Inventory

roseroscoe44 · ‎January 03, 2020

My company uses inventory in Quickbooks Online. We are a new start up company. They are giving our product to salespeople who work for us to use as demo's when they are out on the road. I know how to manually make the inventory adjustment to relieve inventory, but they want me to be able to show who and how many they gave to each one. I don't know how to do that except make a no charge sales receipt that will keep track and relieve inventory at the same time. Any suggestions on how and if this can be done?

Thank you.

Michael K · ‎January 03, 2020

Thanks for updating us, @roseroscoe44.

Yes, using a zero-amount Sales Receipt would work, as it would decrease the inventory on hand for that item, and you will be able to add notes to it (as shown below).

Please let me know if there's anything else I can do to be of assistance — cheers to a safe and productive week ahead.

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Catherine_B · ‎January 03, 2020

You can continue using the inventory adjustment, roseroscoe44.

A sales receipt is created if you receive full payment at the time of the sale (income). You might want to still use the Inventory Adjusment. It has a Memo field that you can use to show who and how many you've given to each one.

You can run a report to each inventory item and track the adjustments you created. Also, add the MEMO/DESCRIPTION column.

Let me show you how:

Go to the Sales menu and select Product and Services.
Search for the item and click the drop-down arrow beside Edit.
Select Run report.
Click the Customize button at the upper-right.
View Rows/Columns and click Change columns to check the Memo/Description box.
Select Filter and check the Transaction Type box and click Inventory Qty Adjust from the drop-down.
Click Run report.

Just mention me if you need more help. Thanks!

roseroscoe44 · ‎January 03, 2020

Could you create a sales receipt and have the dollar amount as zero. Would this work as well?

Michael K · ‎January 03, 2020

Thanks for updating us, @roseroscoe44.

Yes, using a zero-amount Sales Receipt would work, as it would decrease the inventory on hand for that item, and you will be able to add notes to it (as shown below).

Please let me know if there's anything else I can do to be of assistance — cheers to a safe and productive week ahead.

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