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Quick Order

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All categories
All stock LGs
Default SO Status

Status applied when creating the sales order. Issued = ready to fulfill.

Tier 2 Module Option

Mirrors Tools → Module Options → Pricing Rule. Tier 2 sets the list price.

Tier 3 Module Option

Tier 3 sets the final sales price.

Image loading
Product UOM grouping

Collapses each part's UOM variants (e.g. ea / box / case) into a single tile with a UOM dropdown. List views always show every UOM as its own row.

Default UOM the grouped tile selects first. Falls back to the lowest product ID when no sibling matches.

Clicking a star marks every product sharing that part (e.g. ea + box + case) with the same favourite state. Otherwise, only the clicked UOM is marked.

After creating SO

Turn off if you batch-create orders — the toast still shows the new SO number so you can review later.

Debug console

Logs price-rule resolution, SO submission payloads, and customer-favourite writes. Useful for diagnosing issues; safe to leave off.

Reset

Getting started

  • Pick a Customer from the filters panel — pricing rules, purchase history and addresses load against this customer.
  • Despatch Location Group defaults to your user's default LG and stamps LocationGroupName on the created SO.
  • Stock Location Group controls which inventory totals are shown on the catalogue and feeds the "In stock only" filter — it does NOT affect the created SO.

Finding products

  • Switch between Tile, List+Img and List views with the toggle at the top.
  • Filters: product tree, stock LG, free-text search (num / sku / upc / description), in-stock-only, favourites, previously-purchased.
  • ★ Favourites — each product has TWO independent stars: green = customer (shared with all staff) and orange = your personal pick. Click either to toggle on/off; a product can carry both at once. The green star is disabled until you pick a customer (its target). Customer favourites save to the customer's Favourites custom field. The header star cycles the FILTER through customer → user → both → off so you can browse one set at a time, or the union.
  • Previously purchased filters to this customer's purchase history.
  • UOM grouping (settings) — collapses products that share an underlying part into one tile with a UOM dropdown. List views always show every variant.
  • Sort with the dropdown OR click a column header in list views. Drag column edges to resize.

Pricing

  • Prices honour Fishbowl's full Tier 2 / Tier 3 pricing rules for the selected customer.
  • Hover any price to see the rule that won and the next-qty break.
  • Orange ↑ +N for $X.XX ea means buying that many more crosses a price break.
  • Cart line prices can be overridden — click the unit-price field, type a new value, Enter to commit. Clear the field to revert.

Cart

  • Adjust qty with +/− or type directly. Enter on a product tile's qty input adds to cart.
  • Drag the hamburger handle on a cart line to reorder — the order flows through to the created SO's line sequence.
  • The blue pill below each line total shows the tax code that will apply. Customer-default tax wins; otherwise the product's own.
  • Cart is per-session — not persisted across reloads.

Creating the sales order

  • Pick ship-to and bill-to addresses in the cart header.
  • Default SO status (Estimate / Issued) is set in Settings.
  • Click the cart icon to confirm and submit — Fishbowl auto-numbers the SO.
  • On success a toast shows the new SO number and opens it in the SO module.

Tips

  • Click any product number to jump to it in the Product module.
  • Hover the stock badge for per-LG breakdown; hover the PO badge for incoming-stock details.
  • Settings (gear icon) controls SO status, pricing-rule tie-breakers, and lazy image loading.
  • Reset saved settings to clear view mode, filters, favourites and column widths back to defaults.