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D
Dytrt
February 4, 2021
Question

Site List & Bin Locations

  • February 4, 2021
  • 7 replies
  • 60 views

Greetings Community!

 

Our warehouse houses inventory for multiple companies and we act as a 3PL and ship their product out as orders come in.  I have 7 different Site list names, 1 for each company that we house inventory for.  I setup the 1201 bin location in 1 of the sites.  How do I copy and paste those to all of the other sites?  Actually, all of the sites have 64% of the bins already setup.  It's a new space that we added racking in that I need to add another 437 bins to each of the sites.  Again, 1 site has them all setup, I need to copy and paste the new bins to the other sites.  Help?

7 replies

DivinaMercy_N
DivinaMercy_NModerator
Moderator
February 4, 2021

Welcome to the QuickBooks Community, @Dytrt!

 

Thank you for providing details of your concern. You can use the inventory transfers feature to ensure each site has the correct quantity of a product in stock. Here's how:

  1. Navigate to the Inventory tab and click Transfer Inventory.
  2. Enter the date in the Date field on when the transfer happened.
  3. Input a Reference No. to code the flow of goods. 
  4. Type the correct location in the Transfer from and to drop-down arrows.
  5. Click the Item column to pick an inventory item or use the Find & Select Items option to search multiple inventories.
  6. After putting the Qty to Transfer, hit Save & Close.

 

Here's the article that will provide more info about the process: Multiple Inventory Sites. 

 

I've also added this helpful source so you can monitor what sales orders are outstanding, the current status of each sales order, and what was received. For the detailed instructions, please see this article: Site Operation. 

 

Let me know how this goes if you have other concerns about managing your bin locations in QuickBooks. I'll be more than glad to assist you further. Have a good one.

D
DytrtAuthor
February 5, 2021

@DivinaMercy_N   Hi, that's not at all what I was looking for.  I want to know if I can copy bin locations from 1 site to another site so I don't have to setup the same bin locations each time I have a new site name.  I hope that's more clear.  If not, feel free to call me [removed phone number]. 

 

Thank you,


Dave

M
MadelynCModerator
Moderator
February 5, 2021

I’ve got you covered, @Dytrt.


Advanced Inventory in QuickBooks allows tracking of inventory by various sites and a further designation of the aisle, shelf, or bin locations within those sites.


If you want to transfer the same items to multiple sites, you can save time by duplicating the inventory transfer. Here’s how you do it:

 

  1. From the Inventory menu, select Transfer Inventory.
  2. Select Previous until you find the transfer you want to duplicate.
  3. Click Edit, then Duplicate Inventory Transfer.
  4. Change the details of the transfer as necessary.
  5. Select Save & New and if necessary, repeat these steps for each inventory site.
  6. When finished, Save & Close.


I have here resources that give you more information about inventory management in QuickBooks. It provides the right ways to handle your business essentials:

 

 

I'll be happy to help if you need any further assistance with managing bin locations or anything else. Feel free to leave us a message below, and we'll make sure to answer them for you. Have a great day ahead.

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