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Yo1
Frequent Explorer *

Item list report

We have a lot of items with multiple units of measure but the majority of our items have just 1 unit of measure, the base unit. We need to check our margin% for each unit for items with multiple units.
I can't figure out how to run a report or adjust the item list to show the multiple units or to just show items with multiple units of measure. Can this be done?
It seems the only way to do what we need to do is to manually open each of our 20k items and check for multiple units.
That seems insane since only about 3k have multiple units which means we would need to check 17k for nothing.

9 Comments
QuickBooks Team

Re: Item list report

Hello there, @Yo1.

 

I appreciate you reaching out to us about your item list report request.

 

So that I'm able to provide you with the best resolution, could you please let me know the initial steps you've tried? I'd also appreciate if you can attached screenshots of the reports you've run.

 

Any additional information will be much appreciated. You can click the Reply (green) button below to leave a comment. I'll be keeping an eye out for your response.

Yo1
Frequent Explorer *

Re: Item list report

I've tried customizing columns and filtering data for all reports and lists for items and inventory and there is only one unit of measure field that can be added and it shows the base unit of measure.
Some of our items have for example, disc, box, case and pallet with disc being the base of course but that is the only unit I can get to show up and therefore the only margin% I can see without opening each item to check.

Yo1
Frequent Explorer *

Re: Item list report

Also I've got a new issue we just discovered related to the units
We recently upgraded some computers to Windows 10.

When editing an items' units there are blue words that say Pricing..... and in Windows 7 if you clicked pricing... it would close the units window and open the pricing window.
Now in Windows 10 when you click pricing... in the units window, the pricing window opens but it opens behind the units window and unlike before the units window stays open.
It's like V18 of POS Pro wasn't designed to work properly with Windows 10 or something.

QuickBooks Team

Re: Item list report

Hello there, Yo1.

 

Thanks for keeping us posted and for providing additional information about your concern with Item List report. I want to make sure you'll be routed to the right support that can help you with your Point of Sale issue.

 

We have a separate team of specialist are experts in dealing with how POS in QuickBooks. I recommend reaching out to our POS Technical Support Team. They'll be able to review the file and help you fix the issue.​

 

You can also provide the link to this post to the representative so they'll be able to run through the whole details of your concern. 

 

Stay in touch with us if there's anything else you need help with. I'll be around anytime.

Yo1
Frequent Explorer *

Re: Item list report

Thanks for trying.
I have never had much luck with POS support. They always try to charge us and then wind up escalating our issue up the chain and then we never hear back.
They've supposedly been researching 1 issue for almost 2 years now.

QuickBooks Team

Re: Item list report

Thanks for bringing this to our attention, @Yo1.

 

I'll pass your feedback about your experience with our POS support team along to our management group. This way, they can escalate and discuss how to improve our service performance.

 

On the other hand, I suggest getting back in contact with QuickBooks Point of Sale Team. I know you've reached out  to them already. However, only them can handle your Item List report as mentioned by my colleague above.

 

Should you need anything else, please let me know. I'm always around whenever you need additional information.

Yo1
Frequent Explorer *

Re: Item list report

From what we can tell it just an option to get a list or report that shows all of the different units of measure for an item and each units' margin%.
I'll put it in as a suggestion though.

Yo1
Frequent Explorer *

Re: Item list report

Hey, you wouldn't happen to know why POS only shows invoices that are 31 days or more past due as past due would you?
Our terms are Net 30 with each invoice being due 30 days from the invoice date and becoming 1 day past due on the 31st day, but POS does not include invoices that are 1-30 days past due in the past due total.
This is the issue support has been researching for almost 2 years with no call back or solution found.
On our statements in QB financial we have the following aging categories.
Current, this is where the invoices are for the first 30 days.
1-30 Days Past Due. These are the past due ones that POS does not recognize as past due.
31-60 Days Past Due

61-90 Days Past Due

Over 90 Days Past Due
Since there are no terms in POS and POS gets it's ageing from Financial, could it be that we need to change this somehow in Financial so that Current becomes 1-30 and past due begins at 31-60?
Some of our Vendors age this way and maybe that is how QB is designed to be aged?
I don't know but it is annoying because customers will ask the guys up front at the time of purchase what their past due is and they tell them what they see in POS but it's never correct and it causes customer confusion.

QuickBooks Team

Re: Item list report

Hi @Yo1,

 

Thank you for sharing your detailed experience about your concern.

 

So that I'm able to share accurate resolution, may I ask for any screenshots of the reports you're pulled up?

 

I would gladly appreciate any information you can provide. Just leave it in the comment section down below.

 

I'll be always around here in the Community keeping an eye for your response.

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