Implementation
Suit up with FishBooks Pro before jumping in to the bowl. Our proven implementation process will help you keep your head above water.
FishBooks Pro provides companies that have purchased the Fishbowl Inventory software solution with the following services and support to ensure a successful implementation.
Step #1 – Company Analysis
Evaluation of:
- Costing Method
- Account Adjustments
- Unit of Measure
- Locations/Location Groups
- Users and Permissions
- Class Tracking
- Tax Rates
- Payment Terms
- Carriers
- Data Entry Method
- Data Entry of Customer/Vendor and Parts/Products
- Salesperson to Customer
- Bill of Materials
Step #2 – Fishbowl Inventory Installation
- Hardware Analysis
- Install Fishbowl Software
- Install QuickBooks Software
- Create Company Database
Step #3 – Company Data Setup
Import:
- Parts
- Products
- Sales Orders
- Purchase Orders
- Customers
- Vendors
- Setup Users and Permissions
- Associate Salesperson to Customer
Configure Options:
- Default Locations
- Pricing Rules
- Discounts
- Customer Group Relations
- Part/Product Details
- Reorder Points
- Company Module
- Product Tree
- Email
- Pictures
- Vendor/Parts
- Kits
- Custom Fields
Step #4 – Integrating Fishbowl with QuickBooks
- Fishbowl QuickBooks Reconciliation
- Open Sales Order Input
