How Does Fishbowl Inventory Work?

Are you a Fishbowl Inventory user looking to enhance how you manage your inventory?  One key factor that helps users like yourself succeed is having more control over how you manage your inventory.

At Sharpe Concepts, we know how crucial it is to provide you flexible options to help make your job easier. This helps streamline your business processes and allows for your business to be more productive.

Today, we’ll talk more about how Fishbowl works and how it can benefit you. Continue reading “How Does Fishbowl Inventory Work?”

Fishbowl: Even Better With Lilypad

If you’re reading this post, you’ve likely decided to integrate the Fishbowl Inventory system into your business. If so, you know Fishbowl offers one of the best comprehensive inventory solutions out there. Making the choice to use it is the easy part, though. The setup process can be a daunting task, and that’s where LilyPad comes in.

What is LilyPad for Fishbowl Inventory?

LilyPad for Fishbowl is a series of software applications and services designed by Sharpe Concepts. We help make Fishbowl easier to use. Since Sharpe Concepts is partnered with Fishbowl, all of these products are fully supported. This makes for seamless integration and maximum benefit for you. Here are a couple of ways LilyPad can help you get the most out of Fishbowl.

LilyPad Products

LilyPad offers a range of products your business can use to make sure you’re using your Fishbowl Inventory system to its full potential. These products help you simplify and streamline according to your business needs.

For example, LilyPad Commerce is an online shopping platform. It provides you with an instant website that connects directly to your Fishbowl Inventory system. When you set it up, it transfers pricing information from Fishbowl to your website. Even better, when customers shop on your site, LilyPad Commerce automatically transfers their payments to Fishbowl.

Another great LilyPad product is LilyPad Vortex. Vortex is a sales software for small and medium companies. It includes a customer portal where customers can log in to place orders at client-specific prices. Outside sales agents can also place direct orders to Fishbowl.

Bringing a Fishbowl Expert onboard can make all the difference in your inventory process
Bringing a Fishbowl Expert onboard can make all the difference in your inventory process

LilyPad Implementation Services

Aside from Fishbowl-supported products, LilyPad also offers services for Fishbowl customers. We can take the guesswork out of using your Fishbowl Inventory system. Here’s how we can help you understand and use your Fishbowl products.


We know the Fishbowl Inventory product line inside and out. To help you learn the system and prepare your employees, we offer comprehensive training. We start by working with your leadership team to make sure everyone is up to speed.

After the leadership team is ready to go, we offer training to employees. Our training experts work side by side with your employees to show them how to do their tasks using the Fishbowl system. LilyPad training can be fully remote or fully on-site, whichever format works best for you.


LilyPad also offers Fishbowl implementation coaching. In training, we teach you and your employees how to use the system. With coaching, we teach you how to optimize it for your unique business goals.

The coaching package starts with an assessment tool to identify areas of focus for your project. This is followed by four hours of remote training for those focus areas. After the training, we offer five coaching sessions. Each session addresses a specific aspect of successful implementation.

Finally, the coaching package includes two go-live reviews. During your first review, one of our experts will go over your project and point out problems you may face before the software goes live. During the second review, the expert will help you take care of any issues that come up after you go live.

Get Started

Choosing to purchase a Fishbowl Inventory system is a great business move. However, learning the ins and outs of the product can be a challenge. It can also be hard to know if you are using the software in the best way. At LilyPad, we can help you do both. Let us help you reach your goals! Contact us today to move your business forward with confidence.

How Fishbowl Helps With Manufacturing Inventory Management

Are you a Fishbowl Inventory user looking for a better way to manage your manufacturing inventory? If this best describes you, then you’ve come to the right place. With Lilypad, you’ll have much better enhancement options that will help you achieve true inventory control.

There’s no doubt that having more control over your inventory will help make your job easier. Today, we’ll talk about ways on how Fishbowl helps you better manage your inventory.

Fishbowl Allows You To Integrate With Quickbooks To Help Streamline Your Daily Functions

While Quickbooks is a great accounting option for small and midsize businesses, it doesn’t give a growing business all the tools it needs. With Fishbowl Manufacturing, you’ll be able to streamline your daily functions that include advanced inventory control and tracking. On top of this, your daily functions such as picking, receiving, shipping, and order entry are handled on Fishbowl Inventory.

