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{{Module Introduction|Property|Setup}} displays properties that allow Fishbowl to be customized. Most properties can be set in the applicable [[Module Options]]. Because [[Module Options]] are more user-friendly, and it is less likely that a mistake will be made, modifications should only be made in the | {{Module Introduction|Property|Setup}} displays properties that allow Fishbowl to be customized. Most properties can be set in the applicable [[Module Options]]. Because [[Module Options]] are more user-friendly, and it is less likely that a mistake will be made, modifications should only be made in the '''Property module''' if they cannot be made in the [[Module Options]]. | ||
Below are some of the property changes that can be made within Fishbowl. Many properties are already stored in the '''Property''' module search pane. We do not recommend modifying properties unless absolutely necessary. For questions or concerns, please contact | Below are some of the property changes that can be made within Fishbowl. Many properties are already stored in the '''Property''' module search pane. We do not recommend modifying properties unless absolutely necessary. For questions or concerns, please contact Support at 1-800-774-7085 ext. 3 or email {{email|support}}. | ||
{| class="prettytable" | {| class="prettytable" | ||
|- | |- | ||
! Property | ! Property | ||
!width=120| Example | !width=120| Example Value | ||
! Description | ! Description | ||
|- | |- | ||
| Line 31: | Line 31: | ||
| '''Commit each import line''' | | '''Commit each import line''' | ||
| true | | true | ||
| This | | This property will commit each line of an import as Fishbowl reads each line of a CSV import. | ||
|- | |- | ||
| '''Update Carton Costs''' | | '''Update Carton Costs''' | ||
| false | | false | ||
| This | | This property will not allow carton costs to be sent back to Fishbowl after a UPS/FedEx Export if the customer doesn't want individual shipping costs to go to QuickBooks as a Bill to UPS or FedEx. | ||
|- | |- | ||
| '''Acct Last Sync Time Accounts''' | | '''Acct Last Sync Time Accounts''' | ||
| Line 43: | Line 43: | ||
| '''Show Available in WO''' | | '''Show Available in WO''' | ||
| false | | false | ||
| This will not scan all of the open work orders and available inventory.<br>''Note: This is useful for customers with a LOT of open | | This will not scan all of the open work orders and available inventory.<br>''Note: This is useful for customers with a LOT of open work orders.'' | ||
|- | |- | ||
| '''InsuffInvCommittedOnly''' | | '''InsuffInvCommittedOnly''' | ||
| Line 51: | Line 51: | ||
| '''AlwaysSetToBeEmailed''' | | '''AlwaysSetToBeEmailed''' | ||
| true | | true | ||
| Setting this will always set the "ToBeEmailed" attribute on an Invoice, Sales Receipt and/or Credit Memos in QuickBooks. If this is set to true, the customer referenced in the transaction will be checked for a valid email address. If there is no valid email address, the request will fail so Fishbowl won't try to set it. If there is a valid email address currently in QuickBooks for the customer, and the request succeeds, the transaction will be added to the QuickBooks list of forms to be emailed, possibly in a batch. The {{ModuleOptions|Accounting Integration|Options}} also | | Setting this will always set the "ToBeEmailed" attribute on an Invoice, Sales Receipt, and/or Credit Memos in QuickBooks. If this is set to true, the customer referenced in the transaction will be checked for a valid email address. If there is no valid email address, the request will fail so Fishbowl won't try to set it. If there is a valid email address currently in QuickBooks for the customer, and the request succeeds, the transaction will be added to the QuickBooks list of forms to be emailed, possibly in a batch. The {{ModuleOptions|Accounting Integration|Options}} also have an option to check the "To be Emailed" option on the QuickBooks Invoice. | ||
|- | |- | ||
| '''Create Bill on Reconcile''' | | '''Create Bill on Reconcile''' | ||
| true | | true | ||
| Setting this will cause Fishbowl to create a Bill in QuickBooks after | | Setting this will cause Fishbowl to create a Bill in QuickBooks after reconciling a purchase order. Normally, Fishbowl will not create the Bill in QuickBooks until inventory has been received. But some customers have to pre-pay their vendors before shipment is made. | ||
