Module Options

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Revision as of 22:43, 8 March 2012 by Ncarter (talk | contribs) (Another template)
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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.

Template:Accounting Module Options

Template:Bill of Materials Module Options

Template:Company Module Options

Template:Consignment Module Options

Template:Class Module Options

Template:Custom Field Module Options

Template:Location Group Module Options

Template:Manufacture Order Module Options

Template:Monitor Module Options

Template:Part Module Options

Template:Payment Viewer Module Options

Template:Picking Module Options

Pricing Rule Module Options Template:Top


For Pricing Rule and Tier Examples please see 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.

Product Module Options Template:Top


  • 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 product module | details subtab.

Purchase Order Module Options Template:Top


  • 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.


  • 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.


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.

Receiving Module Options Template:Top


  • 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.


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.

Reports Module Options Template:Top


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 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.


Reports module options other subtab.png
  • 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 Module.

RMA Module Options Template:Top


  • 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.


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.


  • 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.

Template:Sales Order Module Options

SalesPoint Module Options Template:Top


  • Number SalesPoint orders separately from Sales Order
Fishbowl will auto-generate the SalesPoint order number based off the number entered here. If this option is not enabled, then the next sales order number will be used.
  • 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.
  • Enable last card used as a payment option
Selecting this option will show the last credit card used by the customer as a payment option in the checkout wizard.
  • Show printer options for credit card receipts
Selecting this option will show an additional print option window 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 off after each transaction.
  • Default Customer
It may not be necessary to record all SalesPoint 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 POS 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 SalesPoint report
This option determines the print behavior of the default SalesPoint report when finishing the checkout wizard. Options include Print, Preview, or None. To change the default SalesPoint report, see Changing the default SalesPoint report.


The Receipt Footer tab allows you to add a custom message that will print on the bottom of the following SalesPoint reports: POS Receipt, Receipt 2in, and Receipt 3in. You may customize this text any way that you choose. Just highlight the existing text and hit the delete button on your keyboard, then type in the message of your choice and click OK.

Shipping Module Options Template:Top


  • 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.


  • 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.

Tax Rate Module Options Template:Top


  • 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.


  • 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.

Transfer Order Module Options Template:Top


  • 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.

Vendor Module Options Template:Top


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.