Business Operations and ERPs
Fishbowl Inventory by Maxmel Tech
37 min
fishbowl inventory is a cloud based platform offering inventory, warehouse, and manufacturing management for smbs, with deep integrations and automation integrating with make com enables seamless workflow automation across finance, ecommerce, and operations, boosting efficiency and data accuracy this is ai generated content based on official fishbowl inventory documentation the content may still contain errors—please verify important information if you have questions, contact https //www fishbowlinventory com au/about us/support/ directly how to get support on fishbowl inventory fishbowl inventory is a community developed application and is subjected to the developer's terms and conditions, which may include applicable fees make does not maintain or support this integration for assistance, please https //f make com/r/reachout?app name=fishbowl%20inventory\&app slug=fishbowl inventory community\&app unique id=fishbowl leu3eh requirements to use the fishbowl inventory app in make, you must have access to a fishbowl server and a user account to obtain a session token, https //fishbowlinventory com app installation to install this app, you need admin, owner, or app developer permissions docid foycaspyp9uykgm7lqpb go to the https //www make com/en/integrations/fishbowl inventory community/ click the install button follow the on screen instructions to complete the setup connect fishbowl inventory and {{product name}} to get started, you must first create a connection between fishbowl inventory and {{product name}} , allowing the two services to communicate you can connect using the following method session token authentication session token authentication instructions you need to obtain a session token by logging in with your application and user credentials prepare the following required credentials appname, appdescription, appid, username, and password if multi factor authentication (mfa) is enabled for the user, also prepare the mfacode from the user's authenticator app submit these credentials to log in and retrieve the session token note the returned token, which is the session token required for authenticated actions some community developers require an additional specific api key retrieve the required api key from the community developer's dashboard, generally found under settings/api for more info, please https //f make com/r/reachout?app name=fishbowl%20inventory\&app slug=fishbowl inventory community\&app unique id=fishbowl leu3eh create the connection in {{product name}} https //www make com/en/register , add the fishbowl inventory module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your fishbowl inventory or follow the on screen instructions to create the connection you must also enter any required third party api keys obtained earlier for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page fishbowl inventory modules after connecting to the fishbowl inventory app, you can choose from a list of available modules to build your {{scenario plural lowercase}} add inventory adds inventory items to a selected stock or location, increasing the available quantity at that specific place close a manufacturer order closes an open short manufacturer order, marking it as completed and preventing any further changes or processing close a purchase order closes a purchase order that has been marked as short, indicating that not all items were received or fulfilled, and finalizes the order accordingly close a purchase order item closes a specific purchase order item, indicating that it has been fully processed or is no longer active in your workflow create plugin information adds new plugin details to your system by creating a plugin entry with the specified information create a manufacturer order creates a new manufacturer order in the system, allowing you to initiate and track the production of goods directly from your workflow create a memo creates a new memo in the system, allowing you to record and save important notes or information for future reference create a purchase order creates a brand new purchase order in your system, allowing you to initiate and track new orders for goods or services create a unit of measure adds a new unit of measurement to your system, allowing you to track and manage items using this custom unit delete plugin information removes all data associated with a selected plugin from your account delete a manufacture order permanently removes a selected manufacture order from your system, ensuring it is no longer available or tracked in your records delete a memo permanently removes a selected memo from the system, ensuring it is no longer accessible or visible to users delete a part removes a selected item or component from your inventory or system, helping you keep your records up to date delete a payment permanently removes a specific payment record from your system, ensuring that the selected payment is no longer stored or accessible delete a product permanently removes a selected product from your inventory system, ensuring it’s no longer listed or available delete a purchase order permanently removes a selected purchase order from your system, ensuring it is no longer available or visible in your records delete a sale order permanently removes a specific sale order from the service, ensuring it is no longer available or accessible delete a unit of measure permanently removes a specific unit of measure from your system, ensuring it's no longer available for use in your records or calculations execute a data query this module lets you run a data query on the database you choose and provides you with the results it finds get cycle inventory fetches detailed cycle inventory information from a chosen source, allowing you to view current stock levels and related inventory details get inventory fetches a complete list of all inventory items, allowing you to view every product currently tracked in your inventory get manufacture orders fetches a complete list of all manufacturing orders from your system, allowing you to view and manage every order currently in process or completed get memos fetches and displays all memos associated with a particular object, allowing you to view detailed notes or comments linked to that specific item get parts fetches and lists all available parts from your account get plugin info fetches detailed information about a particular plugin, such as its features, version, and other relevant details get purchase orders fetches and lists all available purchase orders from your account, giving you a complete overview of your purchase order records get units of measure fetches a complete list of all available units of measure, allowing you to see and use every measurement option provided by the system get users fetches a complete list of all users in your account, allowing you to view details about each user get vendors fetches a complete list of all vendors from your connected account, allowing you to view and manage vendor details easily get a manufacture order fetches detailed information about a specific manufacturing order using its unique id get a memo this module allows you to find and retrieve a specific memo by entering its unique id or by using other search criteria you specify get a purchase order fetches detailed information about a specific purchase order using its unique id get a unit of measure fetches detailed information about a specific unit of measure from the service get the best cost for a part finds and returns the lowest available price for a particular part get the best price for a product finds and returns the lowest available unit price for a particular product, helping you identify the best deal import data transfers information from a chosen source directly into your system, making it easy to bring in external data for further use issue a manufacturer order sends a manufacturer order to kick start the production process with your chosen manufacturer, ensuring your products begin being made issue a purchase order creates and sends a purchase order according to the details and requirements you provide make an api call allows you to make a custom api request to the service, using your own parameters and authorization, so you can access features or data not covered by the standard modules move inventory transfers inventory items from a specified source location to a chosen destination location within your system scrap inventory removes a specific inventory item from the list, helping you keep your inventory up to date by deleting items you no longer need unissue a manufacturer order this module cancels a previously confirmed manufacturer order and returns it to draft status, allowing you to make changes or review the order before confirming it again unissue a purchase order this module allows you to reverse or cancel a previously issued purchase order in the system, effectively marking it as unissued update plugin information updates the details of a selected plugin, allowing you to modify its settings or information as needed update a manufacture order updates an existing manufacture order by applying new information or changes to its details, such as quantities, deadlines, or specifications update a memo updates an existing memo by adding or modifying its content with the latest information update a purchase order updates an existing purchase order by modifying its details, such as item quantities, pricing, or delivery information, to reflect any new or changed information update a unit of measure updates the unit of measure assigned to a specific item, allowing you to change how the item's quantity is tracked or recorded void a purchase order cancels an existing purchase order in the system, marking it as void so that it can no longer be processed or fulfilled watch inventory this module activates whenever there’s a change or update to your inventory levels, helping you stay informed about stock adjustments in real time watch manufacture orders triggers whenever a new manufacturing order is added, allowing you to automatically start workflows as soon as a new order is created in your system watch parts this module activates whenever a new part is added or when details of an existing part are updated, helping you stay up to date with any changes or additions to your parts inventory watch purchase orders triggers and starts a scenario whenever a new purchase order is added to your system, allowing you to automate actions based on new orders as soon as they are created watch users this module activates whenever a new user is added or whenever details of an existing user are updated, allowing you to automatically respond to changes in your user database watch vendors this module activates whenever a new vendor is created or when details of an existing vendor are modified, helping you stay up to date with the latest vendor information templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} fishbowl inventory resources you can have access to more resources related to this app on the following links https //fishbowlinventory com https //help fishbowlinventory com/hc/en us https //help fishbowlinventory com/advanced/s/article/api https //www make com/en/integrations/fishbowl inventory community