Implementing new software into your company can be challenging, to say the least. Fishbowl Inventory implementation is no different. Whether you are dealing with long lists of part numbers, or you’re trying to convince the warehouse team that the new system will work better than the old, you’re in for a challenge. Here are some tips to help you navigate the rough waters of implementation.
- Use all of your resources. You don’t have to do this alone. There are people around who can help you. This includes the excellent trainers in the Fishbowl Inventory support team, expert consultants who have implemented Fishbowl Inventory for many years, and even your co-workers.
- Make sure you understand the data manipulation. Here are a few ways to enter information into your new Fishbowl database:
Type it in Manually
In other words, you can go straight into the user interface of Fishbowl Inventory, and type in every part number, every customer, and every vendor. As you can surmise, this method can be tedious and time-consuming.
Pull the Information From QuickBooks
If your previous inventory management software was QuickBooks, you can The advantage to this method is that it is incredibly fast to set up a Fishbowl database this way. The disadvantage is that if your QuickBooks data is not accurate, neither will the information that comes into Fishbowl be accurate.
Use .csv Import Files
Fishbowl Inventory has the capability of bringing in large amounts of information through a .csv import. This includes your parts, products, customers, vendors, bills of materials, etc. Once you have mastered the art of using import files, the setup of your Fishbowl Inventory database can be completed quickly. Or, better yet, find someone else who has mastered using import files and let them handle it for you.
- Stay the course. Setting up a new database can be a daunting task, at best. There are many things that need to be taken into consideration, and there are many moving pieces. When at all possible, consulting with a Fishbowl Inventory expert can save you a lot of time and headache.
- Don’t be afraid to start over. There may be a time when you have to realize that the only way to move forward is to start over again. Don’t despair! You have already overcome much of the learning curve, and a fresh beginning may be just what you need to finalize your database. Try to keep up your momentum and push through to the end.
If all else fails, remember that there are experts out there who can set up your database, train your employees, and make sure your company is on track for the transition to Fishbowl Inventory.