Introducing LilyPad Service Manager

Dispatch, Schedule, and Invoice service customers directly from your Fishbowl Inventory software with
LilyPad Service Manager

 Image of multiple devices used for LilyPad Service Manager
With LilyPad Service Manager:
  • Schedule service appointments
  • Add labor charges, inventory, and time to service calls
  • Accept immediate payments
  • Capture approval signatures
  • Create the service ticket automatically as a Fishbowl sales order
Your Remote Technicians Can:
  • See their schedule remotely
  • Pull up addresses, service history, and existing equipment at site
  • Document activities completed and parts used
  • Schedule follow-up calls
  • Accept payments
  • See inventory availability across locations
Easy-to-use features:
  • Drag-and-drop calendar scheduling
  • Linked directly to Google Maps
  • Runs on computers, tablets, or phones
  • Integrates with remote printers

Contact us for more information, or to schedule a demo!

Introducing LilyPad Vortex

Vortex Home with discounts

LilyPad Vortex is the first Fishbowl add-on sales software built specifically for small and medium-sized B2B companies, their customers, and their sales team. A one-stop resource for today’s sales process at a price that fits your budget.

As a Fishbowl User:

  • Instantly create a fully-functioning customer portal to expand your sales to 24 hours a day, 7 days a week
  • Allow outside salespeople to place orders directly into Fishbowl
  • Put your business on your customers’ phone, tablet, laptop and desktop for ease of order placement

Highlights:

  • Perfect for Route Sales, Trade Shows, or 3PL applications
  • Users log in and see their specific Pricing from your Fishbowl Pricing Rules
  • Allow users to shop by category–controlled directly from your Fishbowl Product Tree
  • Create “Punch Out” sites where users see only the Products or Categories you want them to see
  • Highlight “Featured” or “Sale” products
  • Process payments directly for Customers without Terms

Contact us for more information, or to schedule a demo!

Maximizing Your Fishbowl Investment with LilyPad and Janam

Fishbowl Inventory gives you the power to control your inventory.  LilyPad takes that inventory control to the next level by giving you mobile access to your Fishbowl data.  Coupled with leading-edge mobile technology from Janam, the power to control your inventory is now in the palm of your hand.

Rewriting the Rules

Initiating a new inventory management solution can be a daunting task.  Janam and Sharpe Concepts make it easier by teaming up to provide a complete solution.  Gone are the days when you need to search for multiple vendors to complete a single project.  Our collaborative efforts enable you to get the software and hardware you need to implement your solution as quickly and as easily as possible.

Janam Rugged Mobile Computers with LilyPad

LilyPad for Fishbowl enables small- and medium-sized inventory-based businesses to work smarter.  Providing the greatest flexibility and functionality to maximize and enhance your Fishbowl investment, LilyPad utilizes barcode scanning technology to perform a variety of inventory management activities.  Coupled with Janam’s industry-leading XG3 and XT2 rugged mobile computers, LilyPad provides a more accurate and efficient way to control your inventory.

Sharpe Concepts Adding Value

Sharpe Concepts has implementation options for every budget.  The simplest plans include Remote Assistance and Coaching options, where we build your system, deploy the software, and train your staff remotely on your schedule.  On the other end of the spectrum are full onsite engagements where we will be at your business to ensure the hardware and software meet and exceed expectations.  We can design a project that meets any budget and delivers real results.

Janam Mobile Devices

XT2 Highlights

  • Lightest and most rugged device in its class
  • Android OS
  • 5-inch touch screen with Gorilla Glass 3
  • Dual-band Wi-Fi and 4G LTE connectivity
  • Integrated 1D/2D barcode scanning; Optional trigger handle for scan-intensive environments

XG3 Highlights

  • Lightest Industrial-grade mobile computer in its class
  • Android OS
  • Largest standard battery capacity in the industry
  • UL-certified for hazardous environments
  • Optional extended-range barcode scanning, from 5 inches to 50 feet

 

Fishbowl Products–Selling Your Parts in Fishbowl

This is the second post about how to differentiate between Fishbowl Parts and Products…and some details about each.  In this post, we will discover how a Product is used, and maybe you’ll even find out some things that you didn’t know about your own products.

Money

What is a Product?

In Fishbowl, a Product is anything that you sell…so, if you put it on a Sales Order, it is considered a Product.  Period.  Yes, even samples are considered Products.

