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Materials

  Training Videos

  Part

  Product

  Kitting

  Inventory

  Monitor

  Transfer Order

  Consignment

The Monitor module, located in the Materials group, provides a way to monitor inventory quantities for several parts at once. Colorful icons quickly communicate which inventory levels need the most attention. Fishbowl users can create their own monitor levels, also known as watches, allowing them to monitor only the parts that are applicable to them.

Module buttons

New creates a new watch.

Edit allows the selected watch to be modified.

Delete deletes the selected watch.

Auto-Create allows multiple watches to be created simultaneously.

Delete All deletes all watches.

Email opens a window to compose an email. If the module's default report is specified, the PDF report will be attached. Email can be configured on the Email tab of the Settings module.

Print sends the default module report to the printer.

How To opens this article in a web browser.

Refresh reloads whatever is currently open in the module.

Create a watch

Click the New button on the module toolbar to create a new watch.

• Part Number - The part to be monitored can be selected from the drop down list or by clicking the Search button.
• Location Group - The part can be monitored using the inventory in a specific location group or company wide inventory.
• Alert Level - If inventory falls below the alert level, the yellow icon will be displayed.
• Critical Level - If inventory falls below the critical level, the red icon will be displayed. The critical level must be less than the alert level.

If a part has not reached the alert level or critical level, the green icon will be displayed.

Edit a watch

Double-clicking a row in the watch table will open the watch in edit mode. Alternatively, highlight the watch in the table and click the Edit button.

Delete a watch

To delete a watch, highlight the watch in the table and click the Delete button. All watches can be deleted at once by clicking the Delete All button.

Refresh

Clicking the Refresh button will update the state of all watches and any quantities that may have changed since the last refresh. Automatic refresh can be enabled in the Monitor module options.

Auto create watches

The auto-create button provides a way to quickly create many watches with alert levels automatically based on a part's reorder point. Levels can then be edited individually after the watches have been created. Clicking the Auto-Create button will open a dialog asking for the information needed to automatically create watches.

• Parts with Quantity on Hand values below their Alert level - If a part's inventory is at or below the part's reorder point, a watch will be created.
• Parts with Quantity on Hand values below their Critical level - If a part's inventory is at or below 50 percent of the part's reorder point, a watch will be created.
• Location Group - The location group specifies which inventory levels and reorder points are used to auto create watches.
• Delete current Watches - If this box is checked, all existing watches will be deleted before auto creating the new watches.

MODULE OPTIONS

Some aspects of the Monitor module can be customized by opening the module, clicking the Tools menu, and then selecting Module Options.

• Auto Refresh

When the Auto Refresh option is checked, a Refresh Rate (in seconds) must be entered. The Monitor module will automatically refresh at the specified rate.