How to Make Fishbowl Inventory Work Better for Your Business

 

Optimize your Fishbowl Inventory software for maximum business efficiency
Optimize your Fishbowl Inventory software for maximum business efficiency.

Effective inventory management is crucial for any business to ensure that the right products are available to customers when they need them, while maximizing your own business processes. However, managing inventory can be a daunting task, particularly for small businesses. Fishbowl Inventory is a popular inventory management software that helps businesses streamline their stock management and supply chain processes, but is your business maximizing its full potential? Let’s cover how your business can run your Fishbowl software at full power.

Clean up your data

One of the most important steps businesses can take to make the most of Fishbowl Inventory is to ensure that their data is clean and accurate. This means regularly checking and updating product information, stock levels, and purchase orders. By keeping your data up-to-date, you can ensure that Fishbowl Inventory accurately reflects your current stock levels and order fulfillment needs. Clean up your businesses by:

  • Regularly updating product information, including product names, descriptions, and prices.
  • Ensuring stock levels are accurate and reflect the actual inventory on hand.
  • Reviewing purchase orders to ensure that they are up-to-date and reflect your current needs.
  • Removing obsolete or discontinued products from the system to prevent confusion and errors.
Integrating barcodes and barcode scanners can ramp up your Fishbowl effectiveness
Integrating barcodes and barcode scanners can ramp up your Fishbowl effectiveness.

Barcode Scanning

Implementing mobile barcode scanning is a powerful way to streamline your inventory management process and increase efficiency across the board. Solutions like Mobile Warehouse provides a mobile app that allows you to scan barcodes using your smartphone or tablet, and integrate directly into Fishbowl Inventory with benefits like:

  • Improved accuracy: Mobile barcode scanning helps reduce errors and improve accuracy by eliminating the need for manual data entry. With just a quick scan, you can update stock levels, fulfill orders, and more.
  • Increased efficiency: Mobile barcode scanning can help speed up your inventory management process by eliminating the need for manual data entry and reducing the time it takes to locate products in your warehouse.
  • Real-time data: Mobile barcode scanning allows you to update your inventory in real-time, providing you with up-to-date information on stock levels and product locations. This can help you make informed decisions about your inventory management process and avoid stockouts.
  • Flexibility: With the Mobile Warehouse app, you can scan barcodes using your smartphone or tablet, providing you with the flexibility to manage your inventory on the go. This can be especially useful for businesses with multiple locations or for employees who need to access inventory information from different locations.

Optimize your inventory

Organization is a key factor to optimize the use of Fishbowl Inventory, and ensures that your inventory is well-organized. 

  • Grouping similar products together to make them easier to locate and track.
  • Using barcodes to streamline the pick and pack process and reduce errors.
  • Implementing an ABC analysis to prioritize the most important products and ensure that they are always in stock.
  • Regularly conducting inventory counts and reconciling any discrepancies to ensure that your stock levels are accurate.

Use automation tools

Fishbowl Inventory offers a range of automation tools that can help businesses save time and improve efficiency. 

  • Automatic reorder points automatically generate purchase orders when stock levels fall below a certain threshold.
  • Barcode scanning speeds up receiving, moving, and shipping items.
  • Drop shipping allows businesses to fulfill orders directly from their suppliers, reducing the need for manual intervention.

Utilize reporting features

You can’t adjust business inventory if you don’t know your own numbers, and that is where the value of using Fishbowl Inventory’s reporting features is so important.. These features provide the vital data insights into your inventory and supply chain processes, enabling you to make more informed decisions. A handful of report examples you can generate with Fishbowl Inventory include:

  • Inventory Valuation Reports provide an overview of the value of your current inventory.
  • Sales Reports show you which products are selling well and which are not.
  • Purchase Order Reports help you track your purchasing history and identify any areas for improvement.

(here’s a quick video on some more reports)

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.

