Initial commit - QBPOS Help
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QB_Help_Web/POS_Help/qbpos_getting_started/gstarted04.htm
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<html>
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<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
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<meta name="MS-HAID" content="Getting started">
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<meta name="generator" content="Adobe RoboHelp 2019">
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<title>Getting Started: Notes on Item Quantities and Costs</title>
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<link rel="StyleSheet" href="../qbpos.css" type="text/css">
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<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
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<body><a name="642b3b9347ca42c9b00b820c00c373fa=2"></a><a name="642b3b9347ca42c9b00b820c00c373fa=1"></a>
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<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
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<p class="Help-Heading-1" style="background-color: #008000;">Getting Started: Notes on Item Quantities and Cost</p>
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<p class="Help-Text"><a href="../qbpos_inventory/inven_avblqty_tracking.htm">Available Quantities</a> <span class="hcp1">|</span> <a href="../qbpos_inventory/inven_qty_decimals.htm">Decimal Quantities</a> <span class="hcp1">|</span> <a href="javascript:void(0);" id="a1" onmouseover="if (parseInt(navigator.appVersion) >= 4 && typeof(BSPSPopupOnMouseOver) == 'function') BSPSPopupOnMouseOver(event);" class="BSSCPopup" onclick="BSSCPopup('../qbpos_basic_procedures/basic311.htm');return false;">Decimal Costs<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" style="border: none;" width="10" height="12" border="0"></a></p>
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<div>
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<p style="text-align: right; font-family: Arial, sans-serif; font-size: 9pt;
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color: #800000;"><span style="font-size: 10pt;">Basic</span> </p>
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</div>
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<p class="Help-Text">The <font class="hcp2">Average Unit</font> <font class="hcp2">Cost</font> field in inventory reflects the <font style="font-style: italic;">average</font> cost of the currently on-hand quantity of an item. This value is automatically recalculated by Point of Sale when you create a voucher to receive an item at a cost different than what is currently recorded. <a href="../qbpos_inventory/inven_ordercost.htm">How does order cost differ from average unit cost?</a></p>
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<p class="Help-Text">The <font class="hcp2">On-Hand Quantity</font> field reflects the number of units of an item currently in stock. This value is automatically updated as you create vouchers, receipts, and, if applicable, transfer slips.</p>
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<p class="Help-Text">Item quantities and costs have significant impact on your inventory value and your financial records. For this reason, it is recommended that you manually enter or edit these values <font style="text-decoration: underline;">only when entering items already in your store when you begin using Point of Sale.</font> From that point on, Point of Sale maintains an accurate ledger of changes in these values with the use of transactional documents (receiving vouchers, receipts, transfer slips, and adjustment memos) and the Physical Inventory utility. The table below summarizes how quantities and/or costs are updated in various ways.</p>
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<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </p>
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<table style="margin-left: 1.35pt;" cellspacing="0" width="372">
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<tr class="hcp3">
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<td style="width:29.03%;" bgcolor="#E6E6E6" class="hcp4">
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<p class="Help-Text" style="margin-bottom: 4.00pt;"><font class="hcp2">Method</font></p>
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</td>
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<td style="width:70.97%;" bgcolor="#E6E6E6" class="hcp4">
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<p class="Help-Text" style="margin-bottom: 4.00pt;"><font class="hcp2">Comments</font></p>
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</td>
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</tr>
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<tr class="hcp3">
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<td style="width:29.03%;" class="hcp5">
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<p class="Help-Text"><a href="../qbpos_receiving/vouchersoverview.htm">Receiving vouchers</a></p>
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</td>
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<td style="width:70.97%;" class="hcp5">
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<p class="Help-Text" style="margin-bottom: 4.00pt;">Updates on-hand quantity, average unit cost, and order cost in inventory. Should be used for receiving all new and reordered items into inventory. When you define a new item in inventory that is to be received later, we recommend you leave the <font class="hcp2">On-Hand</font> <font class="hcp2">Quantity</font> and <font class="hcp2">Average Unit</font> <font class="hcp2">Cost</font> fields blank in inventory and allow the receiving voucher to update them.</p>
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</td>
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</tr>
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<tr class="hcp3">
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<td style="width:29.03%;" class="hcp5">
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<p class="Help-Text"><a href="../qbpos_recording_sales_and_returns/receiptsoverview.htm">Receipts</a></p>
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</td>
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<td style="width:70.97%;" class="hcp5">
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<p class="Help-Text" style="margin-bottom: 4.00pt;">When an item is sold or returned on a receipt, the on-hand inventory quantity is adjusted up or down accordingly.</p>
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</td>
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</tr>
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<tr class="hcp3">
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<td style="width:29.03%;" class="hcp5">
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<p class="Help-Text"><a href="../qbpos_adjustments/memosoverview.htm">Adjustment memos</a></p>
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</td>
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<td style="width:70.97%;" class="hcp5">
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<p class="Help-Text" style="margin-bottom: 4.00pt;">A memo is used anytime quantity or cost must be manually adjusted (because it is not handled by a receiving voucher, receipt, or physical inventory count). Many actions, such as conducting a physical inventory, or manually editing the cost or quantity fields, automatically create adjustment memos for you.</p>
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</td>
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</tr>
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<tr class="hcp3">
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<td style="width:29.03%;" class="hcp5">
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<p class="Help-Text"><a href="gstarted07.htm">Physical Inventory</a></p>
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</td>
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<td style="width:70.97%;" class="hcp5">
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<p class="Help-Text" style="margin-bottom: 4.00pt;">Updates on-hand quantities only. Updating a physical inventory automatically creates adjustment memos to update inventory.</p>
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</td>
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</tr>
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<tr class="hcp3">
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<td style="width:29.03%;" class="hcp4">
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<p class="Help-Text"><a href="../qbpos_multi_store/multi_store_transfers.htm">Transfer slips</a>  (Pro)</p>
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</td>
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<td style="width:70.97%;" class="hcp4">
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<p class="Help-Text" style="margin-bottom: 4.00pt;">A transfer slip has no affect on company inventory quantities, though it does increase or decrease the on-hand quantities at the specific stores involved in the transfer.</p>
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</td>
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</tr>
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</table>
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<p class="Help-Text"><a href="gstarted04.htm">Return to top</a></p>
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<script type="text/javascript" language="JavaScript1.2">
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//<![CDATA[
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if( typeof( FilePopupInit ) != 'function' ) FilePopupInit = new Function();
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FilePopupInit('a1');
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//]]>
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</script>
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</body>
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</html>
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QB_Help_Web/POS_Help/qbpos_getting_started/gstarted07.htm
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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
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<head>
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<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
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<meta name="MS-HAID" content="Getting started">
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<meta name="generator" content="Adobe RoboHelp 2019">
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<title>Getting Started: Conducting a Physical Inventory</title>
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<link rel="StyleSheet" href="../qbpos.css" type="text/css">
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<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
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<style type="text/css">
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<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
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<p class="Help-Heading-1" style="background-color: #008000;">Getting Started: Conducting a Physical Inventory</p>
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<p class="Help-Text"><a href="../qbpos_physical_inventory/pioverview.htm">Physical Inventory Overview</a></p>
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<div>
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<p style="text-align: right; font-family: Arial, sans-serif; font-size: 9pt;
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color: #800000;"><span style="font-size: 10pt;">Basic</span> </p>
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</div>
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<p class="Help-Text">A physical inventory (PI) is an actual count of the merchandise in stock. The Physical Inventory utility is the quickest way to update on-hand quantities for a large number of items in inventory.</p>
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<p class="Help-Text">A physical inventory is always recommended as part of the startup procedure and periodically thereafter to verify and adjust inventory counts.</p>
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<p class="Help-Text">A physical inventory involves:</p>
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<ul>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">Recording physical counts for every individual item in the store</p>
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</li>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">Entering these physical counts into Point of Sale so the program can compare the counted quantities to the currently recorded quantities on hand in inventory</p>
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</li>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">Reviewing any discrepancies found</p>
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</li>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">Updating your inventory on-hand quantities to reflect your physical inventory counts</p>
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</li>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">The automatic creation of adjustment memos by Point of Sale to track the quantity changes and update your inventory value in QuickBooks Desktop financial software</p>
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</li>
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</ul>
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<p class="Help-Text">For more information about conducting a physical inventory, click the <span style="font-weight: bold;">Physical Inventory Overview</span> link at the top of this page.</p>
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</body>
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</html>
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QB_Help_Web/POS_Help/qbpos_getting_started/gstarted11.htm
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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
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<html>
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<head>
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<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
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<meta name="MS-HAID" content="Getting started">
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<meta name="generator" content="Adobe RoboHelp 2019">
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<title>Using Alternate Lookups</title>
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<link rel="StyleSheet" href="../qbpos.css" type="text/css">
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<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
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<style title="hcp" type="text/css">
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<!--
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</head>
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<body>
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<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
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<p class="Help-Heading-1" style="background-color: #008000;">Using Alternate Lookups</p>
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<p class="Help-Text"><a href="../qbpos_basic_procedures/basic_item_identifiers.htm">About Item Identifiers</a> <span class="hcp1">|</span> <a href="../qbpos_basic_procedures/basic219.htm">UPCs</a> <span class="hcp1">|</span> <a href="../qbpos_basic_procedures/basic254.htm">Bar Codes in Point of Sale</a></p>
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<p class="Help-Text"> </p>
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<p class="Help-Text">An alternate lookup is an optional, user-defined item identifier that can be used to locate and quickly list items on documents. The use of alternate lookups is well suited to retailers that do not tag their merchandise or to those that want to print vendor part numbers on purchase orders or other documents.</p>
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<p class="Help-Text">This field can contain text descriptions, catalog/part numbers, alphanumeric entries, abbreviated names, or anything allowing you to quickly identify a unique item. Alternate lookups must be unique for each item for which they are defined.</p>
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<p class="Help-Text">To be effectively used to list items on documents, each alternate lookup entry:</p>
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<ul>
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<li class="p-Help-Text" style="margin-left: -20px;">
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<p class="Help-Text">Should be a unique character string that can be easily remembered by cashiers</p>
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</li>
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<li class="p-Help-Text" style="margin-left: -20px;">
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<p class="Help-Text">Should not duplicate any item's UPC code or Item #</p>
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</li>
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<li class="p-Help-Text" style="margin-left: -20px;">
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<p class="Help-Text">Ideally, will start with a letter rather than a number. This helps ensure that alternate lookups do not duplicate a UPC or Item number. Point of Sale begins looking for matches as soon as you begin entering characters; if you have an alternate lookup value of 1234 and a UPC of 1234567890123, both will be returned as matches when you enter 1234.</p>
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</li>
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</ul>
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<p class="Help-Info-Line">To define alternate lookups:</p>
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<ol>
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<li class="p-Help-Steps" style="font-size: 9pt;">
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<p class="Help-Steps">Select <font class="hcp2">Item List</font> from the Inventory menu.</p>
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</li>
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<li class="p-Help-Steps" style="font-size: 9pt;">
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<p class="Help-Steps">Locate an existing item record and select <font class="hcp2">Edit</font> (or select <font class="hcp2">New</font> if adding a new item).</p>
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</li>
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<li class="p-Help-Steps" style="font-size: 9pt;">
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<p class="Help-Steps">Navigate to the <font class="hcp2">Alternate Lookup</font> field and make an entry. Enter or edit other <a href="../qbpos_fields/fields02.htm">item fields</a> as necessary.</p>
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</li>
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<li class="p-Help-Steps" style="font-size: 9pt;">
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<p class="Help-Steps">Select <font class="hcp2">Save</font>.</p>
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</li>
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<li class="p-Help-Steps" style="font-size: 9pt;">
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<p class="Help-Steps">Repeat for all items you want to list on documents using alternate lookups.</p>
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</li>
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<li class="p-Help-Steps" style="font-size: 9pt;">
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<p class="Help-Steps"> </p>
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</li>
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</ol>
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<p class="Help-Info-Line">To list an item on a document using an alternate lookup:</p>