What Are the Different Types of Products, and What Can You do With Them?

Although there are many types of Parts in Fishbowl (as discussed in our last blog post), you can only associate products with the following types of parts: Inventory, Service, Non-Inventory, and Shipping.  This makes sense, if you think about it.  You wouldn’t be selling Overhead, Internal Use parts, or Labor (at least, not directly).

Products

Part and Product Association

As we mentioned in our last blog post, you can associate multiple Products with one Part.  This is important in many industries when you want to use the same inventory, but sell it to your customers with different names, or in different Unit Of Measure quantities.  For example, let’s say that you sell Part A to Customer 1 as Product X, but to Customer 2, you sell that same Part as Product Y.  You want to pull from the same pool of inventory, but you want your customers to see different things when they purchase your products.  That is why you can associate multiple Products with one Part.  Are you confused yet?

Another great thing to know about Products is the Kitting feature.  A Kit is really just a group of Products that are sold together as a package deal.  This is different than manufacturing, because you do not build a Kit and stock it on your shelves.  In this case, the Kit is placed on a Sales Order, and each of the Products would be picked individually from your shelves after the order has been entered.  If you are interested in creating Kits, you can do so in the Product Module (just use the little black arrow next to “New”).

We hope this information has helped clear up some of the confusion about Parts vs. Products in Fishbowl.  As always, you are welcome to let us know if you need more explanation on this topic.

Fishbowl Parts vs. Products

In this series, we will explore the differences between a part and a product in Fishbowl Inventory.  If you are new to Fishbowl, sometimes this can be a confusing concept, especially if you are coming from QuickBooks, which only uses “Items”.  In this post, let’s talk about how Fishbowl treats Parts.

PartsWhat is a Part?

In Fishbowl, Parts are anything that can be purchased, consumed, transferred, picked, manufactured, cycled, scrapped, etc.  In other words, a Part is what you use in your everyday business.  The only thing you cannot do with a Part, in Fishbowl, is sell it.  Selling is reserved for your Products.  We will talk more about products in our next post.

What Are the Different Types of Parts, and What Can You Do With Them?

  • Inventory.  Inventory-type parts are the most common for most businesses…for obvious reasons.  Inventory-type parts can be purchased, received, tracked (e.g. serial numbers, lot numbers, and expiration dates), consumed during manufacturing, created from manufacturing activities, and inventoried.
  • Non-Inventory, Service, Internal Use, Capital Equipment, and Shipping.  All of these part types can be purchased,received, consumed during manufacturing, and created from manufacturing activities (though this may not be wise, from an accounting standpoint).  These parts cannot be tracked by Serial Number, Lot Number, Expiration Date, etc.  They also cannot be inventoried.
  • Labor and Overhead.  The only use for Labor- and Overhead-type parts is in the Manufacturing module.  These parts cannot be purchased, nor can they be received.  However, they can be consumed or created during the manufacturing process.

Part and Product Association

One last thing to remember about Fishbowl Parts:

You can have multiple Products associated with one Part, but you cannot have multiple Parts associated with one Product.  Just let that sink in for a minute.

LilyPad: Giving the Gift of Mobility

LilyPad MobileNews Flash!  LilyPad Mobile Sales and LilyPad Mobile Warehouse make Fishbowl extremely more flexible and accessible.  Okay, maybe that’s not news, but let’s see why they’re so helpful…then, let’s see what people are saying about them.

More Cool LilyPad Features

We’ve already talked about some of the features of LilyPad in our previous blog posts (here and here), but our customers are also raving about these features:

  • Accepting and saving signatures
  • 2D barcode creation and scanning
  • Cycle counting by location
  • Being able to email reports from LilyPad
  • The option to upload your personal Logo, so your customers feel right at home when logging into your company interface.
  • And so much more…

The Word on the Street

These are some of our favorite things that our customers are saying about us:

“I believe that LilyPad is an excellent add-on value to Fishbowl and I strongly recommend for companies like mine to use since the benefits and cost savings are great.”

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“…Your immediate actions speaks volumes to which we are deeply grateful and will never forget. We look forward to a smooth running system for years to come, and we are blessed to have a team as dedicated as yours, to helping not only our business, but the businesses of others.”

