INVENTORY

QuickBooks Point of Sale: Using Barcodes

11/30/2017 7:08:14 AM Jay Thompson

Serve customers faster and improve service by quickly scanning barcodes at the point of sale (POS) instead of typing a SKU. Reduce pricing and inventory errors. Scanning barcodes at the POS is much more accurate than typing a SKU. The typical error rate for human data entry is 1 error per 300 characters.

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QuickBooks Point of Sale: FYI on Item Quantities and Cost

11/30/2017 7:08:14 AM Jay Thompson

The Average Unit Cost field in inventory reflects the average cost of the currently on-hand quantity of an item. This value is automatically recalculated by Point of Sale when you create a voucher to receive an item at a cost different than what is currently recorded. How does order cost differ from average unit cost?

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QuickBooks Point of Sale: Printing Price Tags Overview

11/30/2017 7:08:14 AM Jay Thompson

The appearance of printed tags is determined by the default print template you have specified in workstation preferences or you can change the template at time of printing. Pro users can also customize or create new tag templates to meet their individual needs.

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Taking Inventory In QuickBooks POS

11/30/2017 7:08:14 AM Jay Thompson

Inventory for most smaller retail stores should be taken at least every 6 months. The easiest way to do this is to make sure you are using bar codes for tracking your inventory items. This way you can use the In QuickBooks POS 2013, go to the inventory menu and click on, “Start Physical Inventory“.

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QuickBooks Point of Sale Help: Inventory Item Identifiers

11/30/2017 7:08:14 AM Jay Thompson

Every item (except special order items) has an Item # associated with it in inventory. You can edit the item number but cannot delete it. Valid entries are 1 through 999,999, 999. Item numbers above 999,999 are not recommended as the bar code would be too large to fit on the default tag templates.

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QuickBooks Point of Sale Help: Add Pictures to Inventory Items

11/30/2017 7:08:14 AM Jay Thompson

To add the picture fields to Point of Sale: From the File menu, select Preferences > Company. Select Inventory from the preferences list on the left.

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QuickBooks Point of Sale: Item History and Statistics

11/30/2017 7:08:14 AM Jay Thompson

(Multi-Store) Item history can be viewed only at Headquarters. Headquarters can filter to view the history for any one store or for the entire company. To view an item’s history, with the item record in Edit mode (displayed in a form), expand the History section. The most recent documents are at the top of the list. To view a listed document, double-click it.

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QuickBooks Point of Sale: Add a New Inventory Item

11/30/2017 7:08:14 AM Jay Thompson

Enter the * Item Name/Item Name. This is the short item description that is printed on sales receipts. The field label can be customized.

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QuickBooks Point of Sale: Search for an Inventory Item

11/30/2017 7:08:14 AM Jay Thompson

A unique word from the item description is recommended. You can also search by any other item field (department, vendor, size, color, etc.). The more unique the keyword, the fewer search results will be returned.

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QuickBooks Point of Sale: Merge Duplicate Inventory Items

11/30/2017 7:08:14 AM Jay Thompson

From your item list, select one or both of the items you wish to merge. How do I select multiple records? Hold down your CTRL key and consecutively click on multiple items.From the I Want To menu, select Merge.The Merge Items window is opened. The item to be kept is shown on the left and the item to be removed is on the right.

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QuickBooks Point of Sale: Inventory Reminders

11/30/2017 7:08:14 AM Jay Thompson

Inventory reminders help you track and manage your inventory by alerting you to situations that may need your attention.

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QuickBooks Point of Sale: Reminder to Reorder Items

11/30/2017 7:08:14 AM Jay Thompson

The Reorder Items reminder screen displays items whose quantity has fallen below the reorder point set in inventory. Use this screen to assist in replenishing your inventory.

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QuickBooks Point of Sale: Reminder on Price Changes

11/30/2017 7:08:14 AM Jay Thompson

The Price Change reminders screen displays both the old price and new price when item prices change. Your regular price and the prices at your other price levels are also displayed for reference. This list reminds you to print updated price tags, so that your records and the tagged merchandise on the shelf match.

