Quick Tips: Setting Part Reorder Levels

Here is a few quick tips for you out there that wish to set up Part Reorder Levels. 

Reorder levels with Fishbowl

In this post we will go over the differences between Reorder Levels and Reorder Points, and how to create your Reorder Levels 3 Different Ways. As always if you have any questions related to Fishbowl don’t hesitate to call the office on 1300 785 755 in Australia and 0800 785 755 in New Zealand and one of our helpful support team members will be able to give you a hand.

Reorder Levels vs. Reorder Points

Reorder points are certain quantities of inventory that, when reached, trigger the process of purchasing more stock to reach a certain level. So when the total number of parts in stock gets down to the reorder point, you’ll know it’s time to reorder more of the parts.

Let’s make sure we’re all clear about the difference between Reorder Levels and Reorder Points.

Reorder Levels are made up of two things:

  1. Reorder Point: The minimum number of items in stock that marks the point at which they must be reordered to avoid running out.
  2. Order Up to Level: The maximum or preferred number of items that can be contained in stock. The reorder quantity shouldn’t be higher than this number.

You can run a Reorder Report from the Report module to produce a list of all the items in your inventory that have reached their reorder point. It will also show you how many to reorder to return to the proper level.

You can use reorder levels to automatically generate purchase orders for the necessary number of parts to get them back to the desired quantity through the Auto PO wizard. If you’re a manufacturer, you can also use reorder points to automatically generate manufacture orders for the desired quantity using the Auto MO wizard.

3 Ways to Create Reorder Levels

Here are the three methods by which you can create reorder levels:

1. Use a Reorder Levels CSV Import to create multiple reorder levels.

2. Use the Auto ROP wizard to automatically set multiple reorder levels at the same time.

3. Click the Inventory tab in the Part module to create and edit single items’ reorder levels.

Let’s delve into these three methods a bit more closely to give you an idea of how to do them and where to find them in the interface:

1. CSV Import

Click the File button at the top of the interface and then select the Import option. This will pull up a friendly Import wizard to guide you through the process of importing data on reorder levels via Excel spreadsheets. It tells you how to format the data and other essential things to follow

2. Auto ROP Wizard

The Auto ROP wizard is located in the toolbar on top of the interface. Simply click on it and it will bring up a new window to help you specify the right parts you’re looking for and calculate their reorder levels, based on a number of factors. I could spend an entire blog post explaining all of this, but to keep it brief I’ll just have to cut it short here and direct you to the Fishbowl Wiki for detailed instructions on using the Auto ROP wizard.

3. Inventory Tab

There are several tabs located at the top of the Part module, including General, Details, Accounts, and Inventory. Click the Inventory tab and you’ll be able to see detailed information about a particular part, including the number on hand, on order, allocated, committed, backordered, and so forth. You’ll also find a helpful section at the bottom with information about the item’s location, order up to level, and reorder point. You can adjust this information right there.

Look out for this Quick Tips Every Thursday where we delve into commonly asked questions and helpful hints to make sure you are getting the most out of Fishbowl inventory and manufacturing software.

At a Glance: Comparing Fishbowl and Reckon Accounts Enterprise Edition (Part 3: Plugins and Modules)

In this third and final part of the comparison between Fishbowl and Reckon Accounts Enterprise, we’re going to address Fishbowl’s numerous modules and plugins, both off the shelf and custom solutions.

Actually, these are all unique to Fishbowl and a big reason why Fishbowl is the business automation solution for Reckon Accounts and Xero. They are not also present in Reckon Accounts, so we’ll simply address them in Fishbowl and avoid constantly repeating the fact that they are unavailable in Reckon Accounts Enterprise.

inventory management add for reckon accounts comparison

Integrated Fishbowl Products

In addition to Fishbowl Manufacturing and Fishbowl Warehouse, Fishbowl offers many other solutions that integrate with its core software products. These solutions offer many useful features that can help growing businesses as their requirements increase and change over time. Fishbowl’s solutions include:

Fishbowl Anywhere: A plugin that allows Fishbowl Manufacturing and Fishbowl Warehouse to be accessed via a Web browser.

Fishbowl Go: An app that allows for barcode scanning to take care of the physical aspects of warehouse management, such as cycle counting, receiving, picking, packing, and shipping.

Fishbowl Commerce: An online hub that synchronizes inventory quantities and sales across a great number of e-commerce channels so you don’t have to manually update each one.

Fishbowl Time & Labor: An online employee time clock solution that helps with Timehseets, PTO, manufacturing labor costs, and more.

Fishbowl Checkout: A point of sale solution that allows credit card, cash, and other payments to be processed and added directly into Fishbowl Manufacturing and Fishbowl Warehouse.

Fishbowl Modules

These are all add-on modules that can be installed and activated from the Plugin module in Fishbowl:

Forecast Module: Data on past sales and orders is used to project upcoming inventory quantities, costs, and sales.

