Multiple Inventory Sites
by Intuit• Updated 2 years ago
QuickBooks Desktop Enterprise allows you to set up multiple locations for tracking inventory. Some benefits to this include:
- Keep track of how much inventory (number of units and dollar value) you store at each site (warehouse)
- Assign items you purchase to a specific location
- Sell items from a specific location
- Move your inventory to other locations, bins, etc.
- Build assemblies with parts from different locations
- Run site specific reports
Go to the Reports menu, select Inventory, then choose one of the following:
- Quantity on Hand by Site
- Inventory Valuation Summary by Site
- Inventory Stock Status by Site
- Items by Bin Location (only if you track bin locations)
After you turn on Multiple Inventory Locations, QuickBooks:
- Adds inventory sites to the list of Ship To addresses on purchase orders.
- If you track bin locations, QuickBooks also adds a Location column to the purchase order. You can create purchase orders for only 1 site at a time.
- Adds a Site column to the Items tab on bills, checks, and credit card charges.
- If you track bin locations, QuickBooks also adds a Location column to the form. You can purchase items for multiple locations on these forms.
After you turn on Multiple Inventory Locations, QuickBooks:
- Adds a Site column to sales orders, invoices, and sales receipts.
- If you track bin locations, QuickBooks also adds a Location column. You can sell items from multiple locations on 1 sales form.
- Adds a Site field to statement charges.
- If you track bin locations, you must enter the bin location in the Site field.
- Go to the Inventory menu, then select Transfer Inventory.
- Complete the information at the top of the form: Date, Reference No., Class, Transfer from, and to. Note: If you're transferring between bin locations, you still need to enter a site in the Transfer from and to fields; in most cases, this will be the same site. You specify bin locations in the fields below.
- Use the Find & Select Items button or the Item drop-down to select the inventory items to transfer.
- Complete the transfer details as appropriate.
- (Optional) In the Memo field, enter the reason for this transfer, such as Transfer opening quantity to site.
- (Optional) Select Print to print a copy of the transfer for your records.
- Select Save & Close.
After you turn on Multiple Inventory Locations, QuickBooks:
- Adds an Inventory Site Info button to each assembly. Use this to specify Quantity on Hand (QOH) and build points for each site.
- Adds Assembly Inventory Site and Assembly Location fields to the Build Assembly window. Use these fields to specify the site and bin location (if you track bin locations) where you store the finished assembly.
- Adds a Site column to the components needed to build the assembly. If you track bin locations, QuickBooks also adds a Location column to the form. You can use components from different sites to build assemblies.
Inventory Status
Go to the Reports menu, select Inventory, then choose one of the following and customize as desired:
- Quantity on Hand by Site
- Inventory Valuation Summary by Site
- Inventory Stock Status by Site
- Pending Builds by Site
- Items by Bin Location
Sales Reports for different locations
Go to the Reports menu, then select Sales > Inventory Sales by Site.
Inventory List per site
Go to the Reports menu, then select List > Inventory Site Listing.
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