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lawrenanne1
September 1, 2022
Question

Tracking Inventory on Pending sales

  • September 1, 2022
  • 1 reply
  • 0 views

Is there a way to include the inventory needed for pending sales in any of the inventory reports?  I see that there are ways to include inventory that has been ordered but not yet received; it would seem logical to have a report for inventory committed to a sale but not yet invoiced.

1 reply

Angelyn_T
Angelyn_T
September 1, 2022

Hi there, @lawrenanne1. Yes, there's a way to include the inventory needed for pending sales on your inventory reports. I'm here to share with you how.

 

To get started, you can use Sales Order to record the sale that you want to fulfil in the future. From there, enter the required details such as the item, quantity, amount and others.

 

  1. Sign in to your QuickBooks Desktop (QBDT) file.
  2. Go to the Customers tab, then click on Create Sales Orders.
  3. Fill in the details.
  4. Save the transaction.

 

Once done, open your inventory report and check the quantities on hand, on a sales order, PO, and others.

 

When you're ready to record your sale, click on Create Invoice from the Create Sales Order window.

 

You can get more tips while tracking your sales entries in QBDT from this article: Create an invoice in QuickBooks Desktop.

 

If you need help adjusting your inventory quantities and value in the future, use this link as your reference: Adjust your inventory quantity or value in QuickBooks Desktop.

 

If you have any other questions about your inventory, let me know by adding a comment below. I'm always here to help. Keep safe!

L
lawrenanne1Author
September 1, 2022

It's my understanding that QB Pro Desktop doesn't have sales orders, just pending invoices?

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Trish_T
September 1, 2022

Hi lawrenanne1,

 

Thanks for getting back to us here.  QuickBooks provides the option for sales orders and I'd be happy to show you how!

 

Follow these steps to enable sales orders;

 

1. Sign into the company file as Admin

2. Click on Edit from the menu bar and select Preferences

3. On the left panel, choose Sales & Customers

4. Open the Company Preferences tab

5. Checkmark Enable Sales Orders and then OK

 

Should you require additional assistance, please don't hesitate to contact us.  It would be our pleasure to work with you directly and ensure you're able to successfully complete your QuickBooks goals!

 

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