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* [[#How do I backup my database|How do I backup my Fishbowl database?]]
* [[#How do I backup my database|How do I backup my Fishbowl database?]]
* [[#How do I restore a backup|How do I restore a backup database?]]
* [[#How do I upgrade|How do I upgrade Fishbowl?]]
* [[#How do I upgrade|How do I upgrade Fishbowl?]]
* [[#How do I know if I have a Service Contract|How do I know if I have a service contract?]]
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Revision as of 04:38, 23 October 2011

Fishbowl's Frequently Asked Questions

About Fishbowl Inventory

QuickBooks Integration

Upgrading Fishbowl Inventory

General Questions


What is Fishbowl Inventory?
Fishbowl Inventory is a full-scale, inventory-control software designed for companies that are currently using either QuickBooks or spreadsheets to track their inventory. Fishbowl is an affordable solution that solves many of the problems that only expensive solutions solved in the past. Fishbowl integrates with Intuit’s QuickBooks and is the leading inventory control and manufacturing solution, allowing companies to continue to use the QuickBooks software they already know. In short, Fishbowl provides control over many problems faced by small and medium-sized businesses that are trying to survive in today’s highly competitive business world.

What are Fishbowl Inventory modules?
Fishbowl Inventory is designed to allow the user to easily select an inventory item, observe the properties of that item (ie: quantity, location, tracking parameters, and detailed allocation), then easily adjust inventory levels and properties without having to sort through multiple screens to reference or edit the data. The Fishbowl organization of inventory information into modules gives our clients the ability to view their inventory processes at a glance.

Does Fishbowl Inventory have a Bill-of-Materials?
Fishbowl Inventory with Manufacturing has a Bill of Materials feature. This feature provides users with the ability to create custom, basic, or configurable items. The Bill of Materials module works hand in hand with our Manufacturing module, where users may manufacture, disassemble, repair, or service items. For a more detailed overview of Fishbowl's ability to handle Bill-of-Materials, please see our 10-Minute Test Drive, or our Bill of Materials Module.

Can I run Fishbowl Inventory without integrating with QuickBooks?
Yes. You can run Fishbowl Inventory as a standalone product. You need to integrate Fishbowl Inventory with QuickBooks only if you want to import data from QuickBooks or have Fishbowl Inventory send accounting transactions to QuickBooks.

Which functions does Fishbowl Inventory take over from QuickBooks?
Fishbowl Inventory takes over all inventory functions from QuickBooks. Sales and purchase transactions fulfilled in Fishbowl will automatically post "Invoices" and "Vendor Bills," respectively, to QuickBooks. As manual adjustments are made to Fishbowl's inventory levels, any affected accounting data will be exported to update the General Ledger in QuickBooks.

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Is Fishbowl Inventory Scalable?
Fishbowl Inventory runs on the Firebird database engine: a very fast, reliable, efficient database. This means that as your data accumulates and the complexity of your business increases, you will not be constrained by this virtually unlimited database.

On which platforms does Fishbowl Inventory run?
Fishbowl Inventory Server and Client will run on Windows and Linux platforms. Fishbowl Client can run on the Mac platform. Please note that in order to integrate with QB, the server must be on the Windows platform.

Which Operating Systems does Fishbowl Inventory run on?
Windows 2000, Windows XP Pro, Windows Server 2003, Windows Server 2008, Windows Vista (Pro, Business and Ultimate), and Windows 7 (Pro and Ultimate). Fishbowl does run on Linux but is only partially supported. The Fishbowl Client does run on Mac OS X but is only partially supported.

For a more complete list, please see Fishbowl's Supported Operating Systems

What are the hardware requirements for Fishbowl Inventory?
The hardware requirements for Fishbowl Inventory can be found on our website here.

Which versions of QuickBooks does Fishbowl Inventory integrate with?
Fishbowl Inventory integrates with the QuickBooks versions found on the following page: QuickBooks versions compatible with Fishbowl Inventory

Which features does Fishbowl Inventory have that appeal to the independent manufacturer or wholesale/distributor?
Fishbowl Inventory gives awesome functionality to the manufacturer and wholesaler with the following features:

  • Multiple warehousing
  • Specific inventory locations
  • Lot, revision, expiration date, and serial number tracking
  • Auto-purchasing for re-order points and backordered parts
  • Outsourcing
  • Dropshipping
  • Consignment management
  • RMA Tracking
  • Flexible pricing levels
  • Landed Costs and Purchase Order Reconciliation
  • LIFO, FIFO, Standard and Average Costing accounting methods
  • Pick lists, packing slips
  • Finished goods possessing Bills-of-Materials
  • Work Order generation for manufacturing, repair, and disassembly
  • Staging with work orders
  • Auto-Work orders for staying up to designated levels and sub-assemblies
  • Basic Point-of-Sale capability
  • Extensive Reporting
  • and much more

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Does Fishbowl Inventory handle multicurrency?
At this time, Fishbowl does not handle multicurrency.

