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.

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

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!

What you need to know about Fishbowl Warehouse

Fishbowl warehouse management software

In this third blog post in our series on What You Need To Know, we look at one of our cornerstone products, Fishbowl Warehouse.

Fishbowl Warehouse has been designed from the ground up to ensure proper inventory management, as it automates everyday warehouse processes, tracks stock across multiple locations, and has more integrations than you can shake a stick at, including; website integrations, Dropbox, eBay, Reckon Accounts, Xero, a web-based time clock, and many, many more.

Fishbowl was established 18 years ago, and since then have been focused on delivering a stable software tool to ensure that small to medium size businesses can track their warehouse processes every step of the way, while supplying data regarding sales, items on backorder, purchase history, average costs, and anything else you would ever need to know.

Fishbowl Warehouse is billed as an inventory management solution for Reckon Accounts and Xero, but also works as a standalone asset tracking product. Having your inventory and accounting connected avoids double data entry, checking credit on customers, up to date reports, and many other benefits.

To learn more and get the full picture on Fishbowl Warehouse visit the Fishbowl website at www.fishbowlaustralia.com.au. And next week we will look at Fishbowl Anywhere, a browser-based solution that allows you to access your inventory from anywhere in the world, on your smart device including your phone, tablet, or favourite browser.

Check out the last two blogs in our series: