Leased peripherals

Let's work together to properly set up the package so the tangible items will show in the Pick tab in QuickBooks Desktop (QBDT), @ilidana.

First, create two inventory items for the mobile phone and the rugged case, then a service item for the unlimited data plan. Then, create a Group type to consolidate the three items.

Here's how:

1. Go to Lists and select Item List.
2. Click the Item dropdown, then New.
3. Select Group as the Type.
4. Enter the name in the Group Name/Number field.
5. In the table, select the two inventory and service items you created in the Item column. Enter the quantity under QTY.
6. Select OK.

Once done, you can create a sales order and send the package for picking. It's also worth noting that the list in the Pick tab is already the combined items of the package, as indicated by the number under the Items column. The items included are the ones showing on the Create Picklists box.

Furthermore, here's an article to guide you on how to pack an item once the orders have been picked: Pack tab in Sales Order Fulfillment.

Keep in touch if you need further help with tracking your inventory in QBDT. We'll be happy to continue assisting you. Stay safe.

JaeAnnC, thank you for your in depth reply with screenshots, they do help. However I already have inventory items for the mobile device and the case, which I am selling with an outright price, not leased. That was another option I tried at first and the invoice had the purchase price for the inventory items. The tangibles should be $0 and only the monthly service item on the invoice. 

Also, the groups option is not good for me because I cannot pull reports on grouped items. Not sure how to solve this. 

JaeAnnC, thank you for your in depth reply with screenshots, they do help. However I already have inventory items for the mobile device and the case, which I am selling with an outright price, not leased. So if I add those to the invoice, it will pull the full purchase price of the tangibles. They should be $0 because we have a recurrent monthly fee instead. 

Also, the groups option is not good for me because I cannot pull reports on grouped items. Not sure how to solve this. 

It's a pleasure to help you resolve the issue you're experiencing with invoices to run a specific report for the grouped items, Illidana.

Before we proceed, please note that once you select the group item when creating an invoice, you can manually set the tangible rates to $0. The service item's cost will remain unchanged before saving.

On the other hand, we can't run a specific report for grouped items in QuickBooks Desktop. In light of this, let's send a product request to our engineering team. I'll make sure this reaches our developers for consideration in future enhancements.

Here's how:

1. Go to the Help menu, then choose  Send Feedback Online.
2. Click on Product Suggestion.
3. Click on the drop-down for Type of Feedback and select Product Suggestion.
4. Select the Product Area, then enter your thoughts and suggestions.
5. Once done, select Send Feedback.

To learn more about the QuickBooks Desktop reports and how you can customize them, please check out these links:

• Understand reports
• Customize reports in QuickBooks Desktop

If there's anything else that you need help with managing invoices and running specific reports, you can always get back to the Community so we can assist you further.