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dmk475
Level 1

Default bin location

None of our inventory was previously assigned a bin location. It was all under "unassigned" for a bin location. I went through and added default bin locations to many of the items. How can I transfer the items from "unassigned" to their respective default bin locations? Also, is there a report that will show what the default bin locations are for each item that has one, or will it only show the current location the items are in?

5 Comments 5
LollyNino_C
QuickBooks Team

Default bin location

You're on the right track, @dmk475. Let me help you transfer the items from unassigned to the default bin location in QuickBooks Desktop (QDBT).

 

To assign a bin location to an item, you can use the Transfer Inventory feature to transfer your inventory from one bin to another bin location. You can follow these simple steps:

 

  1. Go to Inventory.
  2. Select Transfer Inventory.
  3. Fill in all the information needed, such as the DateReference No.ClassTransfer From, and To
  4. Note: You must select the same site in the Transfer From and To fields since you are about to specify a bin location for your inventory items.
  5. Choose all the inventory items you need to transfer.
  6. Enter the transfer details as appropriate.
  7. Select Save & Close.

 

Once done, you can run the Items by Bin Location report and customize it to add the bin location column. This way, you can see where the product was invoiced from. 

 

Follow these steps:

 

  1. Click the Reports menu at the top.
  2. Choose Inventory and select Items by Bin Location.
  3. Click the Customize Report button.
  4. Go to the Display tab. Then, checkmark the Bin Location.
  5. Click OK.

 

I've added an article that'll help you track your inventory at different locations in QuickBooks: Multiple Inventory Sites.

 

For additional information on how to customize the data, delete columns, and add or remove information on the header/footer, refer to this article: Customize reports in QuickBooks Desktop.

 

If you need further assistance in managing your inventory, please don't hesitate to let me know by commenting below. I am always happy to assist you, @dmk475. Have a great day!

dmk475
Level 1

Default bin location

Ok. Thanks! How do I assigned default sales and purchase bins? I went into add/edit multiple items and added the needed columns. But I can't do anything with those two cells. There's a drop down arrow in the cells, but it doesn't do anything. I can't type anything in them either.

dmk475
Level 1

Default bin location

Sorry! I got it. I didn't have the site selected. 

mary80132
Level 1

Default bin location

im trying to set up default bin locations but can't find where to do i've tried in site location (advance) while in single user /and admin but the drop down for making them a default doesn't show any help?

 

Jayson_E
QuickBooks Team

Default bin location

Hi, mary80132. You'll need to turn on the Multiple Inventory Sites is enabled and Track Bin Locations Within Inventory Sites' (row, shelf, or bin) options in your QuickBooks Desktop company's Preferences before you can set up bin locations.

 

Here's how:

 

  1. Navigate to the Edit menu and select Preferences.
  2. Go to Items & Inventory and click Advanced Inventory Settings under the Company Preferences tab.
  3. Check the box for Multiple Inventory Sites is enabled and choose an inventory site, then click Continue.
  4. Next, tick the box for Track Bin Locations Within Inventory Sites (row, shelf, or bin). QuickBooks will assign all items to an "Unassigned" bin by default, but you can move them to specific bins using the Transfer Inventory feature.
  5. Click OK twice to save your changes.

 

After that, you can now create new bin locations.

 

Here's how:

 

  1. Go to List and select Inventory Site List.
  2. Click New from the Inventory Site drop-down.
  3. Fill in the necessary fields, and check the box for is a bin within site.
  4. Either add a new one or choose an existing one from the list, if available.
  5. Once done, click OK.

 

After setting up bin locations, you’ll be able to assign them to specific inventory items.

 

If you have additional concerns, please feel free to add a reply below.

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