Training and Support from Verified Partners

Purchasing training for the Fishbowl Inventory software can be a great investment for your business, and with Fishbowl verified partners, your business can receive additional onboarding, training, and support to fully optimize the benefits of the software and avoid potential errors and inefficiencies. Here are some reasons why you should consider purchasing verified partner training for your Fishbowl software:

  • Comprehensive training: Proper onboarding starts you and your employees with best practices and knowledge of the software’s features and functionalities. This training will create a knowledge base to leverage the software’s capabilities and improve your management process.
  • Customizable training: Depending on your business needs, you can purchase different levels of training, from basic to advanced, and even industry specific training tailored to your business needs. This ensures that your employees are trained on the specific features that are relevant to your business and can make the most of the software.
  • Time-saving: By purchasing training, you can avoid the time and effort it takes to learn the software on your own and reduce further complications down the road. Instead of slowly learning by trial and error,  you can get up to speed quickly and efficiently, and start using the software to improve your inventory management process right away.
  • Ongoing support: Support from a Fishbowl Partner provides you with ongoing support and resources, such as access to training materials and online resources, while also providing the most up-to-date information. 

To purchase training for Fishbowl Inventory, you can contact a Fishbowl Partner to start your intake, evaluate your business needs, and start in-person or online training, depending on your preferences and availability.

Takeaway

Fishbowl Inventory is a powerful tool for small businesses to manage their inventory and streamline their supply chain processes, and it can be continually improved by  following the tips outlined in this post. Whether it’s cleaning up your data,  incorporating barcode scanning, optimizing your inventory, using automation tools, utilizing reporting features, or receiving partner verified training,  there are many ways to make the most of Fishbowl Inventory and boost your small business’s success.

Maximizing Your Fishbowl Investment with LilyPad and Janam

Fishbowl Inventory gives you the power to control your inventory.  LilyPad takes that inventory control to the next level by giving you mobile access to your Fishbowl data.  Coupled with leading-edge mobile technology from Janam, the power to control your inventory is now in the palm of your hand.

Integrating barcodes and barcode scanners can ramp up your Fishbowl effectiveness
Integrating barcodes and barcode scanners can ramp up your Fishbowl effectiveness

Rewriting the Rules

Initiating a new inventory management solution can be a daunting task.  Janam and Sharpe Concepts make it easier by teaming up to provide a complete solution.  Gone are the days when you need to search for multiple vendors to complete a single project.  Our collaborative efforts enable you to get the software and hardware you need to implement your solution as quickly and as easily as possible.

Janam Rugged Mobile Computers with LilyPad

LilyPad for Fishbowl enables small- and medium-sized inventory-based businesses to work smarter.  Providing the greatest flexibility and functionality to maximize and enhance your Fishbowl investment, LilyPad utilizes barcode scanning technology to perform a variety of inventory management activities.  Coupled with Janam’s industry-leading XG3 and XT2 rugged mobile computers, LilyPad provides a more accurate and efficient way to control your inventory.

Sharpe Concepts Adding Value

Sharpe Concepts has implementation options for every budget.  The simplest plans include Remote Assistance and Coaching options, where we build your system, deploy the software, and train your staff remotely on your schedule.  On the other end of the spectrum are full onsite engagements where we will be at your business to ensure the hardware and software meet and exceed expectations.  We can design a project that meets any budget and delivers real results.

Janam Mobile Devices

XT2 Highlights

  • Lightest and most rugged device in its class
  • Android OS
  • 5-inch touch screen with Gorilla Glass 3
  • Dual-band Wi-Fi and 4G LTE connectivity
  • Integrated 1D/2D barcode scanning; Optional trigger handle for scan-intensive environments

XG3 Highlights

  • Lightest Industrial-grade mobile computer in its class
  • Android OS
  • Largest standard battery capacity in the industry
  • UL-certified for hazardous environments
  • Optional extended-range barcode scanning, from 5 inches to 50 feet 

    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!

