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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
After creating SO

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

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.
  • Top toggles: ★ Favourites (star a product to add), Previously purchased (this customer's purchase history).
  • 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.