Module Options

From Fishbowl
Revision as of 05:18, 11 February 2011 by Njohnston (talk | contribs) (Created page with "Fishbowl Inventory is a full-scale Inventory solution with a variety of features for every basic process flow. However, at Fishbowl we understand companies have processes that di…")
(diff) ← Older revision | Latest revision (diff) | Newer revision → (diff)
Jump to: navigation, search

Fishbowl Inventory is a full-scale Inventory solution with a variety of features for every basic process flow. However, at Fishbowl we understand companies have processes that differ from the default functionality provided. Therefore, Fishbowl offers an assortment of Customizable Options to fit your Company's personal needs. The majority of Modules within Fishbowl provide these customizable services and can be found in the Client by going to Tools | Module Options with your mouse on the Module Toolbar. Below is a given list of each Fishbowl Module with options and the functionality the additional features provide.


Accounting Module Options

Options Subtab

  • Attach SO Item Note to QuickBook Export

If an SO item has a note attached to it on the sales order, it may be exported to QuickBooks if this option is checked.

  • Associate multiple Fishbowl customers to one QuickBook's customer

With this option checked, only 1 customer will be created in QuickBooks called FB_Customers. All of the invoices created within Fishbowl will export to QuickBooks within this FB_Customers name.

  • Add Customer references to Inventory journal entries

When viewing Journal Entries in QuickBooks, the Customer will be displayed beneath the Name column. If this option is unchecked, the SO number is still tied to the entry via the Memo field.

  • Export the Sales Order number as the QuickBooks Invoice Number

With this option checked, the Fishbowl Sales Order number may be exported to QuickBooks as the Invoice number.

  • Create a Bill in QuickBooks after reconciling a Receipt

With this option checked, after a Receipt has been reconciled and an export has been made to QuickBook, a Bill will then be created in QuickBooks.

  • Prefix with the Product Number

With this option checked, the Fishbowl product number is added to the beginning of the QuickBook item's description on an invoice when exported.

  • Append Product UOM when different from the default

A Product's UOM may be established within the Product Module as the default UOM. However, the UOM may also be manually changed on the Sales Order if desired. With this option checked, the UOM will be displayed as (UOM = whatever UOM that was established on the SO and is different than default) in the item's description on the QuickBooks invoice.

  • Set the invoice item's custom field to be:

This option allows the user to customize the QuickBooks Invoice. Whatever information is specified within the 'Other 1' or 'Other 2' field in the Accounting Module Options will then be shown on the QuickBooks Invoice. The QuickBooks Invoice may be modified by opening an Invoice and choosing Customize | Additional Customization | Columns | Other 1 and Other 2 options.


Costing Subtab

  • Costing Method

This subtab allows you to view the Costing Method currently being used by your company. Your costing method may be Standard Costing, Average Costing, LIFO Costing, or FIFO Costing. Although the costing method may be viewed here, it may not be changed. Costing methods may only be changed upon the creation of a new database.





Back to Fishbowl Module Options