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How to Perform Complex Inventory Tasks from Virtually Anywhere

October 12, 2021
How to perform complex inventory tasks from virtually anywhere, Fishbowl Blog

Performing complex inventory tasks, like generating purchase orders, finishing work orders, adjusting inventory levels, and cycle counting, can be much simpler than you might think. A cloud-based inventory solution enables you to do these things and more from virtually any location.1

To start completing numerous inventory tasks from the warehouse, office, home, or anywhere else, simply follow these five steps.

Step 1: Choose a Cloud-Based Inventory Solution

This might be the most important part because you want to make sure that you get it right so that everything else falls into place. If you choose a cloud-based inventory solution that isn’t scalable or that lacks features you desperately need, you will likely regret the decision to start using it. Also, you will want to make sure it integrates with QuickBooks and any other business solutions you’re already using.

Fishbowl offers a number of cloud-based inventory solutions that can serve your business well. They are affordable yet powerful, giving small and medium-size businesses access to advanced tools to take care of their inventory management.

Step 2: Receive Training

Before you can start implementing a software solution, you’ll need to learn the basics. It’s a good idea to sign up for training from specialists familiar with the solution. Fishbowl offers both on-site and virtual training to fit your needs. If you’d like to record the training and get it quicker, the virtual one is a great option.

You can also check out Fishbowl’s numerous training videos and Documentation Wiki to get an in-depth understanding of the software as you start using it.

Step 3: Assign User Rights to Each Employee

Few employees need to have full access to every feature and section of your cloud-based inventory solution. You would be wise to limit each user’s access to the specific areas relating to their jobs. That way, there’s little danger of someone lacking expertise making unauthorized changes to your inventory records or causing other damage.

Fishbowl offers granular user rights that ensure the administrators remain in control of who has access to the software. Plus, you can perform audits to identify which users made certain changes.

Step 4: Bring Your Own Hardware

Remember when we said that choosing the right cloud-based inventory solution is the most important step? Now you’ll really see why. A solution like Fishbowl gives you the ability to bring your own hardware.

You don’t necessarily have to buy expensive new barcode scanners to ensure they work with Fishbowl’s software. You can simply download an app onto the Android or iOS mobile device you already own to transform it into a barcode scanner. Not every inventory solution gives you this kind of flexibility, so be careful which one you purchase.

Step 5: Start Using the Software

Once you have the cloud-based solution, training, user rights, and hardware in place, you can start using it in your daily operations. You’ll find that all of the complex IT tasks, such as server maintenance, data security, and software updates, are no longer your responsibility.

If you choose Fishbowl, those logistical jobs are handled for you. You are free to focus on receiving inventory, placing orders, manufacturing goods, and doing other jobs in the warehouse without being tied to a desktop computer.

Perform Complex Inventory Tasks with Fishbowl

You can perform complex inventory tasks from practically anywhere by using Fishbowl’s mobile inventory solutions. Get the ball rolling on this today by scheduling an online demo of Fishbowl today!

Sources:

  1. https://www.accountingweb.co.uk/community/industry-insights/why-should-manufacturing-smes-switch-to-a-cloud-based-system