Can URLs be associated with items in Fishbowl?
Yes, within several different modules in Fishbowl, such as the Part, Product, and Vendor modules, the opportunity to place a URL is available for ready reference to files on your PC or the Internet.

Can part numbers be exported from Fishbowl into QuickBooks?
No; because Fishbowl is a robust inventory-control software, we strongly encourage QuickBooks users to disable purchasing and inventory tracking in QuickBooks after the Fishbowl Integration. However, part numbers that are entered into QuickBooks may be imported into Fishbowl via the Accounting Configuration Wizard.

Is Fishbowl Inventory ODBC compliant?
Yes; Fishbowl's database is ODBC compliant and therefore can maintain ODBC connections with other compliant programs such as Crystal Reports, Wasp Bar-coding software, and Microsoft Access. For instructions on how to complete an ODBC setup, click here

What are the maximum number of items I can have in Fishbowl Inventory?
Fishbowl Inventory has no limit to the amount of inventory items you can manage in your database. However, depending on the amount of parts or data within your Fishbowl database, we do recommend the following System Hardware Requirements to ensure the proper speed necessary to run your datafile.

What are incidents and how do they work?
Once a Customer's Free 30 days Support is over, an incident is used per training and support call that takes place for the length of time 10 minutes or greater. Incidents are not used if a Customer calls in with an issue Fishbowl is responsible for. Customers are given a set amount of incidents with their initial maintenance and support package purchase. Once all their incidents are used, additional incidents may be purchased at $75 each.

Can Fishbowl Inventory help me integrate with QuickBooks?
Fishbowl Inventory's support staff can help you integrate with QuickBooks. You can use your training hours or incidents to accomplish this. Fishbowl also provides step-by-step documentation on the Accounting Configuration Wizard, Accounting Module, and training videos that will walk you through the process.

Which versions of QuickBooks does Fishbowl Inventory integrate with?
Fishbowl Inventory integrates with the QuickBooks versions found on the following page: QuickBooks versions compatible with Fishbowl Inventory

I seem to be having troubles with my Fishbowl and QuickBooks Reports not matching up. How is this fixed?
The first question to ask yourself is, Did your Fishbowl and QuickBooks Reports match to begin with? Meaning, when Fishbowl and QuickBooks were first integrated, were adjustments made in QuickBooks to make sure they balanced? If you cannot find specific discrepancies, the best thing to do is to create a journal entry in QuickBooks to balance the reports and accounts, then check the transactions made regularly throughout the day to see if you can pin where discrepancies are happening.

What is an upgrade?
An upgrade is an enhancement to an existing installation of Fishbowl Inventory. Upgrades usually include improved features and bug fixes. A complete list of added features and bug fixes can be found on the Release Notes and Change Log pages. See [do I upgrade Fishbowl?] for step by step instructions.

How do I know if I need to upgrade?
Fishbowl Inventory recommends to always be on the latest version. If your company has a current Service Contract, you are eligible for all upgrades. You will know if a newer version of Fishbowl is available by the lightning bolt that will be displayed in the top right corner of the Fishbowl Client. This bolt informs the user that the version is outdated and will take the user directly to the download page to receive the latest release.

Who is eligible for the upgrade?
You must meet the following two requirements to be eligible for a Fishbowl upgrade:

  1. You have a version of Fishbowl Inventory older than the upgrade.
  2. You have a current support and maintenance contract.

You must have a current support contract in order to receive a license key (a new license key is required to run most new major upgrades). The format of the license key changes with each major version (such as from 2011 to 2012) of Fishbowl Inventory, so old keys will not work with the current versions.

