Difference between revisions of "Module Options"

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{{CategoryBox|Customize Fishbowl}}
Fishbowl Inventory is a full-scale inventory solution with a variety of features for every basic process flow. However, companies often have processes that differ from the default functionality. Therefore, Fishbowl offers an assortment of customizable module options. These module options can be found by loading the appropriate module and then clicking the '''Tools''' menu at the top of the client and then choosing '''Module Options''' from the menu.
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Fishbowl is a full-scale inventory solution with a variety of features for every basic process flow. However, companies often have processes that differ from the default functionality. Therefore, Fishbowl offers an assortment of customizable module options. Module options can be found by loading the appropriate module and then clicking the '''Tools''' menu at the top of the client and then choosing '''Module Options''' from the menu. '''Module Option documentation is also found in the individual article for each module.'''
  
{{Accounting Module Options}}
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{{Module Options|Accounting Integration}}
 
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{{Module Options|Bill of Materials}}
{{Bill of Materials Module Options}}
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{{Module Options|Checkout}}
 
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{{Module Options|Class}}
{{Company Module Options}}
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{{Module Options|Company}}
 
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{{Module Options|Consignment}}
{{Consignment Module Options}}
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{{Module Options|Currency}}
 
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{{Module Options|Customer}}
{{Class Module Options}}
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{{Module Options|Custom Field}}
 
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{{Module Options|Dashboard}}
{{Custom Field Module Options}}
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{{Module Options|Data}}
 
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{{Module Options|Inventory}}
{{Location Group Module Options}}
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{{Module Options|Location Group}}
 
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{{Module Options|Manufacture Order}}
{{Manufacture Order Module Options}}
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{{Module Options|Monitor}}
 
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{{Module Options|Part}}
{{Monitor Module Options}}
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{{Module Options|Payment Viewer}}
 
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{{Module Options|Picking}}
== Part Module Options {{top}} ==
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{{Module Options|Pricing Rule}}
 
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{{Module Options|Product}}
'''GENERAL SUBTAB''' [[File:Part module options.JPG|400px|right]]
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{{Module Options|Purchase Order}}
 
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{{Module Options|Receiving}}
* '''Search in Part Descriptions for drop downs'''
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{{Module Options|Reports}}
:With this option checked the part description, not solely the part number, will be searched for an item to be placed on a Purchase Order or Sales Order.
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{{Module Options|RMA}}
 
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{{Module Options|Sales Order}}
'''TRACKING SUBTAB''' [[File:Part_module_options_tracking_subtab.JPG|400px|right]]
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{{Module Options|Schedule}}
 
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{{Module Options|Setup}}
:The tracking subtab allows for the user to '''create additional tracking methods'''. As default, Fishbowl will provide Lot number, Revision Level, Expiration Date, and Serial Number tracking. With the new Tracking Module Option, you can now track by the same method multiple times, or you may create and track by your own new methods.
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{{Module Options|Shipping}}
 
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{{Module Options|Tax Rate}}
:To create a new method of tracking, choose the '''New''' icon located on the Component toolbar. A blank line item will be displayed at the bottom of the Tracking list. Double click on the name, Abbr, and description to enter that information. Next, you will choose the '''tracking Type''' for this method. You may choose from the following options:
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{{Module Options|Transfer Order}}
 
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{{Module Options|Vendor}}
:{| width="359" cellspacing="0" cellpadding="0" border="0"
 
|-
 
| Text
 
| Date
 
|-
 
| Money
 
| Quantity
 
|-
 
| Expiration Date
 
| Serial Number
 
|-
 
| Count
 
| Checkbox
 
|}
 
 
 
:By default your new tracking method will be set as active. If you wish to inactivate a tracking method at any time, simply uncheck the Active box. The '''Usage column''' allows for the user to see how frequently the tracking method is being used. The number shown is the number of parts currently using this tracking method.
 
 
 
:Tracking methods may be '''deleted or moved in position''' by using the corresponding delete or move icons from the component toolbar.
 
 
 
{{Clear}}
 
== Payment Viewer Module Options {{top}} ==
 
 
 
'''CREDIT CARD PROCESSING SUBTAB''' [[File:Payment_viewer_module_options.PNG|400px|right]]
 
 
 
* '''Credit Card Requirements'''
 
:The Payment Viewer allows for the following information to be required before the credit card may be processed on an order:
 
:* Credit Card Number must be Valid
 
:* Security Code (CV2#)
 
:* Name on Card
 
:* Billing Address
 
:* Billing Postal Code
 
:* Billing Country Code
 
 
 
* '''Hide credit card number'''
 
:An administrative user has the ability to '''hide credit card numbers''' from users. For safety reasons, this will allow all users to only view the last 4 digits of the number and the expiration date.
 
 
 
{{Clear}}
 
== Picking Module Options {{top}} ==
 
 
 
'''GENERAL SUBTAB''' [[File:Picking Module Options general subtab.png|400px|right]]
 
 
 
* '''Pick Creation'''
 
:This option allows you to view the Picking Orders however specified. Fishbowl defaults to view Picking orders by the Order number; however, you may choose to view your Picks by Fulfillment Date or even by Item. Any changes made to the Pick Option will be effective to new orders only. For example, if your pick creation was set by Item, and sales order 2043 had 3 items, it would appear in the Picking module like this: 2043-01, 2043-02, and 2043-03.
 
 
 
* '''Pick From Tag'''
 
:FIFO: Inventory is picked in First In, First Out format. Oldest tags will be depleted first.
 
:LIFO: Inventory is picked in Last in, First out format. Newer tags will be depleted before older tags.
 
:Pick to Clean: Inventory with the smallest quantity amount will be picked first.
 
 
 
* '''Default Orders per Pick'''
 
:The value specified here refers to the number of Picks to group together at one time. Orders may be grouped by selecting the '''Group''' icon from the Module Toolbar, or by highlighting the chosen picks, right clicking, and selecting '''Group.'''
 
 
 
* '''Allow Picking from all Location Groups User has Access to'''
 
:Each user is assigned to a Location Group within the '''User Module Group | Location Groups Subtab'''. By default a user will only be able to pick from their assigned location group unless this option is checked. With this option, users are able to pick from all of the Location Groups they have access to with the '''User Group Module | Rights Subtab'''.
 
 
 
* '''Warn Users if Picking an Expired Part'''
 
:With this option checked, a dialog box will be displayed warning users if they are picking a part that is expired.
 
 
 
'''REPORTS SUBTAB''' [[File:Picking module options report subtab.png|400px|right]]
 
 
 
* '''Print the Pick Ticket'''
 
:You have the option to always, prompt, or never print a pick ticket. If you choose to always or prompt the pick ticket to print, it will be done after the pick order has been started.
 
 
 
{{Clear}}
 
== Pricing Rule Module Options {{top}} ==
 
 
 
'''GENERAL SUBTAB''' [[File:Pricing Module Options.jpg|400px|right]]
 
 
 
For Pricing Rule and Tier Examples please see [[Pricing_Rule#3_Tier_Pricing_Rules|3 Tier Pricing]]
 
 
 
* '''Tier 2'''
 
:By default, when using Tier 2 pricing the highest price will be taken. This may be changed to take the lowest price by simply selecting "Lower Price" from the given drop down menu.
 
 
 
* '''Tier 3'''
 
:By default, when using Tier 3 pricing the Lowest price will be taken. This may be changed to take the highest price by simply selecting "Higher Price" from the given drop down menu.
 
 
 
* '''Don't allow calculated prices to be less than...'''
 
