Fishbowl Warehouse™ 2015 Feature List

Overall

  • New look and feel added to Fishbowl - module icons, toolbar icons, and new tab shape and navigation menu.
  • Added alternating row color to Fishbowl (Zebra Striping to tables).
  • Added Module toolbar Email button to send the default selected report for each module.
  • Added a "refresh" button to the module toolbar.
  • Server log out window will now display time to log out instead of initial log out duration.
  • Auto Refresh on SO, Pick, Ship, PO, Receive.
  • Added ability to download new version installer on the server window.
  • Look and Feel list has been simplified.

General

  • Home – NEW MODULE
  • Reports
    • Reports can now be shown in a separate window from the reports module.
    • Created an Inventory Shipping Report to show a summary of shipped orders.
    • Option on MO traveler report to show labor in a separate column.
    • Option on Product barcode by SO report (Avery and one off) to hide service and shipping products.
    • Added the ability to show payment information on Invoice.
    • Added Pricing information as optional data to show on the packing list.
  • Data – NEW MODULE

Materials

  • Part
    • New, new part wizard with user defined screens.
    • Details shows Length, Width, Height.
    • Moved UOM edit button over.
    • URL’s now show the URL. (all over, not just part)
    • Adding new tracking fields now scrolls focus down to row.
  • Product
    • You can now multi-select and move more than one product in the product tree.
  • Consignment
    • Select buttons are now between the items and Selected Items panels

Sales

  • Sales Order
    • Check inventory moved to module toolbar.
    • Create quick list moved into quick list window.
    • Added ability to add multiple products to the sales order by highlighting multiple items in the sales order quick add.
    • Added ability to add multiple products to the sales order by highlighting multiple items in the sales order item search.
    • Moved “Add Item” in line with SO combo box.
    • Lead time now shows for insufficient parts when adding a product with a bill of materials to a sales order.
    • Sales order items now have an option to show cost in the item table.
    • Options to skip the pick and payment screens in quickship wizard.
    • Changed payment screen in quickship to include ‘No Payment Now’.
    • Added description to the substitute product panel in sales order module.
    • Ability to add a new address to the customer from the sales order module.
    • Button to go from SO to PO when the SO item is a drop ship type.
    • The customer PO now can be shown in the Sales order search pane.
    • Added ability to add multiple products to the sales order by highlighting multiple items in the product search.
    • Added a markup column to the sales order that will show your markup percentage. Changing your markup will change price on SO item.
    • Added ability to close short SO line items.
  • Picking
    • Added Finish column to picking search panel to show pick completion ability in green, yellow or red.
    • Pick Module Option to automatically commit issued sales orders.
    • Pick Module Option to automatically commit issued work orders.
    • Pick Module Option to automatically commit issued transfer orders.
    • Pick Module Option to automatically finish automatically created picks.
    • Row icons match the module icons.
  • Shipping
    • Renamed ship wizard to Batch Shipment.
    • Barcode order prefix can now be scanned in the client as well as Fishbowl Mobile.
    • Button to go from shipping to receive when shipping outsourced PO or TO.
    • Added ability in the shipping module to change the "Carton" name to anything you want.
  • RMA
    • RMA advanced search now includes customer PO # and linked SO # fields in the search.
  • Customer
    • Added Address data to the customer module advanced search.
    • Added the ability to save and load filters on the customer advanced search.
    • Customer jobs will now use the parent default billing address.
    • Customer "Check Balance" can now be verified from the customer module.

Purchasing

  • Purchase Order
    • Moved “Misc. Item” in line with PO combo box.
    • Option in Auto PO to add needed parts to existing PO's in bid request or issued status.
    • Added ability in the Auto PO to change the cost of the items being added as well as the quantity in line.
    • Option to create orders for each Location Group when ROP’s are location group based.
    • Added a pick button in the PO when items are outsourced or credit return type.
    • Ability to add a new address to the customer from the sales order and purchase order modules.
    • Button in purchase order module to go to sales order when the PO is linked to a drop ship type sales order.
    • Added inventory information tab to the purchase order item details window and a corresponding user access right to view inventory in the purchase order module.
    • Added Ability to change the addresses on a purchase order after the order has been fulfilled and a corresponding user access right.
    • Added ability to edit the total cost on a purchase order line item.
    • Added a module option check box to "Show only vendor parts" to the Purchase Order item search.
    • Added Customer Job and Revision to the Purchase Order row data.
    • Added ability to add multiple parts to the purchase order by highlighting multiple items in the part search.
    • Added ability to close short PO line items.
  • Receiving
    • Warning column in reconciling when items to be reconciled have already been consumed.
    • Added the vendor part number into the reconcile wizard step 1.
  • Vendor

Accounting

  • Payment Viewer
    • Module option to limit CC storage in Fishbowl even when payment is processed in the client.

Setup (now alphabetized)

  • Company
    • Added a Test Connection button in the email setup of Fishbowl.
    • Integrated app approval is now in the client.
  • Currency
    • Added ability to set default home currency.
  • Custom Field
    • Ability to assign users to order based custom fields.
  • User Group
    • Added expand / collapse to the user access rights and report rights panel.
    • Added a "view only" user access right.
    • New user access right in sales order limiting ability to edit the salesperson field.
    • New user access right to edit custom fields for orders (SO, PO, RMA, MO, and SalesPoint).
    • Added Ability to change the addresses on a purchase order after the order has been fulfilled and a corresponding user access right.
    • Added access rights to view markup column on sales order.

Fishbowl+ - NEW GROUP

Import & Export

  • Customer Part Export now includes a filtering option to select customers instead of exporting all customers.
  • Added a new import/export called Part and Product Renaming that will allow you to change part/product names through a csv file.
  • You can now inactivate a location through the Locations CSV import.
  • Added ability to set a default customer through the Location CSV import on existing locations.
  • Added ability on the customer import/export to set the credit limit for a customer.
  • Added ability on the customer import/export to set alert notes for a customer.
  • Added ability on the customer import/export to set the status of a customer.
  • Added ability on the customer import/export to set the shipping terms on a customer.
  • Added ability on the customer import/export to set the active flag to the customer.
  • Added ability on the vendor import/export to set the active flag to the vendor.
  • Added ability on the vendor import/export to set the status on a vendor.
  • Added ability on the vendor import/export to set the default terms on a vendor.
  • Added ability on the vendor import/export to set shipping terms on a vendor.
  • Added ability on the vendor import/export to set the URL on a vendor.
  • Added ability on the vendor import/export to set an alert note on a vendor.
  • Added ability on the vendor import/export to set the default carrier on a vendor.
  • Added ability on the vendor import/export to set account number on a vendor.
  • Added ability on the vendor import/export to set minimum order amount on a vendor.

Salespoint

  • Ability in SalesPoint to right click and delete and open order.

Fishbowl Canada

  • Added a warning when creating a new customer to remind user if no tax is set for the customer.
  • Added GST/HST to the company module, this number will show on PO report, SO report, POS receipt, 2in, 3in, SO report, and shipping invoice.

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