Fishbowl Inventory Custom Fields

Fishbowl Inventory gives you the option to add custom fields to almost every module within the software.  These custom fields can be searched when you do an “Advanced Search”, which can be done in most of the modules.  They can also be used in a variety of ways to help you track certain information on your customers, parts, orders, etc.  And the custom fields can even be added to reports within Fishbowl Inventory.  Remember, though, that the reports will have to be customized to pull the information from the custom fields.

Fishbowl Inventory Custom Fields

 

What Types of Custom Fields Can I Create?

There are nine types of custom fields that can be set up within the modules.  Here’s a list:

  • Text (A field that will hold small amounts of information)
  • Date (Numeric only)
  • Money (Numeric only)
  • Quantity (Numeric only)
  • Count (Numeric only)
  • Checkbox (A checkbox that denotes yes/no, true/false situations)
  • List (A drop-down list that is pre-populated for use within the assigned module)
  • Radio Button Group (Choose between two or more options.  An option must be chosen for each instance.  It cannot be left blank.)
  • Long Text (A field where you can type large amounts of data.)

How Can Custom Fields be Used?

Let’s say you have multiple product types, and you want to keep track of which types of products are returned most often.  To do so, you can easily set up a List-type custom field for the Product Module and create a list of all of your product types.  Then you can customize a report that will pull the information you’re looking for.  Remember, though, that you will need to assign the product type to each of the products that you want to track by this metric.

Or, if you need to track your sales by region, you can create a custom field for the Sales Order Module where you can enter the region on each sales order.  Then, get a custom report that will pull the information into an easy-to-read format, and you will have valuable information that can help you grow your business even more.

Those are just a couple of examples for using custom fields in Fishbowl Inventory.  There are many ways to leverage custom fields to benefit your company.

Feel free to leave a comment below, or contact us if you have any specific questions about using custom fields in your Fishbowl Inventory database.

Fishbowl Inventory Module Options

While Fishbowl Inventory is not a custom program, there are many settings you can change to make it more “custom” to your business and the processes within your company.  Once all of your information has been uploaded into your Fishbowl Inventory database, it might be wise for you to peruse the Module Options that are found throughout the software.  Some of them can mean the difference between spending hours of extra work versus having those things automated for you.

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Where are the Module Options?

As you access each module, you will be able to open the Module Options for that module.  To find them, open the “Tools” menu, and then click “Module Options”.  Remember that when you move to a different module in Fishbowl Inventory, the options will change to match the module that is currently open.

A large concentration of the Module Options can be found in the Accounting Module, the Sales Order Module, and the Picking Module.  While these are important, don’t forget that almost all of the modules in Fishbowl Inventory have at least one Module Option.

We recommend that you go through each module to figure out which options work best for you.

Don’t forget the Program Options

Another little-known fact is that Fishbowl Inventory also has some Program Options.  These can be accessed from any module in Fishbowl by clicking the “Tools” menu, and selecting “Program Options”.  While the Program Options are mostly cosmetic, there is a handy Email tab where you can enter your email information that will then be used whenever you send an email.  This includes the ability to create custom personalized emails for Sales Order confirmations, Purchase Orders, and Shipping confirmations.

For a full list of Module Options, visit the Fishbowl Inventory wiki page.

As always, feel free to contact us if you have any questions.

Fishbowl Inventory Order of Imports

Creating a Spreadsheet on a LaptopIf you are using import files to create a new database in Fishbowl Inventory, you might be overwhelmed by the number of import files and you might not know where to begin.  We’ve listed the suggested order of imports below, with some tips, to help you get started on the right foot.

Suggested Order of Imports

Here’s a list, taken directly from the FishbowlInventory wiki page that gives a list of the order of imports:

  1. Units of Measure
  2. Unit of Measure Conversions
  3. Location Groups/Locations
  4. User/User Rights
  5. Payment Terms
  6. Carriers
  7. Custom Fields
  8. Vendors*
  9. Tax Rates
  10. Customers*
  11. Customer Group Relations
  12. Part Product And Vendor Pricing*
  13. Kit Items
  14. Default Locations
  15. Add Inventory*
  16. Bill of Materials*
  17. Product Tree Categories
  18. Product Tree
  19. Pricing Rules
  20. Sales Orders*
  21. Purchase Orders*

* This is essential data needed to utilize Fishbowl’s features.

The list above will help you set up a robust database that will unlock most of the features in Fishbowl.  However, what if you just want to do the basics?

The Bare Essentials

If you are in a rush to get started with Fishbowl Inventory, you can upload your Vendors, Customers, Parts, and Products.  That’s it.  You can add all of the other stuff later to make the database more robust.  This comes with a caveat, though.  For example, if your Vendors or Customers have special payment terms, you will need to bring in those payment terms before uploading your Customers or Vendors.

The same thing goes with your Parts and Products list (see this blog post for more information about the difference between Parts and Products).  If your Parts or Products use Units of Measure that don’t exist in the default list, you will need to add those Units of Measure first.