This version of Fishbowl is split into modules that let you split your functions among people or departments. Each module interacts with another to help keep the company on track, improving accuracy and communication amongst groups.

For manufacturing, you can split each step up the production process into manageable bits that can be handled your way. You can even separate your raw goods asset value from your finished goods asset value. That way, you’ll be able to know how your money will be spent.

Fishbowl Is Easy To Use And Helps Reduce Human Errors

Fishbowl Inventory is easy to use and its user interface is easy to handle. You’ll also have the option to control the user interface so that you can make navigation even more user-friendly. This will allow you to meet your needs better. On top of that, the stages of manufacturing are easily handled and can be better seen by anyone with access.

Fishbowl Manufacturing also gives you the option to plugin with other programs like shipping, e-commerce, Fishbowl Go, time management, or Lilypad Mobile Warehouse. This will allow you to pass information automatically and improve efficiency all across the company. On top of that, it will help reduce human error.

Fishbowl Gives You The Power To Better Manage Multiple Locations

With Quickbooks, you have the capability to manage a single site. With that said, Quickbooks won’t be able to go beyond that. When you add Fishbowl Manufacturing to the mix, you’ll be able to manage more than one location.

When it comes to part tracking at more than one site, you’ll get more than you’ll ever need with Fishbowl. This makes a big difference when you compare that with just Quickbooks, where you’re more limited in that regard. With these options, you’ll help ensure that your business demands are met as your business grows.

Fishbowl Allows For More Shipping Capacities

As for shipping capacities with Quickbooks, you’re pretty limited when it comes to that. You also might not get every feature out of UPS Ready Shipping when you only go with Quickbooks.

When you go with Fishbowl, you’ll have every feature of UPS Ready already integrated to help meet your shipping needs. On top of that, you’ll also have the drop shipping option. There’s no doubt that Fishbowl will help better meet your needs than you would with Quickbooks or any other option.

Fishbowl Gives You More Options When Dealing With Work Or Manufacture Orders

When you’re dealing with work or manufacture orders, you’ll have more choices when you go with Fishbowl. Quickbooks is great when you’re dealing with assembly but not when dealing with other types of orders.

Fishbowl will help you handle that and then some. Disassembly and custom orders are also options that are supported when you go with Fishbowl. This will help you better meet your growing business demands.

Fishbowl Gives You The Option To Set Up Custom Tracking For Parts

Fishbowl Inventory also lets you set up custom tracking for parts. With just Quickbooks, you’ll only have Lot and Serial Numbers as your two tracking options.  Quickbooks with Fishbowl Manufacturing offer you that and more when getting to choose what tracking types you’re dealing with.

Here are the eight other options you’ll have with Quickbooks with Fishbowl.

  • Revision Number
  • Expiration Date
  • Text
  • Date
  • Money
  • Quantity
  • Count
  • Checkbox

After you’ve entered the Name and Abbreviation and picked the type, you can then activate that tracking for each part you want to track.

How Custom Tracking Works

Once you’ve brought new inventory into your Fishbowl Inventory database, you’ll need to assign tracking details. Once that’s done, you’ll be able to see the details. After that, you’ll also need to choose certain tracking details when you pick inventory for Manufacture Orders. Basically, the tracking details follow the part from its life cycle start until it leaves the system.

With all that said, tracking your parts will require more effort on your part, so be prepared for that. As always, feel free to contact our office if you have any questions about this.

Enhance Your Options And Meet Your Business Needs With Fishbowl Inventory

Our Lilypad products are made to help complement and improve the use of Fishbowl Inventory Software. It goes a long way in helping make the software even better than it already is.

With high-quality options like these, you’ll rest easy knowing that Lilypad will have solutions ready for you. Contact us today and let’s get to work for you.

