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BESTinCA
April 28, 2024
Question

QBPOS) search bar customization and adding a products as a set

  • April 28, 2024
  • 2 replies
  • 0 views

Hello, we use QBPOS v19, and I have 2 questions. It would be great if you could answer them.

 

Question 1

We sell planters. Some planters come as a set (small, medium, large), and while we prefer to sell them as a set, sometimes we need to sell just one size. If the small size is $5, medium is $10, and large is $15, the total comes to $30. However, we offer a discount if customers buy a set, so the set price is $25. In this case, could you advise on the best way to add these products in quickbook pos?

 

Question 2. 

We sell houseplants, and sometimes we receive the same plants from different nurseries. When we type the name of the plants into the search bar in "make a sale," it displays multiple products with the names that include additional information, like ADU, which we don’t need to see. I wonder if we can change this to show us the vendor name or vendor code instead?

 

Thank you. 

 

Quickbook #POS #Point of sale

2 replies

M
MAnneJ
April 28, 2024

Thanks for posting in the Community, @BESTinCA. Let me guide you to the process of your concerns and route you to the appropriate support. 

 

For your first question, there's a need for us to group the items to include small, medium, large, and discounted items. 

 

Here's how: 

 

  1. Select the Help menu, then go to the Index tab.
  2. Search Assembly, then click Assembly Items.
  3. Choose Add and Build assembly items. (Ensure all component items are added to inventory items individually). Hit Add.
  4. Enter a name in the item name field.
  5. Select Assembly in the Item Type field, then Save.
  6. Select the Assembly button next to the item Type field and hit Edit Assembly.
  7. In the Scan or Enter item information drop-down box, scan or type the item to search and add. (Specify the quantity of the component item.)
  8. Select the Qty button to enter another number, then repeat to add all items in the Assembly.
  9. Click Build at the top of the window, specify the number of assemblies you wish to build, and select Build.
  10. Hit OK and Save.

 

Moreover, regarding the second question, we're unable to determine whether to show the vendor name or code. In this case, I'd suggest contacting our QuickBooks Desktop Payments Support, for they have the appropriate tools that best fit your concern, such as showing the vendor name or code. 

 

In addition, I've added this article for your reference to learn more about QuickBooks Desktop Point of Sale discontinuation: QuickBooks Desktop Point of Sale discontinuation.

 

Please reply to this thread if you need additional assistance managing your inventory items and any QuickBooks-related concerns. Keep safe. 

B
BESTinCAAuthor
April 29, 2024

Thank you for the quick reply.

By the way, my question was regarding QuickBooks Point of Sale (QBPOS). I believe your response was for QuickBooks Desktop. Could you provide an answer specific to QBPOS?

Thank you.

M
MAnneJ
April 29, 2024

I can see that the directions I provided are not available, @BESTinCA. Let me connect you with the appropriate support.

 

As QuickBooks Point of Sale (QBPOS) software has already been discontinued, I am not able to share more details on how the feature works. 

 

However, I can recommend contacting our QBPOS Support Team, as they'll investigate your concerns further. Moreover, they also have the appropriate tools to provide the best solution to your queries. 

 

Here's how: 

 

 

The best way to contact the right person is to get help is calling us at 800-446-8848.

 

Please take note of the available support during these business hours: Mondays-Fridays, 6:00 AM to 6:00 PM PT. 

 

Additionally, I've added this article for your reference to learn more about QuickBooks Desktop Point of Sale discontinuation: QuickBooks Desktop Point of Sale discontinuation.

 

You can always get back to this thread if you need additional assistance related to QBPOS and any QuickBooks-related queries. I'll be on the lookout. Stay safe. 

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