:With this option checked, your Sales Order price will never be less than the option specified in the given drop down menu. Your options consist of Average Cost, Default Vendor's Cost, Last Cost, List Price, Product Price, or Standard Cost.
 
 
 
{{Clear}}
 
== Product Module Options {{top}} ==
 
 
 
'''GENERAL SUBTAB''' [[File:Product module options general subtab.JPG|400px|right]]
 
 
 
* '''Associated Product Suffix'''
 
:The Associated Product Suffix is designed to automatically add a second product to a Sales Order. For example, in some cases such as batteries, you have to charge for a core. A customer who does not return the core part will not be reimbursed the core charge. It is likely you have 2 products tied to the same part; for example part Battery may have product 1 tied to it, but may also have a second product tied to it labeled 'Core-battery'. When the Battery is added to a Sales Order, the Core-battery will also automatically be added. The Core-battery item type may be changed in the [[User Manual:Product|product module]] | details subtab.
 
 
 
{{Clear}}
 
== Purchase Order Module Options {{top}} ==
 
 
 
'''GENERAL SUBTAB''' [[File:PO Module options general subtab.JPG|400px|right]]
 
 
 
* '''Auto Assign PO Numbers'''
 
:Fishbowl will automatically assign the next available PO number. You may specify the starting assignment by entering a number into the '''Next Number''' box. Fishbowl will count up from the number shown here; letters used in a PO number will not change.
 
 
 
* '''Update Vendor Pricing after new Purchase Orders are created'''
 
:With this option checked, when a Purchase order has been created the vendor's last cost will be updated in the Vendor Module Group | Parts Subtab. Any future PO's created with this vendor and part will also auto-fulfill the last cost shown for the item.
 
 
 
* '''Only Show Vendor Parts in Quick Add'''
 
:When adding items to a Purchase Order, the only parts available in the part drop-down will be those listed within the Vendor Module | Parts Subtab of the vendor for whom the order is being created.
 
 
 
'''EMAIL SUBTAB''' [[File:PO module options email subtab.JPG|400px|right]]
 
 
 
* '''Send Email when Purchase Order is Issued'''
 
:Once a Purchase Order has been issued you have the option to prompt yourself to send an email to the vendor. Fishbowl will default to attach a csv file of the purchase order as well. If you do not wish to send a csv file, simply uncheck the option and click '''ok''' to save any changes.
 
 
 
'''CUSTOM SUBTAB'''
 
 
 
:The custom subtab allows for a set message to be displayed on every purchase order; this is a standard notice and allows up to 4 lines of text. The notice will appear next to the order's total at the bottom of your Purchase Order report.
 
 
 
{{Clear}}
 
== Receiving Module Options {{top}} ==
 
 
 
'''OPTIONS SUBTAB''' [[File:Receiving module options Options subtab.JPG|400px|right]]
 
 
 
* '''Receive to the Default Receiving Location rather than the part's default location.'''
 
:When receiving an item, Fishbowl will receive from the part's default location. Checking this box will allow for the part to be received into the Default Receiving Location instead.
 
 
 
'''RECONCILE SUBTAB'''
 
 
 
:When receiving an order, you have the option to calculate the landed cost by Cost, Manually, Quantity, Size, or Weight. Whichever landed cost calculation is chosen through the Receiving Module Options will be default for all orders being received and reconciled. You may also choose to have the vendor's last cost be updated upon reconciliation by selecting the corresponding checkbox.
 
 
 
{{Clear}}
 
== Reports Module Options {{top}} ==
 
 
 
'''SELECT REPORTS SUBTAB''' [[File:Reports module options select reports subtab.png|400px|right]]
 
 
 
* Each module has a default report. The default report is printed when clicking the '''Print''' button or selecting '''Print/Print Preview''' from the '''File''' menu. The default report for a module can be set on the '''Select Reports''' subtab by clicking the binocular button next to a module and then selecting the report to be used as the default report.
 
 
 
'''OTHER SUBTAB''' [[File:Reports module options other subtab.png|400px|right]]
 
 
 
* '''Always show Customize Reports dialog'''
 
:Checking this box will bring up the customize report dialog box before running any report.
 
 
 
* '''Default Date Range'''
 
:The default date range to use on all reports.
 
 
 
* '''Default Location Group'''
 
:The default location group to use on all reports.
 
 
 
* '''Default Salesperson'''
 
:The default salesperson to use on all reports.
 
 
 
* '''Price Decimal Place'''
 
:The number of digits to show after the decimal for prices.
 
 
 
* '''Cost Decimal Place'''
 
:The number of digits to show after the decimal for costs.
 
 
 
* '''Qty Decimal Place'''
 
:The number of digits to show after the decimal for quantities.
 
 
 
* '''Date Format'''
 
:The default date format for reports.
 
 
 
'''NOTE:''' The formatting of numbers in reports (price, cost, quantity, and date) can be customized even more in the [[Property|Property Module]].
 
 
 
{{Clear}}
 
== RMA Module Options {{top}} ==
 
 
 
'''GENERAL SUBTAB''' [[File:Rma module options general.JPG|400px|right]]
 
 
 
* '''Auto-Assign RMA Numbers'''
 
:Although Fishbowl will automatically assign RMA numbers, you may choose at what number you wish those RMA numbers to begin. The number entered will be the RMA number used on your next RMA.
 
 
 
* '''Verify RMA Item against Sales Order'''
 
:This option allows you to choose if Verify by Order or Don't Verify By Order is selected as default when adding a new line item to the RMA.
 
 
 
* '''Days RMA is Valid:'''
 
:This allows you to specify a time (number of days) in which this RMA is valid.
 
 
 
* '''Cross Ship Items'''
 
:If this selected, this will combine the credit return Sales Order to return the product and the regular Sales Order to send the replacement or substitute into one Sales Order.
 
 
 
'''FEES SUBTAB''' [[File:Rma module options fees.JPG|400px|right]]
 
 
 
:In this tab you can specify Restocking Fees for the part being received. You can specify a Percentage or a Flat rate for the Fee. The Line Description will be the name of the line item added to the credit Sales Order. Most companies will name it, Restocking Fee or something similar.
 
 
 
'''RESOLUTION SUBTAB''' [[File:Rma module options resolution.JPG|400px|right]]
 
 
 
* '''Resolve Credit Lines on Receive'''
 
:In this tab you can specify an automatic resolution for when the RMA is received in the Receiving module from the Credit Return Sales Order. Check the box to enable this and then select the resolution.
 
 
 
{{Clear}}
 
{{Sales Order Module Options}}
 
 
 
== Shipping Module Options {{top}} ==
 
 
 
'''SHIP ITEMS SUBTAB''' [[File:Shipping MO ship items subtab.JPG|400px|right]]
 
 
 
* '''Fulfill Service/Misc Items on Ship:'''
 
:The Module Options menu is found at the top of the shipping module under Tools/Module Options. Once inside the module options, you can select to fulfill Service/Misc Items. To do this, simply select from the drop down menu.
 
 
 
* '''Print the Packing List:'''
 
:You can select when you want your packing slip to print out. From the drop down options of "Print the Packing List" you can select the packing slip to be a prompt, to always have it print out, or never.
 
 
 
* '''Auto pack shipments:'''
 
:Selecting "Auto Pack Shipments" will take away the need to pack an order. All orders will appear as already being packed and ready to ship. If left unchecked, all orders must be packed before they can be shipped.
 
 
 
* '''Fulfill Shipping line items on Ship:'''
 
:Selecting "Fulfill Shipping line items on Ship" will automatically fulfill the shipping line items on the Sales Order. If unchecked, you will need to fulfill them manually within the Sales Order module.
 
