How can we maintain Inventory location wise in Quickbook online

I appreciate you for reaching out to us here in the Community, @hemantpahdia.

I'm here to share with you some information about tracking your inventories' quantity on hand per location.

Yes, QuickBooks will maintain your inventory per location. You have two options for this. I'm here to share with you how.

First, you can create your item per location.

1. Open your QuickBooks Online (QBO) account.
2. Go to the Gear icon, then click on Products and services.
3. Click on New from the Products and Services window.
4. Choose Inventory.
5. Fill in the information, then save the transaction.
6. Repeat the steps for other transactions.

From there, you'll be able to keep track of the item's quantity per location.

Alternatively, you may look for a supported third-party application that supports the feature of tracking your inventory per location. From QBO, click on the Apps tab at the left pane, then find an application from there. Or, check out this link: https://quickbooks.intuit.com/app/apps/home/?albRedirect=true&amp.

For additional tips about managing your inventory in QuickBooks, you can check out this link: Set up and track your inventory in QuickBooks Online.

Moreover, you can review the topics from our help articles for more resources while working with QuickBooks: Help articles, video tutorials, and more.

If you have any other questions about handling inventories in QBO, let me know by adding a comment below. I'm always here to help. Keep safe!

@hemantpahdia 

OBO doesn't offer multi warehouse feature. You need to have an additional app to integrate with QBO.

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We have a group of sales reps that sell in field. If we set the products up as you've shown above, can you isolate just those products to a specific sales rep? I ask because each has their own warehouse.

We appreciate you for reaching out to the Community, @ksmall24!

You can use class tracking to associate a product and properly track the sales made by each sales representative.

Let me guide you in turning on your class tracking:

1. Go to the Gear icon, choose Accounts and Settings.
2. Click on Advanced.
3. Select Categories, then tick on Track Classes.
4. In the Assign Classes dropdown, choose between One to entire transaction and One to each row in transaction. 
5. Don't forget to click on Save.

After turning on your classes, you can now create classes that can be associated to your products and services. 

Here's how:

1. Go to Settings, then select All Lists.
2. Select Classes.
3. Click On New. Then give the class a name.
4. Select Save.

To associate the classes to your products and services,

1. Go to Sales, then Products and Services.
2. Choose a product and click on Edit beside the dropdown button.
3. Assign the product to a class you want to associate it with.
4. Save.

You can now properly track your products and services to a specific sales representative.

If you need help in deleting and restoring a class, you can check this article: Create and manage classes in QuickBooks Online

Please let me know if you have any other questions about tracking your classes. Take care always!

As a follow up, two scenarios:

1. If a sales rep is assigned to a "class" and needs to sell in the territory of another sales rep, can they access the class for that sales rep? Similar to what they do currently when issuing invoices in another region other than theirs.

2. Can the sales rep be set up to default to an assigned class?

Trying to work around the warehouse inventory issues.

Hello, ksmall24.

You can be assigned a sales rep to a class and use the location feature to track the sales from another territory if you use the product and services set up suggested by my colleague above. To invoice using this method, please see the image below.

In response to your second query, the answer is no regarding defaulting to the assigned class. Any transaction must have the class and location manually assigned. Check out the following articles below to set up class and location tracking in QuickBooks Online:

• Create and manage classes in QuickBooks Online
• Set up and use location tracking

Once everything is recorded, you can run the Sales by Customer Detail report to track their sales and ensure Location and Class are selected from the Rows/Columns section to add it to your reports column.

Check out this resource for more details on customizing your reports: Customize reports in QuickBooks Online.

Please let us know if you have further questions or concerns. We're always here to help you.

Did you ever get a proper answer to this question, rather than all the BS you got sent?  We also have a similar problem with multiple warehouses.

Best wishes

Stephen

Here is the actual solution, it's not ideal but it works as I did it after waiting years for QBO to fix this issue.  Unfortunately it adds more inventory items, but I only have 1,000 to begin with so it grew to 5,000 for my 5 locations.  Add a prefix with the initial of each location before the item name.  So for me I added H-, M-, C-, etc in front of my excel imports (there's an excel formula to do this quickly).  If you have 2 locations starting with the same letter you'd have to go with 2 letters.  So for my inventory items my staff know now to enter H- when searching for their own stock in Hinton to add to an invoice.  As you type H- now you're looking at all of your Hinton location inventory and for example I have 1/2" mild steel plate which is PL 1/2 so they type H-PL and then they're looking at all of their plate in inventory.  As a further note to save you some trouble on importing, it won't let you import 0 quantity items so I simply put a very impossible quantity you'd ever track of 0.0001 so I know any items with that quantity are actually 0 and I don't have to painfully add them later.