What You Need to Know About Shipping With Fishbowl

 Shipping is a critical part of a successful business operation. The Shipping module in Fishbowl software is designed to help make the process of packing and shipping go as smoothly as possible. In addition to successfully performing these functions, you can also use the module to help adjust all carton information and tracking numbers. Here’s what you need to know about the Shipping module.

Buttons in the Shipping module

The three main buttons you’ll be using most are the Save, Pack, and Ship button. Clicking Save will allow you to save the changes you make to a shipment, clicking Pack packs any currently opened order, and clicking Ship ships any currently opened order. In addition to these buttons, you may also utilize the Void button frequently. Clicking the button will undo a packed or shipped order that hasn’t been exported. It should be kept in mind that purchase orders and transfer orders can’t be voided if they’ve already been shipped. The other buttons you’ll also become familiar with in the Shipping module include Batch Shipment, Get Quote, Accept Quote, Void Shipment, Return Shipment,Email, Print, How To, and Refresh.

How to add or modify cartons

Whenever you pick an item, it will appear in the Shipping module. Once there, you’ll have the option to place them into cartons or boxes. If you want to change the default container name to another value other than carton, the Ship Items tab will allow you to do that. After you’ve determined a value, you can add cartons to a shipment by following a few steps.

Select the order in the Shipping module that you want to open. After you’ve opened the order, on the component toolbar, click the Add button. The toolbar will be located to your right. You can then enter the number of cartons that need to be added to the shipment. Once you add the number, you should insert the carton size by either selecting a saved carton size or enter the dimensions manually. 

The Carton Types tab is where you can save common carton sizes. When you’ve set the carton size, you can then click OK to proceed with adding the cartons. You’ll notice an up and down button among your options. The Up button and the Down button allowyou to move items between cartons. You can also automatically add items to a new carton by right-clicking an item and clicking Add Carton.

Sometimes, you may desire to split items. You can split items by clicking the item quantity, and then typing in a new one. When you've entered the new quantity, the remaining quantity splits out into a new line. Highlighting a carton will allow you to view the details. You'll see it displayed in a section titled Carton Details. If the numbers are accurate, select the Save button, and all the changes you’ve made will be saved.

How to pack an order

Orders can be marked as packed after items are placed into the correct cartons. There are three different ways to pack an order. You can click the Pack button, you can right-click orders in the Search pane and choose Pack, or you can use Import. The Import function allows you to pack the whole sales orders you picked. Keep in mind that cartons can't be packed with Import. When you've got all your orders packed, you can move to the next step of shipping an order.

How to ship an order

Shipping orders are done in a similar way to packing orders. You can right-click orders and choose Ship, or you can click the Ship button that’s on the module toolbar. If your business may need multiple orders shipped, the Batch Shipment button will help do this. Go to the module toolbar and choose the Batch Shipment button. You can filter orders by only choosing carriers that are currently being shipped. The Carrier module is where you can add new carriers as needed. Once you’ve filtered out the orders, click Next and choose the orders that you need to be shipped. Lastly, click Finish, and the selected shipments will be completed. It should be noted that you can use Import to import shipping data as well.

How to change shipping costs

Businesses can modify shipping costs by going to the Carton Details pane. The Carton Details pane is located at the bottom of the Shipping module. Highlight the carton that needs to be modified and enter the shipping cost. After entering the shipping cost, click the Save button to save all changes. You should also be aware that the Shipping tab in the Sales Order module options allows you to choose between carton-based shipping and standard shipping.

How to simultaneously pack and ship multiple orders

Your business may sometimes need to pack and ship a variety of orders at the same time. The Shipping module can accomplish the task for you. You first need to right-click the orders in the Search pane. Hold the Ctrl key and click each order that you want to be packed and shipped. After you've done that, right-click on one of the orders highlighted, and click Pack. The orders that haven't yet been packed will be packed if you choose to click Ship. Multiple orders can also be packed and shipped simultaneously by clicking the Batch Shipment button.

How to use Search

It’s important to be able to locate a specific shipment whenever your business needs to find it. In the Search pane, you can filter the shipments you’re searching for by order type, status, order number, and ship number. If there’s a need to display additional columns in your search results, you can do so by right-clicking a column header. The Advanced Search button will allow you to search the Custom Fields.

How to utilize UPS in the Shipping module

According to data provided by UPS, 5.5 billion packages were delivered by the company within the last year. Many of those packages were likely packages that were delivered for businesses. Given how important reliable shipping is, Fishbowl has UPS features built into the software without any additional software required. Click the UPS button in the Shipping module or UPS Ready module, and you can configure the UPS integration.

In the Shipping module, you’ll find shipping quotes. Shipping quotes are the amount that your business pays to UPS. There are buttons in the Shipping module that will allow you to create and void shipments, print labels, return shipments, and get and accept quotes. The amount to ship will be based on the negotiated rates with the shipper account.

How to get and accept a quote

The Get Quote and Accept Quote buttons will allow you to create UPS shipments and get UPS quotes. You first have to go to the Shipping module and open the shipment. Choose UPS as the carrier, and then choose the desired UPS service. In the module toolbar, click the Get Quote button. Complete the UPS setup if the UPS license agreement is displayed. Your business can still pay for the shipment with a credit card if a UPS account number wasn't entered during the setup. The payment type can be changed on the UPS tab.

When the amount of the quote is displayed, you'll have the option to either accept it now by clicking Yes, or later by clicking the Accept Quote button. Once a quote has been accepted, you’ll see the Print UPS Label dialog. You’ll have the choice to print now by selecting Print, or you can print later by choosing the UPS Label from the Reports menu. After a business has accepted a quote, the UPS shipment is created with an assigned tracking number.

How to void or a return a shipment

You have the option to void a shipment after a quote has been accepted. You can void a shipment by clicking the Void Shipment button, adjusting the shipment if desired, and then clicking the Get Quote button to request a new quote. In addition to voiding a shipment, you can also return a shipment. Open the shipment that has already been shipped and click the Return button. Once you've done that, choose the service type and ship service, input any other required information, and click OK. If you need to view the return shipping label, select the Reports menu, and then choose UPS Return Label.

Shipping integration

In addition to integrating UPS, through the ShipStation Module, you can integrate with other carriers your business uses. The carriers Fishbowl can integrate with include FedEx, Endicia, and UPS WorldShip. The integration is done through the technology called Open Database Connectivity. All Fishbowl software from 2017 to later use a database management system called MySQL. MySQL uses an Open Database Connectivity driver that will let FedEx and other carriers connect with your Fishbowl database. There are steps provided by Fishbowl to performing the ODBC setup.

Need Fishbowl consulting? You can learn more about how the Shipping module and other tools of Fishbowl can work with the help of Lilypad for Fishbowl. 
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