Sales and Purchase Order Management

Sales and Purchasing

Fishbowl’s Sales Order Module allows you to enter customers, products and Quick Lists all from drop-down lists. Double click any line item to see what's in stock and what's back-ordered. All pricing discounts for specific customer/product combinations are saved and automatically entered as the parts are entered onto the Sales Order. Add notes to the Sales Order as a whole or to each line item individually. Also, if customers request a quote, you can save the Sales Order as one. Then, once the customer agrees to the quote, simply issue it as an official Sales Order and you're done.


If you sell products with various options and upgrades, then chances are you understand the difficulty of producing and properly tracking customizable products. The Configurator was designed to reduce that difficulty. For example, if you sell computers you can define a configurable Bill of Materials with various hard drive and RAM options so that the salesperson can select the desired specifications from a list directly within the Sales Order. Any additional charges for premium features are automatically added to the Sales Order and an updated price is displayed. Upon issuing the Sales Order, a Work Order for that configured product is automatically created. Just pick, pack and ship the finished product and you’re done.

Quick Lists

Do you have customers who buy the same products on a regular basis? Fishbowl’s Quick Lists feature allows you to store and uniquely name lists of products so that you won’t have to make a new Sales Order from scratch every time a customer requests the same items. You can also edit any saved Sales Orders if the orders vary slightly.

Variable Pricing

Fishbowl has an extensive pricing module that allows you to define as many pricing schemes as needed (by customer or customer group) and it automatically applies prices as the Sales Order is created. You can define pricing schemes by a percentage discount or a dollar amount. Simply go to the Pricing Module, and select “New” and then the Pricing Wizard will walk you through the rest.

Manage Purchasing and Vendor Relationships

Which vendors have you purchased from in the past? Who gave you the best deal or turn-around time? Fishbowl automatically saves and organizes that vendor information and displays it in an easy-to-use, helpful fashion. When you're ready to reorder, just click the Reorder Point button on a particular item and Fishbowl will create the Purchase Order for the correct vendor and let you make any last-minute modifications. Fishbowl makes purchasing a snap!

Sales Order to Purchase Order Conversion

Convert any Sales Order to a Purchase Order at the touch of a button. If the items have been purchased before, then Fishbowl will remember the previous price and will automatically enter that price into the purchase order as the default.

Manufacture Order to Purchase Order Functionality

If a part is short on a Manufacture Order and you don't have enough to complete the job, you can automatically create a Purchase Order right from the Manufacture Order for the missing part. It will order from the default vendor you have set.

Multiple Ship-to Addresses

If you’re like most B2B companies, you often sell products to companies that have multiple ship-to addresses. Fishbowl allows you to use multiple ship-to addresses for your customers. And, for vendors that drop ship, you can enter multiple ship-to destination addresses.

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