Why Integrate LilyPad for Fishbowl Software with Your Shopping Cart

Did you know that you can integrate LilyPad for Fishbowl with a shopping cart solution? Doing so will allow you to connect your website and inventory to manage both together. LilyPad will monitor your inventory levels and update the stock in real-time, preventing stockouts, which can improve the customer experience. Best of all, LilyPad’s shopping cart integration for the Fishbowl app is compatible with most of the biggest retail or eCommerce platforms.

What is a Shopping Cart?

A shopping cart integration is a software or service brands use to simplify eCommerce processes and operations. In other words, it’s software that facilitates product or service purchases. It will accept the customer’s payment and send information about the order, including shipping address, to the payment processor, merchant, or other stakeholders for fulfillment.

Why is a Shopping Cart Important?

Shopping carts help businesses offer seamless online shopping experiences by bridging the gap between product purchase and fulfillment. You’ve most probably made a purchase online before and received your item without needing to contact the retailer or warehouse – or worrying about ensuring the vendor has the correct shipping address. Shopping carts make such painless online experiences possible, which is why having one is critical.


A shopping cart can come with way more features or capabilities than leading your customers to checkout, such as multi-currency compatibility. In general, most shopping carts have the following common aspects.


  • Shopping carts can store product and payment information.
  • The cart serves as a gateway for catalog, customer management, and purchases.
  • A shopping cart renders the product data and information for screen display.


Unlike the tangible shopping carts people use at supermarkets, digital ones do much more than hold items for checkout. A shopping cart integration can help support order handling, accounting, inventory, email marketing, and other activities, streamlining eCommerce operations.

Shopping Cart Options for Brands

Generally, there are two types of shopping carts, and these are as follows.


The Hosted Shopping Cart


This refers to shopping carts provided by third-party firms (aka hosts). The shopping cart vendor is responsible for maintenance, upgrades, and information backup, which can reduce an organization’s liability. The only drawback with a hosted shopping cart solution is that customers are often directed to the firm’s website for payment processing.


The Licensed Shopping Cart


This refers to a custom shopping cart solution, where the business builds the cart, sometimes from scratch, customizing it to specific needs. As you may have guessed, there’s greater flexibility with this route – your organization can change functionalities or adjust features whenever required. However, the upfront investment is typically higher than the alternative and requires more hands-on experience, including expertise, especially when troubleshooting technical issues.


While a total newbie or newcomer to eCommerce may prefer a hosted shopping cart solution, established businesses often opt for licensed shopping carts. LilyPad Shopping Cart Integration for the Fishbowl App offers the flexibility of a licensed shopping cart solution – and seamlessly integrates your website and Fishbowl Inventory.

LilyPad Shopping Cart Integration

With LilyPad shopping cart integration, all orders are securely and accurately sent through for fulfillment, and the inventory is updated. The shopping cart integration is compatible with most major carts. And even if you can’t find your shopping cart solution on the list below, the team can help program a ‘link’ to make it compatible.


Here’s a list of LilyPad compatible eCommerce shopping carts.


  •  Amazon
  • ASP Export
  • CommerceHub
  • EDI 788, 795, and 945
  • eBay
  • Shopify
  • Volusion
  • Newegg
  • ShipWorks
  • ShipStation
  • WooCommerce
  • Zen Cart
  • BigCommerce
  • Zethcon
  • Magento
  • 3dcart
  • 3PL Central
  • CSV
  • X-Cart
  • Groupon
  • TrueCommerce
  • Joor
  • Method CRM
  • Path Guide Latitude WMS
  • Mighty Merchant
  • OpenCart
  • OSCommerce
  • Miva
  • Spree

Benefits of LilyPad Shopping Cart Integration

LilyPad shopping cart integration for the Fishbowl app provides the following benefits.


  • Easy order import – All order details are automatically transferred from the shopping cart you use to the Fishbowl app for order fulfillment.
  • Product synchronization – Sync product catalog or information between Fishbowl and your shopping cart as often as you require to ensure everything matches correctly.
  • Order export – You can easily schedule data or information transfers from Fishbowl to your shopping cart.
  • Inventory synchronization – No need to worry about taking orders you cannot fulfill. LilyPad shopping cart integration will sync inventory quantities at regular intervals, so you know what is available to sell and never run out of items.
integrate your shopping carts for a business boost
integrate your shopping carts for a business boost

Get Shopping Cart Integration for Your Fishbowl App

The above information will help you implement a great shopping cart experience for your customers. Good shopping cart experiences can increase sales volume and return customers. If the shopping experience is positively memorable, people are more likely to buy more and return to make further purchases.