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<ul>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">Enter the alternate lookup string in the <font class="hcp2">Enter</font> <font class="hcp2">Item(s)</font> field and press <font style="font-weight: bold; font-style: italic;"><Enter></font>.</p>
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</li>
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</ul>
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<p class="Help-Text">If one matching item is found, it is instantly listed on the document. If multiple matches are located, the Find window is displayed, listing all matching items. Highlight the correct item and choose <font class="hcp2">Select Item</font> to list the item on the receipt.</p>
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<p class="Help-Note"><span class="hcp3">Tip</span>: Post a list of alternate lookups at the POS workstation to help cashiers remember the correct entries.</p>
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||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Info-Line">To print alternate lookup values on documents:</p>
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<ol>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
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<p class="Help-Steps">Access the Documents & Printers page in <a href="../qbpos_workstation_preferences/wsprefs03.htm">workstation preferences</a>.</p>
|
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</li>
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||||
<li class="p-Help-Steps" style="font-size: 9pt;">
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||||
<p class="Help-Steps">Select a document template ending in the suffix "-ALU" for each document type you wish to print using this value.</p>
|
||||
</li>
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||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Save your changes.</p>
|
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</li>
|
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</ol>
|
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<p class="Help-Text">(Pro) You can use the <a href="../qbpos_print_designer/printdesigner_oview.htm">Print Designer</a> to add the <span class="hcp3">Alternate Lookup</span> field to other document templates, if desired.</p>
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||||
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </p>
|
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<p class="Help-Text"><font class="hcp2">Example Use of Alternate Lookups</font></p>
|
||||
<p class="Help-Text">You sell a large volume of one-gallon, two-gallon, and five-gallon clay pots from the vendor Clay Pots International and you dont want to tag them. You define alternate lookups of CPI1, CPI2, and CPI5, respectively, for the three pots. When a customer purchases a five-gallon pot, you simply enter CPI5 in the <font class="hcp2">Enter</font> <font class="hcp2">Item(s)</font> field to list that pot size on the sales receipt.</p>
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<p class="Help-Main-Topic-Links"><a href="gstarted11.htm">Return to top</a></p>
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</body>
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</html>
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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
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<html>
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<head>
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<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
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<meta name="generator" content="Adobe RoboHelp 2019">
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||||
<title>Understanding Point of Sale Documents</title>
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<link rel="StyleSheet" href="../qbpos.css" type="text/css">
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<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
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<style title="hcp" type="text/css">
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<body><a name="642b3b9347ca42c9b00b820c00c373fa=1"></a>
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<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
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||||
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||||
<p class="Help-Heading-1" style="background-color: #008000;">About Point of Sale Documents</p>
|
||||
<p class="Help-Text"><a href="../qbpos_basic_procedures/basicsmainpage.htm">How do I?</a></p>
|
||||
<p class="help-text"> </p>
|
||||
<p class="Help-Note"><span style="font-weight: bold;">Note</span>: References to tracking item quantities or costs in this topic do not apply to Point of Sale Free.</p>
|
||||
<p class="Help-Text">There are two general document types used in Point of Sale: <font class="hcp1">transactional documents</font> and <font class="hcp1">order documents</font>.</p>
|
||||
<p class="Help-Text"><font class="hcp2">Transactional documents</font> record changes to inventory and provide a permanent history of those changes. Transactional documents can never be deleted, and in most cases cannot be edited after being saved. For this reason, transactional documents, after being saved, are also referred to as <a href="../qbpos_basic_procedures/basic248.htm">history documents</a>. History documents are used to run reports, to build customer, vendor and item histories, and if you use QuickBooks Desktop financial software are sent to update your financial records.</p>
|
||||
<p class="Help-Text">The transactional documents available in Point of Sale include:</p>
|
||||
<ul>
|
||||
<li class="p-Help-Bulleted" style="font-size: 9pt;">
|
||||
<p class="Help-Bulleted" style="margin-left: 0.25pt;"><font class="hcp3">Sales and return receipts</font>, which record item sales, returns, and exchanges, i.e., quantities removed from or returned to inventory. Upon saving, receipts are added to your sales history list. <a href="../qbpos_recording_sales_and_returns/receiptsoverview.htm">Learn more</a>.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="font-size: 9pt;">
|
||||
<p class="Help-Bulleted" style="margin-left: 0.25pt;"><font class="hcp3">Receiving and return vouchers</font>, which record item quantities added to or removed from inventory when received from or returned to your vendors. Vouchers also update item costs and may, in the case of items being received for the first time, also update item price(s) in inventory. Upon saving, vouchers are added to your receiving history list. <a href="../qbpos_receiving/vouchersoverview.htm">Learn more</a>.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="font-size: 9pt;">
