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1. FISHBOWL INVENTORY QUICKBOOKS INTEGRATION HOW TO
2. FISHBOWL INVENTORY QUICKBOOKS INTEGRATION SERIAL NUMBERS
3. FISHBOWL INVENTORY QUICKBOOKS INTEGRATION FULL
4. FISHBOWL INVENTORY QUICKBOOKS INTEGRATION PLUS

If you need any help, the training documentation includes this handy flow chart showing exactly how to create and fulfill a PO:Ĭreating POs in Fishbowl Inventory allows the rest of the system to see demand and make adjustments. Overall, I found this an easy to follow process. Then, fill in the necessary fields with the relevant information. Start by selecting the Purchase Order module from the main dashboard, or either of the PO links from the side bar and top nav Purchasing tabs. Generating a purchase order in Fishbowl is relatively straightforward. Purchasing transactions are also automated in Fishbowl Inventory. Fishbowl Inventory also includes unlimited custom fields for each part or product you stock. I liked that there were multiple ways to do the same processes.

There are even automated alerts notes whenever a part is added to a purchase order. Then go into the Details tab to find the tracking fields, like lot number and expiration date. Select from either the Inventory, Receiving, or New Part modules to get to the part you want to track.

FISHBOWL INVENTORY QUICKBOOKS INTEGRATION SERIAL NUMBERS

Fishbowl automatically creates serial numbers to use. Thousands of items can be brought over at once using this method. Manually adding part details can take a while, so it’s best to import data from a spreadsheet if bringing over multiple batches. Once entered, you can pick the best tracking method for that specific part. It’s easy to add important product details, such as SKU or price.

FISHBOWL INVENTORY QUICKBOOKS INTEGRATION PLUS

Select the Part module and then click the plus symbol next to “New”. While evaluating Fishbowl Inventory, we focused on the areas most important to inventory management: Add and Track PartsĪs an inventory management software, Fishbowl Inventory has ways to add and track raw materials for manufacturing, parts for assemblages, and finished products. Multiple plans available cost is based on total number of concurrent users 3 years of SaaS is about the same as paying for a perpetual license.įunctionality is more expansive on the desktop version than the mobile app can take a few seconds for different modules to load after an update.Ĭreate purchase and sales orders generate manufacture orders based on bill of materials all these influence inventory tracking reorder points make it easy to automatically restock the accounting side interfaces with certain types of accounts to remain GAAP compliant. Out-of-the-box features cover purchasing and sales workflow necessary for tracking inventory integrations with eCommerce platforms and accounting systems make it possible to gain ERP-like features. Includes dedicated account manager with unlimited support by chat, phone, or email documentation includes training videos, getting started manual, and FAQ training sessions are available.

FISHBOWL INVENTORY QUICKBOOKS INTEGRATION FULL

The software at full capacity has many interconnected features, which can have a large cause/effect relationship without the proper training lots of training videos and documentation to streamline the learning process the user interface is a little dated and may be difficult for some users to navigate.