Release Notes

• Listed below are the changes that have been made in each release of Fishbowl Drive.
• Upcoming features are found in the Roadmap.

JAN 23, 2025

Reports

• Packing List updates: Ability to hide additional fields (Package count, Date Scheduled, and FOB point)

System

• QuickBooks messaging: Consistency throughout the application surrounding QuickBooks Online titles
• SO to PO tool: Fix for creating a purchase order from a sales order when there are many vendors
• Sample database verbiage: Aligning with the text between the sample database information
• Shippo alignment: Improvements to label printing and messaging
  • Signature confirmation messaging
• Toast messages update: Visibility improvements

JAN 13, 2025

System

• Picking improvements:
  • Start button for tracked items fix
• Exporting Item Locations now properly populate correctly - This provides you the proper format example for future imports!
• Journal entries for Item receipts no longer attach a prefix in posting over to the QuickBooks Online - This allows for larger purchase order numbers.

JAN 8, 2025

New Features

1. Canada
   • We are excited to welcome all Canada users with Canadian QuickBooks Online integration needs into Fishbowl Drive!

JAN 3, 2025

Reports

• Packing List: Line items order now matches the sales order that it was generated from.

DEC 20, 2024

New Features

1. Canada (VAT/GST work) - GTM (go to market) planned for JAN 8, 2025
   • Tax type mapping has been corrected.
2. UI Improvements
   • Creation flow fixes for customer and item creation: Improved navigation while repeatedly creating items and customers without a mouse.
   • Updates to the item field in SO and PO: When filling in the field then deleting it there were some unique behaviors.
   • Auto populating the UPC code on the initial create to the sale item.

Reports

• Logo printing correctly on the sales order report: The recent update to the Chrome browser broke this logo.

System

• Costing permission list view update: When users don't have rights to see cost, the list view of item and inventory will now be hidden.
• Inventory list view on the Available value: When multiple warehouses are involved, the calculation was not correct in this view and you needed to drill into the line to see the correct value.
• Lock type locations showing up properly in the the move and cycle functions.

DEC 19, 2024

System

• Improved error message: Provide the user with a line breakdown when importing an Item CSV and getting a 103 error.
• Picking improvements: Auto Select and Continue working properly for tracked items.

DEC 17, 2024

System

• Drop ship purchase order calculations: Corrections to the cost value when doing a drop ship.
• Picking improvements: Voiding a pick with both a tracking and non-tracking item.

Reports

• Item Barcode One Off: Fixed the alignment issues that caused the label to print on extra pages.
• Inventory Valuation Summary: Resolved the issues with decimals displaying (up to 6 places available now).
• Customer History: Resolved the issue exporting to a CSV format.

DEC 12, 2024

System

• Creating a new user: Resolved the issue that required a Warehouse location before creating a new user.

DEC 6, 2024

Reports

• Reorder Report: Fixed the "To Order" field to display correct values.
• Inventory Valuation Summary: Corrections to the Average and Actual filters and updating the cost.
• Purchase Order Summary: Default filter setting to display the received amount and fixed the alignment.

DEC 5, 2024

System

• Multiple sale items for the same item: Accurate pricing being provided on a sales order.
• Drive Userless Authentication Fix: Improved Commerce account setup process.

DEC 4, 2024

New Features

1. UI Improvements
   • Collapsible Arrows: Added collapsible arrows to optimize screen space and improve usability in the Sales Order, Picking, Shipping, Purchase Order, and Receiving modules.
   • Improved Field Navigation: Updated dropdown lists and enhanced tabbing for smoother Item, Customer, and Vendor workflows.
   • Commerce Navigation changes: Improved details when connecting with Commerce through the Integrations section of Drive.
   • Moving of the Help button: The Help button has been moved to the Profile section.
2. Auto Order Improvements: UOM calculations throughout the ordering process: Default vendor UOM will be applied and allow for editing prior to order creation.
3. Increased Security: Security increased for new Commerce accounts created from Drive.

System

• Inventory module: Voided costing layers are now filtered out appropriately.
• Costing information: Costs are now hidden in the Item module and the Inventory module.

NOV 27, 2024

Reports

• Sales Order Report: Resolved alignment issues with the Discount and Total columns in the standard theme.

NOV 25, 2024

New Features

1. Increasing Pick Efficiency
   • Splitting Pick Items: Pick items can now be split using the Start button for better control during the picking process.

System

• QuickBooks Online Export: Addressed issues with miscellaneous credits on purchase orders preventing export.
• Flat Rate Tax Items: Fixed an issue that was preventing invoices from appearing in the Invoices module.

NOV 20, 2024

New Features

1. UI Improvements
   • Improved Field Navigation: Updated dropdown lists and enhanced tabbing for smoother SO and PO workflows.
   • Enhanced Dropdown Fields: Lazy loading improvements make drop-down lists faster and more responsive.

Reports

• Inventory On Hand: Added "Show SKU" option for improved data visibility.

System

• Payment Terms: Discount days can no longer exceed net days for accurate payment calculations.

NOV 18, 2024

New Features

1. Increasing Pick Efficiency
   • Stock Status Enhancement: Now specific to the root location in the Picking module, not just the pick origin.
     • Benefit: Improves accuracy, so you know exactly how much can be picked right away.
   • Optimized Location Display: Only locations with available inventory will be shown while picking.
     • Benefit: Boosts efficiency, enabling faster and more accurate picking.
2. Location-Based Permissions
   • Assign users to specific warehouse locations, restricting access to only the inventory, orders, and reports relevant to their assigned areas.
     • Benefit: Enhances operational control and security.
3. Report Enhancements
   • Inventory On Hand: Now includes filtering by custom tags.
     • Benefit: Makes it easier to answer complex business questions by narrowing search results.
4. Purchase Order Flow Improvements
   • Added "Auto Receive/Fulfill All and Continue" option.
   • Cursor now resets to the item field after adding an item to the PO.
     • Benefit: Increases efficiency in creating and processing purchase orders.

Reports

• Inventory On Hand:
  • 0 quantities are no longer displayed.
  • Added a SKU column.
  • Tracking parameter now searches all tracking types and displays all tracking values.
• Inventory Valuation Summary:
  • 0 quantities and UOM in the total row are no longer displayed.
    • Benefit: Streamlines data visibility and ensures reports display only relevant and actionable information, reducing clutter and improving decision-making efficiency.
• Reorder:
  • Improved allocation numbers for items with 0 min and 0 max levels.
    • Benefit: Accurate inventory details for better reordering decisions.
• Cycle Count List:
  • Correctly displays descriptions for items without quantity.
• Item Price List:
  • Exported CSV files now properly align UPC and SKU columns.

System

• Updating an issued PO will now reflect in the Receiving module without un-issuing the order.
• Populate sample data functionality works correctly for international databases, improving testing.
• CSV imports/exports are restricted to admin users for better security with location-based permissions.
• FOB point is now editable on purchase orders.
• Payment terms allow adjustments to the due date as needed.
• Move arrows added to the Shipping module now enable accurate carton adjustments.
• Sales orders with only service items now correctly reflect in the chart of accounts and export to QuickBooks Online.
• Resolved CSV exporting issues for purchase orders.
• Prevented moves to deleted locations.
• Fixed importing issues for locations with apostrophes in their names.

OCT 29, 2024

New Features

• Enhanced Picking Efficiency: The new Auto Commit/Finish All and Continue option streamlines your picking process, allowing your team to work faster and reduce operational bottlenecks.
• Bulk Print Pick Tickets: Save valuable time with the ability to print multiple pick tickets at once, improving your team's productivity.

Reports

• Improved On Hand Reports: Benefit from clearer insights with enhanced item grouping, making inventory management more intuitive.
• Accurate Inventory Event History Notes: Enjoy better tracking with properly displayed notes, helping you make informed decisions.
• Updated Inventory Valuation Summary Filters: Access detailed reporting on costs, ensuring you have the most accurate information at your fingertips.
• Export Inventory On Hand to Excel: Easily export all tracking data for further analysis, giving you the flexibility to manipulate and review your inventory as needed.
• Seamless Company Logo Printing in Chrome: Print your company logo effortlessly, enhancing your branding during document preparation.