Where do I get the upgrade?
You can download the latest version of Fishbowl Inventory off our website, or by flash drive (available upon request). You will be notified of upgrades by clicking Help, Check Version from any Fishbowl Client with an internet connection, by the orange lightning bolt that shows up on the top right side of your Fishbowl Client when a new version is available, or by checking Fishbowl Inventory's website of your own accord. If you choose to have the update sent to you via flash drive, materials and shipping charges may apply.

What should I do before I upgrade?
The most important thing to do before completing an upgrade is to make a backup copy of your Fishbowl database. If, for any reason, you should need to reverse an upgrade, only a database backup copy can restore you to your previous state.

How do I backup my Fishbowl database?
The following information will guide you through a step-by-step process on how to make a backup of your database:

  1. Browse to your installation directory of Fishbowl Inventory (default installation is: C:/Program Files/Fishbowl).
  2. Using the Copy-Paste features copy the following files to a secure location outside the Fishbowl directory: /Fishbowl/database/(whole directory). Unless specified to install elsewhere, Fishbowl will default to install in C:/Program Files.

  1. Log into the Fishbowl Client (preferably as admin).
  2. Go to the Set Up Module Group, Schedule Module
  3. Click New in the upper left hand corner to create a new task.
  4. Enter in a name and description of the task.
  5. Specify a time you want the database to back up (the Fishbowl Server will need to be running in order for this backup to take effect).
  6. Change your task type at the bottom to be 'Backup Database'
  7. Browse to the directory of where you would like the database to back up to (we recommend a secure location).
  8. Click save in the upper left hand corner to save your newly created Database Backup task.

WARNING: In some cases the upgrades will make changes (improvements) to Fishbowl Inventory that cannot be reversed. If you install the upgrade, and cannot register it--if for example you do not have a current support contract--you will need to go back to your previous installation. At that point, only a back-up or copy of your database can restore you to your previous state.

How do I upgrade Fishbowl?
After you have made a backup of your Fishbowl Inventory database and have downloaded the latest Fishbowl version, you may complete the following steps for a successful upgrade. Fishbowl Inventory provides the ability to Auto Update the Client once the Fishbowl Server has been updated. This is ideal for Companies with multiple clients as it provides a way for each user of the client computer to update quickly and efficiently.

Auto Update Instructions

  • Note: The Auto Update will update Client install computers only.

To Auto Update client computers, the Fishbowl Server must manually be updated first. The latest version is available for download on our website. Once the Server has been updated, when Client computers try to log into the Fishbowl system they will receive the message that the Fishbowl Server is a different version and be asked if they would like to update.

Once the user has chosen yes that they would like to update, Fishbowl will automatically begin the updating process. When this is complete, a message will be displayed in the installation box reporting the install to be done.

Once the user clicks ok, the Update box will be cleared, and a new box informing the user of the successful update will be displayed. At this point the Client will exit completely and the user will need to restart the Client. When restarting and logging into the Client, it will now be updated and successfully connect to the Server.

Manual update Instructions

  • Identify the computers and servers which use Fishbowl Inventory.
  • Download the appropriate upgrade to your computers. Upgrades are usually found on our website here. We recommend saving the download for the upgrade. Saving the installer to your desktop will work well.
  • Shutdown the Fishbowl Inventory Server on the server computer and close all instances of the Fishbowl Inventory Client (the upgrade does not work if the Fishbowl Server is running).
1. Whether you are installing Fishbowl from our website or from a flash drive, open the application and select Run. The Fishbowl Inventory Installer will extract the information necessary to begin the Installer which will guide you through the rest of the setup process.

2. Step 1 of the setup install displays a Warning Notice regarding the compatibility of versions between Fishbowl and QuickBooks. Important: Fishbowl ONLY integrates with QuickBooks Pro, Premier, or Enterprise version 2009 or later. Please ensure to have a version of QuickBooks 2009 or newer if your company plans to integrate with QuickBooks. Click next to move to step 2.

3. Step 2 provides the License Agreement for Fishbowl Inventory and Fishbowl Mobile Warehouse. Carefully read through the License Agreement and choose I accept the agreement to continue forward with the installation.

Fishbowl Inventory offers three methods of installation with several optional features:

  • 14 Day Free Trial with Manufacturing: This option provides a free 14 day trial of Fishbowl Inventory with the manufacturing features. If this option is selected, choosing next will automatically start both the Server and Client installs of Fishbowl. By default the program will install to C:Program Files/Fishbowl.