 
 
'''EMAIL SUBTAB''' [[File:Shipping MO email subtab.JPG|400px|right]]
 
 
 
* '''Send Email when order is Shipped:'''
 
:The "Always" option will automatically create the email template for you and attach the packing slip as a pdf file. Selecting "Never" will not create the template for you. Even if "Never" is selected, you can still send an email manually by clicking on the email icon within the packing slip preview.
 
 
 
{{Clear}}
 
== Tax Rate Module Options {{top}} ==
 
 
 
'''GENERAL SUBTAB''' [[File:Tax rate module options general subtab.JPG|400px|right]]
 
 
 
* '''Do you charge Sales Tax?'''
 
:If your company charges sales tax, this module option is where that would be specified. Similarly, the charging of sales tax may be reverted by choosing '''No''' in this module option. Any changes made to the tax rate through the module options will not take effect until the Fishbowl Client has been restarted.
 
 
 
'''IMPORTS SUBTAB''' [[File:Tax rate module options imports subtab.JPG|400px|right]]
 
 
 
* '''Default Tax Rate to use with import orders.'''
 
:When a tax rate is added as a flat rate to the Tax Rate Module, it may be set as the default tax rate for any shopping cart imports.
 
 
 
{{Clear}}
 
== Transfer Order Module Options {{top}} ==
 
 
 
'''GENERAL SUBTAB''' [[File:Transfer Order Module Options.JPG|400px|right]]
 
 
 
* '''Auto Assign TO Numbers'''
 
:Fishbowl Inventory automatically assigns transfer order numbers. You may choose the number to be generated by entering it into the '''Last Number''' field.
 
 
 
* '''Transit Location Group'''
 
:The Transit Location Group will automatically default as '''From.''' However, this option may be changed to have '''To''' as the Location Group inventory is being transferred from.
 
 
 
{{Clear}}
 
== Vendor Module Options {{top}} ==
 
 
 
'''GENERAL SUBTAB''' [[File:Vendor_module_options.JPG|400px|right]]
 
 
 
:Within the '''Tools | Module Options''' of the Vendor Module, an option is given to suggest the volume discount based on the Vendor Cost Rule when the item is added to a Purchase Order. With this option checked, a dialog box will be displayed to the user when a part with Vendor Cost Rules is applied to a Purchase Order with a quantity less than what the Cost Rule specifies. If the Part is added with a quantity that exceeds the Cost Rules, no dialog box is displayed. If the Module Option is not checked, when the Part is added to a Purchase Order with a quantity that exceeds the Cost Rule the discount price will automatically apply. If the Part is added with a quantity less than what the Cost Rule specifies no dialog box will be displayed explaining the Cost Rule.
 

Latest revision as of 23:42, 24 April 2020

Fishbowl is a full-scale inventory solution with a variety of features for every basic process flow. However, companies often have processes that differ from the default functionality. Therefore, Fishbowl offers an assortment of customizable module options. Module options can be found by loading the appropriate module and then clicking the Tools menu at the top of the client and then choosing Module Options from the menu. Module Option documentation is also found in the individual article for each module.


ACCOUNTING INTEGRATION MODULE OPTIONS

Some aspects of the Small.Accounting Integration.png Accounting Integration module can be customized by opening the module, clicking the Tools menu, and then selecting Module Options.

General tab
Accounting module options general subtab.png
  • Attach order item notes to Accounting Export
If this option is checked, any notes on Fishbowl order items will be exported to the accounting system.
  • Export part tracking to Accounting
With this option checked, Fishbowl part tracking information, such as serial numbers, will be exported to the accounting system.
  • Create a bill in Accounting after reconciling a receipt
With this option checked, a bill will be sent to the accounting system after an order is reconciled, even if the order has not yet been received.
  • Add the drop ship items to the oldest open invoice
With this option checked, drop ship items will be added to the oldest open invoice, instead of a creating a new invoice each time.
  • Send payment when order is fulfilled
With this option selected, payments will only be exported after the sales order is fulfilled. Warning: This will prohibit the export of any payments taken on sales orders until they are completely fulfilled and may result in a discrepancy between your financial institution records and your accounting system until orders are properly fulfilled. Please verify this option with your accountant and contact the Fishbowl Support team for additional information if needed.
  • Prefix with the product number
With this option checked, the Fishbowl product number is added to the beginning of the invoice item description in the accounting system.
  • Append product UOM when different from the default
With this option checked, the UOM will be displayed in the item description of the accounting system if the UOM on the sales order is different than the product's default UOM.
QuickBooks, QuickBooks Online, Xero tab

See the module options for QuickBooks, QuickBooks Online, and Xero.

Costing tab
Accounting module options costing subtab.png

The Costing tab displays the costing method being used in the current database. Although the costing method may be viewed, it may not be changed. The costing method is set when a new database is created. It may be possible to change the costing method of an existing database by contacting Fishbowl Support. Individual part costs can be viewed on the Costing tab of the Small.Inventory.png Inventory module. Below is an explanation of the costing methods available in Fishbowl.

Costing method Definition
Standard cost Costs 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.
LIFO cost Last In, First Out. This method assumes the 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.
FIFO cost First In, First Out. This method assumes the first inventory purchased will be the first sold. When these goods are sold, the value of the oldest inventory will be used to debit the Cost of Goods sold account.
Average cost The average cost is a simple calculation of total cost divided by inventory quantity. See the table below for an example.

When inventory is purchased, the actual cost of the inventory is added to the total cost, which can result in the average cost changing. When inventory is sold, the current average cost is used, so the total quantity will change, but the average cost will not change as a result of selling an item. LIFO and FIFO use costing layers to store the cost history, so the cost can change each time an item is sold. With average cost, the item's original cost is included in the average and then when the inventory is sold, only the average cost is used and recorded in the cost of goods sold account. If the inventory quantity ever reaches zero, Fishbowl will temporarily store the last average cost, but when new inventory comes in, the calculation starts over using only the cost and quantity of the new inventory. The average cost can also be manually changed.

Below is an example of average costing.

Quantity Unit cost Total cost Total quantity Average cost
+10 initial inventory $10 $10 x 10=$100 10 $100 ÷ 10=$10
+1 on a purchase order $21 $100 + $21=$121 10 + 1=11 $121 ÷ 11=$11
-1 on a sales order $11 (average cost) $121 - $11=$110 11 - 1=10 $110 ÷ 10=$11
-10 on a sales order $11 (average cost) $121 - $121=$0 11 - 11=0 Average will reset
+1 on a purchase order $18 $18 0 + 1=1 $18 ÷ 1=$18

BILL OF MATERIALS MODULE OPTIONS

Some aspects of the Small.Bill of Materials.png Bill of Materials module can be customized by opening the module, clicking the Tools menu, and then selecting Module Options.

General tab
BOM Module Options.png
  • Default Auto Create Type
When creating a new BOM, the Auto Create field will default to the value set here.
  • Search in BOM descriptions for drop downs
With this option turned on, the BOM description will also be searched when typing into the BOM field of the manufacture order.
  • Instructions name
This option will change the name of the Instructions tab.

CHECKOUT MODULE OPTIONS

Some aspects of the Small.Checkout.png Checkout module can be customized by opening the module, clicking the Tools menu, and then selecting Module Options.