System

• Streamlined Purchase Order Settings: Focus on what matters with the option to only display vendor items, simplifying the purchasing process.
• Improved Receiving Module Navigation: Efficiently manage large quantities of items during receiving, reducing time spent on this critical task.
• Flexible Management of Sales Orders: Remove open items from partially fulfilled sales orders easily, allowing for accurate order tracking and fulfillment.
• Efficient Picks Management: All remaining picks have been successfully streamlined, enhancing your picking accuracy.
• Higher Journal Entry Number Limit: Accurately transfer Amazon Seller Central numbers to accounting, improving financial reporting.
• Optimized Auto Order Wizard: Experience smoother order creation, increasing efficiency in your operations.
• Smooth Tracking Activation/Deactivation: Easily manage item tracking based on your current needs, providing greater flexibility in inventory management.
• Continuous UI Improvements: Enjoy an enhanced user experience with ongoing updates designed to make navigation and functionality more intuitive.

OCT 3, 2024

Fixes

• Items module - designated filtering by tags provides the specific list
• Invoices module - improved search and sorting functions
• Creating items in the Fishbowl Online Mobile App
• Reconciling multiple times as the bills come in
• Permissions sort order matches the navigation
• Reorder point modal spacing updates
• Additional UI improvements
• Auto Order creation wizard now uses the vendor default last cost
  • Benefit - Getting the vendor specific cost is vital

SEP 19, 2024

New Features

Accounting Visibility - Better interaction between Drive and QuickBooks Online

• Due dates on invoices in the Invoices module
• Invoices created from partial shipments
  • Benefit - Partial shipments and due dates can now be referenced in the Invoices module.
• Bill with Parent option assigned to Parent Customers
  • Benefit - When assigning a parent customer you can now activate the "Bill with Customer" field that updates to QuickBooks Online.
• Auto Order using vendor minimums
  • Benefit - Improving a vendor relationship and knowing what the minimum is at the time of purchase can save money.

Fixes

Customer Focus - Serving our customers is at the heart of what we do

• Lot number tracking improvements in the Picking module
  • Benefit - You can now switch quickly between lot numbers and search more effectively
• Sales Order Summary fixes - preventing duplications when payments are involved.
• Cycle Count report updates - limiting it to only show inventory type items
• Bill of Lading report updates - the user defining ability on listing the pro number
• Inventory on Hand report - serial number search including "-" now works
  • Benefit - Reports are key to getting information in a timely way to make decisions and continue to grow.
• Report Theme - Update the sales order template as desired

SEP 5, 2024

New Features

• Items module report view update (Inventory Event History Report)
  • Outcome - Now quickly view the event history report from the Items module
• Auto Order Updates - Create and open in new tab
  • Outcome - More efficiently review your newly created orders from the auto order wizard. In the final step you can automatically open a separate tab for each purchase order to be reviewed before issued or sent out to your vendor

Fixes

• Taxes created at 0%
  • Outcome - To meet those needs to record a tax assignment at a 0% rate
• Waiting to export drill down view
  • Outcome - Now view all the items waiting to be exported
• Picking available quantity updates
  • Outcome - Knowing the available quantity based on the root location can greatly improve the picking experience. Previously your system wide inventory was displayed instead of just the order/pick assigned root location.
• Items module search updates
  • Outcome - Searching date last modified allows you to find the latest details on your items
• Minimizing login toast messages
  • Outcome - Having the best experience is vital when logging in each day

Reports

• Inventory availability report
  • Outcome - Removing deleted orders for cleaner viewing
• Margin report
  • Outcome - Cleaner views while filtering by tags to avoid seeing duplicates if multiple tags have been assigned
• Bill of lading report
  • Outcome - Pro number field updates to provide the needed for international shipments
• Inventory on hand report
  • Outcome - Searching with a dash "-" can help find those items that it pertains to

AUG 22, 2024

New Features

• Payments tab in the Invoices module
  • Outcome: Now as you are reviewing your invoices you can review the payments that have been recorded in Fishbowl along side it!

Fixes

• Vendor item costs populating on a Purchase Order
  • Outcome: Knowing the cost as soon as you add an item to a purchase order if you have set them up historically improves accuracy of purchases and saves time.
• Multiple notifications upon logging out
  • Outcome: We only want to be notified with messages when they are necessary and no repeats.
• Order level discounts in the Chart of Accounts module
  • Outcome: Having an accurate accounting reference is key to clean and accurate accounting.
• Updating default locations with in the root location
  • Outcome: Getting product where we want it to go through an automated default helps save time!
• Sales Order Line Item removals when in a partial state
  • Outcome: After a partial shipment sometimes the unshipped items need to be removed so you can clean up your orders.
• Purchase Order Scheduled Date
  • Outcome: Accurately updating your scheduled date on a purchase order can help provide the accurate story of when your items will be arriving.

Reports

• Inventory Event History Updates! to be run by all items and updated UOMs
  • Now includes Vendor/Customer and contact information for recall needs!
    • Outcome: Knowing where things come from and where they go is vital for recalls, warrantees and other scenarios.
  • To be run by all items and updated UOMs
    • Outcome: Know what has happened to all your items help narrow down where things ended up!
• Bill of Lading Updates
  • Outcome: Providing a clean form provides a clear picture.
• Reorder Report default vendor updates
  • Outcome: Knowing who the vendor is for reordering is valuable to get items in stock quickly!

Fishbowl Drive Mobile - Android 1.1.0

• New Modules
  • New Bulk Inventory Action Modules: You can now Add, Cycle, Remove, and Move in bulk.
• Enhancements
  • Tap to Scan Setting: New setting to trigger scans only when the screen is tapped.
  • Replace “Scrap” with “Remove”: Updated terminology throughout the app, replacing all instances of “Scrap” with “Remove” for better clarity.
  • Login - Remove Whitespace: Improved the login process by removing any leading or trailing whitespace from the username and password fields to prevent login issues.
  • Inventory module - Item Detail View: Introduced a new item detail view in the Inventory module.
  • Tracking Entry/Selection Screens - Clear All Entries: Added a ‘Clear All Entries’ feature on tracking entry screens for a quicker restart process.
• Bug Fixes
  • Inventory - Add - ‘No Next Value Set Up’ Dialog Incorrectly Triggering: Fixed an issue where the ‘No Next Value Set Up’ dialog was being triggered erroneously during inventory addition.
  • Incorrect ‘Able To’ Amounts in Inventory Actions: Corrected a problem where incorrect ‘Able To’ amounts were displayed in inventory actions.
  • Add - Simple Tracked Field Auto-Assigned Button not Clearing Validation Error: Resolved an issue where the validation error was not cleared when using the auto-assigned button for a simple tracked field.
  • Should Show Locked Locations in Inventory Actions: Enhanced inventory actions to properly display locked locations.

AUG 12, 2024

New Features

• New Invoices module
  • Outcome: Knowing what invoice details for your customers and the link to accounting when it is sent over saves ample time and provides much needed cohesiveness with your accounting system.
• Inventory module Search based on location
  • Outcome: Showing quantity by location can improve traceability and accuracy of your inventory!
• Upon email Vendor CC and BCC populating
  • Outcome: Getting the right information to the right people is key.
• Move all inventory option in the Bulk Move:
  • Outcome: When moving all inventory from one location to another now it can be done quickly!
• Add function aligning with UOM and cost updates
  • Outcome: When updating the UOM your costs will automatically follow.

