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redtrack80
Level 2

How do you prevent WIP parts from being directly sold on sales order?

Let's say we sell 10 different items, and these items are each made up of 10 different inventory items that are WIP. So we have 100 item entries in our inventory center.

 

How do we prevent someone from accidentally selling a WIP part instead of the finished good item? Is this possible?

2 Comments 2
Carneil_C
QuickBooks Team

How do you prevent WIP parts from being directly sold on sales order?

I appreciate you for using QuickBooks Desktop to manage your business, @redtrack80.

 

QBDT lets you add specific roles to your users to help you manage your books. Thus, you'll want to utilize it or modify their access to prevent your Work in Process (WIP) Inventory from being sold.

 

You can pull up a Permission Access by Roles report to review their roles and permissions. Here's how: 

 

  1. From the menu, go to Company, then select Users
  2. Click Set Up Users and Roles.
  3. Enter the admin password, then select OK.
  4. Select the Role List tab, then select View Permissions.
  5. Choose the roles you want to review, then select Display.

 

For more insights on managing your users and roles, you can visit this handy article: Create and manage users and roles in QuickBooks Desktop Enterprise.

 

These future references can give you more details about running reports and how to generate them based on your preferences:

 

 

You can post anytime if you have more questions about users and access. Please know the Community has your back. 

OnTrack Team
Level 4

How do you prevent WIP parts from being directly sold on sales order?

@redtrack80,

 

There is no way to prevent that.

 

Suggestion: Drop all those WIP parts under a parent item and name the parent in a way that would be obvious for your users not to sell them.

 

Let me know if this helps.

(Please cheer/kudo if you like my answer.)

JS

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