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Fishbowl inventory setup2/11/2024 We have set up reorder points and default vendors, which makes placing orders to replenish warehouse stock easy and nearly effortless. This email feature has greatly reduced the number of calls received from our classrooms requesting status on their order and when it will be sent to them (I really, really like it). When the order has been shipped, another e-mail is sent to let the requestor know the order is on it's way. request, an email is sent to the requestor letting them know Purchasing has received their order and it is in the process of being filled. One of the features I like about FishBowl is that as soon as Purchasing processes the classroom/dept. We needed a fully integrated inventory software program that not only supported our classrooms, but would provide the Finance dept. We started looking for new inventory software when the software we had did not support the Windows 7 that we were upgrading to. Once it is approved, it goes to the Purchasing office were it is imported into FishBowl (all done electronically within the magic of computer land.and the IT department). to place their order which is in turn sent to the approving supervisor. Our system uses SharePoint, which is accessed by each classroom/dept. Install Fishbowl Inventory Software Installation Insert disc or run download to install the latest version of Fishbowl Inventory Select “Quick Server” install on server “Quick Client” on all other workstations Create a new Fishbowl Database Start Fishbowl Server then Client.We are a Head Start agency that uses FishBowl to purchase, track, and issue inventory to 60 Head Start classrooms and agency departments. Implementation Checklist PrePre - Installation Steps Hardware Implementation Windows 2000 (or newer), or Linux loaded on the server Computers that will be using Fishbowl networked A minimum of 300 MB available space on your HDD At least 1 GB of RAM for Server and 512 MB RAM for Client Set monitor resolution to at least 1024x768 CD Rom if you will be installing from a disc Reliable Internet access Latest service packs and updates installed QuickBooks Integration QuickBooks version 2007 or newer QuickBooks client (application) on the same computer as the Fishbowl server Enable class tracking in QB if applicable (location group tracking in Fishbowl) Decide how frequently you will download information into QB Verify that all data in QuickBooks is accurate and make any needed changes Login to QuickBooks as “Admin” and switch to single user mode Print instructions for integration from Fishbowl’s accounting configuration In short, Fishbowl provides control over many problems faced by small and medium-sized businesses that are trying to survive in today’s highly competitive business world. Fishbowl integrates with Intuit’s QuickBooks and is the leading inventory control and manufacturing solution, allowing companies to continue to use the QuickBooks software they already know. Fortunately, Fishbowl Inventory is an affordable solution that solves many of the problems that only expensive solutions solved in the past. Finding employees that are knowledgeable in the new system adds to both these costs and your frustration. Additionally, these systems can be complicated and cumbersome to use. In the past, this meant leaving QuickBooks and buying software systems costing upwards of $100,000 with reoccurring costs of $20,000 a year–costs typically outside the budget of small and medium-sized companies. After gaining control of your finances (generally with QuickBooks), the next areas for efficiency improvement include order management, inventory control, warehouse management and manufacturing. 50 Trainingīasic Overview If your business is similar to other small and medium-sized businesses, you are looking for smarter ways to run your company to survive in this changing economy. 18 Fishbowl & QuickBooks Interaction Chart. T ABLE OF C ONTENTS Fishbowl Inventory Training Guide.
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