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HeadInTheCloud
Level 1

POS Putting a lower limit on items

Is there a way, already in Point of Sale, to put a lower limit on an item in my inventory? Or is there a third party app that will? I want something that will flag or pop up a message when an item falls below a specified threshold.

4 Comments 4
ShiellaGraceA
QuickBooks Team

POS Putting a lower limit on items

I have just the information you'll need about item threshold, @HeadInTheCloud.

 

The setting to warn you if you have enough inventory items to sell is only available in QuickBooks Desktop (QBDT). You'll want to check for third-party applications to have this option added in your Point of Sale.

 

You can visit this link to check for the available app, or on other sites: https://desktop.apps.com/home.

 

Meanwhile, if you want to get the prompt in QBDT, here's how to do it.

 

  1. Go to Edit, then Preferences.
  2. Select Items & Inventory, then Company Preferences tab.
  3. Mark the box next to Warn if enough inventory to sell box. Then, choose from one of the radio button listed.
  4. Click OK.

We also have a guide on Financial Exchange overview that I'm sure you'll find helpful. It has details on the process of sharing information between two programs (QBDT and POS) usually done anytime or as part of your end of day procedure.

 

Let me know if you have other questions or concerns in mind. I'll be around to assist you. Thanks for reaching out to us today and have a great weekend ahead.

HeadInTheCloud
Level 1

POS Putting a lower limit on items

So if we implemented a item threshold on QBDT and had that talk to POS, would we be able to have notifications pop up when an item passes the threshold?

HeadInTheCloud
Level 1

POS Putting a lower limit on items

Thank you for the information @ShiellaGraceA ! If we setup the item threshold on our QBDT and had it talk to POS would we be able to get notifications on our client computers when an item passes the threshold?

Jovychris_A
Moderator

POS Putting a lower limit on items

Thanks for your prompt response, @HeadInTheCloud.

 

Yes, you'll have this prompt if you have set up a multi-store POS that will notify on client computers when an item passes the threshold. 

 

You can review the reference provided by my colleague, ShiellaGraceA, about the Financial Exchange overview in setting up QuickBooks Desktop connection in POS.

 

Additionally, you can check this page and compare the functions with other QuickBooks POS programs: QuickBooks Point of Sale comparison chart.

 

Please keep me notified if you have more questions about QuickBooks POS. I'll be around to help. Take care!

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