Fixes

• CSV Item Import/Export
  • Allows to update the UOM of an item
    • Outcome: Selling an item in a different UOM then your item helps keep an accurate trace of your inventory as needed.
  • Does not include Deleted
    • Outcome: Receiving guidance when entering a new system can help ease the transition to a great future with Fishbowl!
• Customer CSV Import as related to the child/parent connection
  • Outcome: Keeping the connections between parent/child in Fishbowl and in accounting is vital for customer upkeep.
• Export to QuickBooks Online
  • Customer with no tax assigned
    • Outcome: Keeping in line with what you have for accounting when tax is activated is crucial
• Performing updates to a partially fulfilled Sales Order
  • Outcome: If an order is not completely fulfilled you will need to go in an provide continual updates on it as things evolve.
• Updates to the UOM on a sales item on a sales order
  • Outcome: Updating your items after they have been added to an order can save time and increase accuracy.
• Updated Sandbox Users
  • Outcome: Playing with the sandbox helps stay on top of testing new situations.
• "Only Show Vendor Items" setting corrected
  • Outcome: When creating a PO for a specific vendor you only want to sift through what is needed for what they can provide.

Reports

• Inventory Availability Report and Shipping Invoice Fixes
  • Outcome: Having accurate reporting help to identify how things can be improved continually

Fishbowl Drive Mobile - iOS 1.4.0 & iOS 1.5.0

• New Shipping module
  • Mark Sales Orders as shipped allowing you to complete your orders quickly, efficiently, and on the go. Works with both scanning and manual workflows.
• New Receiving module
  • Intuitively receive inventory through scanning or manually using Mobile.
  • Increases accuracy, efficiency, and speed.
  • Currently works with non-tracked items only.

JUL 29, 2024

Fixes

• Fishbowl Commerce - Sales items with converted UOMs separate than the item UOM will have converted quantities sent to Fishbowl Commerce for accurate inventory.
  • Users who sell the same item but desire to list products to the online stores in varying UOMs have the option to leverage different listings all drawing from the same item in Fishbowl Drive which opens up the available marketplaces in which they can sell.
• Fishbowl Commerce - Fixed Image URLs to save down correctly when being updated from Fishbowl.
  • B2C users can display product images in Fishbowl Commerce for potential use in multi-channel listings.

JUL 24, 2024

Fixes

• In App Guide for trial and sandbox users
  • Outcome: Receiving guidance when entering a new system can help ease the transition to a great future with Fishbowl!
• Alignment in the Chart of Accounts module for the Total
  • Outcome: Having a clean layout of your finances helps improve the quality of life in Fishbowl.
• Creating a new customer in inventory actions with payment terms
  • Outcome: Consistently being able to enter your customer data when you need it is vital
• "Waiting to Export" section in the accounting export refresh
  • Outcome: Knowing right away what has updated from an export saves time having to manually refresh.
• Sale Item images when a pick is started
  • Outcome: Knowing which item is being moved through the process with an image provides consistent reassurance.
• Sales Order load speed improvements
  • Outcome: As you load your orders we need them to load quickly to get what we need and fast!

JUL 8, 2024

New Features

• Improved Shipping Invoice Report
  • Outcome: Improved report provides greater flexibility to tailor the Shipping Invoice report to meet your individual needs
• Improved Pick module load time
  • Outcome: Loading pick orders is faster than ever allowing users to work efficiently to find the needed pick orders
• Bill of Lading Report
  • Outcome: Users shipping LTL/FTL can easily generate needed Bill of Lading documentation for their shipments right in Drive

Fixes

• Report Theme Error
  • Outcome: Ability to save individual report theme customization has been restored
• Item images for Sales, Picking and Shipping
  • Outcome: Easily identify your items by their image when working in the Sales, Picking, and Shipping modules
• Manually fulfill service/shipping items on a sales order
  • Outcome: Ability to manually fulfill shipping and service items on a sales order is restored for ease of invoicing customers when needed
• Item import failing to import tags
  • Outcome: Bulk updates to items saves valuable time

Fishbowl Drive Mobile - iOS 1.3.1

• New Features
  • Tap to Scan and Auto-Scan: Enjoy a more customizable scanning experience with our new Tap to Scan or Auto-Scan features.
  • Haptics Toggle: Added the ability to turn off haptics for a more personalized user experience.
  • Spanish Translations: Bulk Actions and Picking are now available in Spanish, enhancing accessibility for our Spanish-speaking users.
• Fixes
  • Items module navigation: Fixed an issue where scanning in the Items module would occasionally not navigate directly to the item detail screen.
  • Field Positioning in Inventory module: Corrected the positioning of the Customer and Class fields in the Cycle and Scrap Events within the Inventory module.

JUN 20, 2024

New Features

• Introduction modal on a first time logins to guide to create sample data
  • Outcome: Knowing where to begin when you first login will drastically help users have a better experience.
• Bulk Move only listing quantities that are currently in the assigned location
  • Outcome: Removing the need to filter through a list of zero inventory items.

Fixes

• Sales Order CSV import of drop ship and credit return types
  • Outcome: Importing orders can save time and increase accuracy!
• Proper toast response when the username and password is incorrect upon login
  • Outcome: A clear understanding of difficulties logging in helps prevent confusion and support calls.
• Reorder notifications based on updating existing issued orders.
  • Outcome: Knowing when you need to order can assist with staying on top of your inventory!
• Updated permissions for the Accounting module
  • Outcome: Limiting the view of what users can see helps streamline what the users need to navigate through!
• Improved Report Permissions
  • Outcome: Streamlining the list of reports based on what the users need to see keeps things simplified.

Report Updates/Fixes

• SO Summary Report updated parameters
  • Outcome: Having the filter you need when you need it is key to gathering the right information!
• Shipping Invoice Report Tracking improvements
  • Outcome: When many details are needed for tracking type items they need to be digestible.

Fishbowl Drive Mobile - iOS 1.3.0

• Bulk Actions: Cycle, Scrap, and Move for non-tracked items.
  • Outcome: Whether you’re scanning items or handling them manually, the new Bulk Actions feature will significantly boost your efficiency.

JUN 6, 2024

New Features

• Bulk Move (move multiple items at once)
  • Outcome: Inventory efficiency and accuracy is key to running a warehouse.  Having the ability to move multiple items at once increased both of these details!

Fixes

• Improved field mapping between Fishbowl and QuickBooks Online
  • Outcome: Preventing double entry when it comes to customers, vendors, invoices, bills, and journal entries saves time and increases accuracy.
• Issue selecting an item on a sales order that had UOM conversion and vendor items attached
  • Outcome: Being able to add all needed items onto the sales order is vital.
• Continued UI improvements
  • Outcome: Consistency is key.
• Credit Return bug
  • Outcome: Although we don't like getting returns, there is a need to bring things back appropriately.

Report Updates/Fixes

• Shipping Invoice
  • Outcome: The shipping invoice helps ensure that you get your money when you need it from customers and getting all the correct details makes this possible.
• SO Summary Report
  • Outcome: Properly seeing all the details tied to sales is needed to keep on top of what inventory is going out and the value coming in.
• Consumption Report
  • Outcome: Updates to the consumption report to provide more value of what is being expensed and when.

