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TDK Ewusi
Level 2

Item Group Inventory and Sales Report

Please how can I get Item Group Inventory and Sales Reports.

I created individual inventory items and used this individual items to create a group since most of the inventory items are sold in a group.

Now at the end of the month, I want to have sales report by those groups but cannot find it. It gives me the reports only for Individual items. Kindly assist.

8 Comments 8
Rustler
Level 15

Item Group Inventory and Sales Report

A group is a nickname for a group of parts sold at one time, there is no sales information on groups.

 

But as a work around, you can create a non inventory item with zero cost, and include it in the group, then you can get sales reports on that item which will correlate to the group sales

Lise461
Level 2

Item Group Inventory and Sales Report

Anyway to request a report of this sort?  I would love to be able to quickly run a report on how many of each  group I sold

 

RenjolynC
QuickBooks Team

Item Group Inventory and Sales Report

Hello, Lise461.

 

I'd like to share some info about your concern.

 

At the moment, we're unable to run a specific report for the grouped items. However, you can open any inventory report and manually export it to Excel. Then, modify the report to get the information you need. 

 

Here's how:

 

  1. Go Reports and then select Inventory.
  2. Select the report you want to run.
  3. Click the Excel drop-down located at the top, and select Create New Worksheet.
  4. In the Send Report to Excel window, choose in new workbook under Create New Worksheet.
  5. Hit Export.
  6. Follow the on-screen instructions.

For reference, you can read this article: Export reports as Excel workbooks in QuickBooks Desktop.

 

To learn more about the QuickBooks Desktop reports and how you can customize them, please check out these links:

 

If you have more questions related to the reports or need help with other concerns, please feel free to get back to me by leaving a reply on this thread. Take care and stay safe.

Lise461
Level 2

Item Group Inventory and Sales Report

I don't believe that solves anything.  I regularly run reports, export to excel and massage them. 

I want to run a report at the end of each week/month/year that will say:
Group named Baby basket 1 = 10 sold
group named get well 1 = 15 sold.

As far as I have been able to tell, there is no report that will show me how many of any GROUP of items I have sold.   I can see how many baby bibs I have sold - but if I have 3 different baby basket groups, I cannot see how many of each separate group I have sold.   If I have baby bibs in each basket, it does me no good to simply know that I have sold 9 bibs - I want to know which grouping of baby items sells best.

Does that make sense? 

katherinejoyceO
QuickBooks Team

Item Group Inventory and Sales Report

Thanks for joining in this conversation, @Lise461. I understand you'll want to organize your group inventories to show which item sells best. 

 

Your idea is brilliant, and I'll make sure this will get to our developers for consideration on future enhancements. I'd suggest you also submit a feedback to our team. 

 

Here's how:

 

  1. Go to the Help menu, then choose  Send Feedback Online.
  2. Click on Product Suggestion.
  3. Click on the drop-down for Type of Feedback and select Product Suggestion.
  4. Select the Product Area, then enter your thoughts and suggestions.
  5. Once done, select Send Feedback.

 

Feel free to message again if you have additional concerns about inventory. Take care always. 

Lise461
Level 2

Item Group Inventory and Sales Report

Done!  Thank you.  Been wanting a report like this for years. 

JAVIDMASTI
Level 1

Item Group Inventory and Sales Report

Is there any update on this type of report or a workaround?

Mich_S
QuickBooks Team

Item Group Inventory and Sales Report

I appreciate you replying to the thread, JAVID. I'm here to share some updates and a workaround for this.

 

Currently, there isn't any notification about the availability of the feature. The option to track which inventories sell best is still unavailable in QuickBooks Desktop. I certainly understand how this ability could be useful when running your business. I recommend providing feedback to help our engineers enhance your experience when using the software. Here's how:

 

  1. Go to the Help menu, then hit Send Feedback Online
  2. Select Product Suggestion.                                                                                                                                                                           
  3. Enter your suggestion "Organize group inventories to show which item sells best".
  4. Fill in all the needed information.
  5. Once done, click on Send Feedback.

      

Your ideas are valuable to Intuit. You can stay up-to-date with the latest news about your product by exploring Intuit's Product Updates webpage.

 

Alternatively, you can run and customize the Sales by Item Detail report to display the number of items sold. This will then allow you to get your desired information. Let me walk you through the steps:

 

  1. Open the Reports menu and go to Sales.
  2. Select the Sales by Item Detail report.
  3. Click on the Customize button from the top.
  4. In the Display tab, select the Sort by drop-down.
  5. Once done, hit OK. See the following snapshots for visual guidance:

    

 

You'll also want to make edits to your items, feel free to read this for more details: Adjust your inventory quantity or value in QuickBooks Desktop.


I'll be around to assist further. You can reach us if you need extra guidance. Stay safe always!

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