General tab
Checkout Module Options.png
  • Number Checkout orders separately from Sales Order
With this option on, Checkout orders numbers will be based off the number in the next number field. If this option is off, then the next Sales Order number will be used.
  • Next Number
The characters entered in this field will be used as the next order number. Every time a new order is created, the final group of numbers will be increased by one. For example, Pier1-Order99-LA will be incremented to Pier1-Order100-LA.
  • Highlight difference in list price after a 'Save'
If the price of an item is different than the list price, this option will ensure that the price is highlighted with a blue font, even after a save.
  • Do not change sales tax for tax exempt customers
Setting this option will prevent the sales tax from changing to 'None' when selecting a tax exempt customer.
  • Enable customer display for secondary monitor
Selecting this option will load a separate window that displays the order items, order totals, total savings, etc. This window can be placed on a secondary monitor that faces the customer.
  • Show printer options for credit card receipts
Selecting this option display a window with printer options before printing a credit card receipt.
  • Credit card receipt copies
This option provides the ability to choose how many Credit Card Receipt copies are printed after each transaction.
  • Default customer
It may not be necessary to record all Checkout customers. Instead, a generic customer can be selected from the drop down list and this customer will be selected each time a new order is created. For more information see Manage Checkout Customers.
  • Register
Each computer may be assigned a different register number. This number can then be recalled for historical purposes.
  • Insufficient inventory
This option controls which inventory number is used to determine if there is sufficient inventory when adding an item to the order. For more information see Inventory status terms.

  • Print Checkout report
This option determines the print behavior of the default Checkout report when finishing the checkout wizard. Options include Print, Preview, or None. To change the default Checkout report, see Changing the default Checkout report.

Receipt Footer tab
Checkout Module Options Receipt Footer.png
The Receipt Footer tab allows a custom message to be added to the bottom of the following Checkout reports: POS Receipt, Receipt 2in, and Receipt 3in.

CLASS MODULE OPTIONS

Some aspects of the Small.Class.png Class module can be customized by opening the module, clicking the Tools menu, and then selecting Module Options.

Company tab
Class module options.png
  • Use class tracking
QuickBooks can use classes for categorizing transactions. Enabling class tracking in Fishbowl will allow a class to be specified on orders and order items.
  • Prompt to assign class if the default is "None"
With this option checked, a warning will be displayed when saving or issuing an order if an item does not have a class.
  • Force user to specify class on new sales orders
With this option checked, the user will be prompted to enter a class when saving a new sales order.
  • Force user to specify class on new purchase orders
With this option checked, the user will be prompted to enter a class when saving a new purchase order.
  • Xero category name
When integrated with Xero, Fishbowl can export the name of the Fishbowl class as a category in Xero. This option allows customization of the category label that is sent to Xero.

COMPANY MODULE OPTIONS

Some aspects of the Small.Company.png Company module can be customized by opening the module, clicking the Tools menu, and then selecting Module Options.

General tab
Company module options General tab.png
  • Prefix barcodes with a data identifier
When this option is checked, a letter that indicates the type of order will be added to the beginning of barcodes. For example, instead of 50082, an S would be added to the beginning - S50082 - indicating a sales order.
  • Automatically refresh orders
With this option checked, an order that is being viewed will automatically refresh when another user makes changes. This applies to the Small.Picking.png Picking module, the Small.Shipping.png Shipping module, the Small.Purchase Order.png Purchase Order module, the Small.Receiving.png Receiving module, and the Small.Manufacture Order.png Manufacture Order module.
  • Validate customer PO on CSV import
With this option checked, Fishbowl will check for duplicates in the Customer PO field when importing sales orders through CSV.
  • Enable Spell Check
Turns on spell checking for multi-line text fields. Misspelled words will be underlined. Hover the mouse over a misspelled word to see suggestions or add it to the dictionary.
  • Commit each line in the CSV imports
Saves information line by line from supported CSV imports.
  • Require the Data Module access right to run queries through the API
With this option enabled, users must have Data module access rights to be able to run queries in the Fishbowl API.
  • Date Entry Tolerance
Warn user if date is not within the specified number of years. 0 means no warning.
Display tab
Company module options Display tab.png
  • Display phone number in company address
This option determines whether the company phone number is shown when displaying the company address on reports.
  • Display FAX number in company address
This option determines whether the company FAX number is shown when displaying the company address on reports.
  • Display email in company address
This option determines whether the company email address is shown when displaying the company address on reports.
  • Display website in company address
This option determines whether the company website is shown when displaying the company address on reports.
  • Display generated email footer
This option determines whether or not a footer will be added to the bottom of each email saying that the email was sent from Fishbowl.
Address Validation tab
Company module options Address Validation.png
  • Fishbowl has the ability to validate addresses by checking the USPS database to make sure the address exists and is formatted correctly. When using Avalara, it is not necessary to configure validation in the Small.Company.png Company module. To enable address validation, create a free USPS account. After entering the USPS account number, restart the Fishbowl Client and an address-validation icon will appear in the top-right corner of the address panel on Fishbowl orders, as well as the Small.Customer.png Customer module and Small.Vendor.png Vendor module.
Address validation.png
Address validation recommendation.png
LDAP tab
Company module options LDAP tab.png
  • Enable LDAP Authentication
This feature allows users to log in to Fishbowl using their Windows password. This feature is currently compatible with Windows Active Directory only. This eliminates the need for users to remember an extra password, and can also increase security as many organizations have security requirements for passwords (length, type of characters, expiration, etc.). Before using this feature, users must be created in Fishbowl. The username created in Fishbowl must match the username stored on the LDAP server. Read the LDAP basics section below for an overview of LDAP.
  • Server
Enter the name or IP address of the computer where the LDAP server is running.
EXAMPLE: 192.168.2.2
  • Port
Enter the port that the LDAP server is using. Port 389 is typically used, or port 636 for SSL.
EXAMPLE: 389
  • Search Directory
Enter the directory where the users are located. Fishbowl adds sAMAccountName, meaning the actual search filter will look similar to this: (&(objectClass=user)(sAMAccountName=dave))
EXAMPLE: dc=example, dc=local (includes the entire directory)
EXAMPLE: ou=users, dc=example, dc=local (includes a specific group)
EXAMPLE: cn=users, dc=example, dc=local (another way that users may be grouped)
  • Domain
Enter the domain name used to connect to the Active Directory server.
EXAMPLE: example.local
  • Username
Enter the fully qualified username being used to connect to the server.
EXAMPLE: crm@example.local
  • Password
Type the password for the username entered above.
  • Use SSL Connection
This option allows Fishbowl to connect to the LDAP server using a more secure SSL connection.
  • Disable Fishbowl User Password (Excluded admin user)
With this option checked, users will not be able to log in with their Fishbowl password. Only the LDAP password will work for logging in. This option is recommended to increase security.

LDAP basics

An LDAP server is organized similar to a tree.

Fishbowl LDAP tree.png

Below are a few LDAP abbreviations. Additional information about LDAP can be found here.

  • cn (common name) - An entry in the directory, such as a username.
  • ou (organizational unit) - A user group or organizational unit.
  • dc (domain component) - A piece of the full domain. For example, www.fishbowlinvetory.com would be written as dc=www, dc=fishbowlinventory, dc=com
  • dn (distinguished name) - A unique address for an item in the directory. This includes the components below it in the tree (dn=cn + ou + dc). So Jen's dn is written as cn=jen, ou=users, dc=example, dc=local

CONSIGNMENT MODULE OPTIONS

Some aspects of the Small.Consignment.png Consignment module can be customized by opening the module, clicking the Tools menu, and then selecting Module Options.

General tab
Consignment Module options.png
  • Auto fulfill transfer order
With this option checked, transfer orders created in the Small.Consignment.png Consignment module will automatically be fulfilled, eliminating the need to pick, ship, and receive the order.
  • Auto fulfill sales order
With this option checked, sales orders created in the Small.Consignment.png Consignment module will automatically be fulfilled, eliminating the need to pick and ship the order.
  • Open order after creation
With this option checked, orders will automatically be opened in the applicable module after they are created in the Small.Consignment.png Consignment module.

