Converting inventory from cases to bottles (wine distributor)

You can not use a decimal number like 0.33 for a qty. it does not add up to one and will mess up inventory stockage.

You either stock the wine in cases and sell in cases, or bottles

You can make a bundle item, put the wine item in there, set the qty to 12, and set it to not print the items. Call it case of "***" and sell that

@aitchdub 

Another option, consider having an additional app with unit measurements feature.

I am an importer and I always buy cases of product, usually 6 bottles in a case. I set up the Individual Items and also Composite Items as made up of 6 individual bottles. I created my Purchase Order for the cases, example 100 cases of 6 bottles per case, and received them. epayitonline When I resale it, I sometimes sell individual bottles, but inventory only show the composite items and does not track individual bottles, which I should have 600. How do I track these transactions correctly or how do I set up my inventory?

Hi there, @Johnson121.

Thanks for sharing your concern in the QuickBooks Community page. 

Since you want to track each bottle in QuickBooks, I'd recommend creating an individual item for each of them. This way, you can track them per piece and not by case.

Here's how:

1. Go to Sales, then click Products and services.
2. Select New or Add a product or service and click Inventory.
3. Add a Name, SKU, or Category for what you're tracking. 
4. Select the unit from the Unit* ▼ drop-down list.
5. Click the category from the Category ▼ drop-down menu.
6. Enter the rest of the field and select Save and close.

For complete steps, check out this article: How to add your inventory products in QuickBooks Online Plus and Advanced.

Please make sure to turn on inventory tracking so you can add inventory items.

If you buy and sell products and services but don't track them as part of your inventory, here's how to add them to QuickBooks.

To ensure that everything is correct, I'd suggest reaching out to your accountant. 

Let me know how else I can help you with QuickBooks by adding a comment below. I'm more than happy to lend a helping hand. Keep safe!

There is no "Unit" drop down menu for me. Is this a feature for QB Online? I have been using this for years and have never seen a "unit" option. That would fix anything.

Hello there, @aitchdub.

I'm here to share some possible reasons why there's no Unit* field in your QuickBooks Online (QBO) account.

It could be that you're using different plan that's why the Unit* field is unavailable. This field is only applicable in QuickBooks Plus and Advanced.

If you want to upgrade your plan/ QuickBooks Online subscription to use the feature, you follow the steps below.

1. Sign in to QuickBooks Online as a primary or company admin.
2. Select Settings ⚙ and then Account and settings.
3. Select the Billing & Subscription tab.
4. Make sure your payment info is up-to-date.
5. In the QuickBooks Online section, select Upgrade your plan.
6. Review the available plans and then select Choose plan.
7. Follow the on-screen steps to upgrade your plan.

On the other hand, if you're using new QuickBooks Plus/ Advanced plan already, we can log in to your account using an incognito window to isolate the problem.

These browsers won't collect any cache and cookies. Here are the shortcut keys:

• Google Chrome, version 78 or newer: Ctrl + Shift + N
• Safari, version 12 or newer (Mac only) ⌘ + Shift + N
• Mozilla Firefox, version 76 or newer : Ctrl + Shift + P
• Microsoft Edge,  version 75 or newer: Ctrl + Shift + P

If it works fine, you can clear the cache. Also, you can use other supported browsers.

You'll want to check these articles for additional information:

• Product and services types.
• Set up and track your inventory.

Let me know how it goes or have additional concerns with QuickBooks. Take care!

Hi! It looks like I do in fact have QBO Advanced. I use this every day constantly and have never seen a ‘units’ option on any inventory item.

Per your request, just to make sure, I opened QBO in incognito mode and it looks exactly the same. Could you possibly provide a screenshot of what I should be seeing? What else could be causing this feature to not be shown? We have 2 separate companies and it doesn’t show for either.

Hi there, aitchdub.

I appreciate you for coming back to the thread to add some clarification from the details shared above about the Unit drop-down option. With this, I'll be providing further details about the said feature so you'll be able to confirm why the option is missing in your QuickBooks account.

The Unit ▼ drop-down list is located before the Category field in the Product/Service information. However, this option is only available for users who are using the International version of QuickBooks. Then, for the US account, the option you'll see is the Sales price/rate and that's the reason you're unable to see the Unit option on your end. I attached screenshots below for visual references.

For QBO Row

For US account

You may refer to this article to view details on how the four-item types help you categorize the products and services for better tracking in QuickBooks Online: Change product and service item types in QuickBooks Online.

I'm always here if you have follow-up questions about managing your items in QuickBooks. Take care and have a wonderful day!