Fishbowl Drive
Items

Items

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Create New Item

Bundles

Reorder Points

Import CSV

FBO Items 1.png

  • The Items module stores the parts and products that you purchase, manufacture, and sell.
  • To create a new item, click the FBO New Icon Button.png New button. Each existing item is displayed in the search area on the left..
  • The following tabs are available for each item: General, Sale Items, Substitute Items, Reorder Points, Tracking, Locations, Vendor Items, and History.
  • To sell an item, add the product details to the Sale Items tab.
  • For a step-by-step tutorial on creating items, click the video to the right.

Bundles

Bundles

  • A bundle is a group of multiple items that can be sold together.
  • To create a new bundle, change the item type to Bundle and add items to the Bundle Items tab.
    FBO Bundle 1.png
  • For a step-by-step tutorial on creating bundles, click the video to the right.

Reorder Points

Reorder Points

  • Click the Reorder Points tab in the Items module to set the reorder points for each location and/or company wide.
    FBO Reorder Point 1.png
  • To receive stock alerts via SMS or email, click Manage Alerts.
    FBO Reorder Point 2.png
    FBO Reorder Point 3.png
  • To import reorder points from a spreadsheet or CSV file, click the More Icon Button.png More button at the top of the item list and choose Import Reorder Points.
  • To create a template file with the correct column headers, click Export Reorder Points.
  • The suggested order of CSV imports for new databases can be found here.
  • For a step-by-step tutorial on working with CSV files, check out the CSV video here.
  • Below is a list of the CSV columns. All column headers are required. Columns with an asterisk must contain data.
    • ReorderPoint-ID
    • ReorderPoint-ItemName
    • ReorderPoint-ParentLocationName
    • ReorderPoint-DailyConsumptionRate
    • ReorderPoint-Minimum
    • ReorderPoint-Maximum
    • ReorderPoint-AlertAt
    • ReorderAlert-ContactName - Only if adding alert
    • ReorderAlert-Phone
    • ReorderAlert-Email
    • ReorderAlert-ReceiveSmsNotifications - Only if adding alert

Import items

  • To import items from a spreadsheet or CSV file, click the More Icon Button.png More button at the top of the item list and choose Import Items.
  • To create a template file with the correct column headers, click Export Items.
  • The suggested order of CSV imports for new databases can be found here.
  • For a step-by-step tutorial on working with CSV files, check out the CSV video here.
  • Below is a list of the CSV columns. All column headers are required. Columns with an asterisk must contain data.
    • Item-Name - Name of the item (e.g. B201)
    • Item-Description - Description of the item (e.g. Premium Brake Cables)
    • Item-Details - This allows you to leave additional notes about specific items
    • Item-Cost - The amount the company pays for this item (e.g. 17.50)
    • Item-Upc - This allows you to associate the UPC (Universal Product Code) to an item during the import
    • Item-Sku - This allows you to associate the SKU (Stock Keeping Unit) to an item during the import
    • Item-Url - This allows you to associate the URL (Uniform Resource Locator) to an item during the import
    • Item-ItemType - Inventory, Shipping, Service, Non Inventory, Labor, or Overhead
    • Item-DefaultUomName - The UOM (Unit of Measure) for the item (e.g. Each, Pair)
    • Item-SalesTaxName - Tax associated with this item
    • Item-Length - The length of the item. You can enter in 0 if you do not need/use this information
    • Item-Width - The width of the item. You can enter in 0 if you do not need/use this information
    • Item-Height - The height of the item. You can enter in 0 if you do not need/use this information
    • Item-DimensionUnit - The dimension unit of the item. (e.g. Inches, Feet)
    • Item-Weight - The weight of the item. You can enter in 0 if you do not need/use this information
    • Item-WeightUnit - The unit of weight for the item (e.g. Ounces, Pounds, Kilograms)
    • Item-Taxable - If the item is taxable (e.g. True or False)
    • Item-AssetAccountName
    • Item-ScrapAccountName
    • Item-CostOfGoodsSoldAccountName
    • Item-AdjustmentAccountName
    • Item-DefaultImageLink
    • Item-AccountingClassName
    • Item-Tags
    • SaleItem-Name - This can be the same name used for Item-Name (e.g. B201)
    • SaleItem-Description - This can be the same name used for Item-Description (e.g Premium Brake Cables)
    • SaleItem-Details - You can include additional item details for your sale items
    • SaleItem-Price - The amount the company sells the item for (e.g. 35)
    • SaleItem-Sku - This allows you to associate the SKU (Stock Keeping Unit) to a sale item during the import
    • SaleItem-Url - This allows you to associate the URL (Uniform Resource Locator) to a sale item during the import
    • SaleItem-DefaultUomName - The UOM (Unit of Measure) for the sale item (e.g. Each, Pair)
    • SaleItem-SalesTaxName - Tax associated with this sale item
    • SaleItem-Length - The length of the sale item. You can enter in 0 if you do not need/use this information
    • SaleItem-Width - The width of the sale item. You can enter in 0 if you do not need/use this information
    • SaleItem-Height - The height of the sale item. You can enter in 0 if you do not need/use this information
    • SaleItem-DimensionUnit - The dimension unit of the sale item. (e.g. Inches, Feet)
    • SaleItem-Weight - The weight of the sale item. You can enter in 0 if you do not need/use this information
    • SaleItem-WeightUnit - The unit of weight for the sale item (e.g. Ounces, Pounds, Kilograms)
    • SaleItem-DefaultSalesOrderItemType - This determines if the sale item defaults to Sale or Credit Return
    • SaleItem-Taxable - If the sale item is taxable (e.g. True or False)
    • SaleItem-DefaultFlag - If you have multiple sales items associated to a general item, you can specify if this is the default sales item (e.g. True or False)
    • SaleItem-IncomeAccountName
    • SaleItem-DefaultImageLink
    • SaleItem-AccountingClassName
    • SaleItem-Tags
    • Tracking-Lot Number - If the item has lot number tracking enabled (e.g. True or False)
    • Tracking-Expiration Date - If the item has expiration date tracking enabled (e.g. True or False)
    • TrackingSerial-Serial Number - If the item has serial number tracking enabled (e.g. True or False)

Import Item Locations

  • To import item locations from a spreadsheet or CSV file, click the More Icon Button.png More button at the top of the item list and choose Import Item Locations.
  • To create a template file with the correct column headers, click Export Item Locations.
  • The suggested order of CSV imports for new databases can be found here.
  • For a step-by-step tutorial on working with CSV files, check out the CSV video here.
  • Below is a list of the CSV columns. All column headers are required. Columns with an asterisk must contain data.
    • ItemLocation-ItemName
    • Location-ParentName
    • Location-PickFrom
    • Location-Receive
    • Location-PickTo

Import Vendor Items

  • To import vendor items from a spreadsheet or CSV file, click the More Icon Button.png More button at the top of the item list and choose Import Vendor Items.
  • To create a template file with the correct column headers, click Export Vendor Items.
  • The suggested order of CSV imports for new databases can be found here.
  • For a step-by-step tutorial on working with CSV files, check out the CSV video here.
  • Below is a list of the CSV columns. All column headers are required. Columns with an asterisk must contain data.
    • VendorItem-ID
    • VendorItem-ItemName
    • VendorItem-VendorItemName
    • VendorItem-VendorName
    • VendorItem-Cost
    • VendorItem-UomName
    • VendorItem-LeadTime
    • VendorItem-MinQuantity
    • VendorItem-Default
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