CURRENCY MODULE OPTIONS

Some aspects of the Small.Currency.png Currency module can be customized by opening the module, clicking the Tools menu, and then selecting Module Options.

General tab
Currency Module Option General.png
  • Use Currency Conversion
When the currency conversion option is checked, Fishbowl supports currency conversion in the Purchase Order and the Sales Order modules. If this option is unchecked, all of the fields related to currency conversion will be hidden throughout Fishbowl.
  • Always display the currency code for reports
Displays the three letter currency code on reports.
  • Set default home currency
Select the default home currency to use in Fishbowl.
  • Set default home country
The default home country is selected when creating a database.

CUSTOMER MODULE OPTIONS

Some aspects of the Small.Customer.png Customer module can be customized by opening the module, clicking the Tools menu, and then selecting Module Options.

General tab
Customer module options.png
  • Add custom fields to SO
If this option is enabled, custom fields with the same name and type will transfer from the customer to the sales order. For example, if a customer has a custom field that stores priority and there is a matching custom field for sales orders, the data in the custom field will transfer when creating a new order for the customer.
  • Issue Sales Orders
To prevent a sales order from being issued before a payment has been received, select Paid in Full or Partially Paid. A customer's default issue status can also be set on the Details tab. If the Issue button is clicked before payment has been received, a warning will be displayed with the option for a manager override. To override, a user must have the Customer-Override Hold access right.
Issue override.png

CUSTOM FIELD MODULE OPTIONS

Some aspects of the Small.Custom Field.png Custom Field module can be customized by opening the module, clicking the Tools menu, and then selecting Module Options.

General tab
Custom Field Module Options.png
  • Only show the required custom fields in the wizards
With this option checked, only required custom fields will be shown in wizards. For example, when creating a new part, only the part custom fields that are marked as Required in the Small.Custom Field.png Custom Field module will be displayed, instead of all of the part custom fields.

DASHBOARD MODULE OPTIONS

Some aspects of the Small.Dashboard.png Dashboard module can be customized by opening the module, clicking the Tools menu, and then selecting Module Options.

General tab
Dashboard Module Options.png
  • Auto Refresh
When the Auto Refresh option is checked, the Small.Dashboard.png Dashboard module will automatically refresh at the specified rate.

DATA MODULE OPTIONS

Some aspects of the Small.Data.png Data module can be customized by opening the module, clicking the Tools menu, and then selecting Module Options.

General tab
Data Module Option General.png
  • Query History Size
Sets the number of queries that are stored in the query history.
  • Max Server Log Lines
Sets the maximum number of lines to display when clicking the Server Log Button.png Server Log button on the module toolbar.
Logging tab
Data Module Option Logging.png
  • Server Logging Detail Level
Select the amount of data that is logged. The server log can be viewed by clicking the Server Log Button.png Server Log button at the top of the module.

INVENTORY MODULE OPTIONS

Some aspects of the Small.Inventory.png Inventory module can be customized by opening the module, clicking the Tools menu, and then selecting Module Options.

General tab
Inventory module options.png
  • Allow Scheduled Part Cost History Snapshot
This option stores a daily snapshot of part costs for use with the Historical Part Cost report.

LOCATION GROUP MODULE OPTIONS

Some aspects of the Small.Location Group.png Location Group module can be customized by opening the module, clicking the Tools menu, and then selecting Module Options.

General tab
Location Group Tracking.png
  • Company Wide
With this option checked, part reorder levels will be set on a company level. A reorder level will apply to the sum of inventory in all location groups.
  • By Location Group
With this option checked, part reorder levels will be set per location group. A reorder level will apply only to the inventory in the specified location group.

MANUFACTURE ORDER MODULE OPTIONS

Some aspects of the Small.Manufacture Order.png Manufacture Order module can be customized by opening the module, clicking the Tools menu, and then selecting Module Options.

General tab
Manufacture Order Module Options.png
  • Next Number
The characters entered in this field will be used as the next order number. Every time a new order is created, the final group of numbers will be increased by one. For example, Pier1-Order99-LA will be incremented to Pier1-Order100-LA.
  • Distribute Finished Good costs
When a Work Order has multiple finished goods, the cost of the raw goods must be distributed between the finished goods. There are two options for the default distribution; however with either option, the distribution can be manually adjusted when finishing the Work Order.
  • Evenly - The costs will be distributed evenly between each finished good based on the quantity of the finished good.
  • Weighted - The cost distribution will be weighted according to the current cost of the finished goods in inventory.
Example: A Work Order produces 3 WidgetA and 1 WidgetB. The cost of the raw goods is $100. If the costs are distributed evenly between the four finished goods, each one will receive a cost of $25 for a total of $100. For weighted cost distribution, the current cost of the finished goods in inventory is used to adjust the costs proportionally. If WidgetA currently costs three times as much as WidgetB, then the costs on the Work Order will be adjusted accordingly. WidgetB will receive a cost of $10 and each WidgetA will receive a cost of $30 for a total of $100.
  • Issue the Manufacture Order when Sales Order is issued
With this option checked, a Manufacture Order that is auto created from a Sales Order will automatically be issued when the Sales Order is issued.
  • Start the pick when starting a Work Order
If this option is on, flagging a Work Order as started will also flag the pick as started.
  • Prompt the user when fulfilling if there are no labor raw goods
If this option is on, a message will be displayed when trying to fulfill an order that doesn't have labor.
  • Always use the multiple finished good step
When finishing a work order with only one finished good, this option shows the wizard step that allows more finished goods to be added.
  • Auto-advance to work order finish step
This option allows the Quick Fulfill wizard to skip over steps that are already completed, such as picking.
  • Category Name
The calendar category label can display customized text.
MO to PO tab
Manufacture Order Module Options MO to PO.png
  • Enable manufacture order to purchase order conversion
This option enables the MO to PO button on the module toolbar which creates purchase orders for the items on a manufacture order.
  • Round quantities up to the nearest whole number
With this option on, the quantity on the purchase order will be the manufacture order quantity rounded up to the nearest whole number.
  • Use the manufacture order's UOM on Purchase Order
With this option checked, the UOM on the purchase order will be the same UOM used on the manufacture order.
  • Combine line items of the same part number
If the manufacture order has the same part multiple times, this option will combine the quantities into one line item on the purchase order.

MONITOR MODULE OPTIONS

Some aspects of the Small.Monitor.png Monitor module can be customized by opening the module, clicking the Tools menu, and then selecting Module Options.

General tab
Monitor module options.png
  • Auto Refresh
When the Auto Refresh option is checked, a Refresh Rate (in seconds) must be entered. The Small.Monitor.png Monitor module will automatically refresh at the specified rate.

PART MODULE OPTIONS

Some aspects of the Small.Part.png Part module can be customized by opening the module, clicking the Tools menu, and then selecting Module Options.

General tab
Part module options.png
  • Search by Part and Product descriptions in drop-down filters
With this option checked, the part and product descriptions, not just the numbers, will be searched when typing into part and product drop downs.
  • Add custom fields to PO item
If this option is enabled, custom fields with the same name and type will transfer from the part to the purchase order item. For example, if a part has a custom field that stores color and there is a matching custom field for purchase order line items, the data in the part custom field will transfer to the custom field for the PO item.
Tracking tab
Part module options tracking subtab.png
  • The tracking tab allows new part tracking items to be created. To add part tracking, click the New button located on the component toolbar to the right. A blank line item will be added to the bottom of the tracking list. Enter the name, abbreviation, and description. The type can be set to any of the following: Text, Date, Expiration Date, Serial Number, Money, Quantity, Count, or Checkbox. Unchecking the active box will inactivate a tracking item.
Part Wizard tab
Part Module Options Part Wizard.png
  • Don't show these steps in the New Part Wizard
When creating a new part, many of the wizard steps can be hidden by checking the Checked.png Don't show this step again checkbox. The visibility of the steps can be set at the bottom of the wizard steps, or in the module options.