MAY 22, 2024

New Features

• Recall previous export results for a full history
• Ability to mark individual transactions as posted
• Searching for specific transaction details within a ledger in the Chart of Accounts module
  • Outcome: Connection with accounting and understanding what has gone over saves time and money!
• Spacing improvements in the Sales Order and Purchase Order
  • Outcome: Providing more data without scrolling increases efficiency and consistency
• Visibility improvements in the Receiving, Picking, and Inventory Events surrounding tracking selection
  • Outcome: Ensuring the correct tracking is selected provides increased efficiency

Fixes

• Reorder notification resolution (min/max)
  • Outcome: Getting notified when something falls to it's min or alert level helps you stay on top of your inventory.
• Receiving all types of item types apart from inventory by itself
  • Outcome: Creating and completing POs to create bills can be helpful to stay on top of your accounts payable.
• Commerce Inventory location filter shows parent locations only
  • Outcome: Accurate Inventory counts by location broadens seller markets
• Removed Integration tiles for deprecated e-commerce service--Shopify and ShipStation
  • Outcome: Fishbowl Commerce (previously Sellware) allows users to manage all e-commerce channels into a single integration, reducing costs and improving listing efficiencies

Reports

• Margin report presets associated with dates
  • Outcome: Report presets increase efficiency
• Location parameter update on all locations
  • Outcome: Finding the location in the drop down is vital to providing accurate reporting

Fishbowl Drive Mobile - iOS 1.2.0

• The New Bulk Add module allows you to quickly and easily add multiple items to a location all at once. Built in Scanning allows you to reduce errors, and increase speed.
• Resolved: Scan button was disappearing after loss of focus in Lot/Date Tracking Selector
• Resolved: Animation issue with the top bar in the Items and Inventory modules

MAY 8, 2024

New Features

• Added the option to drill into the details of what will be exporting to your accounting system and link to the orders internally.
  • Outcome: Aligning for accuracy on the export can save time and money and build confidence for future connections.
• Added the option to reference the linked accounting transaction in the Chart of Accounts module
  • Outcome: Having a reference saves the time having to look it up manually in accounting and makes the accountant's life better.
• Short Quantity in the Inventory module
  • Outcome: Getting the full picture of inventory gives you the understanding you need to make the right decisions.

Report Features

• All new Consumption Report for Drive
  • Outcome: Job/Material expensing just got easier with an all new report to view scan in/scan out consumption. Tracked by customer and/or accounting class.

Fixes

• Fixed bug with sale item images not saving as expected
  • Outcome: Users have greater recognition for their products when adding to orders with images which gives greater accuracy and efficiency using Drive.
• Fixed the QuickBooks Online reference numbers and memo to support partial receipts
  • Outcome: Having the correct billing details in accounting is vital to keep things accurate in accounts payable.
• Fixed bug related to filtering by date range in the Picking module
  • Outcome: Knowing when to pick orders is important to managing how and when we pick product for our customers.
• Fixed the "Generate Report" button from requiring a scroll to click the button and Date alignment
  • Outcome: When doing something many times every day, efficiency becomes key.

Fishbowl Drive Mobile - iOS 1.1.2 & Android 1.0.1

• Customer/Job and Class/Category selections have been added to the Add, Scrap and Cycle Inventory actions.

APR 25, 2024

New Features

• Customer/Job and Class/Category added to the Chart of Accounts module
  • Outcome: Viewing of the Customer and Class is the first step to tracking expensed material

Report Features

• Shipping Invoice updates to layout and new parameters
  • Outcome: New and improved Shipping Invoice to deliver to end customers

Fixes

• Inventory event quantity flow
  • Outcome: Improved flow increases efficiency
• Fixed CSV Sales Order import issue requiring the exchange currency name and rate to be provided even when not applicable
  • Outcome: No need to have extra fields for the import if they are unnecessary
• Fixed bug preventing changing the customer on an order in estimate status
  • We want to provide more flexibility where it makes sense

UI Design Fixes

• Fixed the visibility in the Picking module to view all lines and the footer
  • Outcome: Visibility is key to properly update all pick items

• Serial tracking removal flow
  • Outcome: Product guided instruction on removing serial numbers

APR 10, 2024

New Features

• New UI Design!
  • Outcome: Having a cleaner look and smoother design increases user adoption.
• New Stock Column in Sales Order and Picking
  • Outcome: This provides efficiency to know quickly what can be picked on a consistent basis throughout the day.
• New Inventory module header
  • Outcome: Utilizing the list of orders tied to where items are committed, allocated, or incoming helps define where inventory is aligned.
• New Expensing Fields - Customer/Job and Class/Category (remove, add, cycle)
  • Outcome: Expensing an inventory adjustment to a job provides immediate value and saves many steps!  By Assigning Inventory consumption to a Job/Category this enables the business to record and reporting on real time reporting of their costs for Jobs/projects in their accounting software.

Fixes

• Fixed a saving loop in the Items module
  • Outcome: Consistency provides security
• Fixed bug saving custom fields in the Picking module
  • Outcome: Customers can track picks by the fields that are important to their business.
• Fixed bug using auto-select feature with tracking in picking
  • Outcome: Users can now reliably finish picks in a more timely manner with tracked items
• Fixed bug when posting tracking values to QuickBooks Online with duplicate data in the memo
  • Outcome: Data posted is more easily understood in Accounting systems

Reports

• Refreshed shipping invoice
  • Outcome: Many missing parts of the report were added to provide a complete report for users shipping in Drive

MAR 25, 2024

Fishbowl Drive Mobile - iOS 1.1.0

• Basic Picking is here!
  • View and pick any orders with items that do not have tracking.
  • Full scanning support.

Fishbowl Drive Mobile - Android 1.0.0

• Our initial Android release is here!
  • Item list and detail views.
  • Inventory list and detail views.
  • Inventory Actions:
    • Add
    • Scrap
    • Cycle
    • Move
  • Support for scanning.
  • Supports all tracking types.

MAR 21, 2024

New Features

• Import/Export additions (Permissions module).
  • Outcome: The ability to upload/extract data in bulk allows for increased efficiency and accuracy.
• Modified Scrap to Remove inventory event verbiage.
  • Outcome: Understanding the proper use of the deduction provides clarity.
• Quick Fulfill displaying in drop-ship and credit-return situations.
  • Outcome: Knowing when you can Quick Fulfill is key to saving time and, in turn, money!

Report Features

• All-new Margin Report released.
  • Outcome: Fishbowl Drive users now have greater visibility of the profitability of their company based on the profit margins in their business. They can run the report grouped by sale item, by customer, or by tag to have the data viewable in a way that is most useful for their organizational needs.
• Added a Margin Report permission.
  • Outcome: Fishbowl Drive administrators have the ability to control who has access to sensitive profit-margin data.
• Added a new "Short" column to the Inventory Availability Report and fixed an issue to only show Inventory type items.
  • Outcome: Fishbowl Drive users can more easily understand at a glance what items they likely need to order.
• Added the ability to run the Item Barcode One Off Report by either the item name(s) or the sale item name(s).
  • Outcome: Users now have a greater ability to generate barcode labels to label their items based on the item name or the sale item name.

Fixes

• Fixed bug in certain scenarios when emailing out the Purchase Order Report would fail.
  • Outcome: Users can more quickly get purchase orders out to their vendors in Fishbowl Drive.
• Fixed bug where certain redacted orders were in a locked state and could not be edited/finished.
  • Outcome: Users have the ability to complete sales orders as expected when data has been redacted for privacy reasons.
• Performance release for speed and stability when working with sales orders.
  • Outcome: Fishbowl Drive users have quicker access to the most-important sales data for their business operations.
• Fixed an issue around creating a drop ship while addressing vendor minimums.
  • Outcome: Users are able to follow vendor rules within the the drop-ship needs.
• Fixed the Bundle Items descriptions on sales orders.
  • Outcome: Updating descriptions on the fly with your sales provides more efficient selling!

Reports

• Fixed bug on the Sales Order Report not showing refunded payments in the Totals section.
  • Outcome: Fishbowl Drive users will be able to provide correct data to their customers so they can accurately collect payments against an order.
• Fixed bug exporting the Purchase Order Report to Excel format with various other formatting fixes.
  • Outcome: Purchase data is more readily available and easier to understand for Fishbowl Drive users in Excel format.
• Fixed formatting issue with the footer section in the Purchase Order Report.
• Fixed bug on the Reorder Report to only show Inventory type items.
• Fixed bug where the Inventory Availability Report would not load with large data sets.
• Fixed bug on the Inventory Availability Report to only show Inventory type items.
  • Outcome: Accurate reporting helps remove confusion and provide consistency.