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“Sharpe Concepts has been extremely responsive to our needs. They have worked with us to enhance the LilyPad interface to be a robust system that checks and controls many things that were not originally in the interface. They are fast, reasonably priced and extremely knowledgeable in all parts of the systems.”

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“…I would strongly recommend your services to other companies…”

Don’t let everyone else have all the fun!  Check out LilyPad to discover for yourself what everyone is talking about.

LilyPad Mobile Warehouse For Fishbowl Inventory

LilyPad Mobile Warehouse allows you to take Fishbowl Inventory into your warehouse, in the palm of your hand.  Check out these features that make LilyPad Mobile Warehouse an invaluable addition to your Fishbowl Inventory software.

LilyPad Mobile Warehouse

Logistical Benefits

  • Handheld Devices: When you are doing work in a warehouse, you don’t want to be carrying around bulky laptops, or pages of reports.  Nor do you want to have to memorize information from a computer screen, and try to remember what you saw on the computer while walking around the warehouse.  Having a small, handheld device that holds all of the information can be helpful for completing your warehousing tasks in a simpler, more efficient way.
  • Scan or Key Data: LilyPad Mobile Warehouse will allow you to scan barcodes throughout your warehouse in order to perform your needed activities.  Or, if you don’t have a barcode available, you can type in the information you need.
  • Scan Master Pack Quantities: If your inventory comes in Master Packs (a package that is then broken down into your standard Units of Measure), LilyPad Mobile Warehouse gives you the ability to scan the Master Pack, and then the inventory is automatically received at the correct quantity and Unit of Measure.
  • 2D Barcode Scanning: 2D barcoding is becoming more common in almost every industry.  And guess what: LilyPad Mobile Warehouse allows you to scan 2D barcodes, as well as 1D barcodes.
  • Mobile Custom Reports:  For those of you who like to see reports while in the warehouse, LilyPad Mobile Warehouse gives you access to the reports that you need.

Software Benefits

There are many software benefits to using LilyPad Mobile Warehouse.  Here are some of the functions that can be performed with your handheld device:

  • Pick, Pack, and Ship Fishbowl Orders
  • Receive Orders
  • Move, Cycle, Scrap, and Add inventory
  • Create Sales Orders, Purchase Orders, and Transfer Orders

All of these functions become simpler,and more accurate when you are scanning your parts in the warehouse.  In addition to the ease of use, LilyPad Mobile Warehouse will submit the information to Fishbowl in real time…which means that Fishbowl is up-to-date at all times.
Check out these videos to see all of the great features of LilyPad Mobile Warehouse.

LilyPad Mobile Sales for Fishbowl Inventory

LilyPad Mobile Sales allows you to extend Fishbowl Inventory to a whole new audience: your customers.  This is possible because LilyPad Mobile Sales connects directly to your Fishbowl database, but is accessible from any device that is connected to the internet.  With this accessibility, your sales team can create orders while standing in front of your customers.  Or, even better, your customers can log in and place their own orders in a secure, controlled environment.  Let’s explore these features:

Giving Your Sales Team the Freedom of Mobility

In many industries, the effectiveness of your sales team comes from their face-to-face interactions with your customers.  Having an edge over the competition can become the deciding factor that determines if your customers are going to choose to continue to do business with you.

Imagine giving your Salespeople the ability to place an order as they sit with your customers, knowing that the order will be sent to Fishbowl as soon as it is submitted in LilyPad Mobile Sales.  Not only does this create an efficient way to create your sales orders, but your salespeople will also be able to move on to the next customer, rather than trying to enter the sales orders once they leave.

Store Front

Let Your Customers Do the Work

In LilyPad Mobile Sales, you can create user logins for your customers.  With these logins, your customers can enter their own sales orders at any time, and from anywhere they have internet access.  Because you have the ability to control what products y
our customers can see, and since their pricing rules are automatically applied, there is no risk in allowing them to create their own orders.

Stay tuned for our next blog post where we will help you explore more benefits of taking Fishbowl Inventory into the mobile world with LilyPad.

LilyPad: The Perfect Fishbowl Inventory Add-On

Fishbowl Inventory has been touting itself as the #1 QuickBooks Add-On for over a decade, now.  While that may be true, you might not be aware of the #1 add-on to Fishbowl Inventory: LilyPad.LilyPad Logo

Sharpe Concepts, the maker of the LilyPad products, has been creating solutions for Fishbowl users since almost the beginning of Fishbowl.  While we don’t have room to describe all of the products, we would like to tell you about two of them: LilyPad Mobile Warehouse, and LilyPad Mobile Sales.

