Getting Fishbowl Inventory setup and integrated with Orderwerks requires following a few steps.
Configure the Integration
Pull in the Products
Pull in the Customers
Create Sales Orders in Fishbowl
Pull in Shipments from Fishbowl
Configure the Integration
Navigate to the Integrations section and toggle on the Fishbowl integration.Expand the integration options and then set the following:Integration Details:Host - The server dns name or IP Address (should be static) to make API Calls toPort - The port that you run Fishbowl Server on. Note, this port must be open publicly for Orderwerks to connect. Talk to you IT Administrator for details.Username - An admin username in Fishbowl that can connect to the server.Password - The corresponding admin user password.Fishbowl Auto Refresh Inventory - Auto Pull in New Inventory every 30m from Fishbowl InventoryFishbowl Auto Pull Shipments - Auto Pull in New Shipments for Created Sales Orders in Fishbowl, that were made in Orderwerks, every hour.Save - Save the detailsAuthorize - Authorize the app. This must be done prior to attempting to interact with Fishbowl. Once you setup the authorization, you must login to Fishbowl, go to the Integrations section and Authorize the integration.Note: Any items that are queued up to communicate with Fishbowl will be visible under the Queue section.
Pull In Products
Go to Menu then Catalogs section.Select the checkbox next to the catalog you want to pull catalog items into, then select the 'Pull Catalog Items' under the Fishbowl action button section above.Follow the prompts on the pop up to select if you want to filter by location - if you don't you will pull in all inventory across all locations.
Configure A Catalog For Auto Pull Inventory
Go to Catalogs, and click the Edit pencil on the catalog you want to auto pull inventory into.Select the Assigned Warehouse and click save.
Pull In Customers
Go to Menu then Users then click your Account Designation (Vendors, Customers, Dealers, etc.)Click the Queue Pull Customers Button to Queue Pulling in Customers from Fishbowl.You will receive an email once this process is completed.
Create Sales Orders in Fishbowl
Go to Menu then Orders.Click the checkbox next to each Order that you want to create a Sales Order for in Fishbowl. Above in the action bars row, click the Queue Create Sales Orders button.This will now queue up those orders to be created as Sales Orders in Fishbowl. The queue runs every 1 minute. An emailed report will run giving details on successfully created sales orders or if there are any errors.
Pull in Shipments
Go to Menu then Orders.If you use Fishbowl to create Shipments, any Sales Orders that you created from Orderwerks to Fishbowl can then pull in those Shipments and make them visible to users in Orderwerks in the Shipments section.To queue a manual pull of shipments from Fishbowl, click the Queue Pull Shipments. The queue runs every 1 minute.An email of the status of the pull of shipments will be sent giving details of how it ran. The shipments can then be viewed in the Shipments section.If your shipments have tracking numbers, those are pull in as well. The Account record also will receive a shipment email for each shipment, with Tracking, PO and Fishbowl Sales Order #, if you have configured your account to send shipment emails.