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Sydney-Rupes
October 30, 2020
Question

Inventory & Bin Locations

  • October 30, 2020
  • 1 reply
  • 12 views

We have never utilized the Inventory tracking and Bin locations for our Inventory. Now that we have turned it on, I am having trouble setting it up. 

I attempted to adjust inventory, and was able to assign which location I was using (using "unassigned" as we get things organized, then planning on assigning each part a bin). I could not save the inventory without adding an Inventory Bin Location, then still could not save the updated inventory list. 

 

 

 

Also, I was unable to find a way to assign specific locations in the "Edit Item" screen for when we go in to add specific Bin locations.

1 reply

S
ShiellaGraceA
Level 9
October 30, 2020

Thanks for coming in today, @Sydney-Rupes.

 

I have an idea on how to get past the warning message. Looking at your attached screenshot, you should be able to save your quantity adjustment. You'll want to make sure each item in your adjustment has an assigned bin location.

 

You can tick on the sidebar arrow and scroll up and down to check if there's an empty bin location. Here's how it looks like:

 

 

Once found, assign a bin location and then save.

 

About assigning a specific location, you'll want to use the Add/Edit Multiple Items feature. It's where you can enter your desired bin location. Let me walk you through the steps.

 

  1. Go to the Inventory menu at the top. Then, select Item List.
  2. Scroll down towards the Item drop-down, and choose Add/Edit Multiple Items.
  3. In the Add/Edit Multiple Items screen, tap the Customize Columns button at the top.
  4. From the Available Columns field, search for the Default Sales Bin and Default Purchase Bin.
  5. Hit the Add > button to transfer the columns to Chosen Columns field.
  6. Click OK. See the attached image below.

 

After adding the column, pick the items you want to assign a specific location. For more information about managing inventory, check out this guide: Set up Advanced Inventory.

 

Additionally, here's a link that covers all tasks you can do when using the inventory feature.

 

If you still have questions or concerns, feel welcome to message me. I'll be happy to help. Take care and have a great weekend.

S
Sydney-RupesAuthor
November 3, 2020

Hi, @ShiellaGraceA thanks for that info. 

The updating inventory bin tips worked well, thank you.

 

However, I am still having the same issue with updating inventory amounts. I even tried to just update one item, so that I would know that it was not missing info. 

 

Then, I went in and did the inventory bin assignment, hoping that would clear the background coding that is getting stuck, and that didn't work either. I double checked and every item has a location assigned. Unless there is some "line item" that is not showing up, that doesn't seem to be the issue. 

 

M
MadelynCModerator
Moderator
November 3, 2020

Let gets this resolved, @Sydney-Rupes.


There are cases we can experience unexpected behavior and issues from time to time. Data problems might be the reason that you’re getting stuck. I can provide steps so you can continue to run the business. 


You can utilize the Verify Rebuild Data tool in QuickBooks. It identifies the most commonly known data issues within your company file while resolving it right away. Here are the steps to do it:

 

  1. First, choose Window and then select Close All.
  2. Go to the File menu, then click on the option of Utilities.
  3. Select the option of Rebuild Data.
  4. Follow the onscreen instruction to back up your data.
  5. When the tool finishes, select OK.
  6. Navigate to the File menu, then hover over Utilities.
  7. Click Verify Data and select Rebuild Now once QuickBooks finds an issue with your company file.

You can check this article for additional information about the process. This provides other troubleshooting instructions in case the issue remains the same.


I’ve added a reference here about Multiple Inventory Sites. It shows you how to assign items, set up multiple locations to track and transfer your inventory in the program. It also contains helpful links so you can manage them accordingly.


If you need further assistance with any of the steps, let me know by posting a comment below. I'll always be around. 

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