Difference between revisions of "Road Map"

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==Fishbowl==
 
==Fishbowl==
  
* Improvements to client \ server connection
+
* Forecasting Improvements
* Improved Custom Field creation and storage
+
:* New and Improved reporting
* Improved database storage of part tracking
 
  
* Picking Flow Improvements
+
* REST API additions
* Ability to Link Orders
 
  
* Accounting Export Improvements
+
* "Pay Now" link functionality for Sales Orders
:* Post specific dates
 
:* Post selected order types
 
:* Account mapping tab to display / edit mapping
 
  
* Customer management tools
+
* Multiple Image support
:* notes
 
:* tasks
 
:* opportunities
 
:* improved contact information
 
* Carton / Shipping Improvements
 
* Xero Integration Improvements - Prepayments
 
* Sage Integration
 
  
(Current as of March 2, 2020)
+
* Create a Database Rebuild tool
 +
 
 +
* Sage 50 Integration
 +
 
 +
(Current as of November 9th, 2021)
  
 
==Fishbowl Time==
 
==Fishbowl Time==
* Capacity Planning
+
* Custom Permissions
* Employee Mobile App (iOS)
+
* Payroll Approval
* Paid breaks \ Auto breaks
+
* PTO and Sick accrual
* Pay period approval process
+
* Fishbowl Plugin Rewrite
* Notifications module
+
* Improvements to Departments
* Dark mode
+
* Notifications Module
* IP address limitations
+
* Audit Trail
* employee group management
+
* Custom Payroll Exports
* Accrual functionality for PTO, retirement, sick time, etc.
+
* Geolocation Filter View
* Audit trail
 
* CSV export for Reports
 
* Reports module redesign
 
  
  
(Current as of March 2, 2020)
+
(Current as of April 13, 2021)
  
 
==Fishbowl GO (iOS, Android) ==
 
==Fishbowl GO (iOS, Android) ==
  
* Sales Orders - create/edit, add line items, discounts, etc
+
* New and improved packing module
* Reports \ Dashboard
+
* Support for GS1 GTIN Scanning
* Payments accepted in sales orders
+
* Emailing invoices
* Enhanced advanced barcode scanning and auto-assigned tracking (GS1 and plain text)
+
* Signature capture on sales orders and work orders
 
+
* Customized 2D barcode scanning
 +
* Transfer orders
 +
* Fishbowl GO for iPad
  
(Current as of March 2, 2020)
+
(Current as of July 1, 2021)
  
 
==Fishbowl Plugins Development==
 
==Fishbowl Plugins Development==
  
* Forecasting Plugin
+
*Upcoming Enhancements
* GHX Plugin
 
* Enhancements to SPS Plugin
 
* Route Delivery optimization plugin
 
  
* Square POS
+
*Roadmap for the year
:* New Plugin Coming Q1 2020
+
:* Walmart plugin beta release
 +
:* Zoho Order
 +
::* Custom field availability for mapping
 +
::* Added Field Mappings from Zoho Objects
 +
:::* Re-work Order, Quote and Invoice object property availability
 +
:* Salesforce Order Object integration
 +
:* HubSpot integration --pending solution for desktop system connectivity
 +
:* Tax Jar integration
 +
:* BOM Import to support importing of BOM stages
 +
:* Square Space Integration
 +
:* Amazon rebuild for new Amazon API compatibility
  
* Stripe POS
+
(Current as of July 12, 2021)
:* New Plugin Coming Q1 2020
 
 
 
* ShipExpress
 
:* Redesigned and revamped coming in Q1 2020
 
 
 
*Salesforce and Zoho
 
:* Order update export task coming early 2020
 
 
 
(current as of March 2, 2020)
 
  
 
==Fishbowl Reports==
 
==Fishbowl Reports==
 
* New Products for the Reports Store
 
::*Shipping Manifest for the cannabis industry
 
::*Advanced Forecast Report
 
::*Blind Bid Request Form
 
  
 
* Enhancements
 
* Enhancements
Line 85: Line 69:
 
::*Enhance the Export Summary to show more data.   
 
::*Enhance the Export Summary to show more data.   
  
(Current as of March 2, 2019)
+
(Current as of April 15, 2020)
  
 
==Boxstorm==
 
==Boxstorm==
  
 +
* Quickbooks Online improvements
 
* Permissions by location
 
* Permissions by location
* Flow Optimization and customer requests
 
* Reports redesign
 
* Dashboard live links
 
 
* Search enhancements
 
* Search enhancements
* Pricing rules
+
* Mobile App improvements
* Internationalization
+
* Mobile App Parity
:* Multi-currency support
 
:* Taxes
 
:* Multilingual
 
* Xero Integration
 
* Service Orders
 
* Rentals
 
* Transfer Orders
 
 
* Enhanced Reporting
 
* Enhanced Reporting
 +
* Collapsable location list
  
  
(Current as of March 2, 2020)
+
(Current as of April 13, 2021)
  
 
==Boxstorm Mobile Apps (iOS, Android)==
 
==Boxstorm Mobile Apps (iOS, Android)==

Latest revision as of 16:29, 9 November 2021

Fishbowl

  • Forecasting Improvements
  • New and Improved reporting
  • REST API additions
  • "Pay Now" link functionality for Sales Orders
  • Multiple Image support
  • Create a Database Rebuild tool
  • Sage 50 Integration

(Current as of November 9th, 2021)

Fishbowl Time

  • Custom Permissions
  • Payroll Approval
  • PTO and Sick accrual
  • Fishbowl Plugin Rewrite
  • Improvements to Departments
  • Notifications Module
  • Audit Trail
  • Custom Payroll Exports
  • Geolocation Filter View


(Current as of April 13, 2021)

Fishbowl GO (iOS, Android)

  • New and improved packing module
  • Support for GS1 GTIN Scanning
  • Emailing invoices
  • Signature capture on sales orders and work orders
  • Customized 2D barcode scanning
  • Transfer orders
  • Fishbowl GO for iPad

(Current as of July 1, 2021)

Fishbowl Plugins Development

  • Upcoming Enhancements
  • Roadmap for the year
  • Walmart plugin beta release
  • Zoho Order
  • Custom field availability for mapping
  • Added Field Mappings from Zoho Objects
  • Re-work Order, Quote and Invoice object property availability
  • Salesforce Order Object integration
  • HubSpot integration --pending solution for desktop system connectivity
  • Tax Jar integration
  • BOM Import to support importing of BOM stages
  • Square Space Integration
  • Amazon rebuild for new Amazon API compatibility

(Current as of July 12, 2021)

Fishbowl Reports

  • Enhancements
  • Overhaul of the Bill of Lading. Our goal is to make it more functional by making more of the fields editable.
  • Make more reports available in the Schedule module by changing certain required parameters to optional where it makes sense.
  • Standardize Sales reports by giving them the same options and filters.
  • Enhance the Export Summary to show more data.

(Current as of April 15, 2020)

Boxstorm

  • Quickbooks Online improvements
  • Permissions by location
  • Search enhancements
  • Mobile App improvements
  • Mobile App Parity
  • Enhanced Reporting
  • Collapsable location list


(Current as of April 13, 2021)

Boxstorm Mobile Apps (iOS, Android)

  • Support for editing Kits
  • Fulfill Sales Orders with kit items
  • Vendors (view/create/edit/delete)
  • Purchase Orders (create/edit/delete)
  • Receiving on Purchase Orders

(Current as of December 1, 2019)