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info-3hgroup-gma
August 7, 2020
Question

Live update of product inventory during invoice creation. It must show live product stock in the product quantity box (pop-up box).

  • August 7, 2020
  • 1 reply
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Original commenter did not share additional details

1 reply

C
Catherine_B
August 7, 2020

Hi there, info-3hgroup-gma.

 

The option to enable a pop-up that prompts when you enter an item on an invoice is unavailable. However, when you click Save on an invoice you just created and hover your mouse to the QTY column, the current Qty on hand will show. You can refer to the screenshot below for your reference. 

I'll surely take note of this suggestion. Meantime, you can also run a report where you can keep track of your inventory. Let me show you how:

 

  1. Go to the Reports menu.
  2. In the search field, enter and select Product/Service List.
  3. You can click the Customize button to add more columns.

I'll be attaching these articles as well as your guide in managing your inventory:

Please don't hesitate to mention me in your reply if you need more help. You take care always and have a great day!

    B
    beginner-1
    November 13, 2020

    if you were selling lumber in different sizes, etc. and were filling out a sales form; you want to sell your customer 5 2x4s x 10' long and you want to scroll down a list of inventory alphabetically /numercially

    to find the right sizes.  each size would be inventoried separately and you want to pick the right size.

    so how would you set up the sales form?

    AlexV
    AlexV
    November 14, 2020

    Hello there, beginner-1.

     

    In order to track the inventory of each lumber, we need to set up the products first. It seems that you haven't done this yet. Let me show you how to add it.

     

    These are the steps on how to turn on the inventory feature:

    1. Go to the Gear icon and select Account and Settings.
    2. From the Sales tab, select the Products and services section.
    3. Turn on Show Product/Service column on sales forms.
    4. Turn on also both Track quantity and price/rate and Track inventory quantity on hand.
    5. Select Save and then Done.

    Once done, you can now add inventory products in QuickBooks Online. Make sure to create a separate inventory item for each size. You can easily select them when you create a sales transaction. 

     

    You'll want to check these links for more details:

    Keep on posting here if you have more questions. Stay safe!

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