  • 14 Day Free Trial without Manufacturing: This option provides a free 14 day trial of Fishbowl Inventory without the manufacturing features. If this option is selected, choosing next will automatically start both the Server and Client installs of Fishbowl. By default the program will install to C:Program Files/Fishbowl. If your company does not manufacture items, this is likely the better fit for you.

  • Current Fishbowl User
    • Client Only: This option will install only the Client version of Fishbowl, which is the option to select for every computer other than your server. These clients will connect to your server through a network or internet access. This option will install into default locations; however you may specify a different location if you wish.

    • Server and Client: This option installs both the Fishbowl Server and Fishbowl Client. It is recommended to install only on your Server computer, since work stations generally use just the Client Only install. This option will install into default locations; however you may specify a different location if you wish.

    • Configure Advanced Settings: This option offers an Advanced installation with a few additions: 1) you have the option to choose the details of how the Fishbowl services should be installed, 2) you may manually change the amount of RAM allocated to the Client and Server, and 3) you may select the Start Menu of where you would like to create Fishbowl Shortcuts.

    • Download and Install iReport: iReport is a Jasper Software program used to configure custom made reports. This software is available to users; however it is not supported by our Fishbowl Inventory Training or Support Team. By choosing this option iReport will be installed in addition to the Fishbowl software.

4. If you are downloading the trial version, Fishbowl will automatically install. However, if you choose the Client or Server installs you will be given additional options of how to proceed with the installation. The first step after choosing a Client or Server install will ask you where to install Fishbowl Inventory. The Default location is C:\Program Files\Fishbowl. If you would like to select somewhere different, simply click the Browse button and select a different location.  After verifying the location you would like to install to click Next.

5. The following step asks whether or not you would like Fishbowl (or SalesPoint) to automatically start when you login to Windows. We would suggest to have the Server automatically start as a convenience. Once your decision has been made, click Next. If you selected the Advanced installation, the following screen will provide the recommended allotted memory for Fishbowl on both the client and server. By default the Fishbowl Server will be assigned to 614 MB and the client will be assigned 256 MB. We do not recommend allotting more than 1/4 - 1/2 of your computer's total memory amount. Click Next.

6. If the Advanced Settings were chosen, you may now select the Start Menu folder in which you would like the setup to create the program's shortcuts. The Start Menu folder will default to the current Fishbowl version, but may be changed by selecting any desired folder. Or, if you would not like to have a Fishbowl folder in the Startup Menu, select the option to not create a Start Menu folder at the bottom of the wizard. *Note: at the bottom of this screen you may also see a box that says Create Icons for All Users. If you are installing on a computer that will require multiple users to have the ability to log into Fishbowl then you will want to make sure this box is selected so icons may be created for all users of the computer. Click Next.

7. You may now choose whether or not you would like to create Client, Server, or SalesPoint desktop icons. You may also create Client or Server Quick Launch icons that will be available in the bottom left corner of your toolbar. These options will be selected by default; however you may decide against any of them by deselecting the check box. Click Next.

8. The Install Wizard will now extract the files necessary and install Fishbowl Inventory to your computer. When this has completed, you will be asked to present a License Key (including dashes). If you are downloading a trial version of Fishbowl a temporary cd key will be issued to you. If you are not installing a trial version, you should have received your cd key with purchase or through e-mail from our support team. If you do not have this key you may select the Request Updated License Key option and enter your email address to request a cd key. Or, we recommend creating a Fishbowl online account, where you can view your company profile and generate a license key quickly on your own. You may also contact your sales rep or our support team at 1-800-774-7085 ext 3, or support@fishbowlinventory.com.

Upon finishing the install, you will now be given the option to start Fishbowl Inventory. The Fishbowl Server always needs to be running before any Client will be able to connect. By clicking Finish, the Install Wizard will exit. If you selected for the Fishbowl Server and Client to start, they will do so at this time. If this is an update and not a new install, Fishbowl will display a box stating that your database is performing an upgrade. Choose ok to start the database update. This may take a long time, depending on the size of your datafile. Do not exit out of the middle of a database upgrade, as this may cause database corruption and could result in needing to start the upgrade from the beginning again. Once your database has successfully updated the Fishbowl Server will automatically start. Your company datafile will also automatically be connected to the Fishbowl Server.

Once your datafile has been updated and both the server and client have started, a welcome screen will be displayed the first time you connect your client to the server. This is informing you that you are on an example database. If you would like to create your own database please review How to Change your Default Database.

