Hello All,
I have a detailed issue I would like help with.
We are presently using Quickbooks wholesale edition 9 at our business and we would like to enhance our reporting abilities to better control inventory, sales, POs etc�
Looking for solutions, we came across Qreportbuilder.
However, after speaking with their support team, we were unable to ascertain the key pieces of information we want to know.
Here is a brief outline of what we are trying to achieve:
Quickbooks has a built-in report called �Inventory stock status by Vendor�. Within this report, there is a column called �next delivery�, which indicates, per item, when the next date for delivery is schedule on an incoming PO.
We would like to enhance this report to allow a new column showing a �next NEXT delivery� and so forth, giving us details of incoming stock per item, in relation to the POs entered. So, for example, �next delivery� of a hat we have on order may be in 2 weeks, but another order for the same item may be coming two months after that. Is there a way to add as many future PO delivery date columns as needed with this software?
Another point we would like to see addressed relates to inventory/stock numbers. In this same report, we would like to be able to manipulate stock quantities as they are presented. For example, we may have 20 hats in stock. 5 of those hats may be on a sales order for two weeks in the future. A customer may place an order for another 30 which they want shipped in 4 months. We have 2 POs coming in with 40 hats a piece, each on different months� We would like to be able to manipulate a report so that we can see present inventory, inventory reserved, inventory lacking in relation to PO fulfillment requirements, excess inventory/exact inventory when computing incoming POs, sales order and present stock, or a number of other variables�
Although this sounds like a bad math problem, the point I am trying to make in principle is one of general flexibility with data. Quickbooks records this information, but with my small amount of programming knowledge, I do not see how the needed data is recorded in a manner in QuickBooks which would allow these sorts of reports to be pulled.
I respect that this query is somewhat complicated and detailed. Please send me any questions you have so that I can better explain our needs.
I have a detailed issue I would like help with.
We are presently using Quickbooks wholesale edition 9 at our business and we would like to enhance our reporting abilities to better control inventory, sales, POs etc�
Looking for solutions, we came across Qreportbuilder.
However, after speaking with their support team, we were unable to ascertain the key pieces of information we want to know.
Here is a brief outline of what we are trying to achieve:
Quickbooks has a built-in report called �Inventory stock status by Vendor�. Within this report, there is a column called �next delivery�, which indicates, per item, when the next date for delivery is schedule on an incoming PO.
We would like to enhance this report to allow a new column showing a �next NEXT delivery� and so forth, giving us details of incoming stock per item, in relation to the POs entered. So, for example, �next delivery� of a hat we have on order may be in 2 weeks, but another order for the same item may be coming two months after that. Is there a way to add as many future PO delivery date columns as needed with this software?
Another point we would like to see addressed relates to inventory/stock numbers. In this same report, we would like to be able to manipulate stock quantities as they are presented. For example, we may have 20 hats in stock. 5 of those hats may be on a sales order for two weeks in the future. A customer may place an order for another 30 which they want shipped in 4 months. We have 2 POs coming in with 40 hats a piece, each on different months� We would like to be able to manipulate a report so that we can see present inventory, inventory reserved, inventory lacking in relation to PO fulfillment requirements, excess inventory/exact inventory when computing incoming POs, sales order and present stock, or a number of other variables�
Although this sounds like a bad math problem, the point I am trying to make in principle is one of general flexibility with data. Quickbooks records this information, but with my small amount of programming knowledge, I do not see how the needed data is recorded in a manner in QuickBooks which would allow these sorts of reports to be pulled.
I respect that this query is somewhat complicated and detailed. Please send me any questions you have so that I can better explain our needs.