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Sharpie7
September 12, 2024
Question

Year End Inventory

  • September 12, 2024
  • 1 reply
  • 0 views

When in the cycle count module and selecting items you want to count, under the "all fields" selector there is a "custom field".  Is it possible to define what "custom field" is?  We have a user-defined and added field in our inventory for "bin location", and we would to select items to inventory by bin location.  How do we do that?

1 reply

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Irene R
September 12, 2024

Thanks for taking the time to post your inventory concern in the Community, Sharpie7. I’ve come to give some insights regarding this matter.

 

When performing a Cycle Count in QuickBooks Desktop (QBDT), the custom fields filter the items when selecting multiple items simultaneously. This feature allows for more efficient and accurate inventory management by enabling you to specify and customize the criteria for item selection during the cycle count process.

 

Additionally, at present, it is not feasible to designate inventory items with an added bin location directly on the Inventory page. However, you have the option to generate an Items by Bin Location report, which will furnish comprehensive information about the specific bin locations to which your inventory items are assigned.

 

For additional information on customizing the data of your reports you can utilize this article: Customize reports in QuickBooks Desktop.

 

Let us know if there’s anything else we can do to help you with your inventory items in QBDT, Sharpie7. The Community will help you with any concerns you have. Keep safe!

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