|- | |- | ||
| '''Acct Update CV on fly''' | | '''Acct Update CV on fly''' | ||
| true | | true | ||
| If set to '''true''' Fishbowl will update | | If set to '''true''', Fishbowl will update customers and vendors immediately (without waiting for a QuickBooks Export). Default behavior is to wait until an Export before updating customer/vendor information. | ||
|- | |- | ||
| '''AlwaysExportManufSummary''' | | '''AlwaysExportManufSummary''' | ||
| true | | true | ||
| If set to '''true''' Fishbowl will export all of the accounting details of a manufacturing event to QuickBooks. This means the journal entries for each event will contain an entry for every raw/finished good consumed/created. Normally, Fishbowl will summarize the event in an effort to reduce the size of the QuickBooks file. | | If set to '''true''', Fishbowl will export all of the accounting details of a manufacturing event to QuickBooks. This means the journal entries for each event will contain an entry for every raw/finished good consumed/created. Normally, Fishbowl will summarize the event in an effort to reduce the size of the QuickBooks file. | ||
|- | |- | ||
| '''AlwaysExportOrderSummary''' | | '''AlwaysExportOrderSummary''' | ||
| true | | true | ||
| If set to '''true''' Fishbowl will export all of the accounting details of | | If set to '''true''', Fishbowl will export all of the accounting details of an Invoice, Sales Receipt, or Credit Memo (Refund) event to QuickBooks. This means the journal entries for each event will contain an entry for every raw/finished good consumed/created. Normally, Fishbowl will summarize the event in an effort to reduce the size of the QuickBooks file. | ||
|- | |- | ||
| '''addCustomerRefToInventoryJE''' | | '''addCustomerRefToInventoryJE''' | ||
| true | | true | ||
| If set to '''true''', Fishbowl will set the | | If set to '''true''', Fishbowl will set the customer reference in all journal entries so they can be tracked by customer. Normally, this is off. The {{ModuleOptions|Accounting Integration|Options}} also has an option to add customer references to inventory journal entries. | ||
|- | |- | ||
| '''ExportSONumToOther''' | | '''ExportSONumToOther''' | ||
| true | | true | ||
| If set to '''true''', Fishbowl will put the Fishbowl Sales Order Number into the | | If set to '''true''', Fishbowl will put the Fishbowl Sales Order Number into the "Other" field in QuickBooks for Invoices, Sales Receipts, and Credit Memos. This is enabled by default. | ||
|- | |- | ||
| '''ExportFBOrderNumToAcctOrderNum''' | | '''ExportFBOrderNumToAcctOrderNum''' | ||
| true | | true | ||
| If set to '''true''', Fishbowl will set the Fishbowl Sales Order Number as the | | If set to '''true''', Fishbowl will set the Fishbowl Sales Order Number as the "Reference Number" field in QuickBooks for Invoices, Sales Receipts, and Credit Memos. This is an attempt to make Fishbowl Sales Order Numbers match up with QuickBooks Invoice Numbers. This is disabled by default. Though requested by a lot of customers, this is not always practical. QuickBooks itself does not try to ensure matching order numbers between its Sales Orders and their Invoices. The problem occurs when an Invoice is created inside of QuickBooks for non-inventory purposes, thereby using the next order number. Afterwards, Fishbowl will create a Sales Order using the same order number. When exporting to QuickBooks, Fishbowl will try to create the Invoice using the same order number in Fishbowl, only to find that there is already an Invoice with that number in QuickBooks. This is why we don't do this by default and why we put the order number in QuickBooks' Memo field. | ||
|- | |- | ||
| '''UseCustomerDefSalesman''' | | '''UseCustomerDefSalesman''' | ||
| true | | true | ||
| If set to '''true''', Fishbowl will always use the | | If set to '''true''', Fishbowl will always use the customer's default salesperson when creating sales orders. The {{ModuleOptions|Sales Order|General}} also have an option to default the salesperson field to the customer’s default salesperson. | ||
|- | |- | ||
| '''Check BOM Items''' | | '''Check BOM Items''' | ||
| true | | true | ||
| If set to '''true''', Fishbowl will check all BOM items to make sure a product can be produced as the parent product (part) is entered onto a | | If set to '''true''', Fishbowl will check all BOM items to make sure a product can be produced as the parent product (part) is entered onto a sales order. By default, this is disabled so that the inventory check is faster. | ||