Additionally, when you integrate the Fishbowl app with LilyPad’s shopping cart integration, you can streamline your operations – freeing up more time to focus on orders, customer service, and other crucial areas. You can reach out to speak with an expert about your business situation before making a final decision on implementation.


Why Use A Fishbowl Inventory Consultant To Get Started?

Fishbowl Inventory is a phenomenal software, but users can run into obstacles that prevent it from running smoothly and accurately. That’s where a Fishbowl inventory consultant can assist. Consultants help businesses remove stumbling blocks and navigate through issues or conflicts, thereby enhancing the software experience. In this article, you’ll discover ways that a Fishbowl Inventory consultant can help your company do more.

1. Integration and Implementation

Organizations need inventory solutions that work for the given situation. Therefore, Fishbowl Inventory must seamlessly work with your point of sale, QuickBooks set up, merchant services, and any other necessary aspect across all store locations.


Additionally, butchered software implementation can cost thousands or millions in damages. Working with a Fishbowl Inventory consultant mitigates risks and can help you get the most from your investment. Consultants help ensure everything is working accordingly to prevent downtimes and other costly errors.

2. Database Setup and Design

With Fishbowl Inventory, the database is separate from the software you use at the workstation. Plus, getting everything set up and ready to support your business is no small task. A consultant can help set up and design your database so problems don’t arise during daily use.


The professional can ensure all your customers, items, vendors, and other essential information are correctly registered in the database. That includes pulling data from QuickBooks if it was your previous inventory management system. Also, a capable Fishbowl Inventory consultant can design your database in a way that better streamlines processes and prevents errors.

3. Staff Training

An expert consultant can simplify and expedite the learning of the Fishbowl Inventory software. The person can train you and your employees on the system, so costly debacles are avoided. For example, an untrained employee can easily break your database by accident, causing time-consuming and money-draining problems.


Furthermore, your consultant can customize the service to fit business goals and accommodate employee needs. Most consultants offer on-site training.

4. ‘Reorder level’ and ‘Order Up to Level’

No one wants to tie up cash flow because of improper stock levels. An expert can help determine, including set your Reorder Point and Order Up to Level. The former refers to the minimum quantity to reach before item reorders are required. The latter refers to the maximum number of products you can have on hand.


Quantity will vary from one product to the next based on demand. Ideally, historical data should be utilized to determine the appropriate numbers, something a Fishbowl Inventory consultant can help do.

5. Fishbowl Inventory Reports

There are more than 100 standard reports available in the Fishbowl Inventory software. Some of which include inventory asset values, sales and purchases, manufacturing activities, and other reports. Understanding each one can provide informative insights into your company’s operations, and a consultant can teach you everything.


Sometimes, you may need to create a custom report, something a Fishbowl Inventory consultant can get done. Consultants offer experience and support, allowing you to derive better meaning from data.

6. Barcode System Implementation

Mistakes can happen even with a streamlined order entry process. For example, picking specific items from a warehouse with many similar products can lead to errors. That’s why a barcode system is vital. A good barcoding system can eliminate or reduce mistakes like the one described earlier.


Your Fishbowl Inventory consultant can help you set up a barcode system that works for your business. For example, LilyPad Mobile Warehouse is a Fishbowl third-party integration that lets you scan barcodes when performing warehouse functions and during the picking process. The system also notifies users whenever the wrong item is scanned and redirects to the correct item.


7. Multi-language Support

Fishbowl only comes in English, which means warehouses with employees that speak different languages may find it challenging to use. However, with the right integration, Fishbowl Inventory can support multiple languages. You can talk with the consultant about your business and its operations to find a great fit.


Everyone must understand the inventory software to decrease costly mistakes. Multi-language support is one of the best ways to get everyone up to speed.