MAR 7, 2024

New Features

• Fishbowl Commerce (previously Sellware) released to Production by request only.
  • Outcome: Connecting ecommerce channels to Drive with multiple added channels and flexibility in doing so.
• Import/Export additions (Representatives, Tax Rates, Payment Terms).
  • Outcome: The ability to upload/extract data in bulk can allow for increased efficiency and accuracy.
• Report Improvement: Filtering by different inventory event types.
  • Outcome: Tracking down a specific action for an inventory item can help tell the story behind who, what, why, and when something has occurred.
• Confirmation Cancel popup.
  • Outcome: No one likes having to rework details for inventory adjustments unnecessarily. Now you can catch what has changed appropriately.
• Auto Order wizard has increased spacing.
  • Outcome: Having the space to work with all the details for what needs to be ordered is vital.

Fixes

• Ability to create Company Wide Reorder Points (ROP) has been removed.
  • Outcome: This would previously result in errors when trying to generate purchase orders. Now it is clear to users that reorder points are set by location and correspond to the purchase orders generated for those locations.
• Date in the CSV download file name has been changed to ISO standard.
  • Outcome: Standardized date format allows users to easily understand the date the file was generated.
• Removed the list price based margin type pricing rule option.
  • Outcome: This type did not make sense from a business standpoint for how margin is calculated. Added clarity for users when creating pricing rules.
• V1/inventory/id/reorder endpoint now returns only the reorder items for the location specified.
  • Outcome: For companies with a lot of locations, this will result in quicker loading in the Auto Order Wizard for items needing to be ordered.
• Fixed bug on the Shipping Invoice Report when taxes and discounts are involved, resulting in an incorrect total calculation on the report.
  • Outcome: Report now reflects the correct total for customers with discounts and taxes included.
• Changed Order # text to Invoice # when “Is Invoice” is selected on the Sales Order Report, and removed the internal order status from the report.
  • Outcome: Report is now consistently labeled when intended to be an invoice.
• Fixed spacing on the Item Barcode One Off Report when it is exported to Excel.
  • Outcome: Users will now be able to print the report correctly.

FEB 21, 2024

New Features

• Auto Order button improvements.
  • Outcome: Know when any item is short and how much needs to be ordered. Includes items with or without reorder levels set.
• Reorder Report parameter improvements.
  • Outcome: Report parameters provide a fluid way to reference your data and to deliver what you need quickly and easily.

Fixes

• Purchase and sales order line-item alignment.
  • Outcome: Better visibility when selecting items in the dropdown for both purchase and sales orders.
• Purchase and sales order save functionality.
  • Outcome: When updating purchase and sales order and navigating away, having the assurance of what was saved is crucial.
• Saving ROP alert notifications.
  • Outcome: Notifications of shortages are crucial to staying on top of your inventory tracking.
• Vendor Item CSV import including the $ sign.
  • Outcome: Importing data provided by vendors contains details that now have the ability to be copied and pasted.
• Calculating Package weight in the Shipping module.
  • Outcome: The preset weights on the sale item will translate for your shipments to provide accurate shipping details.

FEB 8, 2024

Highlights

• Inventory Availability Report now available.
  • Outcome: Increased visibility of the inventory status for your items.

New Features

• Average cost can be set to zero.
  • Outcome: Whether you are tracking large equipment, tools, or someone else's inventory (3PL), you may have the need to set your inventory value to $0.00.
• Price change verification through an "Apply" popup under your sales order line item.
  • Outcome: If the price changes, it is valuable to know what it originally was set to and have the ability to quickly reset it.
• Cycle Count improvements.
  • Outcome: Adding, removing, or adjusting information through the Inventory module on the fly can save time and money, and increase accuracy.
• Inventory event title headers.
  • Outcome: Knowing quickly what item you are referencing for your inventory events increases accuracy.
• Sales Order Report parameter improvements.
  • Outcome: Report parameters provide a fluid way to reference your data and to deliver what you need quickly and easily.
• Group Picking settings.
  • Outcome: Group picking has been removed in all places to help provide a clearer understanding of the features available. Group picking is being re-evaluated for the future.
• Location path delimiter changed from a "|" symbol to "\" symbol.
  • Outcome: Ease of importing, updating, and managing your parent and child locations with the use of a \.

Fixes

• Fixed Bug - Unsaved changes pop up window.
  • Outcome: Knowing when things successfully save is a level of comfort to the end user.
• Fixed bug with saving description to a Sales Order Bundle item.
  • Outcome: Detailing your Bundle items for your customers helps clarify what might be included in your bundle.
• Fixed bug when un-issuing purchase order an all item receipts not removed.
  • Outcome: Purchase order adjustments will now reflect properly in Drive.
• Fix for QuickBooks Online accounting history not persisting.
  • Outcome: Having visibility in accounting is vital to track down how things are being successfully exported to your accounting system.
• Report fixes - Outcome: Delivering accurate reporting needs helps with day-to-day transactions.
  • Fixed issue with the Sales Order Report not showing the correct totals when payment refunds are present on the order.
  • Fixed total on the Shipping Invoice to now include taxes and discounts.
  • Fixed spacing issue with the Barcode One Off label for 2" x 1" label size when saving as a PDF. Previously, after the 10th label the spacing would be off on all subsequent labels.

JAN 24, 2024

Highlights

• Integrated the ability to apply pricing rules to Bundle type items.
  • Outcome: Doing so offers more flexibility and control over your pricing strategies.
• Updated the wording on payment terms to make it clearer, especially for payments due in the following month.
  • Outcome: This leads to fewer misunderstandings and more straightforward financial transactions.

New Features

• We’ve made updates to ensure password requirements are met before an account is created.
  • Outcome: Greater protection and more peace of mind with strengthened security measures.
• We’ve introduced new fields in the Inventory module for ‘Allocated Inventory’ and ‘Committed Quantity,’ and refined the ‘Quantity’ field to display as ‘Ordered Quantity.’
  • Outcome: These additions provide a more-detailed and accurate overview of your inventory status.
• We’ve added a processing spinner and delay prompt in the Picking module.
  • Outcome: This makes it easier to understand what’s happening in your picking process.

Fixes

• Resolved a bug in the Customers module for smoother and more accurate creation of carrier account associations.

JAN 3, 2024

New Features

• Improvements to button verbiage when finishing a line item, i.e. commit to finish.
• The Sales Order Report has been updated for common default options for ease of use and clarity.

Fixes

• Fixed an issue in the Purchase Orders module that did not allow for the keyboard Enter key to add an item.
• Fixed an issue on Purchase Order and Sales Order that did not lock down dependent fields upon issue of the order.

DEC 13, 2023

Highlights

• New look and feel of the Account Creation page and Login page, including backgrounds, buttons, and fields.

New Features

• The Shipping module now has a processing spinner and dialogue to inform the user of the process.
• The Reorder Report now has an option to include items with no min or max.
• There are now tooltips on the report header options that give clarity for actions.
• The Sales Order Report now has an option to show line-item notes.

Fixes

• Fixed an issue with auto order that did not account for allocated inventory.
• Fixed an issue in the Sales Orders module that checked for inventory on shipping and non-inventory type items.
• Fixed an issue when adjusting serialized-tracked inventory using a converted UOM not working as intended.

DEC 5, 2023

New Features

• API now supports creating a sales order without requiring the item unit of measure (UOM).
  • In this scenario, the sale item default UOM will be used.
• API now supports reconciling for drop-ship purchase orders for landing shipping expenses.
  • Additional expense types coming soon (e.g., service, labor, and overhead types).
  • Web app will still need to enable this functionality in a coming release TBD.

NOV 30, 2023

New Features

• You can now search by item/SKU name in the Picking module, and orders containing those items will be returned in the results.
• You can now search by item/SKU name in the Shipping module, and orders containing those items will be returned in the results.