A product overview and tutorial will also be displayed when you connect your client. We recommend browsing through this wizard to become familiarized with the Fishbowl processes.

Note: Both Fishbowl Inventory Client(s) and the Fishbowl Inventory Server must be updated to the same version of Fishbowl Inventory. If not, they will not communicate properly and the clients will not be able to logon to the server.

WARNING: In some cases the upgrades will make changes (improvements) to Fishbowl Inventory that cannot be reversed. If you install the upgrade, and cannot register it--if for example you do not have a current support contract--you will need to go back to your previous installation. At that point, only a back-up of your database can restore that.

How do I know if I have a service contract?
If you have created an on-line account with Fishbowl, you will be able to check where you stand with Fishbowl Inventory at any time using your log-in information. You can also verify or purchase your service contract by contacting the Fishbowl Inventory Support Staff at: 1.800.774.7085 ext.3 or via email to support@FishbowlInventory.com.

How do I get a service contract?
Your Customer Service representative will be able to assist you with purchasing a new Service Contract. If you are not sure of who your Customer Service Representative is, please don't hesitate to contact our team at customerservice@fishbowlinventory.com, or call 1-800-774-7085 ext 7 for assistance.

How do I know what version of Fishbowl Inventory I have?
In the Fishbowl Inventory Client menu bar, go to Help--Check Version.
This will display the Check Version panel. If you are current, Fishbowl will inform you there is no newer version. If you are on an older version of Fishbowl, we will provide the newest version and recommend you download to stay current.

Another way of verifying your Fishbowl version is by right clicking on the Fishbowl Server running in the lower right corner of your server computer and choosing Show. The version being run will show next to Version. The example shown right is Fishbowl version 10.2

Can I undo an upgrade?
Once you have upgraded the only way to reverse is to uninstall the newly upgraded version and then reinstall the older version. You will need to restore a copy of your old database version that was taken before the upgrade. Any data that had been entered into the new version will be lost when you go back a version.

WARNING: In some cases the upgrades will make changes (improvements) to Fishbowl Inventory that cannot be reversed. If you install the upgrade, and cannot register it--if for example you do not have a current support contract--you will need to go back to your previous installation. At that point, only a back-up of your data can restore that.

For example, Fishbowl Inventory 2010 which has been upgraded to Fishbowl Inventory 2011 cannot be reverted back to Fishbowl Inventory 2010 without a copy of your 2010 database that was made before the upgrade. If a backup copy of your 2010 database was made, you can uninstall 2011, reinstall 2010, and reload your 2010 database. Any data that had been added to the newer version will have been lost.

Who do I contact if I have difficulties or more questions?
For Service Contract questions, please contact your Customer Service Representative at 1-800-774-7085 ext 7, or by emailing customerservice@fishbowlinventory.com

For technical difficulties, please contact support at 1-800-774-7085 ext 3 or by emailing support@fishbowlinventory.com

For training questions, please contact our Training team at 1-800-774-7085 ext 3 or by emailing training@fishbowlinventory.com

How do I know what will be included in the next Fishbowl Release?
Fishbowl Inventory has a Release Notes page as well as a Change Log page that include all of the enhancements and new features for the upcoming release. The Change Log provides a list of all the bug fixes completed for the next version.

Why are my parts not showing up in the inventory module?
Frequently the question arises, "My items are in the part module, but they are not showing up in the inventory module. Why?"
The reason for this is because the part is either a non-inventory type, or because the part does not have inventory in stock. The inventory module will only show parts with inventory currently in stock (unless you have the module option turned on to not delete tag numbers when quantity goes to zero).
To enter inventory in for a part that does not currently have inventory, you will want to either Cycle Count or Add Initial Inventory. You may do this by clicking on the Cycle Image:Inv_05.JPG button in the Module Toolbar of the inventory module. A wizard will be displayed to take you through the process of adding inventory. You may view Adjust Inventory Quantity for further instructions on how to adjust or add inventory.

What types of Costing Methods does Fishbowl handle?
There are several different types of cost fields requiring different types of information. The following table defines the various types of costing methods that Fishbowl inventory offers.

Warning: Once a costing method is used with Fishbowl Inventory, the only way to change methods is by creating a new database. Always consult with your accountant before switching costing methods.

