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 Fishbowl Inventory reports. Remember, though, that the reports will have to be customized to pull the information from the 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 our offices if you have any specific questions about using custom fields in your Fishbowl Inventory database.
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