LilyPad Mobile Warehouse

LilyPad Mobile Warehouse, or LMW for short, allows you to take Fishbowl Inventory into your warehouse by making the following features available:

  • Scan or Key Data
  • Pick, Pack, and Ship Fishbowl Orders
  • Receive Inventory from Fishbowl Orders
  • Move, Cycle Count, Add, and Scrap Inventory
  • Create Sales Orders, Purchase Orders, and Transfer Orders in real-time
  • Accept Payments
  • Finish Fishbowl Work Orders
  • Scan Master Pack Quantities

Don’t forget one of the best features of LilyPad Mobile Warehouse: 2D barcoding!

LilyPad Mobile Sales

LilyPad Mobile Sales, or LMS for short, gives you the ability to take Fishbowl Inventory to your customers.  This can be especially helpful for those of you who have an outside sales force.  LilyPad Mobile Sales can be used on a tablet or smart phone, and will allow your sales people to create orders while they are on-site with your customers.

Another great feature of LilyPad Mobile Sales is the ability to create users for your customers.  In other words, your customers can log onto your system, and place orders themselves.  They don’t have to call, email, or fax (do people still do that?) an order to you.  Instead, they log into LilyPad Mobile Sales, place their order, and within moments, the order is in Fishbowl Inventory.

This can be a huge time saver!  And, it helps reduce the problems of manual order entry.

Stay tuned to hear more about LilyPad Mobile Warehouse and LilyPad Mobile Sales.

Tips and Tricks of Fishbowl Inventory Reports (Part 2)

In our previous blog post, we discussed a few ways to make your reports easier to read, and more accessible.  We continue along that path with a few more tips in this week’s post.

Dashboard Reports

Adding Reports to Your Dashboard

The Dashboard can be a helpful tool, especially to gauge the ebb and flow of your daily business activities.  To help make your Dashboard complete, you can add any Fishbowl report, and then pull it up within a few moments.  All of this can be done without having to go to the reports module to open the report.

Just remember that the more reports you add to the Dashboard, the longer it will take your Fishbowl Client to load.  Another thing to be aware of is that the reports on your Dashboard will be displayed with whatever filters you have set on the report in the Report Module.  For tips on saving multiple reports, but with different filters, see our last blog post, or give us a call.

Scheduling Reports For Export

Reports can be scheduled to export on a regular basis.  These reports can be exported as excel files (including csv’s), as pdf’s, or as Rich Text Files, which can be helpful if you want to keep a record of your reports within a designated folder.  At the same time, the reports can also be emailed to a designated recipient.

One of the known problems in Fishbowl Inventory is that some reports are not accurate if you are back-dating the report.  For example, the “On Hand by Date” report shows you the inventory quantities from your chosen date, but it displays the asset values as of today.

Another example is the “Inventory Valuation Summary” report.  This report cannot be back-dated, so if you did not save a copy of the report on a given date, that report is lost forever.

We suggest that you find the reports that most impact your business, and schedule them for automatic export on a daily basis.

Default Reports

Fishbowl has set up their own reports as defaults in specific modules (e.g. the “Sales Order Report” in the Sales Order Module, or the “Pick Ticket” in the Picking Module).  But, what if you want to print or email a different report from these modules, when prompted?  This can be accomplished in the Reports Module by choosing which Default Reports you want to have assigned to each Module within Fishbowl.

Setting up Default Reports in specific modules can help you more easily get the reports you need, at the time you need them.  The report that you have set up as the default report for each module will be the one that prints out when you click the “Print” icon in the module, or when you are prompted to print a report after completing a step while processing orders.

Other Settings (Module Options)

In the Module Options of the Report Module, you will find some other handy options that you might not already know about.  Some of these options include:

  • Displaying the “Modify Report” dialog box upon opening a report
  • Setting a Default Date Range
  • Setting a Default Location Group
  • Setting a Default Salesperson
  • Choosing how many decimal places to show on your reports
  • How the date displays on your reports

These options can be helpful for getting the most out of your reports.

Let us know if you have any questions about Fishbowl reports.  As always, we are happy to help!