Type Of Cost
Standard Cost
Cost units are pre-determined for estimating the cost of an order or product. The difference between standard costs and actual costs are recorded as variances and will be reflected in a Cost Variance account. The specified Standard Cost of a part will be used to debit the Cost of Goods Sold account.
Average Cost
The rolling weighted average of all your costs. It is calculated by taking your total cost
divided by quantity. The weighted average of current inventory will be used to debit the Cost of Goods Sold account.
Last in, First out. This method assumes your last inventory purchased will be the first sold. When these goods are sold, the value of the newest inventory will be used to debit the Cost of Goods sold account.

Why can't I see all of the modules in Fishbowl?
We frequently get asked the question, "Why am I not able to see all of the modules in Fishbowl?"

The answer for this is that the user does not have rights to those modules.

  1. In order to give rights, you must be logged into Fishbowl as Admin. After you are logged in as admin go to the Set Up Module Group--User Module

  2. Double click on the user you would like to modify.

  3. To the right you will be shown what groups the user belongs to.

  4. Make note of the user groups this user belongs to and then go to the Set Up Module Group--User Group module.

  5. Double click on a specific group name and click on the Rights subtab in the main screen.

  6. The checked modules listed are the default access given for that specific module group. If you would like your users to have additional access within this group, simply check the 'Value' box to the right of the option you would like them to have access to. *Note: providing additional access to one user will give this same access to every user who has rights to this User Group*

  7. Click Save in the Module Toolbar to solidify these changes.

For additional information, please see Assign Access Rights to a User

Why does Fishbowl export all items over to QuickBooks as FB_item? Can this be changed?
The question frequently arises, "Why does Fishbowl export FB_Item over to QuickBooks instead of using the QuickBooks item number?"
The reason for this is because the costs for each part is stored in Fishbowl. When we export to QuickBooks, Fishbowl creates a journal entry and adjusts the COGS account according to what the costs were in Fishbowl. This also allows us to use different costing methods such as LIFO, FIFO, etc. There is not any way to change this feature at this time.
If Fishbowl sent the item number to QuickBooks in an Invoice (and that item number was an "Inventory" type item in QuickBooks) then the COGS account would have two adjustments made: once by QuickBooks using the costs it has stored and again by Fishbowl using the costs contained within it.  Even with the Inventory features turned off in QuickBooks, it will still make adjustments to the COGS account using the values it currently has. 

Historically, older versions of QuickBooks use to limit the number of items to 14,500.  Using FB_Item also made it so that Fishbowl could have many more parts than QuickBooks.  This is not as important now that newer versions of QuickBooks do not have this restriction.
See Export FB Items to QuickBooks for additional information

We are integrating Fishbowl and QuickBooks for the first time. What do we need to do or know beforehand?
Before Integrating QuickBooks and Fishbowl many customers have general questions or concerns about the process. Below are links to overview pages that show what is expected so you may successfully link the two softwares together:

Does Fishbowl Inventory print Barcodes?
Fishbowl Inventory prints barcodes in various standard formats. Barcodes can be found within Fishbowl by going to the Reports Module - Labels Folder. Custom barcode labeling is available through iReport, an open source report writer that comes bundled with Fishbowl Inventory.

My barcodes are only printing the first 90, but I know I have more parts than that in my inventory
All of Fishbowl Inventory's barcodes are designed to print in a qty of 3 pages, with 30 to a page. It was designed this way so the reports didn't time out if you were trying to pull up hundreds of pages with thousands of labels at a time.

To view past the first 90 labels (or 3 pages) you must go to the Modify Report File:Customize.symbol.JPGoption. In this option there is a Skip box that will default at 0, or a Start at Label option. Enter 90 (meaning you will skip the first 90 which you've already seen and show you the following 90). after you have viewed or printed the next 90, you can go to customize again and enter 180 to skip the first 6 pages worth, and so forth.

Continue in this manner until you have viewed all of the desired pages. Once again, this is designed so the report will not time out when trying to pull hundreds of pages of barcodes up at once. At this time there is no other work around for this feature. If possibility of a Custom Report is something you may be interested in, please contact Support at 800-774-7085 ext 3 or email support@fishbowlinventory.com

How do I switch Servers for my Fishbowl database?
The following instructions will be helpful when you are moving your Fishbowl database to a different server.