Fixes

• Fixed: User notes added to the Note field for Bundle type items on the sales order save as expected.
• Fixed: Sales Order Report footer text shows again.
• Fixed: Sales Order Report's SO Date field always populates.
• Fixed: Various other formatting fixes for Sales Order Report.
• Fixed: Barcode reports can no longer be requested to export to Excel.

NOV 29, 2023

New Features

• Updated account creation and login pages.
• Removed inactive and unused e-commerce integrations from the market in preparation for Fishbowl Commerce integration.

Fixes

• Fixed issue with Show vendor items on purchase order checkbox not functioning correctly.
• Fixed issue with URL field requirements on sale item.
• Fixed issue with Shipping type sale items' dimensions showing up as null.
• Fixed issue that did not allow vendor items to be updated inside of session.
• Fixed issue with totals not updating correctly on bundle items.
• Fixed issue displaying null value in UOM of the Picking module.

NOV 27, 2023

New Features

• Consolidated QuickBooks Online/Xero journal entries posting to the same account for multiple items from the same Drive transaction.

NOV 15, 2023

Highlights

• Logo in app updated from Fishbowl Online to the latest Fishbowl logo.

New Features

• Removed Null label from purchase order page that would show up before filling in the order number.
• Removed Reconcile of Line Items option.
• Removed unnecessary Export to Excel option for barcode reports.

Fixes

• Fixed issue with Qatar currency image in currency selector.
• Fixed issue with tax rate dropdown showing up at the top-left of the screen.
• Fixed issue with Receive All Items button with tracking resulting in error.
• Fixed issue in receiving: updating line-item details would not save some fields.
• Fixed issue with scrapping item with tracking showing incorrect quantity.
• Fixed issue with Vendor Item UOM entry without conversion available.
• Fixed issue with Vendor Items cost required, but not showing it is required.
• Fixed issue with editing bundle line items when one line item is already picked.
• Fixed issue on sales order with drop-ship type item not allowing edit of Price field.
• Fixed issue with Checking for Inventory not working when selected.

NOV 3, 2023

Highlights

• Using auto-complete during picking for date-tracking-enabled items now uses FEFO (First Expired First Out) instead of FIFO (First In First Out) and only pulls inventory from the root location and/or its dependents.

New Features

• Sales Order Report with bundles on the order now shows the bundle header with the correct row numbering.
• Added "Item-AlertNotes" and "SaleItem-AlertNotes" columns to Item import/export CSV.

NOV 2, 2023

Highlights

• Added an alert note column to the Item CSV import and export.

New Features

• Added custom fields from the originating data to be returned in the CSV error file generated when an import has failures.

Fixes

• Fixed bug with editing vendor items.
• Now, when posting to QuickBooks Online and an error occurs on one of the postings, other successful postings are allowed to post without failing the whole batch.

NOV 1, 2023

Highlights

• Improved rounding decimals throughout the app.
• Added a prompt in the Picking module when picking an expired item.

New Features

• Improved functionality of editing line items in different statuses.
• Improved error-status messaging for the Inventory CSV import.
• Inventory CSV import now will not error out when quantities include commas.
• Item CSV file “Item-Details” column renamed to “Item-Notes” to be consistent with the field in the UI.
• Added better error handling for Customer CSV import when invalid data types are used for certain columns.
• Added validation for vendor item UOMs to only allow when valid conversions exist.
• Added validation for deleting locations when set as the default shipping and/or receiving location.
• Added functionality to correctly handle when reconciling after a received item had already been sold.

Fixes

• Fixed option to edit different UOMs on inventory events.
• Fixed issue displaying duplicate accounts in mapping the QuickBooks Online integration.
• Fixed issue showing the Reconcile button in the header of drop-ship items.
• Fixed issue in the Sales Orders module with multi-currency fields.
• Fixed issue in the Receiving module editing the quantity to receive.
• Fixed issue with white screen when scrapping expired items.
• Fixed bug for splitting items into multiple packages in shipping.
• Fixed bug with bundles on sales orders when a bundle was the first item on the order.
• Fixed bug when updating bundle quantity on a sales order and the pick order quantities did not update as expected.

OCT 30, 2023

Highlights

• Reconcile for Drop Ship type item is now possible.
• Added alert notes, sale item alert notes, sale item notes, and item notes to Item CSV.

New Features

• Ledger entries now show Bill numbers after reconciling.
• Ledger entries now show Shipment # in addition to the SO # when applicable.
• Ledgers now created for Overhead and Labor type items when used during reconcile.
• Improved error message when a duplicate item name is used.
• Inventory On Hand Report now combines entries with the same tracking values in the same location into a single entry.
• Added functionality for bundles for pricing rules.
• Added tracking values in the error file generated for Inventory CSV import.
• Added validation when voiding a pick for locations that have been deleted.
• Updated validation for editing SO Item fields correctly depending on their state.

Fixes

• Fixed bug when saving an item’s width, height, length, or weight fields and the value included 4 digits.
• Fixed issue with redacted orders posting to QuickBooks Online. Redacted-field values now only go out to 30 characters max.
• Fixed validation to not prevent picking expired items.
• Fixed bug adding new item to an issued PO.
• Fixed bug showing total cost incorrectly when inventory is removed from system or when manually updating average cost in Avg. Cost tenant.
• Fixed bug with duplicate tracking values on the Inventory On Hand Report.
• Reconcile now completes without error when adding Labor and/or Overhead items.

OCT 26, 2023

Highlights

• Added a feature for QuickBooks Online/Xero to include item tracking on invoices exported.

New Features

• Added consolidation of Journal Entries into one entry for average cost adjustments for multiple items.
• Updated which default carriers/services are created for new non-USA tenants.
• Added a Purchase Order default “All Open” View.
• Added a property to designate decimal format.

Fixes

• Fixed bug on Purchase Order CSV Export when attempting an export and status stays in “Started” but does not complete.
• Fixed bug when adding a line item to an issued PO.
• Fixed bug where PO search wouldn’t work for POs with certain numbers.
• Fixed bug where Auto Pack setting is not successfully auto packing a shipment as expected.
• Fixed bug in the Receiving module when updating line-item details does not save some fields.
• Fixed bug in the Shipping module when you add a document in the Documents tab and click save, it deletes attachments.

OCT 23, 2023

Highlights

• Added support for item name and SKU to be searched in the Purchase Orders module. (10/23)

New Features

• Added partial success status on CSV upload. (10/19)
• CSV now accept single-digit months and days for date fields. (10/17)

Fixes

• Fixed bug when assigning a parent (root) location as the default receive location for an item. (10/23)
• Fixed logic of how default pick destination locations work during receiving to be 1st priority item default, 2nd priority location default, 3rd priority same location as PO. (10/19)
• Fixed bug for move functionality for items in packages in shipping. (10/17)
• Fixed bug preventing Shopify orders importing into Drive. (10/13)
• Fixed validation for soft delete of vendors. (10/13)
• Fixed bug with price includes tax not calculating tax amounts correctly to accounts receivable. (10/11)
• Fixed bug for locations without root location ID failing to save. (10/11)
• Fixed bug with voiding a pick. (10/11)
• Fixed issue in Inventory Valuation Summary Report “Date to” parameter. (10/3)

OCT 18, 2023

New Features

• Improved rounding functionality of currency value fields.

Fixes

• Fixed issue with simple search on PO searching item name and item SKU.
• Fixed issue with simple search on SO searching item name and item SKU.
• Fixed issue with QuickBooks Online integration not displaying account dropdowns when connecting the first time.
• Fixed issue with lightning bolt not populating next available expiration date.
• Fixed issue when fulfilling and auto selecting a line item selects all available inventory.
• Fixed issue with adding decimal quantities to bundles.
• Fixed issue not allowing company wide option to create an auto order.
• Fixed issue not allowing selection of substitute item when short on quantity.
• Fixed issue saving line item to a decimal quantity.
• Fixed issue with quantity input on Receiving module after changing location.
• Fixed issue with quantity to receive on lot and expiration tracked items defaulting to total quantity.
• Fixed issue with vendor items allowing for any UOM entry without conversion.
• Fixed Barcode One Off Report label sizes.

