Physical inventory worksheet by BIN

Hi there, 940alex.

Let me provide you some helpful features that you can use in managing your inventory.

You can purchase or subscribe to Advanced Inventory which allows you to use bin or lot tracking if you're using QuickBooks Desktop Enterprise.

To turn on Advanced Inventory:

1. From the Edit menu, select Preferences.
2. On the left pane, choose Items & Inventory then go to the Company Preferences tab.
3. Check the Inventory and Purchase Orders are Active box.
4. Select the Advanced Inventory Settings button.

 You can run a report for actual quantities on hand after you turn on the advanced inventory. Let me share with you the steps on how to check it.

1. Select Reports and then Inventory.
2. To check your product’s value, select the Inventory Valuation Summary.
3. To check your product’s quantity, select the Inventory Stock Status by Item.

After you turn on the Advance Inventory feature, you can  Set up Advanced Inventory to make sure your quantity on hand by the site is accurate. 

For additional insight, you may check out this article: Turn on Advanced Inventory

I've also added this article that you can use in the future: Use the Sales Order Fulfillment Worksheet

If you have additional questions with the Advance Inventory, don't hesitate to let me know. I'll do my best to answer them for you. 

I do have QB Enterprise and do use Advanced Inventory.

But how to I get a report of inventory by BIN? (not by item)

Hello there, @940alex.

Thanks for dropping by the QuickBooks Community. I'd be glad to help set up the inventory, so you can efficiently track the items.

You’re on the right track with setting up the Advanced Inventory.  Since there isn’t a direct way of making the bay locations as sub-item to the aisle, you can use the Inventory Site field as the aisle and the Bin column as the bay.

For detailed instructions, follow the steps below.

To set up the aisle:

1. Go to Inventory at the top menu bar.
2. Select Adjust Quantity/Value on Hand.
3. Click on the Inventory Site drop-down, and select Add New.
4. On the New Inventory Site window, enter Aisle 1 in the Name field.
5. Fill in the necessary fields.
6. Once done, click on OK.

To create a bay:

1. From the Adjust Quantity/Value on Hand window, go to the Bin column.
2. Then click on the drop-down and select Add new.
3. In the New Inventory Site window, enter the bay name. For example, Bay 1.
4. Fill in the necessary fields.
5. Click on OK.
   

I've added a screenshot of how the aisle and bay look like after following the steps. Check out this link to give more insights about Advanced Inventory.

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

Thanks for your reply Ethel.

I already have SITES and BINS setup correctly. I have 2 sites (warehouses) and within each site/warehouse I have Bins setup. And I've already transfered inventory from the "General - Unassigned" location that QB originally setup at first to the all the appropriate SITE/BINs.

What I need is a REPORT that can tell me what I'm suppose to have on each BIN so I can use as a physical inventory worksheet. Where I can verify that the Items that are suppose to be in each BIN are there.

Currently the Physical Inventory Worksheet is setup by ITEM, and not by BIN.

Thanks for posting here, @940alex,

I can help you get the report you need to track the items per Bin. In order for you to do that, you can use the Items by Bin Location report.

This report will show you a specific item or listing of such with the current inventory count on hand. To get the report, follow the steps below:

1. Go to the Reports menu then Inventory.
2. Select Items by Bin Location.
3. To add filters or columns, use the Customize Report at the top.

I'll share some report links and other tutorials for QuickBooks Desktop:

• Understand Reports in QuickBooks Desktop

• Customize reports in QuickBooks Desktop

• Getting Started Guide for QuickBooks Desktop

If you have other questions or concerns about inventory reports, please post here again. I'll be right here to help you further. Have a good one!