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lloving
Level 3

QBPOS Item quantity in Make A Sale

After setting up a new company in QBPOS and importing inventory items we are finding this inconsistency:

When Making a Sale some Inventory items when selected trigger a popup windows asking for the quantity some don't. After some checking we noticed in some cases you get a window asking for a quantity for this sale and sometimes you don't, regardless of the quantity on hand status.

We would like the POS Make A Sale function to require a quantity on every inventory item when added to a sale. Regardless of the Quantity On Hand. 

Is that possible. 

4 Comments 4
LollyNino_C
QuickBooks Team

QBPOS Item quantity in Make A Sale

Thanks for visiting us here in the Intuit Community, lloving. 

 

QuickBooks Online has everything you need to handle your inventory. This feature helps you track what's on hand, get alerts when it’s time to restock and see insights on what you buy and sell. Also, please remember that this is only available in QuickBooks Online Plus and Advanced. 

 

To start, let's turn on the inventory tracking feature. Here's how: 

 

  1. Go to + New.
  2. Select Inventory Qty Adjustment.
  3. Enter the Adjustment Date.
  4. In the Inventory adjustment account drop-down, select the appropriate account.
  5. Select the products in the Product field.
    Note: The description and current quantity on hand auto-populate.
  6. For each item, enter either a new quantity or a change in quantity.
  7. In the Memo field, enter the details about the adjustment.
  8. When you're done, select Save and close.

Additionally, I've included this article that'll help you see your best sellers, what’s on hand, cost of goods, and more: Use Reports to See your Sales and Inventory Status.

 

If you're referring to something else, please let us know. This way, we'll be able to provide accurate steps.

 

I'm only a few clicks away if you need assistance managing your inventory. It's always my pleasure to help you out again.

lloving
Level 3

QBPOS Item quantity in Make A Sale

Thank you for the quick reply.

 

The closest menu item I can find that relates to the steps you outlined in your reply were these:

Inventory > New Quantity Adjustment > New Quantity Adjustment Memo

I don't see a selection or drop down for Inventory Adjustment Account, am I in the wrong place?

lloving
Level 3

QBPOS Item quantity in Make A Sale

Another note, I am using the desktop version of QBPOS not Online

SirielJeaB
QuickBooks Team

QBPOS Item quantity in Make A Sale

Thanks for getting back to the thread, lloving.

 

I understand how important it is to maintain track of the quantity of each inventory item when it is added to a sale. In your case, there are times when you get a window asking for a quantity for a particular transaction, and others do not. I suggest verifying the user preference in the General section that says Bring back all one time messages. You'll want to enable it to restore the popup and warnings for some areas in QuickBooks Point of Sale.

 

Here's how:

 

  1. Open your QuickBooks Point of Sale, then navigate to File.
  2. Select Preferences and choose Company.
  3. Under General options, place a checkmark beside Bring back all one time messages.

 

Please visit this article if you wish to verify or link the on-hand item amounts in your inventory by doing a physical count: Perform a Physical Inventory.

 

Get back to us if you have further questions or concerns about managing your inventory in QuickBooks Point of Sale. We're always here to help you. Stay safe!

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