PAYMENT VIEWER MODULE OPTIONS

Some aspects of the Small.Payment Viewer.png Payment Viewer module can be customized by opening the module, clicking the Tools menu, and then selecting Module Options.

Credit Card Processing tab
Payment viewer module options.png
  • The data required to process a payment can be customized in the Credit Card Requirements section.
  • Credit card number must be valid
  • Security code (CV2 #)
  • Name on card
  • Billing address
  • Billing postal code
  • Billing country code

PICKING MODULE OPTIONS

Some aspects of the Small.Picking.png Picking module can be customized by opening the module, clicking the Tools menu, and then selecting Module Options.

General tab
Picking Module Options general subtab.png
  • Pick creation
This option controls how picks are created. If By Order is selected, one pick will be created for every item on the order. If By Item is selected, a separate pick will be created for every line item on the order. If By Item Fulfillment Date is selected, all order items with the same fulfillment date will placed be on the same pick.
  • Pick method
This option controls which inventory is picked by default. The pick order is determined by several factors.
  1. If the part has a default location, the options below will apply first to the inventory in that location, for example, the oldest inventory in that location. If there is no default location, these rules will look at all available inventory, for example, the oldest inventory in all locations.
  2. If a part has an expiration date, the inventory with the oldest expiration date will be picked first.
  3. If FIFO (First In, First Out) is selected, the oldest inventory will be selected by default. If LIFO (Last In, First Out) is selected, the newest inventory will be selected by default. If Pick to Clean is selected, the tag or group of inventory with the smallest quantity will be selected by default.
  • Default orders per pick
This option sets the default number of orders to be grouped when clicking the Group button. Picks can also be grouped by highlighting several picks, right-clicking a highlighted pick, and then selecting Group.
  • Allow picking from all location groups the user has access to
With this option on, the Pick Location field will show all locations that a user has access to. If this option is off, only locations that belong to the location group selected for the pick will be visible in the Pick Location field.
  • Warn users if picking an expired part
With this option checked, a dialog box will be displayed warning users if they are picking a part that is expired.
  • Update priority when SO priority changes
With this option checked, the priority of the pick will be updated when the priority of the sales order is changed.
  • Assign user to pick on finish
With this option checked, the username on the pick will be changed to the user that finishes the pick.

  • Add custom fields to Ship
If this option is enabled, custom fields with the same name and type will transfer from the Small.Picking.png Picking module to the Small.Shipping.png Shipping module. If the Add custom fields option is also enabled in the Small.Sales Order.png Sales Order module options, custom field data can transfer from the sales order, to the pick, and then to the Custom tab of the Small.Shipping.png Shipping module.
Auto-Commit tab
Picking module options Auto-Commit subtab.png
  • Automatically commit issued sales orders
This option will automatically commit inventory as soon as a sales order is issued.
  • Automatically commit issued work orders
This option automatically commits inventory as soon as a work order is issued.
  • Automatically commit issued transfer orders
This option automatically commits inventory as soon as a transfer order is issued.
  • Automatically finish picks that are automatically committed
This option will automatically finish any pick that was automatically committed.
Report tab
Picking module options report subtab.png
  • Print pick ticket
This option sets the default print behavior for the Pick Ticket report. Options include Always, Prompt, or Never.

PRICING RULE MODULE OPTIONS

Some aspects of the Small.Pricing Rule.png Pricing Rule module can be customized by opening the module, clicking the Tools menu, and then selecting Module Options.

General tab
Pricing Module Options.png
  • Tier 2 looks for the...
The tier 2 rules with the highest precedence type will be compared. This option determines if tier 2 then looks for the Highest or Lowest price.
  • Tier 3 looks for the...
The tier 3 rules with the highest precedence type will be compared. This option determines if tier 3 then looks for the Highest or Lowest price.
  • Don't allow calculated prices to be less than...
This option prevents the calculated price from going below a specified level. Options include Average Cost, Default Vendor's Cost, Last Cost, List Price, Product Price, or Standard Cost.

PRODUCT MODULE OPTIONS

Some aspects of the Small.Product.png Product module can be customized by opening the module, clicking the Tools menu, and then selecting Module Options.

General tab
Product module options general subtab.png
  • Associated product suffix
This field contains the associated product suffix that Fishbowl will search for automatically when adding a product to a sales order. Fishbowl provides the ability to add multiple products to a sales order simultaneously by using associated products. An associated product has the same name as the main product plus a special suffix to identify it as an associated product. Associated products are often used in industries where recyclable cores can be returned to offset the cost of a new item. For example, when selling a new car battery, an auto parts store may give a discount to a customer that returns an old battery.
By entering -Core% in the suffix field, products containing "Battery-Core" in the product name will be added to the sales order whenever the associated product, "Battery," is added. The % symbol functions as a wildcard search, meaning it will look for products named Battery-Core plus any other characters after that (for example, Battery-Core2 or Battery-CoreABC), and all items containing that suffix will be added to the sales order. For more information, see Associated products.
  • Set new products taxable
This option specifies whether or not all new products will be marked as taxable.
  • Add custom fields to SO item
If this option is enabled, custom fields with the same name and type will transfer from the product to the sales order item. For example, if a product has a custom field that stores color and there is a matching custom field for sales order line items, the data in the product custom field will transfer to the custom field for the SO item.

PURCHASE ORDER MODULE OPTIONS

Some aspects of the Small.Purchase Order.png Purchase Order module can be customized by opening the module, clicking the Tools menu, and then selecting Module Options.

General tab
PO Module options general subtab.png
  • Next Number
The characters entered in this field will be used as the next order number. Every time a new order is created, the final group of numbers will be increased by one. For example, Pier1-Order99-LA will be incremented to Pier1-Order100-LA.
  • Update vendor cost after Purchase Order is issued
With this option checked, the vendor's last cost will be updated whenever a Purchase order is issued. Any future Purchase Orders created with this vendor and part will default to the last cost for the item.
  • Only show vendor parts in part quick add
With this option enabled, only the parts on the Vendor's Parts tab will be available in the part drop-down when adding items to a Purchase Order.
  • Automatically issue drop ship orders
With this option enabled, purchase orders will be automatically issued for drop ship items.
  • Dimensional weight factor
The weight factor is used to calculate dimensional weight by dividing the cubic size in inches by the factor. For example, an item with a size of 1 cubit foot (1,728 cubic inches) and the default factor of 166 would have a dimensional weight of 10.4 lbs (1728 ÷ 166=10.4).
Email tab
PO module options email subtab.png
  • Send email when Purchase Order is issued
There are three options for email behavior when issuing a Purchase Order. Always send an email, Prompt if an email should be sent, or Never send an email.
  • Attach applicable sales order csv file
With this option checked, the Purchase Order as Sales Order export will be attached to the email. This can allow the vendor to import the order into their Fishbowl install or other software.
Custom tab
PO module options custom subtab.png
  • The custom tab allows a custom message (up to 4 lines) to be displayed on Purchase Order reports.

RECEIVING MODULE OPTIONS

Some aspects of the Small.Receiving.png Receiving module can be customized by opening the module, clicking the Tools menu, and then selecting Module Options.

