Inventory / Roofing Company

Glad to have you here in the Community, @accontractors.

Let's set up your inventory in QuickBooks Desktop so you can get back to working order.

To track the cost and count of the items you purchase in bulk, you can turn on the Unit of Measure feature. Then, create a bill for the materials you want to purchase from your vendor. Here's how to turn on the feature:

1. Go to the Edit menu, then select Preferences.
2. Select Items & Inventory from the left menu and choose Company Preferences.
3. In the Unit of Measure section, select Multiple U/M Per Item from the drop-down.
4. Click OK to save the changes.
5. Once done, enter a bill for the items you'll purchase.

On the other hand, you can allocate the items to the job costs by creating an invoice. This way, the Cost of Good Sold (COGS) will be allocated to the job. Then, if the items were returned, you'll want to enter a refund to add back the items to your inventory. And create an invoice again to re-allocate the items to other jobs.

However, if you don't want to process this with invoicing, you have the option to adjust inventory to allocate which job it gets assigned to for relieving it from stock on hand. Here's how:

1. Go to the Inventory menu, then select Adjust Quantity/Value on Hand.
2. From the Customer:Job drop-down, choose the job.
3. Select the items you want to allocate.
4. Click Save & Close.

You might want to read these articles to learn more about the Advanced Inventory feature in QuickBooks Desktop:

• Set up Advanced Inventory.
• Turn on Advanced Inventory.

Please let me know if you need clarification about this, or there's anything else I can do for you. I'll be standing by for your response. Have a great day.

@accontractors 

The Advanced Inventory feature is fit for a wholesale/trading or a manufacturing company. I would recommend to use a construction management app for your business. It is possible you only need a one time license of QBD Premier + a construction management app.