|- | |- | ||
| '''DateFormatLong''' | | '''DateFormatLong''' | ||
| MMMM dd, yyyy | | MMMM dd, yyyy | ||
| Changing date formats can cause issues as it does not change things like database formatting and CSV import dates. | | Changing date formats can cause issues, as it does not change things like database formatting and CSV import dates. | ||
|- | |- | ||
| '''DateFormatMedium''' | | '''DateFormatMedium''' | ||
| MMM d, yyyy | | MMM d, yyyy | ||
| Changing date formats can cause issues as it does not change things like database formatting and CSV import dates. | | Changing date formats can cause issues, as it does not change things like database formatting and CSV import dates. | ||
|- | |- | ||
| '''DateFormatShort''' | | '''DateFormatShort''' | ||
| MM/dd/yyyy | | MM/dd/yyyy | ||
| Changing date formats can cause issues as it does not change things like database formatting and CSV import dates. | | Changing date formats can cause issues, as it does not change things like database formatting and CSV import dates. | ||
|- | |- | ||
| '''DateFormatTimestamp''' | | '''DateFormatTimestamp''' | ||
| EEEE MMM dd, yyyy h:mma | | EEEE MMM dd, yyyy h:mma | ||
| Changing date formats can cause issues as it does not change things like database formatting and CSV import dates. | | Changing date formats can cause issues, as it does not change things like database formatting and CSV import dates. | ||
|- | |- | ||
| '''DateFormatDateTimestamp''' | | '''DateFormatDateTimestamp''' | ||
| MM/dd/yyyy h:mma | | MM/dd/yyyy h:mma | ||
| Changing date formats can cause issues as it does not change things like database formatting and CSV import dates. | | Changing date formats can cause issues, as it does not change things like database formatting and CSV import dates. | ||
|} | |} | ||
| Line 125: | Line 125: | ||
| '''[CHANNEL]_[SCHEDULE CODE]_OFFSET''' | | '''[CHANNEL]_[SCHEDULE CODE]_OFFSET''' | ||
| int | | int | ||
| Allows the user to define a number of hours that the last sync date will be offset back by channel and schedule. See the Channel and Schedule Code lists | | Allows the user to define a number of hours that the last sync date will be offset back by channel and schedule. See the Channel and Schedule Code lists below for the channel name and schedule code values that can be used to build an offset property name. | ||
For example, to offset Shopify's order import by 24 hours the following property would be created: | For example, to offset Shopify's order import by 24 hours, the following property would be created: | ||
Name: '''SHOPIFY_OI_OFFSET''' | Name: '''SHOPIFY_OI_OFFSET''' | ||
| Line 133: | Line 133: | ||
| '''PLUGIN_SHOW_ADVANCED_OPTIONS''' | | '''PLUGIN_SHOW_ADVANCED_OPTIONS''' | ||
| boolean | | boolean | ||
| If set to true, Advanced Options will be displayed in the schedule panel for each master plugin task allowing the user to run the task for a targeted ID or timeframe. | | If set to '''true''', Advanced Options will be displayed in the schedule panel for each master plugin task, allowing the user to run the task for a targeted ID or timeframe. | ||
|- | |- | ||
| '''PLUGIN_SHOW_TABLE_RESET''' | | '''PLUGIN_SHOW_TABLE_RESET''' | ||
| boolean | | boolean | ||
| If set to true, a '''Table Reset''' button will be displayed under all the mapping tables throughout the plugin settings that allow the user to clear the current mappings and reset the required rows. | | If set to '''true''', a '''Table Reset''' button will be displayed under all the mapping tables throughout the plugin settings that allow the user to clear the current mappings and reset the required rows. | ||
|- | |- | ||
| '''PLUGIN_INV_MULTI_LOCATION''' | | '''PLUGIN_INV_MULTI_LOCATION''' | ||
| boolean | | boolean | ||
| If set to true, in the '''Inventory Update''' settings the user will be allowed to map the same Fishbowl Location Group to multiple locations in the shopping cart. This functionality is toggled through a system property due to the potential to allow overselling in the shopping cart. | | If set to '''true''', in the '''Inventory Update''' settings, the user will be allowed to map the same Fishbowl Location Group to multiple locations in the shopping cart. This functionality is toggled through a system property due to the potential to allow overselling in the shopping cart. | ||
