High-level reporting has become essential for large and small businesses alike. It’s impossible to make smart business-wide decisions when you don’t have the complete and correct information in front of you. However, having visibility on all of your data is a tall order if you process thousands of transactions daily, have thousands of SKUs, and operate in multiple locations. Your reporting needs to be centralized, accurate, integrated, and easily accessible. Fortunately for small and large businesses, Fishbowl has robust reporting capabilities that make life easier for business owners and warehouse managers.
CENTRALIZED AND INTEGRATED DATA
Wouldn’t it be nice to have all of your data summarized and visible from one place? Having your data centralized allows you to have a snapshot view of your business and all the inflows/outflows. It’s a huge benefit to have your inventory and accounting data all in one place. The sole purpose of Fishbowl’s automation platform is centralization and integration.
Having accurate inventory data comes from easily being able to scan your inventory directly into your system. If you or your employees keep up with this simple task, then your inventory reports can match exactly what’s on the shelves.
Need to make business decisions on the road? Be ready when inspiration hits or when you have a process improvement idea you want to put into place quickly. Being able to access your data from a smartphone, tablet, or other mobile device will prove to be a significant convenience. Fishbowl Anywhere makes this possible.
Examples of Fishbowl Reports
Adjustment Report - shows inventory adjustments sent to the accounting system.
COGS Report - generates a summary of all Cost of Goods Sold values, by account.
Aging Report - displays the age of inventory items.
Forecast Report - calculates a running total of allocated parts based on issued sales orders, transfer orders, work orders, and purchase orders.
Inventory Availability - is a consolidated report of the Inventory Module. The Count parameter specifies the number of records to return. The Skip parameter skips as many records as you like before starting the count.
Reorder Report - prints a list of parts below the reorder point tolerance.
Turnover Report - displays the number of times inventory is turned over during a given date range.
Production Report - shows the parts built in completed work orders.
Bill of Materials - prints a bill of materials with its default options, stages, raw goods, and finished goods. The report calculates an estimated cost of finished goods based on the average cost of either the lowest level raw material or top level subassembly cost.
Generate a list of customer addresses, profile details, account statements, and dormant customers.
PURCHASE ORDER REPORTS
Advanced Purchasing By Sales Order - looks at the fulfillment date on an SO and then looks at the lead time on the individual BOM items. Based on the fulfillment date of the SO and the lead time of the item, the report shows you what day to place your PO.
Purchase Order Summary - lists parts on outstanding purchase orders by location group and either part number or purchase order number.
Gross Sales By Product - prints the gross sales for the date range specified, put in order from greatest to least. An empty date range will report on gross sales to date.
Gross Sales By Salesperson - prints the gross sales for the date range specified, put in order from greatest to least. An empty date range will report on gross sales to date.
Fishbowl can generate more than 100 reports to help you manage your business and your warehouse. You can find the full list of inventory reports here.
Inventory reports allow businesses to distill complex information into comprehensible graphs and figures so that they can spot trends and other key data points that will help them in their planning. There are a variety of reports that can be created to study:
- Purchase orders