Options tab
Receiving module options Options subtab.png
  • Receive to the default Receiving location rather than the part's default location
With this option on, a part will be received into the location group's default receiving location, instead of the part's default location.
Reconcile tab
Receiving module options Reconcile subtab.png
  • Calculate Landed Cost by:
This option determines how landed costs are distributed between items. Costs can be landed by Cost, Quantity, Size, Weight, or Manually. Selecting Do not calculate will remove the landed cost step from the Reconcile wizard.
  • Update the Vendor Last Cost on Reconcile
This option will update the vendor's last cost when a purchase order is reconciled.

REPORTS MODULE OPTIONS

Some aspects of the Small.Reports.png Reports module can be customized by opening the module, clicking the Tools menu, and then selecting Module Options.

Select Reports tab
Reports module options select reports subtab.png
  • Each module has a default report. The default report is printed when clicking the Print button or selecting Print/Print Preview from the File menu. The default report for a module can be set by clicking the Search Button.png Search button next to a module.
Other tab
Reports module options other subtab.png
  • Always show Customize Reports dialog
Checking this box will bring up the Modify Report dialog before running any report.
  • Price Decimal Place
The number of digits to show after the decimal for prices.
  • Total Decimal Place
The number of digits to show after the decimal for totals and subtotals.
  • Cost Decimal Place
The number of digits to show after the decimal for costs.
  • Qty Decimal Place
The number of digits to show after the decimal for quantities.
  • Date Format
The default date format for reports.

NOTE: The formatting of numbers in reports (price, cost, quantity, and date) can be customized even more in the Small.Property.png Property module.

RMA MODULE OPTIONS

Some aspects of the Small.RMA.png RMA module can be customized by opening the module, clicking the Tools menu, and then selecting Module Options.

General tab
Rma module options general.png
  • Next Number
The characters entered in this field will be used as the next order number. Every time a new order is created, the final group of numbers will be increased by one. For example, Pier1-Order99-LA will be incremented to Pier1-Order100-LA.
  • Verify RMA Item against Sales Order
If this option is on, the Verify by order option will be selected by default when adding an RMA item. The system will try to find the original sales order for the item being returned.
  • Days RMA is Valid:
This field will automatically set the Expires date on the RMA. If set to 0, the RMA will not expire.
  • Cross ship items
If this option is on, the Cross Ship Replacement Product checkbox will be selected by default when clicking the Return button. This will combine the credit return sales order with the sales order to send the replacement, substitution, or repaired item.
  • Use RMA number for Sales Orders
If this option is on, the order number for a credit return sales order will contain the RMA order number. For example, the sales order number could be RMA-12.
Fees tab
Rma module options fees.png
  • Restocking Fee
This option allows the default restocking fee to be set.
  • Line Description
The default description for the restocking fee. If left blank, the description can be manually entered for each item.
Resolution tab
Rma module options resolution.png
  • Resolve Credit Items on Receive
This option allows an automatic resolution to be set when the RMA is received in the Small.Receiving.png Receiving module.
Sales Order tab
RMA Module Options Sales Order.png
  • The Sales Order tab controls where the order details are pulled from for sales orders created from the Small.RMA.png RMA module. Details such as tax rate, salesperson, payment terms, shipping terms, carrier, etc. can be pulled from the original sales order, or these fields can be set to the default values for new sales orders.

SALES ORDER MODULE OPTIONS

Some aspects of the Small.Sales Order.png Sales Order module can be customized by opening the module, clicking the Tools menu, and then selecting Module Options.

General tab
So module options general.png
  • Next Number
The characters entered in this field will be used as the next order number. Every time a new order is created, the final group of numbers will be increased by one. For example, Pier1-Order99-LA will be incremented to Pier1-Order100-LA.
  • Start fulfillment wizard after taking a payment
When this option is on, the Quick fulfill wizard will automatically start after taking a payment.
  • Warn user when payment has not been made
When this option is on, a warning will be displayed when trying to quick fulfill an order before payment has been made.
  • Print invoices from Fishbowl
If this option is on, an Invoice button will be added to the Small.Sales Order.png Sales Order module toolbar. The Invoice button loads a Sales Order report that is marked as an invoice.
  • Check bill of material parts when checking inventory
If this option is on, the Sales Order Check Inventory button will check the inventory of the raw goods on an auto-create BOM, instead of checking the inventory of the finished good.
  • Verify when the user selects 'None' as the Tax Rate
This option displays a message when a Sales Order is saved with a tax rate of None.
  • Default the salesperson field to the customer’s default salesperson
If this option is on, the salesperson will be set to the customer's default salesperson. If this option is off, the salesperson will be set to the user that created the Sales Order. The default salesperson is set on the Details tab of the Small.Customer.png Customer module.
  • Highlight the difference in list price after saving the order
If the price of an item is different than the list price, this option will ensure that the price is highlighted with a blue font, even after a save. The list price is the tier 2 price or the product price if no tier 2 rules have been created. See Pricing rule precedence for more information.
  • Do not change sales tax for tax exempt customers
Setting this option will prevent the sales tax from changing to None when selecting a tax exempt customer.
  • Show printer options for credit card receipts
Selecting this option display a window with printer options before printing a credit card receipt.
  • Show markup and margin on sales order
Selecting this option will add a Part Cost column, a Markup column, and a Margin column to the table. When the Markup or Margin cells are edited, the product price will be adjusted automatically. A user must have the Sales Order-Markup and Sales Order-Margin access rights to be able to adjust the markup and margin. Markup and Margin fields will also be added near the order total which shows the total margin percentage and markup amount for all items on the order. This is also helpful for wholesale pricing, where the price is determined by marking up the cost a small percentage. The markup can also be set by using pricing rules.
  • Show Paid stamp
If this option is disabled, the Paid stamp will not be shown on sales orders.
  • Show Cancelled stamp
This option displays a Cancelled stamp image on sales orders that have been cancelled.
  • Use sales order carrier on the purchase order for drop ships
This option will use the sales order carrier for any purchase orders that are created from drop ship items.

