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bhi
Level 3

How do you bulk bin sales orders?

Currently, we have to, one-by-one, open each sales order assign each line item a site location and bin location. Is it possible to do this in bulk in QuickBooks Desktop Enterprise 19?

3 Comments
Maybelle_S
QuickBooks Team

How do you bulk bin sales orders?

Hello there, @bhi.

 

Right now, the option to create a sales order with multiple bin locations is unavailable in QuickBooks Desktop. It only allows you to choose one bin location per line item.

 

As a workaround, we can use inventory transfer or enter each bin separately. This way, you can add a bin location to an existing site.

 

Here's how to use inventory transfer:

  1. Go to the Edit menu, then select Preferences.
  2. Choose Items & Inventory, and select Company Preferences at the top.
  3. Click the Advanced Inventory Settings button.
  4. Under Multiple Inventory Locations, check the box beside Track bin Locations within Inventory Sites (row, shelf, or bin).
  5. Click OK twice.

Once you've turned on the preference, please try to add a bin location to an existing site. The radio button for is a bin within site should be available. Just click Lists at the top menu bar and select Inventory Site List. Lastly double-click the inventory site.

 

Just in case you need it, you can check out this article that tackles setting up multiple locations for tracking inventory in QuickBooks: Multiple Inventory Sites.

 

Keep in touch with me here if you have any additional concerns. I’m always around.

bhi
Level 3

How do you bulk bin sales orders?

@Maybelle_S Thanks for your reply.

I may have worded my question wrong. We already have advanced inventory on and all our items have been assigned bin locations in our system. For when it is time to edit existing sales orders, we have to assign each item on each sales order a bin manually.

 

Is there a way to bulk assign all sales orders we are working with bins for each item? 

 

We have items with multiple bins assigned.

Tori B
QuickBooks Team

How do you bulk bin sales orders?

Hey there, bhi. 

 

Thank you for breaking this down into more detail for us. 

 

I can see how bulk assigning sales orders would come in handy for you and your business. However, at this time, QuickBooks doesn't have this feature available. If you'd like, I can submit product feedback to our developer team, so this could be considered in a future update. 

 

Please let me know if you have further questions or concerns. I'm here to help you out every step of the way. You can always reach out to the Community or me anytime you need assistance. Take care!

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