Sales Data Module: Sales revenue and counts are displayed on a world map, which users can zoom in and out of.

Data Module: You can use this to view, gather, and export data from the Fishbowl database, but you can’t update data in this module.

Monitor Module: The quantities of several parts can be viewed at the same time and constantly checked to make sure they remain healthy.

Consignment Module: You have the ability to track inventory that is consigned to third-party sellers and sold by them.

Software Plugins

These are just a few of the business solutions that Fishbowl offers plugins for. With all of these integrations, Fishbowl becomes a business automation platform, facilitating the free flow of information on inventory quantities, orders, and more between numerous online and desktop platforms. Here they are:

  • 3dcart
  • Amazon
  • Avalara
  • BigCommerce
  • eBay
  • Dropbox
  • LemonStand
  • Magento
  • Salesforce
  • ShipStation
  • Shopify
  • SolidWorks
  • Volusion
  • WooCommerce
  • X-Cart
  • Zen Cart

Beyond Compare

As you can see from these three blog posts, Fishbowl holds its own and even over-performs when compared to the inventory management features of Reckon Accounts or Xero. Fishbowl is the perfect business automation platform to work with Xero or Reckon Accounts, which makes sense because Fishbowl adds so much to the popular accounting software.

Users of Xero or Reckon Accounts users don’t have to learn an entirely new accounting system in order to gain access to the manufacturing and warehouse management features they need to do their jobs more effectively. Fishbowl can handle most small business requirements and allow them to stay with their preferred accounting application for many years. That kind of savings and efficiency is beyond compare!

Sign up for a free trial of Fishbowl today.

At a Glance: Comparing Fishbowl and Reckon Accounts Enterprise Edition (Part 1)

Often when new clients come to us, we hear a lot of their frustrations regarding the limitations of their existing accounting system when it comes to inventory and manufacturing control.

A common question that people ask is, “Why can’t there be one system that just does it all?”.

The truth is, there are large-scale ERP systems that can “do it all”, but even they can have their shortcomings, and you will need some serious surplus in the budget to afford them.

Stand-alone software that strives to be good at everything can often struggle to master what is really needed.

In most cases, stand-alone accounting systems such as Reckon Accounts or Xero are excellent accounting systems, but they clearly know their limits when it comes to managing inventory and manufacturing.

This is where integrations between Fishbowl, with its expertise in inventory and manufacturing control, and a dedicated accounting system such as Reckon Accounts or Xero, can ensure that all bases are covered for your business.

This article is the first in our series of outlining what Fishbowl brings to the table when working alongside of Reckon Accounts. Today, we will focus on the inventory side of things.

Reckon Accounts Enterprise is the top-tier version of one of Australia’s most popular accounting software. It has the best features available to businesses. Let’s see how the very best Reckon Accounts has to offer, stacks up against Fishbowl inventory and manufacturing software.

fishbowl inventory software comparison with Reckon Accounts

Both offer a great deal of inventory management and manufacturing features, as well as plugins and integrations. Let’s take an honest look at both solutions. When Reckon Accounts outmatches Fishbowl, we’ll point that out and when Fishbowl outmatches Reckon Accounts, we’ll point that out, too.

In this first part of our At a Glance series, we will begin by going through many of the inventory management features found in Fishbowl and Reckon Accounts Enterprise.

Costing Methods

Fishbowl: You can use Average, Standard, Last In First Out (LIFO), and First In First Out (FIFO) costing methods.

Reckon Accounts: You can only use Average costing methods.

Lot/Serial Numbers & Expiry Dates

Fishbowl: You can associate both lot and serial numbers with items on a case-by-case basis.

Reckon Accounts: Currently does not handle lot, serial or expiry date tracking further than a note or a memo against a transaction.

Generating Tracking Numbers

Fishbowl: Able to auto-generate a variety of inventory tracking numbers.

Reckon Accounts: Unable to auto-generate lot or serial numbers.

Due Dates

Fishbowl: You can add due dates to orders and item levels.

Reckon Accounts: You can use Past Due stamps.


Fishbowl: There is a feature that allows you to manage outsourced processes.

Reckon Accounts: This feature is unavailable in Reckon Accounts Enterprise.


Fishbowl: Fishbowl GO is an app that can be installed on Android and Apple mobile devices to pick, pack, ship, receive, and complete work order. It also helps with making inventory adjustments, transfers, and more.

Reckon Accounts: No mobile inventory barcode scanning features.

Custom Fields

Fishbowl: There is no limit to the number or type of custom fields you can add to Fishbowl’s modules.

Reckon Accounts: You are limited to 6 custom fields in the Item list, and 6 in the Customer, Vendor, and Employee lists.

Other Fields

Fishbowl: By default, Fishbowl includes other fields on the Purchase Order screen to reveal the customer sales order, vendor sales order, date issued, date confirmed, date completed, purchase order revisions, and the user who made the most recent modification to the order.

Reckon Accounts: This feature is unavailable in Reckon Accounts Enterprise.