|
||||
<p class="Help-Bulleted" style="margin-left: 0.25pt;"><font class="hcp3">Adjustment memos</font>, which are used to record changes to item quantities or costs not covered by other transactional documents. Adjustment memos are automatically created by Point of Sale for certain activities, such as when you conduct a physical inventory or manually edit an items quantity or cost in inventory. Adjustment memos can also be manually created to correct errors or update inventory for shrinkage, donations, or the removal of damaged merchandise. Upon saving, adjustment memos are added to your adjustment history lists (separate lists for quantity and cost memos). <a href="../qbpos_adjustments/memosoverview.htm">Learn more</a>.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted">
|
||||
<p class="Help-Bulleted" style="margin-left: 0.25pt;"><font class="hcp3">Transfer slips (Pro)</font>, which record the movement of item quantities between stores. Transfer slips have no affect on your company inventory value, but are used to maintain an accurate count of item quantities at each store, as well as recording freight charges related to the transfer. Upon saving, transfer slips are added to your transfer history list. <a href="../qbpos_multi_store/multi_store_transfers.htm">Learn more</a>.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="Help-Text"><font class="hcp2">Order documents</font> are used to plan the purchase or sale of merchandise or services. The information recorded on an order document, such as items, costs, prices, deposits, fees, and terms can be easily transferred to a transactional document when the merchandise is actually received or sold. Once recorded on a transactional document, the order document can be safely deleted.</p>
|
||||
<p class="Help-Text">The order documents available in Point of Sale include:</p>
|
||||
<ul>
|
||||
<li class="p-Help-Bulleted">
|
||||
<p class="Help-Bulleted" style="margin-left: 0.25pt;"><font class="hcp3">Purchase orders <span class="hcp4">(Basic)</span></font>, which are used to record the planned purchase of merchandise from a vendor. A purchase order indicates to your vendor that you wish to purchase a specified quantity of an item or items at a specified cost. When the ordered merchandise is received, it is recorded on a receiving voucher, which updates inventory accordingly. <a href="../qbpos_purchasing/purchasingoverview.htm">Learn more</a>.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted">
|
||||
<p class="Help-Bulleted" style="margin-left: 0.25pt;"><font class="hcp3">Customer orders <span class="hcp4">(Pro)</span></font>, including layaways, sales orders, and work orders, which are used to record the planned sale of merchandise or services to customers. Customer orders typically involve taking a deposit when the order is placed, optional additional deposits over a period of time, and ultimately final payment when the merchandise or service is recorded on a sales receipt. Items listed on customer orders are deducted from inventory only after you record them on a sales receipt to fulfill the order. <a href="../qbpos_customer_orders/custorder_overview.htm">Learn more</a>.</p>
|
||||
</li>
|
||||
</ul>
|
||||
</body>
|
||||
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|
||||
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||||
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||||
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||||
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||||
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||||
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||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>gstarted_import_vendors</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
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||||
<style type="text/css">
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||||
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||||
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||||
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|
||||
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|
||||
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|
||||
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||||
|
||||
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|
||||
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|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
<p class="Help-Heading-1">Vendor Import Options</p>
|
||||
|
||||
<p class="Help-Text">This is a popup topic.and has been hidden</p>
|
||||
|
||||
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </p>
|
||||
<p class="Help-Info-Line">Which vendor import option would you like to learn about?</p>
|
||||
<p class="Help-Main-Topic-Links"><a href="../qbpos_qb_data_exchange/qbfs_vendors.htm">Sharing vendors with QuickBooks financial software</a></p>
|
||||
<p class="Help-Main-Topic-Links"><a href="../qbposimp/data_import_using.htm">Importing vendors from an Excel spreadsheet or text file</a></p>
|
||||
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </p>
|
||||
<p class="Help-Text">Click anywhere to close this window</p>
|
||||
</body>
|
||||
</html>
|
||||
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|
||||
|
||||
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|
||||
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|
||||
<head>
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>gstarted_importitems</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
<style type="text/css">
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||||
/* FORCE ALL FONTS TO 13PT - V3 */
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||||
* { font-size: 13pt !important; }
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body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
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|
||||
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|
||||
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|
||||
|
||||
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|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
<p class="Help-Heading-1">Item Import Options</p>
|
||||
|
||||
<p class="Help-Text">This is a popup topic. and has been hidden</p>
|
||||
 
|
||||
<p class="Help-Info-Line">Which item import option would you like to learn about?</p>
|
||||
<p class="Help-Main-Topic-Links"><a href="../qbpos_qb_data_exchange/financialexchange_importitems.htm">Importing items from QuickBooks financial software</a></p>
|
||||
<p class="Help-Main-Topic-Links"><a href="../qbposimp/data_import_using.htm">Importing from an Excel spreadsheet or text file</a></p>
|
||||
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </p>
|
||||
<p class="Help-Text">Click anywhere to close this window</p>
|
||||
</body>
|
||||
</html>
|
||||
Reference in New Issue
Block a user