Here is a modified list that shows the basic information that you need to have in Fishbowl before being able to use the system:

  1. Units of Measure
  2. Unit of Measure Conversions
  3. Location Groups/Locations
  4. User/User Rights
  5. Payment Terms
  6. Carriers
  7. Custom Fields
  8. Vendors*
  9. Tax Rates
  10. Customers*
  11. Customer Group Relations
  12. Part Product And Vendor Pricing* (You can also use the individual Part and Product imports, if this one is too big to chew)
  13. Kit Items
  14. Default Locations
  15. Add Inventory*
  16. Bill of Materials*
  17. Product Tree Categories
  18. Product Tree
  19. Pricing Rules
  20. Sales Orders*
  21. Purchase Orders*

Additional Imports

These imports, that aren’t covered in the list provided on the Fishbowl Inventory wiki page, can also be helpful:

  1. Associated Pricing
  2. Country And State
  3. Currency
  4. Customer Parts
  5. Discounts
  6. Product Pricing
  7. QuickBooks Class
  8. Reorder Levels
  9. Vendor Cost Rules
  10. Vendor Parts

Please leave a comment if you have questions or experience using import files that could help others who are beginning their journey.

Fishbowl Inventory Imports

Importing information into Fishbowl Inventory can be tricky, but it can also be the fastest way to build a new database or update existing information en masse.  Find some helpful tips below about Fishbowl Inventory imports.

Keyboard

Create an entry in Fishbowl Inventory, and then export the file

Fishbowl Inventory has the option to export a blank file to use as a template when preparing your information for importing.  While this is a great option, it may be a little daunting trying to figure out what information goes into each column.  For that reason, we recommend that you create an entry (e.g. Part Number, Customer, Vendor, Pricing Rule, etc.) in Fishbowl first, and then export the related file.  Like magic, your file will have the information already filled in below the headers, which takes a lot of the guesswork out of the equation.

Of course, if you still have questions, you can refer to the instructions for the related import file.  These can be found in the import wizard, after you have chosen the type of import from the list, and have advanced to the next screen.

Watch out for re-formatting

One of the difficulties of using Microsoft Excel for importing large amounts of data into Fishbowl is the fact that Excel likes to re-format certain numbers or lines of text.

Here are some examples:

  1. If you are working with UPC numbers, you will need to be very careful that Excel does not put them into scientific notation format (which it will do, by default).  If you type “123456789123” into a cell, Excel will change it to be “1.23457E+11”.  If left in that format, the UPC code will transfer into Fishbowl as the 1.23457E+11, rather than the actual UPC code.
  2. Zip codes that start with “0” (zero).  Excel likes to remove those leading zeros.  And it’s not just zip codes.  Really, any number that starts with zero can be included in this example.
  3. Text and number strings that resemble dates or months.  Something like “01OCT” will be reformatted to be “1-Oct”.

How do you fix these auto-corrections?  You will want to change the format of the cells to “Text”.  To do so, right-click on the cell, column, or row that you want to change to text, and then choose “Format Cells” from the list.  In the next screen, you will choose “Text” from the list and then click “OK”.  Now you can type your information into Excel without having to worry that it will be reformatted, and therefore imported incorrectly into Fishbowl.

 

Watch for misalignment

Be aware that if you delete a cell, you will need to delete the entire row.  Otherwise, your data can become misaligned.  One of the worst things that can happen is to delete a part number from a list of 10,000 part numbers, while the rest of the row is not deleted with the part number.  When that happens, your part numbers will shift up a cell, while their descriptions, Units of Measure, Tracking Fields, etc. stay behind.  If you then import the file, your parts list will have the incorrect information associated.

If all else fails, remove the line

One of the most frustrating aspects of importing information into Fishbowl Inventory is when you receive error messages after waiting for 10-15 minutes for the file to complete importing.  If you correct the error on the specified line, and then import again, only to get an error message on the same line again, it is time to remove that line and try importing again.

If you are getting error messages at least a 3rd of the way down the import file, we recommend that you create a separate import file of the lines above the error message, and import that piece.  Remember to remove those lines from the original import file so that you’re not trying to import the same information multiple times.  This will help cut down on the wait time and will help you narrow down the issues.

As always, feel free to contact us with any questions you have about Fishbowl Inventory imports, or anything else Fishbowl Inventory-related.

Setting up a New Fishbowl Inventory Database

Setting up a new database in Fishbowl Inventory can be a big task.  In our last post, we discussed the options available to you when setting up a Fishbowl database.  For some of you brave souls out there, one of the options was to do the setup on your own.  Our hope is that this post will help you with the database portion of your Fishbowl Inventory implementation.

Database Creation

Create a New Database

When Fishbowl is first installed on your server computer, an example database is included with the installation.  You will need to create a new database into which you will begin setting up your information.  Visit Fishbowl Inventory’s wiki page for step-by-step instructions on creating a new database.

