Category Archives : Inventory


QuickBooks POS: How to Add and Build Assembly Items

Add and Build Assembly Items An assembly must be defined and then built to make it available to sell. Should I be using a group item instead? (Multi-store) Only Headquarters can define an assembly item. Once defined, both Headquarters and remote stores can build (or break) assemblies as needed; Headquarters for any store; remote stores […]


QuickBooks Point of Sale: Inventory Reports

Inventory Adjustments and Reports   This is a very essential tool to have at your disposal. It allows you to jump directly into your Point of sale machine and perform a multitude of adjustments. For this particular blog, I will show you how to adjust and review your reports very effectively.   1.) Select Reports […]


QuickBooks Point of Sale: Merging Item Records

How to Merge Item Records Occasionally you may find that you inadvertently entered the same item into inventory twice or that you have two items you prefer to track as a single item. Merging them allows you to combine the two items into a single item record with the combined history of both. You specify which of the items records is […]


Add and Build Assembly Items in QuickBooks Point of Sale

Add and Build Assembly Items An assembly must be defined and then built to make it available to sell. Should I be using a group item instead? (Multi-store) Only Headquarters can define an assembly item. Once defined, both Headquarters and remote stores can build (or break) assemblies as needed; Headquarters for any store; remote stores […]


Should I use an Assembly or a Group Item?

Should I use an Assembly or a Group Item? Item assemblies and groups both offer a way to sell a predefined set of items by listing a single item on a sales document. However, the two item types vary in several ways, as outlined below. Key questions to ask when deciding between an assembly and […]


QuickBooks Point of Sale: Inventory Reminders

Inventory reminders help you track and manage your inventory by alerting you to situations that may need your attention. To view inventory reminders: From the home page, select Reminders from the Inventory menu. Select one of the available tabs. Reorder Items The Reorder Items reminder screen displays items whose quantity has fallen below the reorder point set […]


Physical Inventory Scanner: Upload Scans to Point of Sale

Physical Inventory Scanner: Upload Scans to Point of Sale To upload scans to Point of Sale: 1. Place the scanner into the cradle and ensure the adapter is plugged into a USB port on your workstation. (Drivers must be installed for scanner to work)     2. Turn the scanner on and make sure it […]


QuickBooks Point of Sale: Price / Cost Relationship

Note: The ability to see cost fields, including margin and markup and other fields related to cost, can be controlled by security rights. If you do not have the right to view item costs, the fields will be masked like this “*****”. This right affects cost fields in inventory and on all documents and reports. […]


QuickBooks Point of Sale: Should I use an Assembly or Group Item?

Item assemblies and groups both offer a way to sell a predefined set of items by listing a single item on a sales document. However, the two item types vary in several ways, as outlined below. Key questions to ask when deciding between an assembly and a group? Do you want to physically pre-build the […]


QuickBooks Point of Sale: Tracking Item Quantities with Decimals

Sometimes it is beneficial to track items in decimal quantities. For example, you might sell an item by the yard (e.g., fabric), by weight (e.g., bulk candy), or by the hour (labor). Point of Sale allows you to order, inventory, and sell items by decimal units. For example, if you order and price fabric by […]