Module Options:Company

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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. This is the format used in the Small.Picking.png Picking module. In Mobile Picking, the data identifier is required to automatically open a pick when scanning a barcode.
  • 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.
  • 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