Fishbowl: You can receive more than what is contained in an order, if necessary.

Reckon Accounts: You can’t receive more than what is contained in an order. Anything extra will have to be added as a separate line item.


Fishbowl: The Purchase Order module lets you receive, reconcile, and fulfil purchase orders all in one place.

Reckon Accounts: Purchase orders, item receipts, and bills must be accessed separately in different windows, so it’s a little more complicated to take care of them.

Automatic Reorder Points

Fishbowl: There is a featured called the Auto ROP, which allows you to automatically review and assign reorder levels to every part in your inventory.

Reckon Accounts: There is no equivalent feature in Reckon Accounts. You’ll have to assign reorder levels manually.

Automatic Purchase Orders

Fishbowl: The Auto PO feature lets you automatically generate purchase orders when inventory items hit their reorder points or are in backorder status on Sales Orders.

Reckon Accounts: This feature is unavailable in Reckon Accounts Enterprise.

Landed Costs

Fishbowl: There’s a fairly simple process to add landed costs to incoming items.

Reckon Accounts: Adding landed costs requires a much more in-depth and complex manual process.


Fishbowl: The Picking module shows you all of the orders that are waiting to be picked or already committed. You can print out pick lists that are sorted by warehouse locations and scan barcodes to pick, pack, and ship items.

Reckon Accounts: You can print a simple pick as a Sales Order template but it does not define locations or allow scanning of barcodes to pick items.


Fishbowl: You can integrate with a variety of shipping solutions, such as Australia Post and UPS Worldship using an out of the box integration, and more with custom integrations. Tracking numbers and other data get automatically sent to Fishbowl via these integrations.

Reckon Accounts: There aren’t built in connections between Shipping providers and Reckon Accounts.

Packing and Shipping

Fishbowl: The Shipping module helps with packing and shipping items. You can monitor tracking numbers, batch ship products, print packing lists, and more.

Reckon Accounts: You can print packing lists.

Next At a Glance: Manufacturing

We’ll continue next week with Part 2 where we’ll compare the manufacturing features of Fishbowl and Reckon Accounts Enterprise.

This post was originally post by Robert Lockard in the US and has been modified to suit the Australian and New Zealand audiences.

Fishbowl integrates with Xero Accounts

Xero and Fishbowl inventory integration

Xero is a cloud-based accounting solution designed for small and midsize businesses. Fishbowl integrates seamlessly with Xero, giving you a complete manufacturing and warehouse management system that works in conjunction with your accounting solution to ensure you always have the correct invoices, ledger entries, and all other accounting documentation you need.

Fishbowl is the inventory solution for Xero

Here are the many details of this integration between Fishbowl and Xero:

  • You can configure Fishbowl’s integration to Xero fairly quickly, allowing you to update the general ledger whenever you make changes to your inventory records.
  • You can use Fishbowl to accept sales orders, pick, pack, and ship orders, transfer inventory, and more. Then it automatically exports those changes to Xero to create accounting adjustments in relation to inventory assets, cost of goods sold, and income.
  • Both Fishbowl and Xero can be used to accept payments from customers, and both will reflect those payments without you having to enter them twice.
  • Fishbowl lets you create purchase orders for whatever you need to buy, and then it sends bills to Xero to make the appropriate accounting entries.
  • New customers and suppliers get exported from Fishbowl to Xero so that they will have the same contact information and other details in both solutions.
  • All inventory adjustments (from cycle counts to scrapped inventory) are automatically transferred from Fishbowl to Xero.
  • After completing a work order in Fishbowl Manufacturing, you can schedule it to be exported to Xero in order to make an entry on the general ledger reflecting the change.

This post comes from Robert Lockard in the Fishbowl USA office.

Crystal ball not needed: Fishbowl Forecast Module

 Fishbowl forecast module

The Forecast module is a Fishbowl Plugin that becomes part of the Fishbowl user interface. This is a bit different than separate solutions provided by Fishbowl and other companies. There’s nothing you have to download or even install. All you simply have to do is get the right credentials and then activate the Forecast module through Fishbowl’s Plugin module.

Predicting the future is simple with the Fishbowl Forecast Module

The Forecast module uses sales numbers, patterns and other information across a certain time period to predict upcoming sales, quantities, and costs. It then presents all of this data through a number of filters and chart types.

Here are the features you’ll find in this module:

  • As noted above, you don’t have to download anything. You simply have to enter the proper information into the interface to activate the already-installed Forecast module.
  • Numerous filters are available to limit the data to specific sales, quantities, costs, parts, and location groups.
  • In addition, you can select the period of time you want to use as a reference to base the predicted sales information on. You can also select the future period of time you want to extend the forecasting into.
  • Forecasted data can be displayed in three main types of charts: line graph, accumulation, or scatter plot. You can select the one that will show the data in the most intuitive way for your needs.

This post comes from Robert Lockard, Fishbowl USA