  1. Make a backup of your database folder. If your Fishbowl is installed in the default location you can your database file here: C:\Program Files\Fishbowl

  2. If you have images in Fishbowl, copy the entire database folder.

  3. If you have custom reports you will also want to copy the reports folder located (default) in C:\Program Files\Fishbowl\Server

  4. If you do not have images or custom reports and simply want to copy your current database go to C:\Program Files\Fishbowl\Server\database\data. If your database is internal and was installed to the default directory it will be located in the data folder. Your database will likely be the largest and will have the most recent date. If you are still not sure which database is yours you can find out by right clicking on the Fishbowl Server icon in your system tray and go up to Show. The Database line will show your company name and datafile that Fishbowl is connected to.  For example, in the following screen shot you will notice that Bicycles Unlimited is the company name and EXAMPLE.FDB is the name of the database.

  5. Copy the files to a device where you can access them from your new computer. ie: network drive, flash drive, burned cd, etc.

  6. Install the Complete version of Fishbowl Inventory on your new server computer

  7. You are going to want to copy and paste the files from the old computer onto the new computer by placing them into the exact directory they were retrieved from (these should be the same directories as in steps #1-3).

  8. You will likely need to create a new database connection in order to connect to an existing datafile. If you have questions on this you may view  changing your default database for help.

How can I find where all of the Fishbowl Module Options are and what they do?
Within most of the Fishbowl Modules, there are customizable options called "Module Options". They can be found within each module by going to Tools | Module Options on the Toolbar. To see a complete list of all the Module Options and their functions, please see Fishbowl Module Options

Where can I find the Fishbowl Training Videos?
Our Fishbowl Training team provides multiple step-by-step guidance videos (all only a few minutes in length) to assist customers with new features, set-up processes, FedEx and UPS, and much more. A full list of all the Training Videos offered can be found on our website here.

Where can I find an initial Implementation Checklist?
Our Fishbowl Training team provides a Fishbowl Implementation Checklist guide that can be found on our website here

What is iReport?
iReport is a powerful and intuitive visual report builder/designer for JasperReports written in Java. This tool allows users to visually edit complex reports with charts, images, and sub reports. iReport is integrated with the leading open-source chart libraries for Java.

Does iReport require additional costs?
iReport is a free, open-source program that is, depending on your install options, included in the install of Fishbowl Inventory. When installing, you have the option to choose an Advanced Install, and from there may check to install iReports. If you did not initially install iReports but wish to have it at a future time you may search for iReports online and download it for free.

How do I integrate Fishbowl and iReport?
iReport comes bundled with Fishbowl and can be easily integrated when the Data source is pointed to the current database and the Classpaths are setup correctly. For help on how to correctly set up iReports to work with Fishbowl, please see:

How do I setup iReports?
Please see Setting up iReports for a step-by-step tutorial.

How can I use iReports to make minor Report modifications?
Fishbowl Inventory uses a software called iReports to create our reports. This report may be included with your Fishbowl download, depending on your install settings. Fishbowl Inventory will complete Custom Report Changes for a fee, however many Customers who are technical savvy have found they may create minor report modifications themselves. Due to the fact that iReports is a third party software, Fishbowl Inventory does not offer Support with iReports. The following articles help to either install and setup iReports, create minor edits, or update existing Report modifications to work with the latest Fishbowl release. It is important to note that modified reports DO NOT work with any other version of Fishbowl except for the version they were created for. Customized Reports must be updated to work with a newer FB version.

Setting up iReports
Using iReports for Custom Reports
Updating existing Custom Reports for the latest Fishbowl version

How do I use iReports for Custom Reports?
Fishbowl allows you to use iReports to build your own custom reports. Please see Using iReports for Custom Reports for more details on how this is performed.

Is iReport similar to Crystal Reports?
iReport is very similar to Crystal Reports. If you are already skilled in using Crystal Reports then iReport will be easy to learn. Fishbowl can also be integrated to write reports with Crystal Reports and Microsoft Access through the ODBC connection.

What knowledge do I need to use iReport?
To successfully use iReport you will need a working knowledge of databases and SQL. Java is also used in iReport for advanced functionality.

Can I pay Fishbowl to write a report for me?
Fishbowl does write custom reports for a fee. Contact our Customer Service or Support team for information on pricing. Before beginning a custom report a contract must be filled out and faxed back to Fishbowl Inventory (fax 801-932-1101). Please contact customerservice@fishbowlinventory.com or support@fishbowlinventory.com for additional questions.