Description:

In this video we show to you how advanced inventory & advanced pricing works in QuickBooks Enterprise

Video:

Table of contents:

  • 00:00:00 – Intro (who is ENTERPRISE.expert, what does ENTERPRISE.expert mean, this webinar series, host, other recommended events, QuickBooks Enterprise – episodes, about advanced inventory & pricing)
  • 00:06:23 – Advanced inventory (multiple inventory sites + bin locations within site, FIFO inventory valuation, lot numbers or serial numbers, barcode support)
  • 00:06:57 – Multiple inventory sites + bin locations within site (why this feature is useful)
  • 00:08:45 – FIFO inventory valuation
  • 00:10:30 – Lot number or serial number
  • 00:12:04 – Barcode support
  • 00:13:42 – Advanced pricing
  • 00:15:00 – Demo (QuickBooks Desktop)
  • 00:15:07 – How to enable or turn on advanced inventory (turn on FIFO, barcodes, serial/lot numbers, multiple inventory locations)
  • 00:16:19 – Reports (inventory, inventory valuation summary)
  • 00:16:36 – Preferences (items & inventory) (company preferences) (turn on FIFO)
  • 00:17:04 – Reports (inventory, inventory valuation summary)
  • 00:17:27 – Create a new item (item list)
  • 00:17:52 – Vendors (enter bills) (example) (item, fifo test) (inventory valuation summary)
  • 00:19:16 – Create a new invoice (customers, create invoices) (example)
  • 00:20:33 – Invoice (reports, transaction journal)
  • 00:22:04 – Disable FIFO and pull the same report (example)
  • 00:23:04 – Reports (inventory, inventory valuation summary)
  • 00:23:29 – Multiple inventory sites (enable multiple inventory sites) (new inventory site)
  • 00:24:34 – Reports (inventory, inventory valuation summary by site; inventory stock status by site)
  • 00:24:51 – Create other location (lists, inventory site list, new inventory site or new location)
  • 00:25:18 – Inventory (transfer inventory) (example)
  • 00:26:20 – Choose which warehouse you want to see (inventory valuation summary by site) (hide zero QOH)
  • 00:26:38 – Vendors (enter bills) (example)
  • 00:27:45 – Invoice
  • 00:28:20 – Current availability
  • 00:29:30 – Bin locations (track bin locations within inventory sites – row, shelf, or bin) (example)
  • 00:30:04 – Lists (inventory site list) (new inventory site)
  • 00:31:02 – Enter bills (select site & bin)
  • 00:33:05 – Reports (inventory, inventory valuation summary by site)
  • 00:33:50 – Lot numbers/serial numbers (enable serial numbers) (enable all)
  • 00:34:37 – Vendors (enter bills) (example)
  • 00:35:39 – Create invoice
  • 00:36:29 – Invoice (formatting, customize data layout, additional customization) (serial number) (quick view)
  • 00:38:47 – Reports (inventory, transaction list by serial number) (filter report by serial number)
  • 00:39:20 – Reports (inventory, serial numbers in stock)
  • 00:39:44 – Delete serial numbers transaction and enable or swap to lot numbers (example)
  • 00:41:00 – Enter bills
  • 00:42:22 – Reports (inventory, lot numbers in stock) (quick view) (transaction list by lot number)
  • 00:43:23 – Create invoice (example)
  • 00:45:00 – Barcode scanning (enable) (barcode scanning setup) (set up custom fields for items)
  • 00:46:24 – Add/edit multiple list entries (customize columns)
  • 00:47:16 – Enable barcode scanning (open barcode wizard) (barcode scanning setup)
  • 00:48:00 – Lists (item list) (QuickBooks creates or generates barcodes randomly) (barcode number)
  • 00:49:13 – File (print forms, labels) (select labels to print) (print preview barcode)
  • 00:50:50 – Invoice (item code) (example)
  • 00:51:16 – Sales & customers (company preferences) (custom pricing)
  • 00:52:18 – Create invoice (example)
  • 00:53:00 – Set up pricing rules (price rule list) (new price rule) (select items/vendor/customer)
  • 00:55:29 – Invoice (applied price rules)
  • 00:55:45 – Edit price rule
  • 00:56:48 – Create new price rule (set price overrides)
  • 00:58:10 – Invoice (example)
  • 00:58:40 – Create a new rule that conflicts with the other one (create invoice) (example)
  • 01:01:20 – Q&A
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