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Dytrt
Level 1

Site List & Bin Locations

Greetings Community!

 

Our warehouse houses inventory for multiple companies and we act as a 3PL and ship their product out as orders come in.  I have 7 different Site list names, 1 for each company that we house inventory for.  I setup the 1201 bin location in 1 of the sites.  How do I copy and paste those to all of the other sites?  Actually, all of the sites have 64% of the bins already setup.  It's a new space that we added racking in that I need to add another 437 bins to each of the sites.  Again, 1 site has them all setup, I need to copy and paste the new bins to the other sites.  Help?

7 Comments
DivinaMercy_N
QuickBooks Team

Site List & Bin Locations

Welcome to the QuickBooks Community, @Dytrt!

 

Thank you for providing details of your concern. You can use the inventory transfers feature to ensure each site has the correct quantity of a product in stock. Here's how:

  1. Navigate to the Inventory tab and click Transfer Inventory.
  2. Enter the date in the Date field on when the transfer happened.
  3. Input a Reference No. to code the flow of goods. inventorytransfer.JPG
  4. Type the correct location in the Transfer from and to drop-down arrows.
  5. Click the Item column to pick an inventory item or use the Find & Select Items option to search multiple inventories.
  6. After putting the Qty to Transfer, hit Save & Close.

 

Here's the article that will provide more info about the process: Multiple Inventory Sites

 

I've also added this helpful source so you can monitor what sales orders are outstanding, the current status of each sales order, and what was received. For the detailed instructions, please see this article: Site Operation

 

Let me know how this goes if you have other concerns about managing your bin locations in QuickBooks. I'll be more than glad to assist you further. Have a good one.

Dytrt
Level 1

Site List & Bin Locations

@DivinaMercy_N   Hi, that's not at all what I was looking for.  I want to know if I can copy bin locations from 1 site to another site so I don't have to setup the same bin locations each time I have a new site name.  I hope that's more clear.  If not, feel free to call me [removed phone number]. 

 

Thank you,


Dave

MadelynC
QuickBooks Team

Site List & Bin Locations

I’ve got you covered, @Dytrt.


Advanced Inventory in QuickBooks allows tracking of inventory by various sites and a further designation of the aisle, shelf, or bin locations within those sites.


If you want to transfer the same items to multiple sites, you can save time by duplicating the inventory transfer. Here’s how you do it:

 

  1. From the Inventory menu, select Transfer Inventory.
  2. Select Previous until you find the transfer you want to duplicate.
  3. Click Edit, then Duplicate Inventory Transfer.
  4. Change the details of the transfer as necessary.
  5. Select Save & New and if necessary, repeat these steps for each inventory site.
  6. When finished, Save & Close.


I have here resources that give you more information about inventory management in QuickBooks. It provides the right ways to handle your business essentials:

 

 

I'll be happy to help if you need any further assistance with managing bin locations or anything else. Feel free to leave us a message below, and we'll make sure to answer them for you. Have a great day ahead.

Dytrt
Level 1

Site List & Bin Locations

Okay, we're getting closer.  All I'm looking to do is to setup bin locations under each site.  So, each site can use the same bin locations for their inventory that we store and ship for them.  This has nothing to do with inventory or their product.  I just want to duplicate bin location for each site so I can store inventory in those bin locations.  I'm not sure how to better explain it.  Am I the only one that understands what I'm trying to do?

 

Customer X has inventory they want us to store, pick, pack and ship for them

Customer Y has inventory they want us to store, pick, pack and ship for them

Customer Z has inventory they want us to store, pick, pack and ship for them

I have to setup bin locations in the warehouse under each customer (site) so we can store their inventory.  I want to copy all of the bin locations that have been setup under customer/site X and paste them under customer/site Y so they have the ability to store product in those same bin locations.  I also want to do the same for customer/site Z.  Does that make sense?

Jen_D
Moderator

Site List & Bin Locations

Thanks for posting again, @Dytrt,

 

You cannot copy and paste a bin within a site, or add the same bin name there. However, QuickBooks will let you create multiple bins, so you only need to create a name that indicates the same bin.

 

Here's how:

 

  1. Go to the Lists menu and choose Inventory Site List.
  2. Right-click anywhere and press New.
  3. Mark the box for "is a bin within site" tick box.
  4. Add the name and the site the bin is under.
  5. Once done, press OK.

 

When you have to transfer in between sites, use the steps shared by MadelynC.

 

Just in case, I'll be attaching again some related links shared by my colleagues for reference:

 

 

Come back here again if you need further assistance. I'll be more than happy to share some more insights with you. Have a nice day!

Dytrt
Level 1

Site List & Bin Locations

Thanks, Jen.  Yes, that is what I wanted to know.  I was hoping I could just copy and paste the same bin locations (1,201 of them) into each site instead of having to type them in manually.  I have 7 different sites, so it takes awhile to enter all that data in.

ZackE
QuickBooks Team

Site List & Bin Locations

Thanks for following up with the Community, Dytrt.
 

I'm happy to hear Jen_D was able to help find an answer to your question about copying and pasting bins within sites. I can certainly understand how an ability to do so could be useful and have submitted a suggestion about it as of today.
 

You can also submit your own feature requests while using QuickBooks.
 

Here's how:

  1. In the top menu bar, go to Help, Send Feedback Online, then Product Suggestion....
  2. Choose a Type of Feedback and Product Area (optional) from your available drop-down menus.
  3. Enter any suggestions/feedback in the Here is my suggestion: field.
  4. If you'd like, include your name/email in the My name is: (optional) and My e-mail address is: (optional) fields.
  5. Select Send Feedback.


Your feedback's definitely valuable to Intuit. It will be reviewed by our Product Development team and considered in future updates. You'll be able to find the latest news about your product by checking out our QuickBooks Blog.
 
I'll be here to help if there's any questions. Have a lovely day!

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