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I
illidana
October 28, 2024
Question

Leased peripherals

  • October 28, 2024
  • 1 reply
  • 0 views

I'm trying to create a leased package for a mobile phone that comes with a rugged case and with an unlimited data plan and so the total price of this package would be the monthly fee the customer would pay.

 

When I sent over the invoice to customer everything looked good but when I created a sales order and a pick list for my shipping department, the device and rugged case did not show as hardware to be picked. How do I setup this package properly so the tangibles are picked? 

1 reply

JaeAnnC
JaeAnnC
Level 6
October 28, 2024

Let's work together to properly set up the package so the tangible items will show in the Pick tab in QuickBooks Desktop (QBDT), @ilidana.

 

First, create two inventory items for the mobile phone and the rugged case, then a service item for the unlimited data plan. Then, create a Group type to consolidate the three items.

 

Here's how:

 

  1. Go to Lists and select Item List.
  2. Click the Item dropdown, then New.
  3. Select Group as the Type.
  4. Enter the name in the Group Name/Number field.
  5. In the table, select the two inventory and service items you created in the Item column. Enter the quantity under QTY.
  6. Select OK.

 

Once done, you can create a sales order and send the package for picking. It's also worth noting that the list in the Pick tab is already the combined items of the package, as indicated by the number under the Items column. The items included are the ones showing on the Create Picklists box.

 

Furthermore, here's an article to guide you on how to pack an item once the orders have been picked: Pack tab in Sales Order Fulfillment.

 

Keep in touch if you need further help with tracking your inventory in QBDT. We'll be happy to continue assisting you. Stay safe.

I
illidanaAuthor
October 29, 2024

JaeAnnC, thank you for your in depth reply with screenshots, they do help. However I already have inventory items for the mobile device and the case, which I am selling with an outright price, not leased. That was another option I tried at first and the invoice had the purchase price for the inventory items. The tangibles should be $0 and only the monthly service item on the invoice. 

Also, the groups option is not good for me because I cannot pull reports on grouped items. Not sure how to solve this. 

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