How To: Fishbowl Email Setup

how to setup fishbowl email

Keepin’ It Digital

In the above video I go through all the steps and information you will need in order to set up your emails in Fishbowl, this way customers and suppliers will have up to date information every step of the way.

If you don’t wish to watch the video I have outlined the steps and information below. If you have any questions don’t hesitate the Fishbowl office on 1300 785 755 in Australia or 0800 785 755 in New Zealand.

In Fishbowl you can set up a company wide email or you can have an email set up for each user. Let’s go over those steps now.

Company Wide Email

As long as you have sufficient User Rights you can go to the Setup dropdown menu and select Company. Once here select the Email tab and you will see all the information you need in order to send emails from Fishbowl, if you do not know this information, please contact your IT professional first.

Not all fields are required and you can set whether or not you would like to receive a copy of the sent email by checking the BCC Sent Receipt checkbox. You can also choose the name in which to send the emails, this will avoid any confusion for your customers or suppliers.

Once you have filled out the information you can then test to see if Fishbowl is sending emails using the Send Test button. If you receive an error, please ensure you have configured the email settings correctly and test again. If you are certain that the settings are correct please contact your IT professional to ensure that the email you are sending is configured to send emails.

If the test works but a supplier or a customer does not receive an email, have them check their spam or clutter folders, and ensure that their IT Professional whitelists your email address if your emails are being blocked or rejected.

Per User Email

The settings will be the same for this email as the company wide email settings but will overwrite these settings for the user that is logged into Fishbowl. This is useful if you wish to send emails from different addresses for different stages of your business. This can include sending emails from Sales to confirm online orders and another email that confirms that the order has been dispatched.

To setup the per user email settings, go to the Tools dropdown menu and select Program Options. Then select the Email tab and fill out the required information. On both the Company Wide email and the Per User email you have the ability to use custom email templates to pre fill basic information and layout.

Customisable Email Templates

In Fishbowl you can have emails prepopulate basic information including Order Number, Date, Bill to Name, and more. Also pre fill the subject line and whom the email is being sent to, and here is a full list of information and basic templates for each possible email template in Fishbowl. In the latest versions of Fishbowl (post Fishbowl 16.11), you can use HTML Markup in order to create emails that match your company’s branding. These emails can be created by web designer or by the talented marketing person at Fishbowl and can be made to almost any specification.

If you want a customised email template or have a question, do not hesitate to call the office on 1300 785 755 in Australia and 0800 785 755 in New Zealand.

What to expect in Fishbowl 2017

In this post we are going to have a look at what to expect in Fishbowl 2017 for users of previous versions of the inventory and manufacturing software, as well as people looking for a complete warehouse solution. It is our biggest release yet and we are excited to get people

what to expect Fishbowl 2017

Upgrade to MySQL Database

Fishbowl is now using a MySQL database in the latest version to speed up processes and ensure the system is even more stable. This migration has been in the works for some time, and it will be exciting to see how much it helps Fishbowl’s customers and by how much it speeds up processes.

Fishbowl GO will work on iOS

Not only can you have a complete inventory and manufacturing solution on your computer and your network with Fishbowl 2017, you can have the complete barcode solution in the palm of your hand with Fishbowl GO on Android and now available on your iPhone or iPad.

The New Salesforce Plugin

Fishbowl will have a Salesforce plugin built into its interface. You won’t have to install anything; you can simply activate the plugin in Fishbowl to connect it to the popular CRM as long as you have a Salesforce account.

You can Import XLS and XLSX Files

Fishbowl has always allowed you to import data in the form of CSV files, and it even shows you how to format spreadsheets to ensure the information gets added correctly. It’s now adding XLS and XLSX files to the mix to make sure that data stays the same and is more convenient.

Add a Markup Percentage to Shipping Price

If you’re shipping your items by the carton, you’ll now be able to set a default markup percentage to their shipping price directly inside of Fishbowl.

Fishbowl 2017’s New Button Generates Multi-Level Bill of Materials Report

There’s going to be a shiny new button in the Bill of Materials module, which will allow you to create a multi-level bill of materials report. Very Nice and very easy.

Remember, these are just the highlights. There’s even more that you’ll find in the Fishbowl 2017.1 software release. Keep an eye out for it!

Start the New Year on the right foot with Fishbowl Training

Book Fishbowl Training

From the newest of Fishbowl users, to advanced power users, we have training packages and options suited to every business with 20% off for our Ocean Support members.

We offer refresher and new staff training courses, process reviews, and rundowns on new features. All of these options can be can be held onsite at your warehouse or the Fishbowl office or hosted online.  

