Transferring Like a Pro in Fishbowl Inventory

When it comes to transferring your inventory in Fishbowl, you have multiple options, each with their own benefits.  Let’s explore!

Transfer Orders in Fishbowl Inventory

In the Transfer Order module, you have the option to choose what type of Transfer Order you want to create.  By default, your Transfer Orders will come up as “Ship”, but you can use the drop-down list to choose one of the other two types when you are first creating your order.  Here is a description of each of the types of Transfer Orders, and how they are most commonly used:

  1. Ship-type Transfer Orders.  A Ship-type Transfer Order will allow you to ship inventory from one Location or Location Group to another Location or Location Group.  Most commonly, these types of Transfer Orders are use to ship inventory from one of your warehouses to another.

When processing a Ship-type Transfer Order, you will go through the Picking, Shipping, and Receiving steps to pull your inventory from your shelves, ship it, and then receive it into the correct location at the destination.  This type of Transfer Order requires the most steps to complete, but it also provides you with the most documentation when all is said and done.

  1. Move-type Transfer Orders.  A Move-type Transfer Order is similar to the Ship-type, but instead of going through the shipping and receiving steps, you will complete the order in the Pick Module.

This type of Transfer Order is usually performed when you are moving inventory from one bin/shelf/area of your warehouse to another bin/shelf/area within the same warehouse.  Just be careful in the Picking Module, because once you finish the pick, the Transfer Order will be fulfilled…and there’s no turning back.

  1. Putaway-type Transfer Orders.  This is probably the least-used type of Transfer Order.  However, it can be one of the most useful, if used properly.  To complete a Putaway-type Transfer Order, you must have default locations set up for your parts.  Then, if your inventory has been received into a different location, you can use the Putaway Transfer Order to easily put your inventory into the default locations.

A Putaway Transfer Order works just like the Move-type Transfer Order, in that it does not have to go through the shipping and receiving steps to be completed.  Instead, the order will be completed as soon as you finish the Pick.

  1. Auto Putaway.  The Auto Putaway function allows you to move all inventory from a staging location into the default locations of each part.  That means that a default location must be assigned before this function will work.

To accomplish an Auto Putaway, you will choose a location where you have inventory stored, and then choose which Location Group you want to put your inventory into.  As you complete the Auto Putaway, each of the parts that were in the original location will be moved to their default locations.

  1. Auto Replenish.  This type of transfer is based on Reorder Levels.  If you have set up Reorder Levels for your parts, and you have done so for each of your Location Groups, you can create an Auto Replenish Transfer Order to move inventory from one of your Location Groups to replenish the inventory of a second Location Group.

This is especially helpful if you have a distribution warehouse that stocks storefronts or other locations.  You can keep your inventory located in the central distribution warehouse, and then create a simple Auto Replenish Transfer Order to restock the outlying locations.

Mobile Barcode Scanning in LilyPad Mobile Warehouse

Transferring with Mobile Scanners
Transferring with Mobile Scanners

If you are looking for a barcoding solution to help control your inventory, check out LilyPad Mobile Warehouse.

LilyPad is a Fishbowl add-on that allows you to scan do simple moves of your inventory by scanning the Part Number, the original Location of the inventory, and then the destination Location.  You can easily move the needed inventory into a new location with a few quick scans.  This can all be done on your phone, tablet, or all-in-one scanners.

If you like the traceability of Transfer Orders in Fishbowl, you can use LilyPad Mobile Warehouse to create Transfer Orders, which will then be entered automatically into Fishbowl.  This, too, is accomplished with a few easy barcode scans, which helps you streamline your transferring process, and move on to other important activities.

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!

 

Perfecting Your Purchasing in Fishbowl Inventory

PurchasingPurchasing can be considered a form of art.  From negotiating with vendors, to keeping the correct on-hand quantities, there is always a balancing act that must happen in order to create the perfect purchasing scenario.  Here are some tips to help you master the art of purchasing in Fishbowl Inventory.

Use The Built-in Reports

The Reorder Report, which can be found in the Reports Module, will show you all of the parts that need to be reordered in order to fulfill all of your current demand.  The report is a handy tool to help you figure out what your current “On Hand” inventory is verses your “Available” quantity.  Throw in Reorder levels (see below), and this report can become a powerful tool for any purchasing agent.

The Auto PO report shows much of the same information that you find on the Reorder Report, but the information is broken down by Default Vendor.  In other words, if you want to see all of the items that should be purchased, and from which vendors to purchase them, use the Auto PO report.

Set up Reorder Levels

In the Part Module, you can set up reorder levels for each of your Inventory-type parts.  The reorder levels include a Reorder Point (some people call this the min), and the Order Up to Level (some people call this the max).

When your inventory dips below the Reorder Point (min), that part will show up on the reports that we mentioned above, and it will populate into the Auto-PO wizard (see below).

If you need to keep a specific amount of inventory on hand, make sure you set up your Reorder Levels.  This will help you eliminate some of the guess work when you do your purchasing.

Bonus: after you have used Fishbowl Inventory for a few months, you can run the “Auto ROP” wizard to help you calculate your Reorder Levels based off of historical data in Fishbowl.

Use the Auto PO function

The Auto PO function can be used to create Purchase Orders for all parts that need to be reordered.  The button is found at the top-left side of the Purchase Order Module.  When running the Auto PO wizard, Fishbowl will look at all of your open orders (SO’s, PO’s, MO’s, and TO’s) to see what inventory is scheduled to leave your warehouse, and what is scheduled to come in.  Not only will Fishbowl look at your open orders, but it will also look at your Reorder Levels to see if additional inventory should be ordered to replenish your shelf quantities.

If you want to use the Auto PO function, you must first set up Default Vendors.  This can be done in the Part Module, under the “Vendors” tab.