AUG 30, 2023

Highlights

• Inventory module committed serial values have been reworked and improved.

New Features

• Tax Type Filter added to existing tax code for Items, Sale Items, and Customers.
• Tax Codes now appear in the Reconcile screen.
• Localized Phone Number field and Phone Type field added for users.
• Ability to add default shipping and billing in address modal via checkbox.
• Country field is now unable to be updated on the platform (matches web app now).
• Improved error message in vendor address if more than one default is selected.
• Implemented rounding on money total fields on Sales Order (Web app to follow soon).
• Improved error handling for CSV import for inventory with missing/incorrectly labeled column headers.
• Better error handling for inventory CSV import when number fields contained non-numerical values.
• Added validation to require Each as the UOM for serial tracked items.
• On tenant expiration, e-commerce integrations are now disconnected automatically after 7 days.
• FIFO/LIFO now removes cost layers with zero quantity.
• Removed tax rate validation on item when Taxable is flagged.

Fixes

• Bug fix - “Large” next value auto-assigned to tracked item.
• Fixed bug where default receive location was not being honored for an item.
• Fixed bug with tracking values on inventory CSV export causing values to be exported to the wrong column(s).
• Fixed bug on customer CSV import with address fields importing incorrectly.
• Fixed bug with user phone field.
• Fixed issue with CSV import not importing all rows.
• Fixed issue with some reports not exporting to Excel as expected.
• Fixed issue with picking bundle items and no inventory showed for the items when inventory was present.
• Fixed bug with error message on SO unissue with bundle items on the order.
• Fixed "Failed to Load Data" issue for the Sales Order Summary Report.

AUG 16, 2023

Highlights

• Reduced database calls needed when exporting inventory, resulting in much faster exports.

New Features

• Improved error handling for CSV import when text data was present in a column where only numbers are allowed (e.g., Quantity field has text instead of numbers).
• E-commerce connection now disconnects after seven days when a customer expires in Fishbowl Drive.
• In FIFO/LIFO tenants, costing layers are now removed once the inventory in that layer is depleted.

Fixes

• Bug fix for multiple defaults on Vendor billing/shipping addresses.
• Bug fix where CSV import was not processing all rows for files with more than 500 lines.
• Fixed the Excel export version of the Sales Order Summary Report. Previously, every time the export was requested, the file would say “Failed to Load Data.”
• Fixed bug preventing an individual line item from being received when using the 3-dot menu on the line item rather than using the order-level Receive button.
• Fixed bug with duplicate payments created in Fishbowl Drive from orders imported from Shopify.

AUG 2, 2023

Highlights

• Vendor payment terms now override company default terms.

New Features

• Mapping created and default added for Labor and Overhead accounts.
• The first email and/or phone entered for a vendor now populates as the default contact for the vendor.
• Over-picking prompt now appears when a user over-picks and over-picking is enabled.
• Country field in company settings is now locked when set.

Fixes

• Bug fix - Numerous toasts no longer appear upon timeout login.
• Bug fix - Over-picking prompt showing on line item commit/finish when quantity is actually available.

JUL 19, 2023

Highlights

• The entire process for cycle counting with and without serial tracked items has been reworked and improved.

New Features

• Option was added to the Pick Report to “Show Items in Sales Order UOM.”
• Improvements to vendor contact info field labels.
• Improvements to customer contact info field labels.
• Added Validation to cost includes tax - When enabling this setting, existing purchase orders keep the calculations used when the order was originally created. Logic should apply to all order statuses.
• The default email and phone number for a customer is now populated with the first one entered and can be altered after if needed.
• The Inventory On Hand Report now has “Group by” Item and Location dropdowns.
• Sale Item text changes.
• Image manager text changes.

Fixes

• Bug fix - Updated naming convention on pick order derived from purchase order.
• Bug fix - Costing method total cost calculation issue fixed.
• Bug fix - Sales Order Summary Report dropdown issue fixed.
• Bug fix - Sales Order Summary Report “unexpected input” error fixed.
• Bug fix - Pick issue showing an item as short when available fixed.

JUN 28, 2023

Highlights

• Improvements to the Sales Order Summary Report.

New Features

• Improvements to Pick Item sorting.
• Improvements to commit/finish buttons in the Picking wizard.
• Improved experience when encountering timeouts.

Fixes

• Bug fix - Payment terms on Reconcile wizard dynamic to match purchase order.
• Bug fix - Bundle item quantities on sales order.
• Bug fix - Error on shipping/service/labor/overhead type items on Item CSV export.

JUN 14, 2023

Highlights

• Shopify Integration mapping settings improvements.

New Features

• Added summary of items to be received as final step of Receive wizard.
• Display custom fields on the Purchase Order Report.
• Sales Order Report home currency parameter improvements.
• Improvements to vendor cost on credit return purchase order.

Fixes

• Bug fix - Start button unavailable in picking on line items.
• Bug fix - On Hand by Expiration Report crashes app when generated.
• Bug fix - Adding inventory can’t change unit cost when not zero.

MAY 31, 2023

New Features

• Improved toast notifications from sales orders in Estimate status.

Fixes

• Bug fix - Missing Start button in picking.
• Bug fix - Remove inventory with serial numbers.
• Bug fix - Picking with serial number tracking.
• Bug fix - Default preset not honored on Packing List Report.
• Bug fix - Picking navigation menu shows wrong label.
• Bug fix - Improved auto-select and commit when item does not have tracking.
• Bug fix - Posting received items to accounting integrations.

MAY 17, 2023

Highlights

• Sale Item and Item tax codes flow to orders.

New Features

• Show unit landed cost in Reconcile wizard.
• Show tax parameter option in Purchase Order Report.
• Formatting improvements on Location Barcode Report.
• Hide tax-exempt flag and field on international customers.
• Purchase Order add home currency parameter.
• Format barcode reports for export.
• Add permissions to currency.

Fixes

• Bug fix - Wrong cost when adding PO item with no vendor cost.
• Bug fix - Sales order add item dropdown button crashes app.
• Bug fix - Incorrect dates in reports.
• Bug fix - Order shipping terms option in Sales Order Report.
• Bug fix - Field background text when home currency is not in USD.
• Bug fix - Packing List Report improvements.
• Bug fix - Purchase Order Report improvements.
• Bug fix - Pick Report improvements.
• Bug fix - Two decimal places on Reconcile wizard.
• Bug fix - Overlapping components on Settings page.
• Bug fix - Date picker location in interface.

MAY 3, 2023

Highlights

• Prompt a save when creating a duplicate item from a table view.
• Hover-over view of carrier tracking.

New Features

• Pull customer phone number and email address into sales order.
• Increased size of Carrier Tracking field.
• Vendor item minimum quantity requirement improvements.
• Search on new SO and PO improvements.
• Required custom field improvements.

Fixes

• Bug fix - Changing price of sale item clears other fields.
• Bug fix - Purchase Order duplicate total fields.
• Bug fix - Bill date selector is previous date on the Reconcile wizard.
• Bug fix - Show all items during reconcile when partial is expected.
• Bug fix - Payment calculation shows incorrect total while loading.

APR 19, 2023

Highlights

• Improved Purchase Order Report format with multi-currency.
• Improved Sales Order Report format with multi-currency.

New Features

• Remove dimensions and weights from Shipping and Service type items.
• Show quantity on hand and unit of measure in search pane in the Inventory module.
• Add default for by item name in item table.
• Disallow Flat Rate Tax Dropdown for non-USA companies.

Fixes

• Bug fix - Call save when creating a duplicate.
• Bug fix - Purchase Order Home Currency Total label always in USD.
• Bug fix - Required asterisk on Item Add/Update Average Cost field.
• Bug fix - Simple search does not populate location options.
• Bug fix - Do not allow auto-assign for serial tracked items with zero quantity.
• Bug fix - Default count on Item Barcode One Off Report to 1.

