Custom Reports for Fishbowl Inventory

Fishbowl Inventory is a full-scale inventory control software that covers the basic processes of most companies. However we also know that every company has a specific way of doing things that Fishbowl may not cover in their most preferred way. To compensate for the individuality of every company, Fishbowl has created a variety of ways to customize the software to meet company needs. This includes the following:

Module Options

Module Options are found within almost every one of the Fishbowl Modules by going to Tools | Module Options on the top toolbar of the Fishbowl Client. The Module Options allow the module to be customized in certain ways. For example, the Picking Module Options allows user to specify a pick by certain order creation or tags as well as allowing users to pick from all Location Groups within their access rights. The Accounting Module Options gives the user specific abilities when it comes to exporting data, items or orders over to QuickBooks.

Custom Fields

Custom Fields are a great way to customize the Fishbowl software because they may hold any type of data a company desires. Custom Fields are created for a specific module, then are customized to hold text, a date, quantity, money amount, a checkbox, a list, etc. 

User Groups/Rights

Fishbowl allows administrators to have the ability to give specific rights to their users. These rights help to give proper visibility of different Fishbowl features. For example, a user may need the ability to create Purchase Orders or Sales Orders, but might not need nor should have the ability to see specific accounting reports regarding overall sales and finances of the company. Users may also have the ability to create orders, but not to finish them, thus ensuring a manager's approval before items are received or shipped. 

Customize Reports

Fishbowl offers over a hundred reports for the use of compiling, reviewing, and preparing a company's data. We at Fishbowl understand the need and desire for every company to wish for data specific to their processes. Although it is not possible to provide a personal report for every company who uses Fishbowl (without their purchase of a Custom Report), it is possible to do simple report modifications and to save those parameters chosen for a specific report. 

Quick Ship Orders

Within Fishbowl, all Sales Orders created need to be Issued, Picked, Packed and Shipped. Some companies may have different people doing this process; therefore they wish to have separate employees completing the steps mentioned above to fulfill a Sales Order. Or, perhaps the time between the creation of the Sales Order and the Shipment of the Sales Order is great enough that the order needs to be moved separately through each module for organizational purposes.

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