Fishbowl GO iOS

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Icon.Fishbowl GO.png Fishbowl GO is available for iOS and Android. Similar functionality is available for Windows Mobile. Fishbowl GO provides the essential warehouse functions of Fishbowl on a mobile device. Fishbowl GO helps reduce human error and increase accuracy. With the ability to scan barcodes, Fishbowl GO also increases efficiency. Fishbowl GO was designed to be very simple while still providing the ability to perform complex inventory functions. Fishbowl GO can run on a phone, a tablet, or a variety of hardware devices sold through Fishbowl. Similar to Fishbowl Anywhere, Fishbowl GO can be used on the local network, through a VPN, or configured to connect to a public IP address.

Fishbowl GO iOS.png

Video

Setup

  1. Download Fishbowl GO from the Apple App Store by searching for Fishbowl GO.
  2. Click the Fishbowl GO icon on the home screen.
  3. The same data used to log in from a Fishbowl Client can be used in Fishbowl GO. Enter the Server Address or name, Port, Username and Password and then click Login.
    Fishbowl GO Login iOS.png
  4. Approve the application, as explained below, and then click Login again.

Application Approval

The first time that an integrated application attempts to connect to Fishbowl, the application will need to be approved. The app only needs to be approved once. Follow the steps below to approve an integrated app.
  1. Start the Fishbowl Client and open the Small.Setup.png Setup module, located in the Setup group.
  2. Click the Integrated Apps tab.
    Approve Integrated App.png
  3. Select the integrated app from the list and then click the Approve Icon Button.png Approve button.
  4. The integrated app should now be able to connect successfully.

To activate Fishbowl GO, download the plugin as described below.

Plugin

In order to access all of the modules and settings of Fishbowl GO, the Fishbowl GO plugin must be installed and activated from a Fishbowl Client. If the plugin hasn't been activated, only the Part module will be accessible from the app. The global settings for Fishbowl GO are also set in the Fishbowl GO module.

The documentation on this page is for the most recent version of the Fishbowl GO plugin. To update, see Update Fishbowl. Plugin Install

  1. In any Fishbowl Client, open the Small.Plugin.png Plugin module, located in the Integrations group.
  2. Select the Fishbowl GO plugin and click Install Now.
  3. Completely close all Fishbowl Clients.
  4. Exit the Fishbowl Server by right-clicking the Fishbowl Server tray icon and selecting Exit.
  5. After re-opening the Fishbowl Server, the admin user can access the Small.Fishbowl GO.png Fishbowl GO module from any Fishbowl Client by opening the Integrations module group.
  6. To grant access to additional users, open the Small.User Group.png User Group module and assign the Fishbowl GO-View right to the appropriate groups as explained here.
  7. Open the Small.Fishbowl GO.png Fishbowl GO module and click Yes in the activation dialog, or click the Activate Button.png Activate button.
    Fishbowl GO Activation.png

Module Access

Access to the individual modules of the Fishbowl GO app are controlled with the Fishbowl GO access rights. After installing the plugin, the Fishbowl GO modules available to each user can be customized by assigning access rights.

Fishbowl GO Plugin.png

Settings

The global settings for Fishbowl GO are assigned in the Small.Fishbowl GO.png Fishbowl GO module. These settings apply to all users and all devices. Some settings may be stored during the login of Fishbowl GO, so global settings may not change on an individual device until the next login.

  • Include entered shipments - Include shipments that have a status of Entered.
  • Always show edit screen - Always show the edit screen when scanning an item in the Pack module.
  • Update UPC - Update the UPC for all associated products when modifying the part UPC in Fishbowl GO.
  • Update image - Update the image for all associated products when modifying the part image in Fishbowl GO.
  • Only show in progress picks - Only show picks that have a status of Started or Committed.
  • Always show edit screen - Always show the edit screen when scanning an item in the Pick module.
  • Always show edit screen - Always show the edit screen when scanning an item in the Receive module.
  • Show all open orders - Show all work orders that have a status of Entered, Issued, or Partial.

Buttons

The following buttons are found in most modules of Fishbowl GO.

