Skip to main content
The Best QuickBooks Prices & Service, Since 2001

Call Today 352.742.0800

11313 Davison Lane Tavares, FL 32778
Home

Speak to An Expert

  • Home
  • Bookkeeping
  • About Us
      1. News
      2. Our Team
      3. Enix & Associates, LLC
      4. Enix/Mendelson
      5. Industries Served
  • Tips & Articles
  • Contact Us

Using Locations & Bins with QuickBooks Enterprise & Advanced Inventory

  • March 2015
  • Enterprise
    Inventory
Using bins, locations, advanced inventory and QuickBooks

Location and bin tracking only works with the Platinum subscription of Enterprise Solutions.  If you are still on the annual Full Service Plan then you would need to purchase the Advanced Inventory subscription add-on.

To turn on Advanced Inventory, go to Edit > Preferences > Items & Inventory > Company Preferences and click on the Advanced Inventory Settings Button.

Items & Inventory > Advanced Inventory Settings

At this point you want to ensure the box next to Multiple Inventory sites is enabled.  QuickBooks uses the term "Sites" but really it is however you track your inventory (i.e-multiple physical locations, warehouses, areas within a single warehouse, etc.).  If you have inventory already in your company file you will get the pop-up box to the right.  This is because Advanced Inventory must put your existing inventory into a single site, then you can move the inventory to the appropriate locations later on.

Multiple inventory locations enabled

To track bin locations within Inventory Sites you check the box next to "Track Bin Locations within Inventory Sites (row, shelf or bin)."  As you can see to the right all items will initially be assigned to bin named "Unassigned."  Again, you can then transfer your items to the appropriate bins at a later time.  One excellent feature is the ability to use the "Add/Edit Multiple List Entries" tool.  This is a great way to quickly and efficiently setup your bin locations (See 2nd screen capture below).  As you can see, I have added Bins 1,2 and 3 to the Orlando location.  It's that easy!

Track Bin Locations with Inventory Sites

Set up multiple bin locations within inventory sites

In the example below you can see I am transferring 423 Cabinet Pulls from "Unassigned" to Bin 1 and 6 Wall Units to Bin 3. 

Transferring inventory

Next you can see how easy it is to put the Location and Bin on the Sales Order.  This will help the pick/pack/ship process.

Location and bin on quickbooks sales order

In summary, using multi-location sites along with bin tracking is an excellent step to maintaining quality inventory management.

Categories

  • Agiliron (1)
  • Enterprise (16)
  • Inventory (8)
  • Payroll (2)
  • PCI Compliance (2)
  • Point of Sale (21)
  • QuickBooks (38)
  • QuickBooks Online (15)
  • Reporting (7)
  • Taxes (8)

Recent Posts

  • Accounting for contractors
    Utilizing QuickBooks Online Advanced for the Construction Industry
  • accounting software for law firms
    The Best Accounting Software for Law Firms
  • streamlined processes
    Streamline Business Operations with QuickBooks Enterprise Platinum with The Diamond Package
  • QuickBooks 2020
    New and Enhanced Features in QuickBooks Enterprise 2020

Footer Logo

A multi-national award winning Intuit Premier Reseller and 3-time named Top 100 ProAdvisor serving Tampa & Orlando, Florida. Specializing in QuickBooks Point of Sale, QuickBooks Pro & Premier, Enterprise Solutions and QuickBooks Online.

Services

  • QuickBooks Support
  • QuickBooks Consulting
  • QuickBooks Data Conversion
  • QuickBooks File Review
  • QuickBooks Reporting
  • Software Needs Assessment
Intuit Premier Reseller - Advisory Council Member
Intuit Quickbooks Certified ProAdvisor - Online
Intuit Quickbooks Certified ProAdvisor - Point of Sale
Intuit Quickbooks Certified ProAdvisor - Desktop
Intuit Quickbooks Certified ProAdvisor - Advanced Desktop
Intuit Quickbooks Certified ProAdvisor - Enterpriser
Top 100 ConsultantCertified Consultant500K Club

© 2021 Enix & Associates, LLC   |   Website: Precision Pages Inc.