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QuickBooks Point of Sale: Reminder about Duplicate Items

11/30/2017 7:08:14 AM Jay Thompson

Duplicate items (same UPC, Item Number, or Alternate Lookup values) can occur when Headquarters edits an item number and a remote store sells the same item before receiving the updated inventory file during a Store Exchange. When the transactional document is sent to Headquarters the item identifier from the remote will not match the item number for the same item at Headquarters.

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QuickBooks Point of Sale: Reminder of New Items

11/30/2017 7:08:14 AM Jay Thompson

The New Items reminders screen alerts employees to the upcoming arrival of new merchandise. Monitoring this list allows your associates to better serve customers by letting them know what new merchandise is coming soon.

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QuickBooks Point of Sale: Service and Non-Inventory Items

11/30/2017 7:08:14 AM Jay Thompson

Either service and non-inventory items can be used to sell or charge for non-merchandise services and fees, such as for tailoring, repairs, gift-wrapping, recycling fees, and delivery charges. The on-hand quantity of both these item types is always zero (0). Details

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QuickBooks Point of Sale: Item History

11/30/2017 7:08:14 AM Jay Thompson

Item history provides a listing of every transactional document that has affected an item and a running tally of changes in on-hand quantity. You can click any listed document to view it.

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QuickBooks Point of Sale: Item Ratings and Trends

11/30/2017 7:08:14 AM Jay Thompson

Item ratings use a familiar five star system, reflecting the performance of the item over the specified time period. Each additional star represents the next 20th percentile of the range between the highest and lowest values in the ranked value.

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QuickBooks Point of Sale: Track Items From Multiple Vendors

11/30/2017 7:08:14 AM Jay Thompson

The multi-vendor feature allows you to track and purchase an item from one primary vendor and up to four alternate vendors. Unique UPCs, Alternate Lookups, and order costs can be defined for each vendor from whom you purchase the item. This allows you to purchase the same item from any of several vendors as availability or costs change.

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QuickBooks Point of Sale: Item Fields

11/30/2017 7:08:14 AM Jay Thompson

When using QuickBooks Point of Sale, refer to the tables below for descriptions of available item fields.

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QuickBooks Point of Sale: Reorder Points

11/30/2017 7:08:14 AM Jay Thompson

You can define a reorder quantity (Reorder Point field) for your inventory items, allowing you to quickly see which items need to be purchased.You can prevent an item from being added to the Reorder Reminders by flagging it as unorderable on the item record. This is handy for removing seasonal merchandise from the reminders list.

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Quickbooks Point of Sale: Import or Export Item Pictures

11/30/2017 7:08:14 AM Jay Thompson

If you are using item pictures, you can import and associate pictures for multiple items at once instead of assigning them one-by-one on item records. Likewise, you may have the need to export the item pictures you have in Point of Sale for some other use. The Data Import Wizard and Data Export Wizards in Point of Sale make these tasks easy.

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QuickBooks Point of Sale: Tracking Item Quantities with Decimals

11/30/2017 7:08:14 AM Jay Thompson

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.

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

11/30/2017 7:08:14 AM Jay Thompson

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.

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QuickBooks Point of Sale: Price / Cost Relationship

11/30/2017 7:08:14 AM Jay Thompson

Margin (Margin % field) expresses the profit relationship between what you paid for an item (average unit cost) and its regular price.

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Physical Inventory Scanner: Upload Scans to Point of Sale

11/30/2017 7:08:14 AM Jay Thompson

Place the scanner into the cradle and ensure the adapter is plugged into a USB port on your workstation.

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Add and Build Assembly Items in QuickBooks Point of Sale

11/30/2017 7:08:14 AM Jay Thompson

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 for the local store only.

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Should I use an Assembly or a Group Item?

11/30/2017 7:08:14 AM Jay Thompson

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.

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QuickBooks Point of Sale: Merging Item Records

11/30/2017 7:08:14 AM Jay Thompson

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.

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QuickBooks Point of Sale: Inventory Reports

11/30/2017 7:08:14 AM Jay Thompson

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.

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QuickBooks POS: How to Add and Build Assembly Items

11/30/2017 7:08:14 AM Jay Thompson

(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 for the local store only.

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