  • Add custom fields to Pick
If this option is enabled, custom fields with the same name and type will transfer from the sales order to the pick. For example, if the sales order has a custom field called Priority and there is a matching custom field for picks, the data in the sales order custom field will be automatically entered into the custom field of the pick when it is created. This data can continue to flow the the Shipping module if the Add custom fields option is enabled in the Small.Picking.png Picking module options.
  • Days to expire
Specifies the number of days until the order is marked as expired. By entering a value of zero, orders will not expire, even if an expiration date is manually entered on the order. For more information, see the Date Expires field on the Details tab of the Small.Sales Order.png Sales Order module.
  • Duplication rule
This option determines which user is set as the salesperson when duplicating a Sales Order.
  • Insufficient inventory
This option determines which location groups are used when checking for insufficient inventory.
Printing tab
So module options printing.png
  • Credit card receipt copies
This option provides the ability to choose how many Credit Card Receipt copies are printed after each transaction.
  • Payment receipt
This option determines if the payment receipt will be automatically displayed or printed.
Custom tab
So module options custom.png
  • The name of the Quick Ship Button.png Quick Fulfill button can be customized.
  • The title displayed on the Sales Order report can be customized for orders with an Estimate status.
  • A custom message (up to 4 lines) can be displayed on Sales Order reports.
SO to PO tab
So to po.png
  • Enable Sales Order to Purchase Order conversion
This option adds an SO to PO button to the module toolbar which creates Purchase Orders for the items on a Sales Order.
  • Round quantities up to the nearest whole number in the part's UOM
With this option on, the quantity on the Purchase Order will be the Sales Order quantity rounded up to the nearest whole number in the part's UOM.
  • Use the Sales Order's UOM on Purchase Order
With this option checked, the UOM on the purchase order will be the same UOM used on the Sales Order.
  • Combine line items of the same part number
If the Sales Order has the same part multiple times, this option will combine the quantities into one line item on the Purchase Order.
  • Use sales order item description as purchase order item description
The sales order item description can be edited on the sales order. If this option is enabled, the sales order item description will be used. If this option is disabled, the product description will be used.
  • Use sales order carrier on the purchase order
If this option is enabled, the sales order carrier will be used as the purchase order carrier.
Shipping tab
Sales Order Shipping module options.png
  • Standard Shipping
With Standard Shipping, the sales order customer is charged for any shipping items that are manually added to the sales order.
  • Carton Based Shipping
With carton based shipping, the sales order customer is charged for the carton costs that are set in the Small.Shipping.png Shipping module. After the order is shipped, the default shipping product is automatically added to the sales order with the sum of the carton costs. Carton costs can be manually entered or automatically updated when using the Small.ShipStation.png ShipStation module or other shipping integrations. To see example journal entries for different shipping charges, see Standard Shipping and Carton Based Shipping.
  • Default Shipping Product
This option specifies the default shipping product that will be used to automatically add carton shipping costs back to the Sales Order.
  • Shipping markup
This option allows a markup percentage to be used with carton based shipping.
  • Prompt the user when saving if there are no shipping line items
This option displays a message when a Sales Order is saved without a shipping line item.
  • Allow users to put Drop Ship Items on a Sales Order
Unchecking this option will remove the ability to drop ship items.
Email tab
So module options email.png
  • Send email when Sales Order is issued
There are three options for email behavior when issuing a Sales Order. Always send an email, Prompt if an email should be sent, or Never send an email.

SCHEDULE MODULE OPTIONS

Some aspects of the Small.Schedule.png Schedule module can be customized by opening the module, clicking the Tools menu, and then selecting Module Options.

General tab
Schedule Module Options General tab.png
  • Allow Scheduled Accounting Export
This option allows a scheduled task to run the accounting export.

SETUP MODULE OPTIONS

Some aspects of the Small.Settings.png Settings module can be customized by opening the module, clicking the Tools menu, and then selecting Module Options.

Images tab
Setup module options images.png
  • Max Full Size
Enter the maximum pixel dimension for storing images in the database.
  • Max Thumbnail Size
Enter the maximum pixel dimension for storing image thumbnails in the database.

SHIPPING MODULE OPTIONS

Some aspects of the Small.Shipping.png Shipping module can be customized by opening the module, clicking the Tools menu, and then selecting Module Options.

Ship Items tab
Shipping MO ship items subtab.png
  • Default weight unit of measure
This option specifies which weight unit of measure will be used by default in the Shipping module.
  • Fulfill service/misc items on ship
This option allows the default fulfillment behavior to be customized for service and miscellaneous items. Options include Do Nothing, Confirm First, and Auto Fulfill.
  • Print the packing list on pack
This option controls the print behavior of the packing list when an order is packed. Options include Always, Prompt, or Never.
  • Print the packing list on ship
This option controls the print behavior of the packing list when an order is shipped. Options include Always, Prompt, or Never.
  • Batch selection default
This option controls the type of orders included when using the Batch Shipment feature. Options include Packed, All, or None.
  • Default container
This option allows the shipping container to be renamed (carton, box, etc.).
  • Auto pack shipments
Selecting this option will automatically mark orders as packed.
  • Fulfill shipping line items on ship
This option will automatically fulfill the shipping line items on a Sales Order. If this option is off, shipping items must be manually fulfilled in the Small.Sales Order.png Sales Order module.
  • Show confirmation on ship
After clicking the Ship button, a confirmation dialog will be displayed. The ship date can also be set in this dialog.
Ship Confirmation.png
The confirmation dialog can be bypassed by right-clicking a shipment in the search pane, and selecting Ship.
  • Warn user when order has not been paid
This option will display a warning before packing or shipping an unpaid order.
  • Show Paid Stamp
If an order has been paid, this option will display the word PAID over the ship items, similar to the option for sales orders.
  • Dimensional factor
The dimensional weight factor is used to calculate dimensional weight by dividing the cubic size in inches by the factor. For example, an item with a size of 1 cubit foot (1,728 cubic inches) and the default factor of 166 would have a dimensional weight of 10.4 lbs (1728 ÷ 166=10.4).
Carton Types tab
Shipping Carton Types Tab.png
  • Common carton sizes can be saved and then used when adding cartons.
  • Use the buttons on the right to add, edit, or delete carton types.
  • The default carton will automatically be selected when adding a carton.
  • To save a carton, a user must have the Shipping-Create Carton Type access right.
  • The dimensions of an existing carton can be modified in the Carton Details section. To select a saved carton size, click the Search Icon Button.png Search button.
    Carton Details.png
Email tab
Shipping MO email subtab.png
  • Send email when shipment is shipped
There are two options for email behavior when shipping a shipment. Always send an email, or Never send an email. A packing list can be manually emailed by clicking the email button in the Packing List report preview.

TAX RATE MODULE OPTIONS

Some aspects of the Small.Tax Rate.png Tax Rate module can be customized by opening the module, clicking the Tools menu, and then selecting Module Options.

General tab
Tax rate module options general subtab.png
  • Do you charge Sales Tax?
This option allows Sales Tax to be turned on or off. The Fishbowl Client must be restarted for this change to be fully applied.
Imports tab
Tax rate module options imports subtab.png
  • Default Flat Tax
This option allows a default flat rate tax to be set for shopping cart imports.

TRANSFER ORDER MODULE OPTIONS

Some aspects of the Small.Transfer Order.png Transfer Order module can be customized by opening the module, clicking the Tools menu, and then selecting Module Options.

General tab
Transfer Order Module Options.png
  • Next Number
The characters entered in this field will be used as the next order number. Every time a new order is created, the final group of numbers will be increased by one. For example, Pier1-Order99-LA will be incremented to Pier1-Order100-LA.
  • Transit Location Group
When inventory is in transit between two location groups, it will be temporarily placed in a Transit location. The transit location can be created in the To location group or the From location group of the transfer order.

VENDOR MODULE OPTIONS

Some aspects of the Small.Vendor.png Vendor module can be customized by opening the module, clicking the Tools menu, and then selecting Module Options.

General tab
Vendor module options.png
  • Suggest volume discounts based on Vendor Cost Rules when adding parts to a PO
Some vendors offer discounts when large quantities of an item are purchased. If the quantity of a purchase order item is close to a volume discount, this option will display an alert with details about the volume discount and what effect it would have on the total cost and the unit cost. Adjusting the tolerance will control how close an item must be to a volume discount in order for the alert to be displayed. The tolerance is the increase in total cost that could be tolerated in order to qualify for a lower unit cost. For example, if the tolerance is $0, the dialog will only suggest increasing the quantity if it would actually lower the total cost. If the tolerance is $20, the dialog will suggest the volume discount only if the increase in total cost is less than $20.
  • Add custom fields to PO
If this option is enabled, custom fields with the same name and type will transfer from the vendor to the purchase order. For example, if a vendor has a custom field that stores priority and there is a matching custom field for purchase orders, the data in the custom field will transfer when creating a new order for the vendor.
  • Use minimum quantity when auto-generating purchase orders
With this option enabled, purchase orders that are automatically generated will use the minimum quantity specified in the Part/Vendor record.