|- | |- | ||
| '''PLUGIN_FIELD_MAP_LINK_PRIORITY''' | | '''PLUGIN_FIELD_MAP_LINK_PRIORITY''' | ||
| boolean | | boolean | ||
| If set to true, the Order Import - Order Item Settings "Enable Order Import Product Linking" will cause standard channel ID linking to be ignored and use the order item linking instead. | | If set to '''true''', the Order Import - Order Item Settings "Enable Order Import Product Linking" will cause standard channel ID linking to be ignored and use the order item linking instead. | ||
|- | |- | ||
| '''EnablePercentageTaxSelection''' | | '''EnablePercentageTaxSelection''' | ||
| boolean | | boolean | ||
| For use with tax integrated applications, this property allows the Fishbowl | | For use with tax-integrated applications, this property allows the Fishbowl Order Tax Rate field to be set on imported orders with a proxy rate from the tax list. It is active alongside the option to bring tax items over as a default flat tax rate. The default tax selected should be a 0% tax rate to avoid order total disparity.<br>[[File:EnablePercentageTaxSelection.png]] | ||
|- | |- | ||
| '''shippo_timeout_seconds''' | | '''shippo_timeout_seconds''' | ||
| Line 160: | Line 160: | ||
*BIGCOMMERCE | *BIGCOMMERCE | ||
*EBAY | *EBAY | ||
*MAGENTO | |||
*MAGENTOCART | *MAGENTOCART | ||
*SALESFORCE | *SALESFORCE | ||
*SHIPSTATION | *SHIPSTATION | ||
Latest revision as of 07:54, 31 March 2023
The Property module, located in the
Setup group, displays properties that allow Fishbowl to be customized. Most properties can be set in the applicable Module Options. Because Module Options are more user-friendly, and it is less likely that a mistake will be made, modifications should only be made in the Property module if they cannot be made in the Module Options.
Below are some of the property changes that can be made within Fishbowl. Many properties are already stored in the Property module search pane. We do not recommend modifying properties unless absolutely necessary. For questions or concerns, please contact Support at 1-800-774-7085 ext. 3 or email support@fishbowlinventory.com.
| Property | Example Value | Description |
|---|---|---|
| REPORT_DATE_FORMAT | MM/dd/yyyy | This property is used to modify how dates are formatted in reports. This property can also be set in the |
| REPORT_DECIMAL_COST | $ #,##0.00 | This property is used to modify how costs are formatted in reports. This property can also be set in the |
| REPORT_DECIMAL_PRICE | $ #,##0.00 | This property is used to modify how prices are formatted in reports. This property can also be set in the |
| REPORT_DECIMAL_QTY | #,##0.##### | This property is used to modify how quantities are formatted in reports. This property can also be set in the |
| Estimate Title | string | This property changes the title of an SO Estimate to whatever is in the value field. |
| Commit each import line | true | This property will commit each line of an import as Fishbowl reads each line of a CSV import. |
| Update Carton Costs | false | This property will not allow carton costs to be sent back to Fishbowl after a UPS/FedEx Export if the customer doesn't want individual shipping costs to go to QuickBooks as a Bill to UPS or FedEx. |
| Acct Last Sync Time Accounts | Wed Jan 10 09:19:18 MST 2019 | If this property is deleted, Fishbowl will look to QuickBooks for new changes in Accounts. |
| Show Available in WO | false | This will not scan all of the open work orders and available inventory. Note: This is useful for customers with a LOT of open work orders. |
| InsuffInvCommittedOnly | true | This will set the Insufficient Inventory dialog to show up when the "On Hand" - "Committed" is less than the desired amount. Default is if the "Available" is less than the desired amount. |
| AlwaysSetToBeEmailed | true | Setting this will always set the "ToBeEmailed" attribute on an Invoice, Sales Receipt, and/or Credit Memos in QuickBooks. If this is set to true, the customer referenced in the transaction will be checked for a valid email address. If there is no valid email address, the request will fail so Fishbowl won't try to set it. If there is a valid email address currently in QuickBooks for the customer, and the request succeeds, the transaction will be added to the QuickBooks list of forms to be emailed, possibly in a batch. The |
