QuickBooks – Inventory Reorder System Part 2

[Set up Items Part 1][Export to Excel Part 3]

In part one of our inventory reorder system series, we learned how to set our items up to have reorder points and max reorder quantities. Now we need be able to generate a report so that we know what needs to be reorder and how many we need to order.

To begin this process we will open the item list, Lists => Item List and click on Reports => Item Listing at the bottom of the page.

Item List

This will bring up a list of all the items in our inventory list.  We will probably not need all of these parts, so we need to filter the results to give us just the items with reorder points set.  To do this click on Modify Report => Filters and select Reorder Point.  Now select the option for >= and add a 1 in the text field.

Modify Report

Next we need to click on the Display tab and remove several colums.  The columns to remove are price, sales tax code and preferred vendor from the custom report.  Now we need to memorize the report so that we don’t have to make these changes again.  To do this click on Memorize Report, name it Reorder Report and save it in the inventory group of the memorized reports.

Memorize Report

Now that we have finished this step, we are ready to move on to our final part in the inventory reorder system series.  QuickBooks – Inventory Reorder System Part 3.

[Set up Items Part 1][Export to Excel Part 3]

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  1. QuickBooks – Inventory Reorder System Part 3 | nDarkness - May 28, 2011

    […] [Set up Items Part 1][Generate Report Part 2] […]

  2. QuickBooks – Inventory Reorder System Part 1 | nDarkness - May 28, 2011

    […] you wish to track in your inventory list, we are ready to move on to the next part of our series.  QuickBooks – Inventory Reorder System Part 2 – Setting up a custom reorder […]

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