting: Easily forecast finished goods and calculate required components or raw materials even for multi-level Bills of Materials. StockTrim simplifies manufacturing workflows and procurement planning.
Forecast New Products Without Sales History: Launching a new product? StockTrim can forecast demand even when there's no historical data, using smart pattern recognition and similar product behaviors.
Multi-Location Planning: Manage inventory across multiple warehouses or retail locations. StockTrim helps you forecast and optimize stock at each site, ensuring the right products are always in the right place.
Supports Variable Lead Times: Supplier delays? No problem. StockTrim lets you adjust lead times instantly and update forecasts in real-time, keeping your plans accurate and your stock levels safe.
Customer Forecasting: Improve B2B collaboration by sharing forecasts with customers. Recommend ideal order quantities to help them stay stocked and aligned with your production.
Automated Purchasing Workflows: Generate purchase orders based on StockTrim's intelligent recommendations. Orders can be sent directly to suppliers or pushed to your inventory system for a seamless procurement workflow.
StockTrim now supports a direct API (one-click) integration with Fishbowl Inventory. This integration enables seamless data syncing between the two platforms, allowing businesses to leverage advanced forecasting tools while keeping Fishbowl’s inventory data up-to-date.
  • Set up the integration
    Connect your Fishbowl account to StockTrim following the step-by-step instructions found in the StockTrim for Fishbowl documentation. Once connected, StockTrim will automatically sync your historical sales and inventory data.
  • Review forecasts
    Navigate to your StockTrim dashboard to view SKU-level demand forecasts, reorder suggestions, and graphical reports. These forecasts are updated continuously based on Fishbowl transactions.
  • Customize your planning
    Apply business rules, adjust lead times, or group products into forecast groups to align the forecasts with your company’s unique requirements. You can also manage multiple locations or warehouses in StockTrim to ensure accurate distribution of stock across sites.
  • Generate purchase orders
    Review StockTrim’s AI-generated replenishment plans and push approved orders directly back into Fishbowl. This keeps your procurement workflows streamlined while maintaining accurate, real-time inventory records.
  • Monitor and refine
    As your business grows, StockTrim adapts to new sales data and continuously improves forecast accuracy. Use the built-in demand analysis and profitability ranking features to adjust strategies and keep your inventory optimized.

Fishbowl Integrates with StockTrim FAQs

What data does StockTrim use from Fishbowl?

StockTrim imports sales history, current stock levels, supplier details, lead times, and purchase orders from Fishbowl. This data powers the AI forecasting engine and ensures reorder plans reflect your actual business activity.

How often does StockTrim update forecasts?

Forecasts are updated automatically and continuously. Each time sales, purchases, or stock adjustments are recorded in Fishbowl, StockTrim recalculates predictions to ensure recommendations remain accurate.

Can I forecast new products that don’t have sales history?

Yes. StockTrim uses machine learning to analyze similar product patterns and category-level data, allowing you to forecast demand even for brand-new SKUs.

Does StockTrim support multi-location inventory?

Absolutely. StockTrim can forecast and optimize stock across multiple Fishbowl-managed warehouses or retail sites, ensuring the right inventory is allocated where it’s needed most.

Will StockTrim automatically create purchase orders in Fishbowl?

Yes. Once you approve AI-generated reorder suggestions, StockTrim can push purchase orders directly back into Fishbowl, enabling a seamless, automated procurement workflow.

Is StockTrim suitable for manufacturers as well as distributors?

Yes. StockTrim includes manufacturing forecasting features that allow you to plan finished goods production and calculate raw material requirements—even for multi-level Bills of Materials managed in Fishbowl.

Integrates With

Details

Publisher
StockTrim
Book a Demo