APR 5, 2023

New Features

• Chip improvement on Search Views.
• Improvements on custom-fields viewing and required-fields issue.

Fixes

• Fixed: Downloads page Imports table issue.
• Fixed: Lazy load refresh issue.
• Fixed: Safari reports loading blank pages.
• Fixed: Dimension decimal issue.

MAR 22, 2023

Highlights

• Simple Search and filtering improvements allow for saved views, inclusive searching, and more-reliable filtering. This is a more-robust search and filtering improvement that will be built upon in the future.

New Features

• Multiple-choice custom field validation added.

Fixes

• CSV export wrong report showing bug fixed.

FEB 8, 2023

Highlights

• Multicurrency feature for cross-currency capability.

New Features

• Purchase tax feature.
• New Materials User Interface.
• Added required home currency to registration page.
• Updated outage banner process.

Fixes

• Report stability issues addressed and improved.
• Fixed custom field required bug.
• Fixed Integration settings User Interface bug.
• Fixed QuickBooks Online button issue.
• Fixes to date range pickers.

SEP 8, 2022

Highlights

• Price includes tax setting added in Setup>Settings>Sales Order Settings.
• Label changes in Item/Sale Item Note fields and corresponding Advanced Search fields for clarity.

New Features

• Item and Sale Item taxable checkboxes are hidden when home country is outside of the U.S.
• Tax labels updated for clarity on items and sale items.
• Show Item Tracking option added to Pick Report.
• Added Sale, Drop Ship, and mixed types to the Sales Order “Order Type” column.
• Added tooltip to show SKU length is 255 characters.
• Default purchase tax rate applied to item when creating new items for non-U.S. companies. If no default, then it must be set when creating an item.

Fixes

• Fixed bug adding new tracking type to an item with committed inventory.
• Default weight and dimension UOM’s in company settings now enforced when creating items.

AUG 11, 2022

Highlights

• Updated feedback link under user profile.
• Added Fishbowl Labs link under user profile.
• Default home currency setting in Company settings.
• Multi-currency Company setting and new module added.

New Features

• Total Item Sales Report - updated.
• Default sales tax setting in Sales Order settings.
• Default purchase tax setting in Purchase Order settings.
• Purchase Order Report show/hide cost - new option.
• Tax rate on items / Taxable flag - new settings on items.
• Location Barcode Report - show/hide locked locations - new option.
• Amazon integration open authorization (OAuth) flow - updated.
• Customer tax rate - now available on Web app.

Fixes

• Changed a term from Carton to Package.
• Accounting mapping reordering issue fixed.

JUL 14, 2022

Highlights

• Prompt to create a Sale Item when creating an Item. It’s not required, but it gives you the option.
• Prompt to update a Sale Item when updating the Item connected to it (and vice versa).

New Features

• New phone number inputs throughout the app show a country’s flag based on the prefix number you enter.
• Updated the Account Mapping dialog for all accounting integrations to add filtering options for more flexibility.

JUN 9, 2022

New Features

• Sale item price is now supported up to five decimal places.
• Address line 2 is now shown on the sales order reports.
• SKU and Description are now available columns in the Pick Report.
• Sale items are no longer automatically created when creating a new item.

Fixes

• Trailing zeros are now cut off after two decimal places on sales orders and purchase orders.
• Fixed Markup and Margin calculations on sales orders.
• Fixed item-specific UOM conversion cost calculations.
• Fixed picking bug with bundle items.
• State entry is now required in location modal.
• Fixed issue with being unable to create more than one location with the same name with different parent locations.
• Various UI/UX improvements.
• Colon punctuation is now disallowed in customer naming conventions.
• Cost variance account is now removed from accounting integration mappings.
• Fixed issue resulting in customers being unable to post to QuickBooks Online.

MAY 19, 2022

Highlights

• Each module has improved multi-select functionality and page navigation, so you can quickly find specific items, sales orders, etc. from a long list.

New Features

• On sales orders, the default discount type is now a percentage instead of a dollar amount.
• You can cancel a sales order by clicking the three vertical dots on the top-right corner of it and selecting “Cancel Sales Order.”
• Quick Fulfill is now possible on partially fulfilled sales orders by clicking QUICK FULFILL in the menu.
• We added a new navigation tool on the top-left corner of the Items and Inventory modules to allow users to quickly move from one module to the other after they click on an item.
• By default, an item’s Reorder Points tab is blank. You can add reorder points by clicking the ADD NEW button or via CSV file.
• By default, an item’s Locations tab is blank. You can add locations by clicking the ADD NEW button or via CSV file.
• When you create a new item, a prompt will appear asking if you want to also create a default sale item. If you click Yes, it will automatically generate a sale item with much of the information you added to the item. If you click No, it won’t generate a sale item.
• We improved the confirmation dialog before deleting data from the Sandbox environment. When you click the CLEAR button in the Sandbox, you will have to type “YES” into a textbox before you can confirm you want to delete your sandbox data.

APR 14, 2022

Highlights

• Added the ability to select multiple purchase orders to issue, unissue, or delete.
• Labor and Overhead are now listed as item types in preparation for future manufacturing features.

New Features

• Added a Tax Exempt checkbox for customers to ensure the standard tax rate doesn’t apply to them in a sales order.
• In the Sales Orders module, the Payments dialog stays open when applying multiple partial payments to an order.
• User permission flags in the Permissions module show if a user has full access rights in a module group or only partial access.
• Added the ability to insert an identifying prefix to order numbers from each e-commerce integration.

MAR 10, 2022

Highlights

• Added the ability to edit the average cost in the Items module.
• Added three new CSV imports in the Items module:
  • Item Locations
  • Reorder Point
  • Vendor Items

New Features

• Implemented QuickBooks Online classes on items, sale items, sales orders, purchase orders, vendors, customers, and integrations.
• Added a toggle to each integration to allow or disallow it to create new items.
• If a user disconnects an integration and later reconnects it, their settings will be saved.
• Added the ability to search by tags in the Picking module.

FEB 10, 2022

Highlights

• Added e-commerce functions to ShipStation, such as order imports/exports and creating payment records.

New Features

• Added a tooltip to show if a particular record in the Chart of Accounts has been posted to a user’s accounting system.
• Added a Source column to the Sales Orders module to show which integration an order comes from.
• Added each integration’s icon to the Integrations module to help users quickly identify them.
• Each integration’s history is now contained in a tab above that integration, instead of all combined at the top of the module.

DEC 9, 2021

New Features

• Fishbowl Drive now integrates with BigCommerce for e-commerce.
• Fishbowl Drive now integrates with Magento for e-commerce.

NOV 11, 2021

New Features

• Fishbowl Drive now integrates with ShipStation to handle shipping quotes, rates, cartons, ship to/from addresses, and more.

OCT 14, 2021

New Features

• Added the ability to create bundles of items and sell them at a discounted rate.

SEP 9, 2021

New Features

• The API is backwards compatible to keep integrations working through most releases.
• Added a Classes module to add classes to sales orders. And Fishbowl Drive can now sync its classes with ones found in QuickBooks Online.
• For serial number-tracked items, users can scan or select many of them at the same time and commit them to fulfilling a sales order.

AUG 12, 2021

New Features

• Fishbowl Drive now integrates with Salesforce for e-commerce.

JUL 15, 2021

New Features

• Auto ROP wizard is now updated and simplified from five to three steps.
• Users can create a Stripe payment-request link from the Sales Orders module.
• Added a Quick Ship feature to the Shipping module to quickly print a shipping label and packing list.
• Added a Go Live toggle under Company in the Settings module so users can switch from the sandbox to a live environment.

JUN 10, 2021

New Features

• To see exports and other files a user has downloaded, they can click their profile icon on the top-right corner of the interface and then click “Downloads.”
• Fishbowl Drive now integrates with Stripe to process customer payments and refunds.