| Create Bill on Reconcile | true | Setting this will cause Fishbowl to create a Bill in QuickBooks after reconciling a purchase order. Normally, Fishbowl will not create the Bill in QuickBooks until inventory has been received. But some customers have to pre-pay their vendors before shipment is made. |
| Acct Update CV on fly | true | If set to true, Fishbowl will update customers and vendors immediately (without waiting for a QuickBooks Export). Default behavior is to wait until an Export before updating customer/vendor information. |
| AlwaysExportManufSummary | true | If set to true, Fishbowl will export all of the accounting details of a manufacturing event to QuickBooks. This means the journal entries for each event will contain an entry for every raw/finished good consumed/created. Normally, Fishbowl will summarize the event in an effort to reduce the size of the QuickBooks file. |
| AlwaysExportOrderSummary | true | If set to true, Fishbowl will export all of the accounting details of an Invoice, Sales Receipt, or Credit Memo (Refund) event to QuickBooks. This means the journal entries for each event will contain an entry for every raw/finished good consumed/created. Normally, Fishbowl will summarize the event in an effort to reduce the size of the QuickBooks file. |
| addCustomerRefToInventoryJE | true | If set to true, Fishbowl will set the customer reference in all journal entries so they can be tracked by customer. Normally, this is off. The |
| ExportSONumToOther | true | If set to true, Fishbowl will put the Fishbowl Sales Order Number into the "Other" field in QuickBooks for Invoices, Sales Receipts, and Credit Memos. This is enabled by default. |
| ExportFBOrderNumToAcctOrderNum | true | If set to true, Fishbowl will set the Fishbowl Sales Order Number as the "Reference Number" field in QuickBooks for Invoices, Sales Receipts, and Credit Memos. This is an attempt to make Fishbowl Sales Order Numbers match up with QuickBooks Invoice Numbers. This is disabled by default. Though requested by a lot of customers, this is not always practical. QuickBooks itself does not try to ensure matching order numbers between its Sales Orders and their Invoices. The problem occurs when an Invoice is created inside of QuickBooks for non-inventory purposes, thereby using the next order number. Afterwards, Fishbowl will create a Sales Order using the same order number. When exporting to QuickBooks, Fishbowl will try to create the Invoice using the same order number in Fishbowl, only to find that there is already an Invoice with that number in QuickBooks. This is why we don't do this by default and why we put the order number in QuickBooks' Memo field. |
| UseCustomerDefSalesman | true | If set to true, Fishbowl will always use the customer's default salesperson when creating sales orders. The |
| Check BOM Items | true | If set to true, Fishbowl will check all BOM items to make sure a product can be produced as the parent product (part) is entered onto a sales order. By default, this is disabled so that the inventory check is faster. |
| DateFormatLong | MMMM dd, yyyy | Changing date formats can cause issues, as it does not change things like database formatting and CSV import dates. |
| DateFormatMedium | MMM d, yyyy | Changing date formats can cause issues, as it does not change things like database formatting and CSV import dates. |
| DateFormatShort | MM/dd/yyyy | Changing date formats can cause issues, as it does not change things like database formatting and CSV import dates. |
| DateFormatTimestamp | EEEE MMM dd, yyyy h:mma | Changing date formats can cause issues, as it does not change things like database formatting and CSV import dates. |
| DateFormatDateTimestamp | MM/dd/yyyy h:mma | Changing date formats can cause issues, as it does not change things like database formatting and CSV import dates. |
Plugin properties
Several properties can be enabled for the plugins listed below. To create a new property, click the
New button at the top of the
Property module, and then enter the property name and value. The channel and schedule codes are listed at the bottom of this page.
Channel
- AMAZON
- BIGCOMMERCE
- EBAY
- MAGENTO
- MAGENTOCART
- SALESFORCE
- SHIPSTATION
- SHOPIFY
- SQUARE
- 3DCART
- VOLUSION
- WEBSHOP
- WOOCOMMERCE
- ZENCART
- ZOHO
Schedule Name - Schedule Code
- Order Import - OI
- Order Export - OE
- Fulfillment Export - FE
- Product Import - PI
- Product Export - PE
- Inventory Update - IU
- FBA/POS Order Import - POS
- Fulfillment Import - FI
- Shipment Export - SE
