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.

Thursday Handy Hints: How to maximise profits

You are not just a small business owner, you are an entrepreneur. You want to make sure that you are getting the most out of your business but making your profitable often is rather boring. Often it involves arcane spreadsheet formulas, optimal manufacturing costs and getting the most from employees. This may explain why so many startups fail so early after their inception.

maximise profits in modern business

In the 21st century profitability is not optional, especially in small business. Read below to see how your business can maximise profits and minimise costs in this harsh economic climate.


Any accountant will tell you taxes have the potential to be the largest single expenditure a business will occur. If you get this one wrong, you can go from a having a great fiscal year to deep in the red within a few days. The best way to minimise taxes is to familiarize yourself with the characteristics of your business entity and be relentless about your interpretation of your balance sheet. One excellent way to get started in a fast-development tax optimisation strategy is to hire an accountant experienced in forensic accounting. This is a professional who can go back and look at your old returns to see where you might have missed opportunities to reduce your tax burden.

Aggregated Shipping

Semi-trucks crisscross Australia and the rest of the world every day. Some are full, others aren’t. If you are able, you should investigate the possibility of sharing your shipping with other companies, especially if neither you nor they can fill a complete trailer or container. Having the right model of truck to ship your goods can also make a difference. You might need a small or large truck depending on the needs of your business. Some companies, like use many different makes and models for various shipping needs. The fixed costs are an entirely different matter. Getting a truck from here to there don’t change as much as you might think, even if it is carrying a full load compared to a half load. Your ability to divide those fixed costs or avoid them altogether can make the difference between a shipment that costs you money, and a shipment that costs you nothing.


If your accountant and you were to sit down and compare your energy costs to what they would be if you engaged in an all-out effort to reduce them, you might be surprised at the results. Back in the 1970s and 1980s there was an enormous push in Australia to insulate homes, avoid air-conditioning and reduce overall energy usage. Yet there wasn’t much information made available to businesses about similar programs for manufacturing plants, office buildings and retail stores. Reducing the electric bill for a 20,000-square-foot retail store by 20% would add up to an enormous sum over the course of an entire fiscal year.

The process of saving money might not be all that exciting, but shifting money from one column to the other on your balance sheet sure is. It’s something every business owner needs to consider to stay in the black and be profitable in the modern era.

Thursday Handy Hint: Stop Using Excel For Your Inventory Management

This topic was covered  by Robert Lockard, a copywriter for the U.S. Fishbowl office a little while ago but I thought it would be a good topic for companies down under and from the land of the long white cloud.


Stop Using Excel for Inventory Management.

To often we hear stories at the Australian Fishbowl office that companies are trying to use Microsoft Excel for more than it’s intended purpose and trying to find fixes or workarounds because their data in their Excel workbook is basically useless. Excel is a great spreadsheet tool and perfect for data entry, but using it for tracking inventory levels and stock control will lead to more trouble down the road.

Not only will you have to deal with data entry errors, but the user also has to work with the workbook restrictions. One restriction is only one user can access the work at any given time. This will lead to work slow downs, and incorrect data being inputted, leading to another issue, your excel workbook will never have real time data.

Having to manually input all sales, purchasing and stock data records manually will never show real time, accurate data. This is essential to keeping customers happy and to be able to avoid stock outs and over ordering.

Anyone that has used Excel knows that searching for data can be a laborious and time expensive exercise. Searching almost blindly through mountains of data looking for specific information instead of being able to run a customised reports, or using advanced search and quick search features found in a dedicated inventory management software solution like Fishbowl Warehouse or Fishbowl Manufacturing.

To learn more about how Excel may not be the correct choice when it comes to inventory management in your business, watch the video below. The video comes from the Whiteboard Wednesday team at the American Fishbowl office.

Inventory and Manufacturing Management Software New Handy Hints Videos

Here are some new handy hint videos that will take an overview on what inventory management software and manufacturing software can do for your business and how simple yet deep the Fishbowl advanced inventory system is.

Manufacturing Management Software Handy Hints

Inventory Management Software Handy Hints

The long and short(cuts) of inventory management software

You can us short cuts to manage your inventory faster!

Fishbowl inventory management software has a full range of handy short cuts to make workflow quicker and easier.

You probably use CTRL + Z & CMD + Z everyday to undo mistakes, or CTRL + S & CMD + S to save a document. Due to the nature of inventory management, Fishbowl is made up of over a dozen modules, all to fulfill various needs of stock control, manufacturing, and purchasing, just to name a few.

Each of these modules comes with it’s own set of unique hot keys. For instance , in the Inventory module you can simply hit CTRL + Y to afishbowl-short-cuts-and-hot-keysdjust inventory amounts. Also in the Product module you can hit CTRL + I to view the current inventory count of parts.

Here is a link to the full range of Fishbowl inventory software hot keys and short cuts. This link will open in a new page on the Fishbowl Wiki, which has a wealth of knowledge and hints that can streamline your everyday processes.

To make it even easier these keys are intuitive and patterned after familiar, already existent  short cuts. As an example, CTRL + N will create a new part, product and customer. All of this is dependant on the module that is being used.