8. Customer Portal Setup

A consultant can help your business provide consumers with more accessibility via a customer portal. When your products are accessible, customers can place orders that go directly to your database. That makes things more convenient for customers, and the business will run more efficiently with few order related errors.


For instance, it’s not uncommon for employees to mistype orders that end up costing the company lots of money and making customers unhappy.

Make Inventory Management Easier

Any company-wide software implementation is a challenging endeavor. Thankfully, most of the headaches involved can be eliminated with a capable Fishbowl Inventory consultant on your side. You shouldn’t go it alone. A consultant can help with everything your business requires during the transition and beyond.

How to Fix the 7 Most Common Fishbowl Software Issues

Fishbowl Inventory is one of the best manufacturing and inventory management systems to integrate with QuickBooks. If you are not a current Fishbowl Inventory Software user but are considering making the leap, take a look at our list of some of the most common issues that come with Fishbowl Inventory Software…and the solutions to those problems.

Those of you who are current Fishbowl Inventory users, and have run into some of these frustrations, take a look at the solutions below.

These solutions might make all of the difference you need to turn Fishbowl Software into a system that fits all of your needs for years to come.
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1. Difficulty Setting Up Database

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Any new software that you incorporate into your business will have its own set of inherent challenges. In the case of a system that controls your inventory, it comes in the form of setting up your database as a prerequisite to daily use. Many people do not realize the difficulty of entering hundreds, or thousands, of items, customers, vendors, bills of materials, etc. And those who do know how difficult it is usually prefer not to do the work alone.

That’s where a team of specialists can come in handy.

A group of people who have experience with database setup can help streamline the process and overcome any hurdles that might arise. Having worked with Fishbowl for many years, we have seen our fair share of difficulties when setting up databases. We understand the headaches that come with database setup, and we are here to help you succeed.

To get in touch with our experts, and receive professional help, Contact Us today
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2. Employee Training

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Once your database has been created, the last thing you want happening is for untrained employees to start using your Fishbowl Inventory database and making mistakes that can be time-consuming, or even impossible, to fix. We have worked with companies whose employees have caused such issues in the database that it had to be rebuilt, costing the company time and money.

The solution to this is simple:

Work with Fishbowl Inventory experts who know how the software functions, and who have experience training others how to use it.
The training can come in a number of formats, but the most important thing is to make sure your employees know their role, and how to perform their role within the software. A properly trained staff will be better equipped to help transition your company to using Fishbowl on a daily basis.

Need expert training? We’ve got your back. Get In Touch with our Training Coaches today.
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3. Mistyped Orders

Now that your employees have been trained, and understand how Fishbowl works, there are still times when an honest order-entry mistake can cost your company a lot of money, and can make your customers unhappy. This is especially prominent when the majority of your orders come from conversations on the phone, or from emails. Re-typing orders into Fishbowl can leave a lot of room for errors.

The answer to this problem is to offer your customers a way, or several ways, to enter their own orders, and have those orders submit directly to your Fishbowl database.

LilyPad Vortex is your one-stop solution to give your customers that capability.

However, this can be accomplished in a number of ways:
 Integrate Fishbowl to your online stores  Integrate Fishbowl to your online stores
 Integrate EDI orders into your Fishbowl  Integrate EDI orders into your Fishbowl
Use LilyPad Vortex (a B2B portal that is integrated with Fishbowl)
In short, using integrations to automate order entry will help eliminate mistakes, and will help keep your customers happy.
If you need a new way to solve mistyped orders and are looking for better solutions, get expert help from LilyPad and Get Started today
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4. Picking the Wrong Parts

Even if your order entry is streamlined and without error, an order can still fall victim to errors during the picking stage. When an order is picked, the person doing the picking is faced with the task of choosing the correct item from a warehouse that is potentially filled with other similar items.

Mistakes happen, but the implementation of a barcoding system can help reduce, or eliminate, these kinds of mistakes.

Your solution? LilyPad Mobile Warehouse.

LilyPad Mobile Warehouse allows you to scan barcodes when you are performing your warehousing functions, including during the picking process. By scanning the affixed barcodes, LMW for Fishbowl software gives you an immediate notification if you have scanned the wrong item, redirecting you to the correct item.

If you want to streamline your inventory management, and want to maximize your Fishbowl investment, LilyPad Mobile Warehouse is here to help. Contact Us for more information!
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5. Incorrect and Misplaced Inventory

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When moving inventory around in the warehouse, it can easily become misplaced. Or, even if the inventory has been put away in the correct location, a mistyped location in Fishbowl could cost time and money.
It is also important to keep an ongoing count of your inventory in order to ensure accuracy.

LilyPad Mobile Warehouse can help with both of these scenarios, because you are required to scan the location barcode as you put your inventory away, helping to keep your inventory straight. Additionally, you can perform cycle count activities with your scanners that keep your inventory quantities more precise.

If you’re looking for a Fishbowl software solution for incorrect or misplaced inventory, LilyPad for Fishbowl is sure to give you a budget-friendly solution.

If you want to know more, take a look at our website. Or, Contact Us for more information.
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6. Insufficient Reporting

There are many standard reports in Fishbowl. However, there are some instances where you may need greater clarity than what those reports have to offer. When that is the case, a simple modification to an existing report, or a new customized report can make all of the difference.

Custom Fishbowl Reports can make your life a whole lot easier.

Our knowledgeable report writers can take your requests and turn them into a reality, giving you the information you need to more effectively run your business.

Learn more about our custom fishbowl reports.

To get in touch with our team, Contact Us today!
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7. No Customer Portal

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One of the most important requirements in today’s world to run a successful business is accessibility. Your customers must be able to access your products.

The easiest way to do this is with an online B2B platform that allows your customers to place orders whenever it’s most convenient for them, but Fishbowl Inventory Software does not come with a built-in online presence.

The answer? LilyPad Vortex!

While Fishbowl doesn’t have that capability, our LilyPad Vortex platform facilitates the ability for your customers to log in and see your product lines and their available quantities.

With just a few clicks, they can place an order that transfers directly to your Fishbowl database, making their life, and yours, easier.

Contact us for more information, pricing, and other Fishbowl Software solutions!
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Lilypad‌ ‌for‌ ‌Fishbowl:‌ ‌A‌ ‌Premier‌ ‌Fishbowl‌ ‌Solution

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Our LilyPad products have been designed in such a way as to complement and improve the functionality of Fishbowl Inventory Software to make it an even better system.

You don’t need to worry about any shortcomings in Fishbowl, because with LilyPad, you can be confident that you will have the solution you need.

Get Started Today with Lilypad for Fishbowl!

Multiple Currencies? How About Multiple Languages!

Fishbowl Inventory Gives you the Option to Use Multiple Currencies, which is helpful, but…what if you need to offer multiple languages to your customers, salespeople, or warehouse employees?


Multi-Lingual Warehouses.  Yes, It’s a Thing.

In our ever-changing world of culture and linguistics, it is becoming more important to have software that can speak the languages of our employees.  Although Fishbowl Inventory does not have the option to use any languages except English, LilyPad Mobile Warehouse gives you the option of using other languages in your warehouse operations.  Why does that matter?  Well, it helps to cut down on mistakes, while also giving your employees a better understanding of the software.

What if My Salespeople Speak a Different Language?

LilyPad Vortex gives you the option to use multiple languages in your sales platform.  This can be advantageous for your salespeople and for your customers.  LilyPad Vortex is a B2B sales platform that allows your salespeople and customers to log in and place orders that are then transferred directly to Fishbowl Inventory.  If there are language barriers when trying to place orders, they could make costly errors or even stop using it altogether.

If you don’t need a new language, but instead need to see different grammar within the site, LilyPad Vortex can be “translated” with your preferred words.  If you’d rather see “Service Order” instead of “Sales Order”, or if you need industry-specific terms, that’s not a problem in LilyPad Vortex.


If you, your salespeople, your warehouse employees, or your customers are struggling to understand Fishbowl Inventory because of a language barrier, take a look at LilyPad Mobile Warehouse and LilyPad Vortex.

Contact our offices to find out more about how to make Fishbowl Inventory work better for you.

Or, Get Started Today with Lilypad for Fishbowl!