Once you have set up your Reorder Levels, and assigned your Default Vendors, your life as a purchaser should be smooth sailing.  The biggest decision you’ll have to make after that is what to do with all of your free time.

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!

We would love to hear your feedback!  Let us know of your successes or difficulties when it comes to purchasing in Fishbowl Inventory.

 

More Efficient Sales Order Processing in Fishbowl Inventory

If you’re spending too much time entering Sales Orders, instead of talking to customers, your business is going to suffer.  Follow these helpful tips to make your Sales Order Processing faster and simpler.

Sales Orders

Tip 1: Quick Fulfill

If you don’t want to worry about going through picking and shipping, you can just click the “Quick Fulfill” button, and your sales order will be completed in just a couple of quick steps…right from the Sales Order module!

Tip 2: Product Trees

Sales Order Search Options

If you’ve set up a Product Tree in Fishbowl, you can access the product tree from the Sales Order module to help in creating your sales orders.  To access the product tree, click the Product Tree icon at the top of the search pane (the middle of the three icons). Then, you can easily navigate through your product tree and double-click on the products that you want to add to the sales order.  This feature can be especially helpful for new salespeople.

Tip 3: Quick Add

The “Quick Add” search option can also be found at the top of the search pane in the Sales Order module (it’s the icon on the right…the one that looks like a sales tag).  When you click on this icon, a list of your products will be displayed in the search pane, and you can double-click on any product that you want to add to your sales order.  For an added bonus: any product that you highlight in the Quick Add search pane will display the “On Hand” and “Available” quantities below the list.  Super helpful!

Tip 4: Quick Lists

If you have customers that order the same products every day/week/month, you can create a Quick List that you can use every time your customer places an order.  The Quick List allows you to add an entire list of products, including quantities, to an order with just a few simple clicks.

Tip 5: Mass Issuing

If you are in the practice of creating estimates for your customers, follow these simple steps to issue multiple sales orders at the same time:

  1. Highlight the unissued sales orders in the search pane
  2. Right-click on one of the highlighted orders
  3. Choose “Issue Sales Order”

Once you have completed these steps, all of your highlighted orders will then be issued and ready for picking.

Tip 6: Mass Picking

Similar to Tip 5, if you are in the Picking Module, you can highlight multiple orders in the search pane and choose to Start, Finish, or Commit all of the highlighted picks at the same time.

Hopefully, some of these tips will help make your sales order entry go a little more smoothly in the future.  Give us a call if you have questions about any of these processes.

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!

Making Manufacturing Easy in Fishbowl Inventory

Some of you may be familiar with the manufacturing processes in Fishbowl Inventory, but here are some tips that might help streamline your everyday manufacturing activities.

You Can Modify Your Work Orders

One thing that is certain in your daily production activities, is that things do not always turn out how we plan them.  So, how can you make changes to Manufacture Orders that you have already created in Fishbowl?  Let’s find out:

  1. Did you know you can split your Work Orders into more manageable chunks? When you are starting a Work Order, you have the option to start a lower quantity than the original quantity on the Work Order.  For example: if you have a Work Order for a quantity of 50, when you start the Work Order, you can change the starting quantity to 25, and the Work Order will then be split into two separate Work Orders on the same Manufacture Order.  This makes it pretty smooth for separating your production over multiple days.
  2. You can substitute parts and quantities on a Work Order. If you need to change a Raw Good, or even a Finished Good, on any of your Work Orders, you can visit the “Materials” tab on an unissued Manufacture Order, or the “WO Details” tab on an issued Manufacture Order.  In either of these tabs, you can switch your parts, or quantities, if the situation requires.
  3. Once your Raw Goods have been picked, you cannot make changes to the parts or quantities, unless the pick is voided. Once you have voided the pick, you can make your needed changes.

There Are More Ways Than One to Finish a Work Order

The long way to complete a Work Order is by clicking the “Start” button, then going to the picking module to complete the pick, and then returning to the Manufacture Order to “Finish” the Work Order.  You don’t have to take all of these steps, if you don’t have changes to make on the order.  Instead, you can do one of the following:

  1. You can skip straight to the “Finish” step in the Manufacture Order module. This will combine the “Start”, “Pick”, and “Finish” steps into one quick and easy wizard.
  2. You can click the “Quick Fulfill” icon at the upper-left-hand side of the screen to finish all Work Orders within a Manufacture Order.

Taking these steps will help streamline your manufacturing, especially if you have a lot of Work Orders to process each day.

What if You Make a Mistake?

Even the most advanced Fishbowl Inventory users can make mistakes when it comes to manufacturing.  So, what do you do when you have completed a Work Order, and find out that it was done incorrectly?  You might be tempted to make inventory adjustments to get your inventory back to where it should be.  However, the best practice is to do a “Disassemble” Work Order.  Here’s how you disassemble your Work Orders:

  1. Create a new Manufacture Order.
  2. Click the green plus sign at the right side of the screen. This will open the “Add Bill of Materials” screen.
  3. Choose “Disassemble” from the list.
  4. Use the drop-down list, or the magnifying glass, to choose which Work Order you are going to disassemble.
  5. In the next screen, type the quantity of that item that you are going to disassemble.
  6. Finish the wizard, adding any other pertinent information.
  7. Repeat steps 2 through 6 to add more disassemble Work Orders to the Manufacture Order, if needed.

Once you have added all of the disassemble Work Orders to your Manufacture Order, issue the Manufacture Order and then process the Work Orders as usual.  Completing these disassemble Work Orders will remove the Finished Goods, and will place the Raw Goods, back into your inventory.  Don’t forget to create your replacement Work Orders!

As usual, feel free to call or email us if you have any questions about Fishbowl Inventory, or if you would like to find out more about our custom integrations and add-ons.

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!

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.

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!