Sales Order Management

Picking

Picking in Fishbowl can be as simple as using the “Quick Fulfill” button, or you can step up your picking game and pick multiple orders at the same time.

As part of Fishbowl’s WMS picking is efficient and accurate thanks to tools such as “group picking” and “pick routing”.

Packing

Packing serves as a double check process, and allows you to split items into multiple cartons or pallets.

You can record dimensions and weights, and select the carrier you are shipping with, and recorded the tracking details all in one simple window.

Reordering

Instead of having to manually reorder each product when it gets low, you can set up automatic reorder points, which will avoid stock outs and save you time.

Fishbowl’s “MRP Tool” will automatically calculate your reorder points, taking into account sales history, demand, and forecasting for seasonal changes!

Customer Backorders

Fishbowl will allow you to take indent orders, and use this demand to raise your purchase orders accordingly.

When these Purchase Orders arrive and the backordered items are Received, the light for these orders will change from Red to Green notifying you that the order is ready to dispatch.

Fishbowl Sales Order Rundown

Fishbowl Warehouse and Fishbowl Manufacturing’s Sales Order Module allows you to enter customers, products and Quick Lists all from drop-down lists. Double click on any line item and to see what’s in stock and what’s back-ordered. All pricing discounts for specific customer/product combinations are saved and automatically entered as the parts are entered onto the Sales Order. Add notes to the Sales Order as a whole or to each line item individually. Also, if customers request a quote, you can save the sales order as one. Then, once the customer agrees to the quote, simply issue it as an official Sales Order and you’re done.

Quick Lists

Do you have regular customers that buy the same products on a regular basis? Fishbowl’s Quick Lists feature allows you to store and uniquely name lists of products so that you won’t have make a new Sales Order from scratch every time a customer requests the same items. You can also edit any saved Sales Orders if the orders vary slightly.

Variable Pricing

Fishbowl Inventory has an extensive pricing module that allows you to define as many pricing schemas as needed (by customer or customer group) and automatically applies prices as the Sales Order is created. You can define pricing schemes by a percentage discount or a dollar amount. Simply go to the pricing module, and select new and then the Pricing Wizard will walk you through the rest.

Sales Order to Purchase Order Conversion

Convert any Sales Order to a Purchase Order at the touch of a button. If the item(s) have been purchased before, then Fishbowl will remember the previous price and will automatically enter that price into the Purchase Order as the default.