1 – PURCHASING
There are a number of purchasing automation tools built into Fishbowl to ensure you do not over order, under order, or worse still miss out on the best deal from your suppliers or the fastest lead time.
The “Auto ROP”, “Auto PO”, and “SO to PO” tools are some examples of these tools.
Use the Auto Reorder Point calculator to set your minimum and maximum stock holding levels. This tool looks at sales history of your items, allows for a forecasted growth or seasonal decline, allows you to specify a date range, you can factor in lead time and a safety stock levels.
Once set you can use the Reorder Report, and the Auto PO tools to search Fishbowl and notify you of what it is you need to reorder.
The Auto Purchase Order tool allows you to enter in customer orders throughout the day as they come in. Then at the end of the day you can run the Auto PO tool to scan Fishbowl for any products that have been entered on a Sales Order that you do not have instock or that have fallen below your ROP level set. This will automatically draft a Purchase Order or multiple Purchase Orders for these items that you need to order.
SO to PO
The Sales Order to Purchase Order tool is a great example of eliminating a daily task with Fishbowl.
Once your customers order is in Fishbowl simply click the “SO to PO” button and it will take the items on the Sales Order and generate a Purchase Order or multiple Purchase Orders if the items are sourced from multiple suppliers.
Email the Purchase Orders off and you are done!