Fishbowl Inventory Reorder Levels

When it comes to purchasing in Fishbowl Inventory, Reorder Levels can go a long way to help ensure that you have the on-hand quantities that you need, while at the same time, helping you to keep from over-purchasing inventory that will tie up your cash flow.

Reorder Point (Minimum Quantity)

When creating your reorder levels, you will need to choose a Reorder Point, or as some people call it: minimum quantity.  The Reorder Point allows you to set the quantity at which point you will need to re-order your inventory to be able to fulfill the demand for that item.  Our advice is that you keep enough inventory on hand to be able to fulfill all sales and manufacturing activities that happen from one order period to another.  This quantity can vary widely from one item to the next, depending on your sales and use of those items.  For that reason, it may be wise to monitor your activities over a period of time so that you can have a more educated approach to setting your Reorder Points.

Order Up To Level (Maximum Quantity)

On the other side of the spectrum, you will need to determine what your Order Up To Level will be.  In other words, this is the maximum quantity that you can have on hand for any given item.  When you reorder your parts, one of the difficulties of maintaining your warehouse is the fact that you need to have space to put everything that is coming in.  If you are forced to put inventory into spaces where it doesn’t belong, there can be a ripple effect that can cause problems in other areas of the warehouse.  Before long, you could be facing a time-consuming, expensive fix that could have been avoided.

By Location Group, or Company-Wide

There are two options when using Reorder Levels:

  1. Company-Wide.  This option will allow you to set one Reorder Point and one Order Up To Level for each of your parts.  This is a simple and effective option if you only have one Location Group in Fishbowl, or if you want to keep track of overall inventory rather than separating it by Location Group.
  2. Location Group.  This option allows you to create Reorder Points and Order Up To Levels for each of your parts for each Location Group.  You will be able to set varying inventory levels for each of your warehouses to account for the different sizes or capacities within those warehouses.


After you have set up your Reorder Levels, you can now use the Reorder Report, and the Auto-PO function more effectively.

The Reorder Report (a standard report that comes with the Fishbowl Inventory installation) will show you what inventory needs to be purchased in order to fulfill current demand.  When you set up Reorder Levels, those numbers are included on the report in order to help you keep the right amount of inventory on hand at all times.

The Auto-PO function will also take the Reorder Levels into consideration when calculating the quantities that need to be reordered.  This feature of Fishbowl Inventory can work without having Reorder Levels set up, but, much like the Reorder Report, you will be prompted to order enough inventory to keep your warehouse properly stocked if you have set up your Reorder Levels.

Auto ROP

Remember: Fishbowl Inventory also has the option to automatically calculate your reorder levels based on historical transactions.  Make sure you have plenty of transaction history (3 to 6 months) in Fishbowl Inventory before you go down this road, though.  Otherwise, your reorder levels could be skewed.

As always, feel free to comment below, or contact our offices with any questions.

LilyPad for Fishbowl – Premier Fishbowl Consultant and Marketplace Solution

If you’ve had trouble in the past with Fishbowl Go, or if you’re looking for a better alternative software to integrate your Fishbowl inventory services, your search is finally over. LilyPad for Fishbowl offers a wide variety of up-to-date, easy-to-use software add-ons to help make your Fishbowl experience the best possible. LilyPad also offers on-site trainings, consultations, and other premier Fishbowl services.

Get Started Today with LilyPad for Fishbowl!

Fishbowl Inventory Custom Tracking

Fishbowl Inventory gives you the ability to set up custom tracking on each of your parts.  For example, if you need to keep track of a Batch Number, or Creation Date for your parts, you can create custom tracking for your parts, and then add the information as your inventory comes into Fishbowl Inventory via Purchase Orders, Work Orders, etc.

Red 3D barcode

The Setup

The setup is fairly simple.  Just go into the Part Module, and then open the Module Options (click Tools->Module Options).  Once you’re in the Module Options, navigate to the “Tracking” tab.  You should see some tracking options that come with the database by default.  You can either edit the existing tracking options, or you can create a new one.

You will have eight options when choosing what type of tracking you’re dealing with:

  • Text
  • Date
  • Expiration Date
  • Serial Number
  • Money
  • Quantity
  • Count
  • Checkbox

Once you determine the type and have entered the Name and Abbreviation, you can then begin activating that tracking for all of the parts you want to track.

