How do I create a custom report in fishbowl?

How do I create a custom report in fishbowl?

Follow the steps below to upload a report to the Fishbowl Server.

1. Click the Upload button in the. Reports module.
2. Click the Browse button and select the report to be uploaded.
3. Click Next.
4. Enter a name and description for the report.
5. Specify the folder the report should be placed in. New folders can also be created.

How do I export a fishbowl report to Excel?

Import CSV to Excel

1. Open Excel, click the the Data menu, and then click From Text.
2. Select the CSV file that was exported from Fishbowl and then click Next.
3. Change Tab to Comma and then click Next.
4. Select all columns by holding down the shift key and clicking the last column.
5. Select a location and then click OK.

What is a tag in fishbowl?

Tag – A tag is a collection of matching inventory. The same part may be stored in multiple tags because it was created on different dates, or because the tracking values are unique. Fishbowl will automatically select the tag according to the Pick From Tag module option (oldest, newest, or smallest quantity).

How do you make a PO in fishbowl?

PROCESS

1. Open the Purchase Order module under and click the New button on the module toolbar to create a new purchase order.
2. The date will default to the date the PO is created, however the date can be changed by typing in the field or by clicking the Calendar button.
3. To issue a purchase order, click the.

How do you delete a sales order on fishbowl?

Sales Order module order before clicking the Delete button. Picking module before clicking the Void button. Close Short button will void the unfulfilled items on a partially fulfilled order. Orders with an In Progress status can be voided.

Does fishbowl have an open API?

Just as Fishbowl integrates with QuickBooks, we allow developers to integrate their own software with Fishbowl. The Fishbowl API allows users to log in from third-party applications. These applications can run certain procedures when connected to the Fishbowl Server.

How do you void a shipment in fishbowl?

Void Shipment button is used to void a UPS shipment and only appears after a quote has been accepted. Click the Void Shipment button which appears after a quote has been accepted.

How do you void a sales order in fishbowl?

How do you put a logo on a fishbowl?

Follow the steps below to add a company logo. Drag and drop the picture file into the picture area. Add button located on the component toolbar to the right, locate the image file, and then click Open.

Who is fishbowl owned by?

San Francisco-based Fishbowl — founded in 2016 by Matt Sunbulli and Loren Appin — had raised less than $8 million, according to PitchBook data, from a pretty impressive set of investors, including Binary Capital, GGV, Lerer Hippeau Ventures, and Scott Belsky.

Does HubSpot integrate with fishbowl?

Link Existing Products will match existing products in Fishbowl and HubSpot where data matches in the selected fields. Import Products will import products from HubSpot into Fishbowl, creating them based on the field mapping and settings below.

What goes in a packing slip?

What should a packing slip include?

• Shipping address, order date, and contact info.
• Itemized list of the shipped items.
• Itemized list of out-of-stock items.
• Quantity of each item.
• SKU or UPC of each item.
• Slip number or PO number.