Implementation Checklist
Jump to navigation
Jump to search
Contents
- 1 Pre-Installation Steps
- 2 Install Fishbowl
- 3 Post-Installation Steps
- 3.1 Create Inventory Locations & Units of Measures
- 3.2 Integrating with an accounting system
- 3.3 Import data into Fishbowl
- 3.4 Assign Individual Parts to Locations
- 3.5 Set up User Groups and Access Rights
- 3.6 Enter Tax Information
- 3.7 Create a bill of materials
- 3.8 Purchasing Module Group
- 3.9 Refine the Materials Module Group
- 3.10 Go to the Sales Module Group
- 3.11 Fishbowl Reports
Pre-Installation Steps
Hardware Implementation
Server computer that meets the System Recommendations
Set monitor resolution to at least 1024x768
Reliable internet access to download installer
Operating system is updated with latest service packs and updates
QuickBooks Integration
Install a Supported Version of QuickBooks on the same computer as the Fishbowl server
Enable class tracking in QuickBooks if applicable
Decide how frequently you will export information to QuickBooks
Verify that all data in QuickBooks is accurate and make any needed changes
Login to QuickBooks as Admin and switch to single user mode
Print instructions for integration from Fishbowl’s accounting configuration
Install Fishbowl
Installation
Download the installer to install the latest version of Fishbowl
Select "Server with Client" to install on server or Client Only on all other workstations
Create a new Fishbowl Database
Start Fishbowl Server and Client. Use the client to login (username & password= admin)
Company Set-Up
Determine the number of workstations the Fishbowl client will be running on
Determine how many people will have access to Fishbowl
Configure users, user groups, and access rights for Fishbowl modules
Set appropriate payment terms for your customers
Determine how many locations you have and set up appropriate warehouses
Determine the functionality of each needed location and configure appropriately
Enable class tracking in Fishbowl if applicable
Assign locations to proper location groups
Determine if you will need a product tree (to apply pricing changes by category)
Create classes as needed (Location, Enterprise or Type of Product)
Determine if you will use serial numbers, expiration dates, or other tracking
Determine if you need to create any custom fields
Determine which units of measure (and conversions) you will need
Restart Fishbowl server and Fishbowl client
Create a scheduled database backup in the
Schedule module
Select a Payment Gateway.
Post-Installation Steps
Create Inventory Locations & Units of Measures
Complete the initial startup wizard in Fishbowl and enter appropriate data
Set up needed location groups
Set up needed locations, delete any that are unused
Enter applicable units of measure
Enter unit of measure conversions as needed
Edit information on carriers that are applicable and add needed vendors
Enter new terms offered to customers and by vendors
Add company logo to be used on Fishbowl reports
Integrating with an accounting system
Set up or modify payment terms
Go to accounting module to and select an accounting integration
Enable class tracking within QuickBooks if applicable
Bring in company information if applicable
Bring in inventory items if applicable
Bring in vendor (supplier) information if applicable
Bring in customer information if applicable
Set the
Accounting Integration module options
Import data into Fishbowl
Review the Imports and Exports that are available in Fishbowl. Data can be entered manually, imported from QuickBooks, or imported from Excel/CSV.
Export the CSV templates and follow the instructions to import data into Fishbowl.
Assign Individual Parts to Locations
Assign individual parts to locations
Move parts to their locations using the Inventory Move Import
Make sure the spreadsheets are formatted correctly
Verify inventory quantities and make needed changes
Set up User Groups and Access Rights
Create new user groups
Assign user group rights
Create new users and enter passwords
Assign users to user groups
Enter Tax Information
Add tax agencies
Add tax rates
Assign the classes you are going to use (Location, Enterprise or Type of Product)
Create a bill of materials
(Option 1) Create a bill of materials
(Option 2) Import a bill of materials using the Bill of Materials import.
Set the Auto Create option where applicable
Purchasing Module Group
Update vendor information
Enter information on parts purchased from vendors
Review the module options for each module in the Purchasing group
Refine the Materials Module Group
Make sure all parts are entered into Fishbowl
Use the Part import to update multiple parts
Make sure all parts are properly classified under the Details tab
Enter in any defined custom fields you might use
Check any options that will be applicable for each part
Associate each part with the vendors that sell it
If applicable, set the default vendor for each part.
Import pictures if you are going to use that feature on various parts and products
Assign default locations for each part
Review the module options for each module in the Materials group
Go to the Sales Module Group
Create needed customer groups in the customer module
Assign customers to groups under the groups tab
Assign default salesperson to manage customer accounts
Set up needed pricing rules on a customer, customer group, or product basis
Set up any discounts that are used
Review the module options for each module in the Sales group
Fishbowl Reports
Open the
Reports module in the General group
Verify that reports information is accurate
Contact Fishbowl reports team for any report modifications or custom reports
Review the
Reports module options