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Good day, When I order my stock the order is placed in cases eg 12 x 300ml and sold as 1 x 300ml. How can I break down my cases received? Regards, Schalk

 
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QuickBooks Team

Good day, When I order my stock the order is placed in cases eg 12 x 300ml and sold as 1 x 300ml. How can I break down my cases received? Regards, Schalk

Thanks for posting to the Community, @schalk.

 

Let me show you how to record the 12 x 300ml stock you have and break this down as a 1 x 300ml item.

 

First, you can create a purchase order for this stock. Please make sure that the quantity is recorded as 12 so that you can breakdown this item as 1 x 300 ml. Then save this as an inventory item.

 

Let me show you how:

  1. Go to + New and then select Purchase order.
  2. Click + Add new on the Product/Service column drop-down list.
  3. Select Inventory.
  4. Enter the Name* of the item, for example, coke 12 x 300 ml, (initial quantity should be 0 to avoid duplicating the items after purchasing it and provide the date the item is purchased).
  5. Click Save and close.
  6. Enter 12 on the QTY column and then provide the amount.
  7. Hit Save and close.


Once done, go to + New to create a Bill and enter the supplier's name and add the Purchase Order. Then hit Save and close.
 

Lastly, go to + New and then select Pay bills. Check the box beside the supplier and then click Save and send.

 

You can now check the item under Products and Services in the Sales menu. You can apply necessary changes like editing the item's sales price rate, reorder point, and the cost of the good.

 

Let me show you how:

  1. Go the Sales menu and then select Products and Services.
  2. Find the item and then click Edit.
  3. Update the necessary changes.
  4. Hit Save and close.

 

You can now create an invoice to breakdown the cases received.

 

Here's how:

  1. Go to + New and then click Invoice.
  2. Enter the customer's name and then click the row under the Product/Service column.
  3. Click Save and send.

You can refer to this article as your reference on how to turn on purchase orders and enter a purchase order: Create purchase orders in QuickBooks Online.

Also, you can give customers the flexibility to choose when and how much to pay, check this article: How to create recurring invoice and manage recurring transactions.
 

Please let me know if you need further help. I'll be around to assist you. Take care!