Release Notes

Web release - 11/15/2023

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

Platform release - 11/3/2023

• 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.
• 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.

Platform release - 11/2/2023

• Added an alert note column to the Item CSV import and export.
• Added custom fields from the originating data to be returned in the CSV error file generated when an import has failures.
• 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.

Web release - 11/1/2023

• 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.
• Added a prompt in the Picking module when picking an expired item.
• Improved functionality of editing line items in different statuses.
• Improved error-status messaging for the Inventory CSV import.
• Improved rounding decimals throughout the app.

Platform release - 11/1/2023

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

Platform release - 10/30/2023

• Fixed bug showing total cost incorrectly when inventory is removed from system or when manually updating average cost in Avg. Cost tenant.
• 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.
• Reconcile now completes without error when adding Labor and/or Overhead items.
• Improved error message when duplicate item name is used.
• Fixed bug with duplicate tracking values on the On Hand report.
• 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.
• Reconcile for Drop Ship type item is now possible.
• Added validation when voiding a pick for locations that have been deleted.
• Updated validation for editing SO Item fields correctly depending on their state.
• 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.
• Added alert notes, sale item alert notes, sale item notes, and item notes to Item CSV.
• Fixed validation to not prevent picking expired items.
• Fixed bug adding new item to an issued PO.

Platform release - 10/26/2023

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

2023.10.1 - 10/23/2023

• Fixed bug when assigning a parent (root) location as the default receive location for an item. (10/23)
• Added support for item name and SKU to be searched in the Purchase Orders module. (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)
• Added partial success status on CSV upload. (10/19)
• Fixed bug for move functionality for items in packages in shipping. (10/17)
• CSV now accept single-digit months and days for date fields. (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)
• Fixes 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)

2023.10 - 10/18/2023

• Improved rounding functionality of currency value fields.
• 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.

2023.8.2 - 8/30/2023

• Inventory module committed serial values rework and improvements.
• Tax Type Filter added to existing tax code for Items, Sale Items, and Customers.
• Tax Codes now show 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.
• Bug fix - “Large” next value auto-assigned to tracked item
• Fixed bug where default receive location not honored for an item
• 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 selected
• Fixed bug with tracking values on inventory csv export causing values to be exported to the wrong column(s)
• 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
• Fixed bug on customer csv import with address fields importing incorrectly
• Fixed bug with user phone field
• Bettor error handling for inventory csv import when number fieldscontained non numerical values
• Fixed issue with csv import not importing all rows
• Fixed issue with some reports not exporting to excel as expected
• Fixed issue during picking bundle items and no inventory showed for the items when inventory was present
• Added validation to require each as the UOM for serial tracked items
• Fixed bug with error message on SO unissue with bundle items on the order
• Fixed failed to load data issue for SO Summary report
• 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

2023.8.1 - 8/16/2023

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

2023.8 - 8/2/2023

• 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.
• Vendor payment terms now override company default terms.
• 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.
• 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.

2023.7 - 7/19/2023

• The entire process for cycle counting with and without serial tracked items has been reworked and improved.
• Option was added to the Picking 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 module text changes.
• Image manager text changes.
• 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.

2023.6.1 - 6/28/2023

• Improvements to Sales Order Summary Report.
• Improvements to Pick Item sorting.
• Improvements to commit/finish buttons in Picking wizard.
• Improved experience when encountering timeouts.
• 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.

2023.6 - 6/14/2023

• Shopify Integration mapping settings improvements.
• 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.
• 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.

2023.5.2 - 5/31/2023

• Improved toast notifications from sales order in estimate status.
• 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 Pack 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.

2023.5.1 - 5/17/2023

• 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.
• Sale Item and Item tax codes flow to orders.
• 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.

2023.5 - 5/3/2023

• Prompt a save when creating a duplicate item from a table view.
• Vendor item minimum quantity requirement improvements.
• Hover-over view of carrier tracking.
• Pull customer phone number and email address into sales order.
• Search on new SO and PO improvements.
• Increased size of Carrier Tracking field.
• Required custom field improvements.
• 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.

2023.4.1 - 4/19/2023

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

2023.4 - 4/5/2023

• Chip improvement on Search Views.
• Improvements on custom-fields viewing and required-fields issue.
• Fixed: Downloads page Imports table issue.
• Fixed: Lazy load refresh issue.
• Fixed: Safari reports loading blank pages.
• Fixed: Dimension decimal issue.

2023.3 - 3/22/2023

• CSV export wrong report showing bug fixed.
• Multiple choice custom field validation added.
• 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.

2023.2 - 2/8/2023

• Multicurrency feature for cross-currency capability.
• Purchase tax feature.
• Report stability issues addressed and improved.
• New Materials User Interface.
• Added required home currency to registration page.
• Updated outage banner process.
• Fixed custom field required bug.
• Fixed Integration settings User Interface bug.
• Fixed QuickBooks Online button issue.
• Fixes to date range pickers.

2022.9 - 9/8/2022

• 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.
• 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.
• 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.

2022.8 - 8/11/2022

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

2022.7 - 7/14/2022

• 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.
• 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).

2022.6 - 6/9/2022

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.

2022.5 - 5/19/2022

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

2022.4 - 4/14/2022

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

2022.3 - 3/10/2022

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

2022.2 - 2/10/2022

• Added a tool tip to show if a particular record in the Chart of Accounts has been posted to a user’s accounting system.
• Added e-commerce functions to ShipStation, such as order imports/exports and creating payment records.
• Added a Source column to the Sales Order 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.

2021.12 - 12/9/2021

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

2021.11 - 11/11/2021

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

2021.10 - 10/14/2021

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

2021.9 - 9/9/2021

• The API is backwards compatible to keep integrations working through most releases.
• Added a Classes module to add classes to sale 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.

2021.8 - 8/12/2021

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

2021.7 - 7/15/2021

• Auto ROP wizard is now updated and simplified from five to three steps.
• Users can create a Stripe payment-request link from the Sales Order 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.

2021.6 - 6/10/2021

• 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.