Fishbowl Inventory 2015.3 – Voiding Shipments!

Fishbowl Inventory 2015.3 – Voiding Shipments!

Fishbowl: Making Your Life Easier

On February 12, Fishbowl Inventory released  its third sub-release for the 2015 cycle.  In this update, we begin to see Fishbowl incrementally improving Fishbowl by addressing small and large concerns Fishbowl Inventory users have.

I was given a personal tour of 2015.3 last week when I visited Fishbowl Inventory as part of my periodic checking-in with  friends there.  Kendrick Hair, the Product Manager for Fishbowl Inventory, was kind enough to give some of his time to let me know how Fishbowl is doing.

I think customers will love the new features, and you can start to see the strategic direction Fishbowl Inventory is enjoying from the process improvements brought upon by Fishbowl 2015.

Showcased Features

You can now Void Shipped Orders

This has been the feature that I have wanted for the longest time. When I implement new customers, I’ve had to caution shipping managers/accountants/owners on the finality of shipping an order. Most of the time I get a confused face “Why!?” and my answer has been because there is a chance that later you would have exported to QB, and deleting a previously created invoice is not a good idea, so they (FB) just prevent you from voiding.

Well now you can. You can now Void Shipped Orders; only when one has not exported to QB.  Good enough.  This fixes the “I forgot X or Y” and the entire song and dance that has to occur in order to get the Inventory and the Costing accurate again.

0001-VoidShipment

 

Mathematical Equations in Quantity, Cost and Price Fields

This is something that has been requested through the Fishbowl User Community; the ability to do some math evaluations in the number fields.

You can even divide by zero, and Fishbowl handles it gracefully.

0009-Equations

 

Over Picking Inventory on Work Orders / Manufacturing

Another great improvement to Fishbowl. You can now Over Pick Inventory on Work Orders / Manufacturing Module.  This means that you can  pull more inventory just by picking it instead of adjusting the Materials on the Work Order and re-picking it.  The mechanism was cumbersome, so this should be a boost to productivity for our Fishbowl Inventory manufacturing customers.

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New Features

Customer Last Price is now a user editable field & Available in Import / Export

Previously, Customer Last price was a system-managed field, and was not available for editing. Now you can use the Customer Last Price to set anything you need. You also can access this via the Import / Export module to load in Customer price data.  A good use case would be to define customer specific pricing, instead of using a pricing rule for each Customer & Product combination.

 

Pricing Rules can now include Customer Last Price in the calculations

In relation to the new feature noted above, Pricing Rules can now include the Customer Last Price in its calculations. But be aware to not do something like discount 10% on the List Price; Fishbowl would happily continue discounting as the Customer Last Price is updated. The Customer Last Price is updated every time it is made on a sale. It can be triggered through the module option.

 

You can now control which Customers a User can view/edit

You can now implement Sales Teams or possibly Sales Regions where teams of Sales Reps can manage a group of Customers. Previously, you could only control if the Sales Person could see their own sales or not. (“View Others” access right)

 

Fishbowl Mobile Warehouse can now reference Vendor Part Numbers in Picking

This is useful when your vendor applies their labels and part numbers on the inventory, and you simply just want to re-use that without having to print new labels.  Fishbowl Mobile Warehouse now will look up the part number in question, and pick the first Part Number that matches to use on the Picking screen.

Synchronize Pick Priority with Sales Order Priority Module Option

From the Pick Module Options, there is now an option to sync the Pick Priority from the Sales Order Priority. Enable this feature, and you can update the Sales Order Priority without re-issuing an order.

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Pick User Assignment Improvements

You can now assign users to picks, and search for them in the Pick Module.  Previously, the user that was attached to the Pick was the “Last User” that modified/viewed the Pick.

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The Pick link to Work Order directs to the General Tab instead of Materials Tab

Kind of self-explanatory, previously the link on the Work Orders in the Picking Module would go to the Materials tab; and the Fishbowl team found that was not nearly as helpful, so they changed the target page.

0004-WorkOrderLinks

Icon Change to the Pick Search Pane: Finish Icon for Finished Picks

Previously, the Icon Status Column would have the Red Circle Icon; reasoning that there is nothing to pick. True, but not helpful, so re-using the Finish Flag Icon helps communicate status quickly.

PickingFinish-Icon

Pick Details: Now  show Alternate Part Number – Customer Part Number or Vendor Part Number

A new Column is available in the Pick Details that shows you to the Alternate Part Number, and that can be the Customer Part Number or the Vendor Part Number.

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Purchase Order Item Details Window: Part Number is now a link to the Part Module

Small Changes here change the world. Or something like that. But making the Part Number a link definitely helps make life with Fishbowl easier.

 

Sales Order now includes To Be Printed / To Be Emailed check boxes

These options do not necessarily link to the QuickBooks Export currently, and they are not tied into the Batch Reports, or any emailing Functions.  You can however, set these options and search for them in the Sales Order search pane.

0006-ToBeEmailedToBePrinted

Sales Order Item Details Window: Product Number is now a link to the Product Module

Similar to the Purchase Order Item Details Link Update, Sales Order Item Details links to the Product Module.

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Inventory Variance Report now has options to show adjustments and work orders

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Sales Order Summary can now include Credit Returns

I thought this was always the case, but I guess not.

 

API: Can now request to email a report

This is something I cannot easily “Show,” but it something I, as a Custom Solutions Provider will consider in my Fishbowl Inventory projects.

Server: Upgrade Notification Has Changed

I did not discover this until today, Fishbowl upgraded the small “there is a new update” notification to a Wizard Style prompt. Hopefully this encourages customers to stay on the latest versions.

 

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Fixes

Approximately 60 fixes/improvements to the existing Fishbowl Inventory experience has been included in this Fishbowl Inventory 2015.3 release.  You can read more about it here.  I have selected a few that caught my eye; but for the exhaustive list, please visit the Release Notes page.

Issue: Pick finish column doesn’t account for inventory in “Not Pickable” locations.

Issue: Product class field can’t be unassigned once they are set.

Issue: Loading a purchase order increments the auto number up one each time the client is loaded.

Issue: Partially shipping an order then exporting to QuickBooks and then taking payment and finishing the order doesn’t apply the payment to the order.