IOS Back Button.png Back - To go back to the previous screen, click the Back button at the top left of the screen.
IOS Scan Button.png Scan - To scan a barcode with the camera, click the Scan button. Devices with built-in scanners can use the hardware button. Most devices with barcode scanners can be configured to send an Enter command after scanning, which will automatically open the item in Fishbowl GO.
IOS Settings Button.png Settings - To change settings, click the Settings button at the top right of the screen.
IOS Refresh Button.png Refresh - To refresh an item list, click the Refresh button.
FM Open Button.png Open - An item can be opened by scanning it, or by selecting it from the list and then clicking the Open button or the Enter key on the keyboard. The option to Select & Continue on tap can be enabled by clicking the FM Settings Icon Button.png Settings button in the top-right corner of the app. This removes the need to click the Open button in most cases.
IOS Edit Button.png Edit - The edit button is not visible on the iOS version of Fishbowl GO. To always show the edit screen, enable Always show edit screen in the Fishbowl GO Plugin.
FM Save Button.png Save - To save an order or item, click the Save button.

Fishbowl GO Pick Icon.png Pick

Android Pick.png
  • By default, All Open picks will be displayed. All Open includes picks with a status of Entered, Started, or Committed (everything except Finished).
  • To display only In Progress picks, enable the option in the Fishbowl GO Plugin. In Progress includes picks with a status of Started or Committed.
  • The number of picks displayed on the device can be set by clicking the FM Settings Icon Button.png Settings button in the top-right corner of the app.
  • To open a pick, scan the pick number or select it from the list and then click the FM Open Button.png Open button at the top.
  • To pick an item, scan the item or select it from the list and then click the FM Pick Button.png Pick button.
  • Items that are short are not displayed. If all items on an order are fulfilled or short (there aren't any fulfillable items left), the order will not displayed.
  • If an item requires tracking, the edit screen will be displayed. Enter or scan the part tracking and then click the Pick button at the bottom of the screen.
  • If an item doesn't require tracking, the edit screen can be displayed by enabling Always show edit screen in the Fishbowl GO Plugin. This also allows the quantity to be edited for partial picks.
  • Once an item is picked, it will be removed from the list of items.
  • When the last item is picked, the pick will be saved and removed from the list of picks.
  • To save a partially picked order, click the FM Save Button.png Save button at any time.

Fishbowl GO Pack Icon.png Pack

Android Pack.png
  • Packing typically occurs after picking and before shipping. Auto pack can be enabled in the Small.Shipping.png Shipping module options.
  • The Pack module displays Entered shipments. Packing can also be bypassed in Fishbowl GO by enabling Include entered shipments in the Fishbowl GO Plugin, which allows an order to be shipped from Fishbowl GO, even if it hasn't been packed yet.
  • The number of orders displayed on the device can be set by clicking the FM Settings Icon Button.png Settings button in the top-right corner of the app.
  • To open a shipment, scan the ship number or select it from the list and then click the FM Open Button.png Open button at the top.
  • The list of unpacked items is displayed. The current carton is also listed at the top. To add more cartons, click the IOS New Carton Button.png New Carton button. The current carton can be changed at any time by clicking the carton name or the drop-down arrow.
  • To pack an item into the current carton, scan the item or select it from the list and then click the FM Pack Button.png Pack button.
  • If an item has tracking, the edit screen will be displayed. When modifying the quantity of a serialized part, modify the serial number list to match the items that are being packed and then click the Pack button at the bottom of the screen.
  • If an item doesn't require tracking, the edit screen can be displayed by enabling Always show edit screen in the Fishbowl GO Plugin. This also allows the quantity to be edited and split into multiple cartons.
  • Once an item is packed, it will be removed from the list of unpacked items.
  • The Carrier can also be modified.
  • When the last item is packed, the shipment will be saved and removed from the list of Entered shipments.
  • After a shipment is packed, a dialog will be displayed with the option to print a packing list. This will print the default report for the Shipping module. The default printer of the Fishbowl Server will be used, unless a default printer is specified for the location group of the shipment.

Fishbowl GO Ship Icon.png Ship

Android Ship.png
  • Shipping occurs after picking and packing.
  • By default, the Ship module displays Packed orders. Packing can be bypassed in Fishbowl GO by enabling Include entered shipments in the Fishbowl GO Plugin, which allows an order to be shipped from Fishbowl GO, even if it hasn't been packed yet.
  • The number of orders displayed on the device can be set by clicking the FM Settings Icon Button.png Settings button in the top-right corner of the app.
  • To ship an order, scan the ship number or select it from the list and then click the FM Ship Button.png Ship button at the top.
  • There is no edit screen in the Shipping module. When scanning an order, or clicking the Ship button, the order will be shipped and removed from the list of unshipped orders.
  • A shipment can be voided in the Small.Shipping.png Shipping module of the Fishbowl Client if the shipment hasn't been exported to the accounting system yet.

