Fishbowl Masterclass Webinar Series
Get the most out of Fishbowl
We love seeing our clients grow, and love to be able to provide a forum for continued learning. Below you will find information from the Masterclass Sessions that we have done to date.
Masterclass Session #1 – Prepare for success in 2021
November 2020
Masterclass Session #1 – Content Covered
| Conducting Cycle Counting | Cycle Counting By Location, Product Range or ABC code (use ABC calculator) |
| Running Off a Cycle Count Report | |
| Using Fishbowl Client vs FB GO | |
| Review Product Pricing | Margins Report |
| Low Margin report – See below for the free custom report provided for you to use in your Fishbowl. | |
| Pricing Rule Review | |
| Updating Pricing processes – Adjust Prices Wizard, CSV Export and Import Part Product Vendor Pricing | |
| Accounts Reconciling | Run an Inventory Valuation Report – Schedule this for 1st of each month at 2am |
| Balance to your Inventory Asset account | |
| Discrepancy Scenarios – Reasons why, was to manage | |
| For QBO and Xero reconcile the Holding (Goods Received Not Invoiced) account – See below for the free custom report provided for you to use in your Fishbowl. | |
| Clean up any old Sale Orders and old Purchase Order transactions in Fishbowl |
Masterclass Session #1 – Free custom reports
As mentioned during this session, Simon has kindly provided you with 3 custom reports that he used in the webinar. You can download these below and load them into your Fishbowl to use at any stage.
If you need help loading these please reach out to the Fishbowl Support Team and they will help you out.
Cycle Count List by Product Tree – Click to download
Margins Report by Customer Group – Click to download
Received Items Not Yet Reconciled – Click to download
Sales by Item Summary – Low Margin – Click to download
Future Masterclass Sessions
We would love to hear your ideas of topics for future Masterclass sessions. Click on the link below to provide us with your ideas.