Book refresher trainingRefresher Training

If there is staff or certain departments in your business that want to brush up on correct procedures, improve current processes or implement new workflows, this training option is for you. Refresher training is offered online hourly or have one of our consultants on site for one or two (or more) days.

Full warehouse process reviewProcess Review

Have a Fishbowl consultant on site to be able to review your current workflow and processes, offering their years of warehouse and manufacturing knowledge to improve every step of your business from sale to picking to packing to shipping saving time and money.

Fishbowl warehouse and manufacturing management new featuresNew Features

Fishbowl receives updates on a regular basis, bringing with it new features that improves current processes, adds new functionality to modules, and adds completely new features. Do you know about all the features and how to implement them into your business? If not the best way is to have an online training session and have one of our consultants walk you through any updates that are relevant to your business.
If you would like a tailored training session for your business make sure you book today on 1300 785 755 as availability of Fishbowl Consultants is limited. Also if you are an Ocean Support member you will receive 20% off the total cost of your training package, including online and on-site.

Keep customers coming back with modern emails sent from Fishbowl

customise email templates

Modern emails that suit your brand.

With Fishbowl 2016.14 you now have full HTML support which allows you, or our developers here at Fishbowl, to customise the emails you send to your customers and suppliers. You can now include your logo, standardise your branding across all your communication, add links and advertising to sales, and more.

What is HTML?

You might be asking what is HTML. HTML is the base for every single webpage and email you see every day. From booking a holiday, to checking an email from a customer, it all starts with HTML.

With access to HTML for your email templates in Fishbowl, you can style and design your very own modern looking email to suit your brand and keep customers coming back. If you want to learn more about HTML, just click this link and for more info regarding Fishbowl email templates, click here.

Responsive and sleek, just like your business.

The fun doesn’t just stop at images. If you are HTML savvy, or have a developer (including us here at Fishbowl), who know their way around HTML, you can make sure your emails look great on any device, including phones, tablets and any email client. This is important as more people now access their emails from their phone, tablet, or even their fridge!

Process is the same, results are better than ever.

Templates in Fishbowl still work the same. You still have a text file that is read by Fishbowl and have access to attaching PDFs, setting the subject line, and access to customer names, bill to addresses, and other database information. But now you can edit any template file and add inline CSS, anchor tags, links, and images. (Don’t worry if this doesn’t make any sense, any web developer, or one of our Fishbowl developers will be able to help you out.)

Here is a little to get you started.

Here is a basic rundown regarding email templates in general.

  • Add an image – To add an image to your email you will first need to store the image online, which can be accessed via the internet. Unlike typical emails, you cannot just attach the image as it won’t show up correctly. To do this you use what is called the img tag. Here you can add the src (source where the image is located), the alt (Information regarding the image for people who cannot see images directly in their email), plus much more.
    <img src="http://www.yourwebsite.com/your-image.jpg" alt="Your Company Logo">
  • Add bold text – Here you can use the b tag,
    <b>This text is bold</b>
  • Add a link to your website – To do this we have where the link takes the person who clicks on the link and the text that is linked.
    <a href="http://www.yourwebsite.com/link">This is the link</a>

Have an idea? Fishbowl can work with you.

If you want us here at Fishbowl to design your email based on your Fishbowl templates, website, or existing emails, just contact us and we will work with you to make sure you have a modern design that matches your brand.

Call the Fishbowl office on 1300 785 755 in Australia or 0800 785 755 in New Zealand. You can also send requests via email to reports@fishbowlinventory.com.au, and one of our staff will get back to you as soon as they can to discuss all your email needs inside Fishbowl.

 

Save 20% on Fishbowl until December 31st.

save 20% on Fishbowl inventory software

Our gift to you this holiday season!

It is now even easier to take control of your inventory in 2017 with a massive 20% off Fishbowl Warehouse and Fishbowl Manufacturing. The Fishbowl range of products automate everyday warehouse processes, allowing you to set up stock reorder points, custom pricing rules for customers, and automatically create purchase orders, meaning you will never miss out on a sale again and avoid dreaded stock outs.

What If I have a manufacturing based workflow?

Don’t worry, Fishbowl can also help you take control of your manufacturing processes, with the ability to automate complex, multistage bills of materials with ease. Fishbowl does not stop at manufacturing however, with our vast range of integrations you can take orders from your website and have the sales order in Fishbowl, make sales on the road with Jobsync, and also have a complete barcode scanning solution at your fingertips with Fishbowl GO.

Get started today

Visit the pricing page and Call 1300 785 755 in Australia or 0800 785 755 in New Zealand to take control of your inventory today.