 

LilyPad: Giving the Gift of Mobility

LilyPad MobileNews Flash!  LilyPad Mobile Sales and LilyPad Mobile Warehouse make Fishbowl extremely more flexible and accessible.  Okay, maybe that’s not news, but let’s see why they’re so helpful…then, let’s see what people are saying about them.

More Cool LilyPad Features

We’ve already talked about some of the features of LilyPad in our previous blog posts (here and here), but our customers are also raving about these features:

  • Accepting and saving signatures
  • 2D barcode creation and scanning
  • Cycle counting by location
  • Being able to email reports from LilyPad
  • The option to upload your personal Logo, so your customers feel right at home when logging into your company interface.
  • And so much more…
we love our Lilypad customers
we love our Lilypad customers!

The Word on the Street

Here are some of our favorite things that our customers are saying about us:

“I believe that LilyPad is an excellent add-on value to Fishbowl and I strongly recommend for companies like mine to use since the benefits and cost savings are great.”

***

“…Your immediate actions speaks volumes to which we are deeply grateful and will never forget. We look forward to a smooth running system for years to come, and we are blessed to have a team as dedicated as yours, to helping not only our business, but the businesses of others.”

***

“Sharpe Concepts has been extremely responsive to our needs. They have worked with us to enhance the LilyPad interface to be a robust system that checks and controls many things that were not originally in the interface. They are fast, reasonably priced and extremely knowledgeable in all parts of the systems.”

***

“…I would strongly recommend your services to other companies…”

Don’t let everyone else have all the fun!  Check out our website LilyPad to discover for yourself what everyone is talking about.

Or, Get Started Today with LilyPad for Fishbowl!

 

LilyPad Mobile Warehouse For Fishbowl Inventory

LilyPad Mobile Warehouse allows you to take Fishbowl Inventory into your warehouse, in the palm of your hand.  Check out these features that make LilyPad Mobile Warehouse an invaluable addition to your Fishbowl Inventory software.

Bring your inventory management with you
Bring your inventory management with you onto the floor

 

Logistical Benefits

  • Handheld Devices: When you are doing work in a warehouse, you don’t want to be carrying around bulky laptops, or pages of reports.  Nor do you want to have to memorize information from a computer screen, and try to remember what you saw on the computer while walking around the warehouse.  Having a small, handheld device that holds all of the information can be helpful for completing your warehousing tasks in a simpler, more efficient way.
  • Scan or Key Data: LilyPad Mobile Warehouse will allow you to scan barcodes throughout your warehouse in order to perform your needed activities.  Or, if you don’t have a barcode available, you can type in the information you need.
  • Scan Master Pack Quantities: If your inventory comes in Master Packs (a package that is then broken down into your standard Units of Measure), LilyPad Mobile Warehouse gives you the ability to scan the Master Pack, and then the inventory is automatically received at the correct quantity and Unit of Measure.
  • 2D Barcode Scanning: 2D barcoding is becoming more common in almost every industry.  And guess what: LilyPad Mobile Warehouse allows you to scan 2D barcodes, as well as 1D barcodes.
  • Mobile Custom Reports:  For those of you who like to see reports while in the warehouse, LilyPad Mobile Warehouse gives you access to the reports that you need.
Even manufacturing needs the ability to manage inventory on the go
Even manufacturing needs the ability to manage inventory on the go

Software Benefits

There are many software benefits to using LilyPad Mobile Warehouse.  Here are some of the functions that can be performed with your handheld device:

  • Pick, Pack, and Ship Fishbowl Orders
  • Receive Orders
  • Move, Cycle, Scrap, and Add inventory
  • Create Sales Orders, Purchase Orders, and Transfer Orders

All of these functions become simpler,and more accurate when you are scanning your parts in the warehouse.  In addition to the ease of use, LilyPad Mobile Warehouse will submit the information to Fishbowl in real time…which means that Fishbowl is up-to-date at all times.
Check out these videos to see all of the great features of LilyPad Mobile Warehouse.