Input Your Data

Once you have created your database, you need to then add data to your database.  This comes in the form of Customers, Vendors, Parts, Products, Bills of Materials, Inventory, etc.  This must be done in an orderly fashion, which we will explain in next week’s post.  For now, be aware that this is the most time-consuming, and probably the most difficult, portion of your Fishbowl Inventory Implementation.

Set up Your Integrations

Fishbowl Inventory can be a stand-alone software.  However, there are many other pieces of software that can be integrated with Fishbowl Inventory to make your life easier.  Some examples include QuickBooks (which is the most common integration, and the reason Fishbowl is such a popular inventory solution for QuickBooks users), UPS Worldship, FedEx Shipstation, LilyPad products, etc.  Some of these integrations come in the form of standard Fishbowl Inventory plugins.  Others, such as custom shopping cart integrations, take longer to program, and will require installation by the developers.  In either case, these integrations can impact your business in a way that will improve your efficiency and accuracy.

Don’t Let the Winds of Change Blow You Away

Changes are coming in 2017!  Make sure your anchors are ready before you set sail.

Sailing rough waters

Changes to Fishbowl Inventory

As we mentioned in our last Blog Post, Fishbowl Inventory is getting a major overhaul to its database.  These changes could make for some very large waves when it comes to integrated apps and custom reports.  Plus, there will be some new features that you might need help navigating.

Anchor Yourself to our Support

We want to provide you with the best customer service available in the industry.  So far, we think we’re doing a great job!  Therefore, to help you overcome the wind and the waves that are sure to come about with the Fishbowl changes, we offer a yearly support contract for all of the custom integrations we create for you.

Details:

  • We want to give you ample time to make sure your custom integrations are serving you well.  So, we give you a 90-day window for you to see your integrations in action before we ask that you sign up for the support that will be needed when those pesky winds blow.
  • We want to make sure you have an active support contract in place after those 90 days so we can assist with the issues to come.  Your support contract becomes your anchor to make sure that if you are blown about in the tempests, your downtime is minimal, and your boat doesn’t get swamped.
  • Help us reduce delays by keeping your support contract active.  It’s not fun to try to navigate the waters of paperwork while your boat is sinking!  The first lines of safety will be thrown to those who have an active support contract.  Please plan ahead!
  • While support contracts do not cover changes to the integrations that are caused by major Fishbowl upgrades, customers who have active support contracts, and who purchase the code upgrades, will be given first priority.

Calm Waters

These are all great reasons to have your anchor in place before you set sail.  With everything in place, we will quickly guide you back to safe waters, where you no longer need worry about distant storms.  And don’t worry: LilyPad Mobile Sales and LilyPad Mobile Warehouse will be ready to help along the way.

 

What Does the Next Release of Fishbowl Inventory Mean For You?

In February, Fishbowl Inventory is planning their first release of 2017, and we bet you’re wondering what to expect.  Is it going to be a simple update to fix bugs, a complete makeover of the software, or something in between?  Let’s see what Fishbowl has to say!

The BIG News: They’re Changing Their Database Management System!

Fishbowl is changing from the Firebird database manager to a MySQL database manager.  What does this mean for all of us?  MySQL is supposed to be faster, meaning that you will have less waiting time while processing your orders.  MySQL is also more stable.  Hopefully, this means that there will be fewer reasons to call the Fishbowl Support Team (not that we don’t love talking to support).

Let’s Not Forget Some of the Other Feature Updates

Among the various fixes and updates, you should see the following in the new release:

  • Export to/import from XLS and XLSX files.  What does that mean?  It means that you can use regular excel files to change information in, add information to, or remove information from, Fishbowl.  The only option we used to have is to use .csv files, which can still be manipulated in excel, but are sometimes a little finicky.
  • Adding a markup to your shipping rates.  This will help all of you who are using Carton-Based Shipping, and are sick of manually increasing the shipping prices on the sales order after they have been added from the shipping module.  It looks like this is going to be a percentage-based markup.  We’re all interested to see how it works.
  • There is now a button in the Bill of Materials Module that will allow you to access the multi-level bill of materials report.  While this report is not new, and accessibility to the report from the Bill of Materials Module is not a novel concept, it might be more fun to click the button, rather than opening the drop-down “Reports” menu.

We Can Fix It

Some Things to Remember When Updating, and How we Can Help:

  1. Your custom reports may not work any more.  Don’t worry, we can fix them!
  2. Your integrations may break (check with your supplier to see if your integration is compatible).  We can fix these, as well!
  3. The world may end!  Well, maybe not, but we suggest you don’t update to the newest version of Fishbowl for at least 3 to 4 weeks after the release.  We know…it’s tempting to hit the upgrade button as soon as it becomes available.  Don’t give in!  We need to give enough time for them to figure out all of the bugs.
  4. Once you’re ready to pull the trigger, it sounds like the update may take a while…so, make sure you give yourself plenty of time to complete the update before beginning work for the day.

Remember, we are here to help with anything related to Fishbowl.  Let us know if you have any questions about all  of the upcoming changes to Fishbowl.