SalesIn works seamlessly with Fishbowl Inventory so you don’t have to manually enter information into both systems.
Your customers and products from Fishbowl are available for use in SalesIn , and sales flow back to Fishbowl automatically.
This essentially happens automatically, so we’ve listed a series of Frequently Asked Questions to help paint the picture as to what goes on behind the scenes.
How does it work?
- Your customer and product info is uploaded to SalesIn, so that you can use this data to make sales in SalesIn.
- Your sales are then downloaded from SalesIn into Fishbowl.
What data is transferred to SalesIn?
- Customers (as well as their addresses and relationships with parent companies)
- Products (including product groups, tax codes, photos etc.)
- Pricing Rules (all pricing rules are supported except for the Apply Rounding option and the Tiered Pricing Type option)
- Stock Levels per Location Group
When are sales downloaded to Fishbowl?
In SalesIn we have a “Status” field against all sales, and this is used as a flag to know that the order is ready to be downloaded into Fishbowl. By default, SalesIn comes with an Open and Closed status, but you can add as many as you like. When your Fishbowl integration is first installed, its default setting is to look for any Open sales and download them to Fishbowl. Once downloaded, these are set to Closed. You can control both of these actions using the Account Settings area in the Integration software.
It is important to note that while SalesIn supports multiple Sale Types (eg. Order, Invoice, Quote, etc.) only the “Order” sale type will transfer to Fishbowl as only creation of Fishbowl Sales Orders is supported.
What happens after sales are downloaded to Fishbowl?
Once a sale has been downloaded into Fishbowl, by default it is set to a Closed status in SalesIn. You can change this action using the Account Settings area in the Integration software, however it is recommended that a status change is made, so that users either know not to change the order or are prevented from doing so (a Status can be Read Only for example).
With that in mind, it is important to note that once a sale is added to Fishbowl, all further changes to the sale must be made in Fishbowl. At this point, SalesIn considers the sale as “delivered” to Fishbowl, and will never download it again into Fishbowl even if changes are made to it in SalesIn . This is why we set the Status to Closed in SalesIn by default once the sale has been imported into Fishbowl – it’s the end of the line.
How does SalesIn handle invoice numbers?
You can choose whether to carry through the SalesIn Sale ID as the Fishbowl invoice number, or whether to ignore the SalesIn Sale ID altogether and just let Fishbowl use its next available number. Change this in Account Settings.
Do Fishbowl invoices get upload to SalesIn?
Yes – You can choose to upload completed Fishbowl invoices to SalesIn, using the Fishbowl Sales tab settings, under Account Settings. This gives you access to customer sales history instantly.
If I create customers in SalesIn , will they get added to Fishbowl?
Yes – SalesIn supports adding a new customer to Fishbowl in the event that the customer is used for a new sale.
Why can’t I change customer details in SalesIn?
We turn this off so that you make your changes to customers in Fishbowl, and then these replicate to SalesIn during the next Full Integration.
Changes made to customers in SalesIn do not get saved to Fishbowl, only new customers are added to Fishbowl.
Can all of this happen automatically so that I don’t have to keep running the integration throughout the day?
Of course! Just setup a schedule in Account Settings.