Report for Total Usage of an Inventory Part

User_1234 · ‎April 18, 2022

Hello,

I'm trying to run a report that tells me the total usage of an Inventory Part. I have several Inventory Parts that are only used in Build Assemblies, so I know you can run a report that shows total sales of those build assemblies but, I want to know individually how much of one of those parts I used in an entire year.

So for example I use widget A in 4 different Build assemblies, what was the total amount of Widget A used for all those builds.

*Side note: I know the Inventory Valuation Report shows how much is used in each build, but I want something that can show me totals, not adding and subtracting based on builds and items received. Thanks!

AlexV · ‎April 18, 2022

Hello User_1234!

Good to see you here again. I can show you how to pull up a report that shows the total items used in Build Assemblies.

You can follow these steps:

Go to the Reports menu, select Custom Reports, then Summary.
From the Display tab, set the date range to the period you need.
Click the Customize Report button and select Item detail on the Display rows by drop-down.
Under Display columns for section, select Quantity.
On the Filters tab, remove the Account filter. Add Transaction Type then select Build Assembly filter. Then, add Detail Level then select All except summary filter.
Tap OK.

Also, I added these links if you need further assistance in customizing reports as well as how to add, edit, and delete items in QuickBooks Desktop:

You're still welcome to ask here if you have concerns about your inventory. Need a guide or two in handling transactions? Let me know the details and I'll help you out.

View solution in original post

AlexV · ‎April 18, 2022

Hello User_1234!

Good to see you here again. I can show you how to pull up a report that shows the total items used in Build Assemblies.

You can follow these steps:

Go to the Reports menu, select Custom Reports, then Summary.
From the Display tab, set the date range to the period you need.
Click the Customize Report button and select Item detail on the Display rows by drop-down.
Under Display columns for section, select Quantity.
On the Filters tab, remove the Account filter. Add Transaction Type then select Build Assembly filter. Then, add Detail Level then select All except summary filter.
Tap OK.

Also, I added these links if you need further assistance in customizing reports as well as how to add, edit, and delete items in QuickBooks Desktop:

You're still welcome to ask here if you have concerns about your inventory. Need a guide or two in handling transactions? Let me know the details and I'll help you out.

mroscorla · ‎April 20, 2022

@User_1234 wrote:
Hello,

I'm trying to run a report that tells me the total usage of an Inventory Part. I have several Inventory Parts that are only used in Build Assemblies, so I know you can run a report that shows total sales of those build assemblies but, I want to know individually how much of one of those parts I used in an entire year.

So for example I use widget A in 4 different Build assemblies, what was the total amount of Widget A used for all those builds.

*Side note: I know the Inventory Valuation Report shows how much is used in each build, but I want something that can show me totals, not adding and subtracting based on builds and items received. Thanks!

There might be more that one way to get this information, however, the way I get it is to go to the item list and search for the item you are interested in. "Right click" the item to bring up the menu and select "quick report". This will pull up all transactions for that item. Filter the report for transaction type = builds and that should give you what you need. Select the date range you are interested in (eg. last fiscal year).

User_1234 · ‎April 20, 2022

This is exactly what I needed! Thank you!

mroscorla · ‎April 20, 2022

You are very welcome!!

OXUSA · ‎September 22, 2022

This is very helpful have been looking for for a while now for a report that shows total usage of an item. Is there a way to get a total usage that has the items sold as individual parts and used in assemblies?

katherinejoyceO · ‎September 22, 2022

Thanks for joining in this conversation, @OXUSA. I'm glad you find this forum relevant to your need in a report.

I know you want more customization to get the total usage of the items sold as individual parts and used in assemblies. However, the report that you're looking for this time is unavailable.

I'll relay your suggestions to our engineers so they can consider this in future updates. I'd suggest you do the same so they can see how many users need this report. Here's how:

Go to the Help menu, then select Send Feedback Online.
Choose Product Suggestion.
Fill in the form, then click Send Feedback.

You can also share your thoughts and ideas directly through our Feedback Form.

For future reference, here are a few detailed resources that may help you in managing inventory assemblies:

Know that I'm always here to guide should you need more help in working with your inventory reports. Take care!

droybal · ‎October 26, 2023

However it the item also is an assembly it will show a build for it as well. Of course the number will be postive on your report.

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Report for Total Usage of an Inventory Part