Even with all of the data in place, it can be difficult to customize your inventory reports to meet your needs. Not only will reports include all the necessary information, but you should be able to tailor those reports in a way that meets your unique needs. Moreover, these tools can be easily purchased online and do not require a software developer.
To meet your industry-specific needs, as well as needs specific to your business, consider acquiring a custom-tailored software solution. For over a decade, ClikFocus has been building custom-tailored applications for non-profit and enterprise-level businesses alike. Say goodbye to inventory management in Quickbooks, and contact us today. The limitations may grow as you scale. For over a decade, ClikFocus has been building custom-tailored applications for non-profit and enterprise-level businesses alike.
Say goodbye to inventory management in Quickbooks, and contact us today. Have you outgrown parts of QuickBooks and now you need more advanced inventory features to handle increasingly complex logistical challenges? Unfortunately, this is the case for many QuickBooks users, especially ones who have been with the solution for years.
After all, QuickBooks is first and foremost an accounting solution, not an inventory management solution. The good news is that there is a business automation platform called Fishbowl that integrates seamlessly with QuickBooks. Fishbowl offers advanced inventory management and manufacturing features that QuickBooks lacks. So you can continue to use your favorite accounting software and then use Fishbowl to get your warehouse and other areas of your operations running more efficiently.
Here are just a few of the many inventory management features Fishbowl has that QuickBooks lacks:. This added flexibility gives your business more options to meet your unique requirements to measure all of your inventory costs over time. QuickBooks allows users to track their inventory by lot numbers or serial numbers. Unfortunately, they can only choose one option. Fishbowl, on the other hand, allows items to be tracked by lot numbers, serial numbers, revision numbers, expiration dates, and virtually any other criteria you can come up with via its custom fields.
You can track some items by their lot numbers, others by their serial numbers, others by their revision numbers, and still others by their expiration dates. There is practically no limit to the inventory tracking options available in Fishbowl. Creating discounts is an important tool to help you improve customer loyalty and boost sales.
With QuickBooks, you are limited to a percentage discount and a certain number of dollars taken off the price. Fishbowl is not restricted to only those two types of discounts. In addition to a percentage discount and a certain number of dollars off, Fishbowl also allows you to set up group pricing and cost-plus pricing.
These allow you to reward customers who fall into certain tiers and also to be flexible with your discounts. The cost-plus pricing can change over time as the cost of new products changes. Fishbowl offers transfer orders, which are designed for this very purpose.
There is no purchase or sale involved in a transfer order. QuickBooks Pro and Premier do not have the ability to scan barcodes outside the system, but QuickBooks Enterprise does allow barcode scanning to add items to purchase orders and also to pick items for order fulfillment.
Fishbowl Go is an app that allows barcode scanning for many jobs beyond picking items to fulfill orders. You can also use it to cycle count your inventory and instantly update quantities on hand. Scan barcodes to reorder items that are getting low and receive orders as they arrive in your warehouse. Fishbowl offers much more comprehensive barcoding functionality. QuickBooks does not make use of RMAs. Fishbowl does, and it allows items to be returned, replaced, repaired, and refunded, depending on the situation and the policy that your company has in place concerning returns.
With QuickBooks, you have limited manufacturing features. For example, users can create simple work orders to assemble finished products.
However, simple assembly jobs are not the only kind of manufacturing jobs that a company may need to perform. Fishbowl Manufacturing lets you generate work orders and manufacture orders for the purpose of assembly, disassembly, repair, service, and replacement jobs.
You can manipulate parts in many ways and have those changes reflected in your inventory records. Fishbowl Manufacturing utilizes production stages and user-assigned tasks to ensure that complex manufacturing jobs are performed in the right order and by the right people. If anything goes wrong in the process you can quickly track down the source of the problem and fix it. Kits are groupings of products that are similar to each other in some way. QuickBooks does not have the functionality to allow kitting.
No kidding! Fishbowl, on the other hand, allows kits to be created and added to sales orders to make it easier and more intuitive to group products together and sell them. Fishbowl can track tens of thousands of parts and it gives you the ability to view your inventory in multiple locations. Give us a call at to find out more or download a free day trial to see if Fishbowl is right for you. Click here for a Free Download. Fishbowl has quite a few features that even the most advanced version of QuickBooks does not.
These include:. Tracking and managing inventory is a tedious task but an important one to ensure you have enough product on hand to keep your customers happy. QuickBooks Pro, Premier and Enterprise editions offer inventory tracking, although the feature is disabled at the time of installation. The QuickBooks inventory tutorial is simple, and you will be adding products or services almost immediately.
One common issue that prevents adding and tracking inventory is your subscription status. Inventory management is not available with every plan, and you must subscribe to QuickBooks Plus to make it work. Open QuickBooks, click the gear-shaped icon to retrieve a menu and click on Account and Settings.
Locate and select the Billing and Subscription option to view your plan. Upgrade to the Plus edition, if necessary, to unlock the inventory management features offered by QuickBooks. To activate inventory tracking, head back to the Account and Settings menu and click Sales. This simple process activates the inventory tracking features. When the On position is selected, your account is enabled to input products, pricing and quantities available.
You can add inventory, subtract inventory and input the critical details that make it possible to manage your orders, overhead and margins against the products sold through your business.
The dashboard works equally well for the desktop versions, but the online options are increasingly popular as they do not require a software installation. Choose the gear icon again to retrieve a menu of options. Click on Products and Services to access the dashboard. The dashboard offers customization options that ultimately depend on your preferences and business model. You can input all inventory directly or set up categories to better organize the inventory.
Make an organizational plan before jumping into the process. Adding bulk inventory without a game plan quickly creates an unorganized view that is difficult to manage. Adding categories and subcategories helps guide the inventory management process. For example, a clothing store can separate each category according to the targeted gender while adding subcategories for the clothing type.
You organize the store layout in a similar fashion, so this keeps everything on the same loop. Add a category for Women with subcategories for Pants , Shoes and Socks , for example.
Add the products to match the appropriate category. You can then use the inventory management in QuickBooks to track quantities. To add an inventory product to QuickBooks online, select New from the Products and Services dashboard.
Choose Inventory Item to retrieve a new window for the individual product or service you want to input. Add the product name and fill out all other fields. Learn how to track your inventory in QuickBooks Online Plus. Select Sales. Select Save and then Done. Learn how QuickBooks handles your inventory accounting QuickBooks always considers the first items you purchase as the first items you sell.
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