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H
Hally11
August 18, 2023
Question

Inventory by customer Report?

  • August 18, 2023
  • 1 reply
  • 6 views

My client wants to be able to see what items (with qtys) are on their floor for any given customer.

 

I believe the first step is to have the Customer/Job field filled in every time a purchase is made. But I can't find a report that will give me the information I'm looking for.

 

Any ideas?

1 reply

DHeraV
DHeraVModerator
Moderator
August 18, 2023

Hello there, @Hally11. 

 

I have information about a report in QuickBooks Desktop (QBDT) that you can use. This report provides details on the total quantities and specific items purchased by customers. Let me walk you through the process:
 

  1. In your QBDT file, go to the Reports menu.
  2. Choose Custom Reports and select Summary.


     
  3. In the Display tab, go to the Columns section.
  4. Select Item detail in the Display columns by dropdown.
  5. In the Display rows by dropdown, choose Customer.
  6. Under the Display columns for, tick the Quantity radio button.
  7. Once ready, click on OK.

 

You may want to check out this article if you want the same settings of the customized report to be available for future use: Create, access and modify memorized reports.
 

I'm here to assist you with any inquiries or worries you might have regarding generating reports or related subjects. Simply leave your response below, and I'll make sure to provide a prompt and thorough answer. Keep safe.

H
Hally11Author
August 25, 2023

Hello,

 

Thank you for your reply. However, it does not answer the question I'm asking.

 

I am not looking for the number of items purchased. I am looking for the number of items currently in stock, by customer.

 

My client acts as a warehouse for its customers. It orders products in bulk, and stores them in its warehouse. When its customers are ready to receive items, they place an order from my customer.

 

We do not currently fill in the Customer/Job field when ordering products, but it's my belief that we should start doing that. Then, those transactions, combined with the invoices generated for customers, should give quantities in stock by customer. I can't find a report that does that.

 

Being able to also see items on Purchase Order & Sales Order would be great as well.

 

Thanks.

A
AbegailS_
Level 6
August 25, 2023

Hi there, Hally. 

 

Thanks for providing clarification on your concern. I understand how important it is for you to have access to the specific report showing the quantity on hand for your customer. However, it's currently unavailable. 

 

Your feedback is important to us, and I encourage you to send us your thoughts and suggestions regarding the specific report you require. This will help us improve our systems and better cater to your needs in the future. 

 

Here's how to submit feedback:

 

  1. In QBDT, go to the Help menu at the top.
  2. Click Send Feedback.
  3. Choose a category and enter your comments or suggestions.
  4. Tick Send feedback when once done.

 

If you need a hand managing other reports, I'll add this article as a guide: Understand reports. 

 

After managing your reports, I'll include this guide if you need to reconcile your accounts: Reconcile an account in QuickBooks Desktop.

 

In QBDT, we can export reports to Excel as workbooks, CSV spreadsheets, or PDFs. This way, we'll have the flexibility to add information relevant to your business needs. 

 

Please don't hesitate to reach out if you have any further questions or need assistance with report management. Our team is here to support you on your journey towards effective and efficient reporting.

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