Activate Custom Tracking on Your Parts

After you have created your custom tracking options, you need to determine which of your parts you want to track by those options.  To turn the tracking on, open the part and navigate to the “Details” tab.  About halfway down the page, you will see the Tracking section.  You will click the checkbox to the left of the tracking option and then save your changes.  If you have inventory already on hand for that part, you will be prompted to enter the tracking information for that inventory before you can continue to the next activity.

How Custom Tracking Comes Into Play

As soon as you bring new inventory into your Fishbowl Inventory database, you will have to assign the tracking information (if your parts are tracked, that is).  Once the tracking information has been assigned, you will then be able to see that information in the Inventory Module.  You will also be required to choose specific tracking information when picking inventory for Sales Orders, Manufacture Orders, etc.  Essentially, the tracking information follows the part from the beginning of its life cycle in Fishbowl Inventory until it leaves the system.

Remember: if you decide to use custom tracking in your Fishbowl Inventory database, you are making a commitment.  Tracking your parts brings an extra layer of accountability, and therefore, it takes more effort on your part.  Some people go into it blindly, and then find that they become swamped with the extra effort that they are putting into their system.  If nothing else, be prepared for the extra time you will spend in Fishbowl.

As always, feel free to comment or contact our offices with any questions you have.

LilyPad for Fishbowl – Premier Fishbowl Consultant and Marketplace Solution

If you’ve had trouble in the past with Fishbowl Go, or if you’re looking for a better alternative software to integrate your Fishbowl inventory services, your search is finally over. LilyPad for Fishbowl offers a wide variety of up-to-date, easy-to-use software add-ons to help make your Fishbowl experience the best possible. LilyPad also offers on-site training, consultations, and other premier Fishbowl services.

Get Started Today with LilyPad for Fishbowl!

Changing Units of Measure in Fishbowl Inventory

Units of Measure can be a tricky thing in Fishbowl Inventory, especially if you are trying to change them after your parts have already been loaded.  Here are a few things you need to be aware of when trying to change your Parts’ Units of Measure.

Unit of Measure

You May Need to Remove the Vendor Association

If your Vendor’s Units of Measure don’t match the Unit of Measure that you intend for your Part, Fishbowl Inventory will not allow it.  The vendor’s Unit of Measure must match the new Unit of Measure.  Alternatively, you can remove the Vendor associations, and then restore them after the change has been made.

You Must Remove the Part From Associated Bills of Materials

If your part is on a Bill of Materials, you cannot change the Unit of Measure for that part.  You will have to remove the part from any Bills of Materials that it is associated with, even if the Unit of Measure on the Bill of Materials matches your desired Part Unit of Measure.

The Part and Associated Products Cannot be on Any Open Orders

There’s no way around this.  If your part is on any open orders, or if an associated product is on any open orders, you cannot change the Unit of Measure of the part.  This includes Estimates and Bid Requests.  You will have to either remove the part from open orders or fulfill the orders to then be able to change the Unit of Measure.

You Cannot Change From Any Unit of Measure to “Each”

If you want to change your unit of measure to “Each”, you are out of luck.  The only way to change a Part’s Unit of Measure to “Each” is to inactivate the part, change the part number so that it can be reused, and then create a new part with the “Each” Unit of Measure.

The best course of action, as always, is to double-check that your Units of Measure are correct when you first upload them.  But, if it’s too late for that, follow the above steps to make the needed changes.

As always, leave a comment, or contact our offices with any feedback or questions.

LilyPad for Fishbowl – Premier Fishbowl Consultant and Marketplace Solution

If you’ve had trouble in the past with Fishbowl Go, or if you’re looking for a better alternative software to integrate your Fishbowl inventory services, your search is finally over. LilyPad for Fishbowl offers a wide variety of up-to-date, easy-to-use software add-ons to help make your Fishbowl experience the best possible. LilyPad also offers on-site trainings, consultations, and other premier Fishbowl services.

Get Started Today with LilyPad for Fishbowl!