Inventory Item Tracking

UPCGary · ‎March 10, 2021

I'm using inventory items "A" and "B" to make assembly item "123" . I also use item "A" to make assembly item "ABC".

I've sold 10, "123"s and 5, "ABC"s over the past year.

Can I get a report of the quantity of "A" (or "B") that were deducted from inventory for the 10 sold "123"s and the 5 "ABC"s. Or however many were

Rasa-LilaM · ‎March 10, 2021

Thanks for adding more details about your concern, UPCGary.

We’ll have to run the Inventory Valuation Summary Report to check the quantity on hand for the assembly items. Then, print the Build Assembly page to see the components of the assembled product.

To open the Inventory Valuation Summary:

Press the Reports menu at the top bar to choose Inventory and Inventory Valuation Summary.
Click the Dates drop-down and set the correct period you want to see on the report.
Press the Customize Report button if you wish to personalize the data.
Hit the Refresh button to keep the changes.
You can also memorize the report to keep the custom settings of the report.

To print the components:

Press the Inventory menu at the top bar and pick Build Assemblies.
On the Build Assembly page, click the Print icon and choose Print to get a copy.

I’m adding an article that lists all reports available on QuickBooks Desktop. It’s arranged by topic so you can easily open one: Create and manage reports.

Should you need further assistance from the Community, post a comment below. I’ll get back to help and make sure you’re taken care of. Enjoy the rest of the day.

View solution in original post

MadelynC · ‎March 10, 2021

I'll help you generate a report that shows the quantity of an item that was deducted from the sold assembly, @UPCGary.

I’m glad to see you here in the Community. Let me provide instructions to keep you running.

In QuickBooks Desktop, you have the option to run a QuickReport from the Item List or use the Sales by ItemDetail report to view the quantities. Here’s how:

Go to the Lists menu, then Item List.
Locate the inventory item.
Click QuickReport from the Reports menu dropdown.
Press the Customize button and filter the necessary details.
Make sure the Qty is selected under Columns.
Hit OK.

Otherwise, follow these steps below:

Select the Reports menu, then go to Sales.
Choose Sales By Item Detail.
You can select the same customization settings.

Feel free to check this article about customizing reports to learn more. This reference provides features like setting preferences and modifying memorized reports.

Feel free to add a comment if you have any other questions aside from reports. I’m always here to help. Take care always!

UPCGary · ‎March 10, 2021

Thank you for the response, This is great to see an individual inventory item out of the list. What i would like to do is print a report of ALL items in the list (We have hundreds) that we have used over a time period. I can do this with assemblies but not with items that go into the assemblies.

I'm trying to forecast usage based on past history. It would be nice to have a report as opposed to looking at each one individually.

Thanks again

Rasa-LilaM · ‎March 10, 2021

Thanks for adding more details about your concern, UPCGary.

We’ll have to run the Inventory Valuation Summary Report to check the quantity on hand for the assembly items. Then, print the Build Assembly page to see the components of the assembled product.

To open the Inventory Valuation Summary:

Press the Reports menu at the top bar to choose Inventory and Inventory Valuation Summary.
Click the Dates drop-down and set the correct period you want to see on the report.
Press the Customize Report button if you wish to personalize the data.
Hit the Refresh button to keep the changes.
You can also memorize the report to keep the custom settings of the report.

To print the components:

Press the Inventory menu at the top bar and pick Build Assemblies.
On the Build Assembly page, click the Print icon and choose Print to get a copy.

I’m adding an article that lists all reports available on QuickBooks Desktop. It’s arranged by topic so you can easily open one: Create and manage reports.

Should you need further assistance from the Community, post a comment below. I’ll get back to help and make sure you’re taken care of. Enjoy the rest of the day.

UPCGary · ‎March 10, 2021

Thank-you, I can get what i need with the valuation summary sort of. The summary gives values "as of" a specific date.

I can export a start date to excel and then export an end date. A little excel formula math and I'll have usage for whatever start and end date i choose.

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