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!

LilyPad Mobile Sales for Fishbowl Inventory

Sell what your customer needs when they need it
Sell what your customer needs when they need it

(UPDATE: try our newest version of Vortex for ultimate sales control)

LilyPad Mobile Sales allows you to extend Fishbowl Inventory to a whole new audience: your customers.  This is possible because LilyPad Mobile Sales connects directly to your Fishbowl database, but is accessible from any device that is connected to the internet.  With this accessibility, your sales team can create orders while standing in front of your customers.  Or, even better, your customers can log in and place their own orders in a secure, controlled environment.  Let’s explore these features:

Giving Your Sales Team Real Mobility

In many industries, the effectiveness of your sales team comes from their face-to-face interactions with your customers.  Having an edge over the competition can become the deciding factor that determines if your customers are going to choose to continue to do business with you.

Imagine giving your Salespeople the ability to place an order as they sit with your customers, knowing that the order will be sent to Fishbowl as soon as it is submitted in LilyPad Mobile Sales.  Not only does this create an efficient way to create your sales orders, but your salespeople will also be able to move on to the next customer, rather than trying to enter the sales orders once they leave.

adding a self-serve portal lets customer order when it works for them
adding a self-serve portal lets customer order when it works for them

 

Let Your Customers Do the Work

In LilyPad Mobile Sales, you can create user logins for your customers.  With these logins, your customers can enter their own sales orders at any time, and from anywhere they have internet access.  Because you have the ability to control what products your customers can see, and since their pricing rules are automatically applied, there is no risk in allowing them to create their own orders.

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!

LilyPad: The Perfect Fishbowl Inventory Add-On

Fishbowl Inventory has been touting itself as the #1 QuickBooks Add-On for over a decade, now.  While that may be true, you might not be aware of the #1 add-on to Fishbowl Inventory: LilyPad.LilyPad Logo

Sharpe Concepts, the maker of the LilyPad products, has been creating solutions for Fishbowl users since almost the beginning of Fishbowl.  While we don’t have room to describe all of the products, we would like to tell you about two of them: LilyPad Mobile Warehouse, and LilyPad Mobile Sales.

LilyPad Mobile Warehouse

LilyPad Mobile Warehouse, or LMW for short, allows you to take Fishbowl Inventory into your warehouse by making the following features available:

  • Scan or Key Data
  • Pick, Pack, and Ship Fishbowl Orders
  • Receive Inventory from Fishbowl Orders
  • Move, Cycle Count, Add, and Scrap Inventory
  • Create Sales Orders, Purchase Orders, and Transfer Orders in real-time
  • Accept Payments
  • Finish Fishbowl Work Orders
  • Scan Master Pack Quantities

Don’t forget one of the best features of LilyPad Mobile Warehouse: 2D barcoding!

LilyPad Mobile Devices
add mobility to your inventory

LilyPad Mobile Sales

LilyPad Mobile Sales, or LMS for short, gives you the ability to take Fishbowl Inventory to your customers.  This can be especially helpful for those of you who have an outside sales force.  LilyPad Mobile Sales can be used on a tablet or smart phone, and will allow your sales people to create orders while they are on-site with your customers.

Another great feature of LilyPad Mobile Sales is the ability to create users for your customers.  In other words, your customers can log onto your system, and place orders themselves.  They don’t have to call, email, or fax (do people still do that?) an order to you.  Instead, they log into LilyPad Mobile Sales, place their order, and within moments, the order is in Fishbowl Inventory.

This can be a huge time saver!  And, it helps reduce the problems of manual order entry.

Stay tuned to hear more about LilyPad Mobile Warehouse and LilyPad Mobile Sales.

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!

Transferring Like a Pro in Fishbowl Inventory

transfer inventory at any scale with confidence
transfer inventory at any scale with confidence

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!