In short, Fishbowl provides control over many problems faced by small and medium-sized businesses that are trying to survive in today s highly competitive business world.ĥ 5 Implementation Checklist Pre-Installation Steps Hardware Implementation Windows 2000 (or newer), or Linux loaded on the server Computers that will be using Fishbowl networked A minimum of 300 MB available space on your HDD At least 1 GB of RAM for Server and 512 MB RAM for Client Set monitor resolution to at least 1024x768 CD Rom if you will be installing from a disc Reliable Internet access Latest service packs and updates installed QuickBooks Integration QuickBooks version 2007 or newer QuickBooks client (application) on the same computer as the Fishbowl server Enable class tracking in QB if applicable (location group tracking in Fishbowl) Decide how frequently you will download information into QB Verify that all data in QuickBooks is accurate and make any needed changes Login to QuickBooks as Admin and switch to single user mode Print instructions for integration from Fishbowl s accounting configuration Installation Company Set-Up Install Fishbowl Inventory Software Insert disc or run download to install the latest version of Fishbowl Inventory Select Quick Server install on server Quick Client on all other workstations Create a new Fishbowl Database Start Fishbowl Server then Client. Fishbowl integrates with Intuit s QuickBooks and is the leading inventory control and manufacturing solution, allowing companies to continue to use the QuickBooks software they already know. Fortunately, Fishbowl Inventory is an affordable solution that solves many of the problems that only expensive solutions solved in the past. Finding employees that are knowledgeable in the new system adds to both these costs and your frustration. Additionally, these systems can be complicated and cumbersome to use. In the past, this meant leaving QuickBooks and buying software systems costing upwards of $100,000 with reoccurring costs of $20,000 a year costs typically outside the budget of small and medium-sized companies. After gaining control of your finances (generally with QuickBooks), the next areas for efficiency improvement include order management, inventory control, warehouse management and manufacturing. 9 Database Creation User Groups/Rights Reports Company Setup Location/Location Group Unit of Measure/Conversion Custom Fields Accounting Fishbowl & QuickBooks Interaction Chart Accounting Configuration Wizard QuickBooks Export Purchasing Purchase Order Vendor Part Sales Point of Sale Sales Order Customer Product Pricing Rules Consignment RMA Manufacturing Bill of Materials Manufacture Order Warehouse Picking Shipping Receiving Inventory Transfer Order Fishbowl Mobile Warehouse Trainingģ 3 Basic Overview If your business is similar to other small and medium-sized businesses, you are looking for smarter ways to run your company to survive in this changing economy. 2 2 TABLE OF CONTENTS Fishbowl Inventory Training Guide.
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