Fishbowl GO Receive Icon.png Receive

Android Receive.png
  • By default, All Receivable orders will be displayed. All Receivable includes orders that haven't been received yet.
  • The number of orders displayed on the device can be set by clicking the FM Settings Icon Button.png Settings button in the top-right corner of the app.
  • To open an order, scan the barcode or select it from the list and then click the FM Open Button.png Open button at the top.
  • To receive an item, scan the item or select it from the list and then click the FM Receive Button.png Receive button at the top.
  • If an item requires tracking, the edit screen will be displayed. Enter or scan the part tracking and then click the Receive button at the bottom of the screen.
  • If an item doesn't require tracking, the edit screen can be displayed by enabling Always show edit screen in the Fishbowl GO Plugin. This also allows the quantity to be edited for partial receipts.
  • Once an item is received, it will be removed from the list of items.
  • When the last item is received, the order will be saved and removed from the list of receivable orders.
  • To save a partially received order, click the FM Save Button.png Save button at any time.

Fishbowl GO Move Icon.png Move

Android Move.png
  • The Move module is used to move parts between locations and is designed to be used with the Part and Location barcodes that can be printed from the Small.Reports.png Reports module of Fishbowl. In addition, parts and locations can be entered manually.
  • To move an item, scan the current location of the part, then scan the part, and then scan the location where the part is going.
  • If an item requires tracking, enter or scan the part tracking and then click the FM Move Button.png Move button at the bottom of the screen.
  • To save the location or part for the next move, click the FM Lock Button.png Lock button.

Fishbowl GO Add Inventory Icon.png Add Inventory

Android Add Inventory.png
  • The Add Inventory module is used to add inventory and is designed to be used with the Part and Location barcodes that can be printed from the Small.Reports.png Reports module of Fishbowl. In addition, parts and locations can be entered manually.
  • To add inventory, scan the location where the part will be stored, then scan the part, and then enter the quantity that is being added.
  • If an item requires tracking, enter or scan the new tracking and then click the FM Cycle Button.png Add Inventory button at the bottom of the screen.
  • To save the location or part for the next add, click the FM Lock Button.png Lock button.

Fishbowl GO Scrap Icon.png Scrap

Android Scrap.png
  • The Scrap module is used to remove inventory and is designed to be used with the Part and Location barcodes that can be printed from the Small.Reports.png Reports module of Fishbowl. In addition, parts and locations can be entered manually.
  • To scrap inventory, scan the location where the part was, then scan the part, and then enter the quantity that is being scrapped.
  • If an item requires tracking, enter or scan the tracking and then click the FM Cycle Button.png Scrap button at the bottom of the screen.
  • To save the location, part, or customer for the next scrap, click the FM Lock Button.png Lock button.

Fishbowl GO Cycle Icon.png Cycle

Android Cycle.png
  • The Cycle module is used to adjust the quantity of parts and is designed to be used with the Part and Location barcodes that can be printed from the Small.Reports.png Reports module of Fishbowl. In addition, parts and locations can be entered manually.
  • To cycle an item, scan the current location of the part, then scan the part, and then enter the actual quantity in that location.
  • If an item requires tracking, enter or scan the actual tracking and then click the FM Cycle Button.png Cycle button at the bottom of the screen.
  • The location will be updated with the entered quantity and tracking. If the quantity was decreased, the items that weren't entered will be removed.
  • To save the location or part for the next cycle, click the FM Lock Button.png Lock button.

Fishbowl GO Part Icon.png Part

Android Part.png
  • To see part information, scan the part barcode or enter the part number or UPC and then click the FM Open Button.png Open button at the top.
  • To add or modify the UPC, enter the UPC and then click the FM Save Button.png Save button.
  • To update the UPC of all associated products, enable Update product UPC in the Fishbowl GO Plugin.
  • Click the part image and then the camera button to capture a new image from the camera.
  • To update the image of all associated products, enable Update product image in the Fishbowl GO Plugin.

Fishbowl GO Work Order Icon.png Work Order

Android Work Order.png
  • The Work Order module provides the ability to finish work orders.
  • A work order must be picked, or consume at least one raw good, before in can be finished in the Work Order module.
  • By default, only Started work orders will be displayed. To display Entered work orders as well, enable Show all open orders in the Fishbowl GO Plugin. Note that a work order has a status that is separate from the manufacture order status.
  • After opening an order, the raw goods will be displayed. Verify the raw goods are correct and then click the FM Next Button.png Next button.
  • The final step will show the finished goods that will be produced by this work order. The quantity of the finished good can be adjusted if necessary.
  • Enter any necessary tracking information and then click the FM Finish Button.png Finish button to fulfill the work order.

Fishbowl GO Delivery Icon.png Delivery

Android Delivery.png