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J
JAK8
December 25, 2024
Question

Help with inventory features

  • December 25, 2024
  • 2 replies
  • 0 views

I am trying to figure out what versions of Quickbooks Desktop (Pro, Premier and/or Enterprise) will allow me to enter one or more bin locations for inventory items and also let me print pick tickets with those locations when I want to fulfill an order?  I also would like to know where to find the complete list of reports each QBDT version (Pro, Premier and Enterprise) provides and how customizable they are?   Thanks, Jeff. 

2 replies

C
Chrea
December 26, 2024

The bin location feature is only available in Enterprise Platinum and Diamond. Otherwise, you can use a 3rd party inventory management app with Pro/Premier.

S
ShyMae
December 26, 2024

It's good to see you here, JAK. Optimizing your inventory management and streamlining your order fulfillment process are excellent ways to improve your business workflow. Let's collaborate so you can choose the QuickBooks Desktop (QBDT) version that best suits your needs.

 

While every version of QBDT includes inventory features, the Enterprise is the most suitable option for your needs. It offers an Advanced Inventory Management feature that allows you to enter one or more bin locations for inventory items and print pick tickets with those locations for order fulfillment. This functionality is crucial for effectively tracking and managing items stored in various areas of your warehouse.

 

If you opt for the Pro or Premier versions, I agree with Chrea's recommendation to use a third-party inventory management app to have a bin location feature.

 

Additionally, QBDT Enterprise provides powerful and customizable reporting tools to meet diverse business needs. For more detailed information about what you can generate using this version, visit this link: https://quickbooks.intuit.com/desktop/enterprise/advanced-reporting/

 

On the other hand, here's an article that provides a complete list of reports available in QBDT Pro and Premier, including the customization process: Understand reports.

 

Moreover, I recommend contacting our Sales team if you need further live assistance choosing the most suitable QBDT version. Our dedicated experts can provide all the information, including the benefits of each product.

Furthermore, here are some helpful resources for managing your company files and inventory in the future:

 

I'm committed to supporting you every step of the way to ensure you have the best tools for your inventory management and reporting needs. Let me know below if you need anything else or a personalized walkthrough of the product you would purchase. Best wishes, JAK.

J
JAK8Author
January 2, 2025

 

Hi ShyMae,

 

Thank you for reaching out, I am happy to accept your collaboration offer to help me choose the optimum QBDT version.  I have previously been in touch with Sales, who have been helpful to differentiate between various version features and options, but not to the depths I would want to ensure their suitability for our needs.  I have previously learned the hard way that just because a product contains the features I require does not necessarily mean the way they are implemented automatically ensures their functionality for us, a mistake I want to avoid this time around.  I am pleased that most Quickbooks versions are available for a one month no cost trial, which will hopefully be enough time to configure and test the most suitable ones for our application.

 

I agree with your assessment that Enterprise is by itself the most suitable fit, in that it offers Inventory Item custom fields natively or multiple bin locations when Advanced Inventory Management (AIM) is enabled, both of which I believe would fulfill our needs.   Unfortunately I have not yet been successful in my attempts to include either Inventory custom fields or AIM bin locations in the default picklist (Edit, Preferences, Sales & Customers, Company Preferences tab, Pick List: Intuit S.O. Pick List) or change the default picklist to one of the User Contributed Pick List reports with the appropriate Custom Report columns enabled, both of which I would welcome your assistance with.  My Enterprise trial download provided version 23.0, but my requests to the built-in help and Google inquiries result in references to a myriad of versions, often suggesting operations and options that do not exist in my trial version.  Once I can successfully test the suitability of Enterprise with or without AIM for our item location tracking, locational pick list reports and label generation, I will reconnect with Sales to better understand our Desktop Enterprise Gold and Platinum options along with pricing.

 

I understand there may be options for using Desktop Pro or Premier with a third party inventory application, either of which I would consider if it met our needs with a significant cost savings.   I also believe there is a slightly more expensive Premier Plus whose inventory also includes bin locations, which I am still unable to confirm or locate a trial for testing.

 

Thanks again for your support, I look forward to hearing back from you.

 

Regards,

Jeff

 

Rainflurry
Rainflurry
December 26, 2024

@JAK8 

 

"I also would like to know where to find the complete list of reports each QBDT version (Pro, Premier and Enterprise) provides and how customizable they are?" 

 

Not sure if this will give you what you need but @hectorgarciacpa put this fantastic spreadsheet together:

 

https://docs.google.com/spreadsheets/d/1qH3PTdaYB4eIdfYDeVjzJ3iAalOt5dCV_5QUAqQhIZ8/edit?gid=0#gid=0 

 

 

    J
    JAK8Author
    December 27, 2024

    Hi Rainflurry,

     

    Thank you very much for the recommendation, it is a fantastic spreadsheet.  Perhaps the most useful nugget I may have found is the previously unknown to me QB (Desktop?) Premier Plus 2024 version that among other things, includes an Inventory Sales Order Fulfillment Worksheet and Batch Picklist Print that may possibly be exactly what I need to avoid the more costly Enterprise version or addon option.

     

    Fyi, when my original (this one) post did not initially appear, I tried reposting which quickly appeared and in which I have been engaged in a more lengthy explanation of our requirements with Chrea, who has now recommended I try contacting @Fiat Lux – ASIA for option advice:

     

    https://quickbooks.intuit.com/learn-support/en-us/other-questions/re-quickbooks-desktop-version-inventory-features/01/1518723/highlight/false#M171495

     

    I would welcome any suggestions you may have.

     

    Regards,

    Jeff

     

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