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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Add a Group Item</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<style type="text/css">
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</head>
<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1" style="background-color: #008000;">Add a Group Item</p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"><a href="inv_item_groups.htm">Group Overview</a> <span class="hcp1">|</span> <a href="../qbpos_basic_procedures/basic_listingitemgroup.htm">Sell a Group Item</a> <span class="hcp1">|</span> <a href="inv_edit_group.htm">Edit a Group Item</a></p>
<div>
<p style="font-family: Arial, sans-serif; text-align: right; color: #800000;">Pro</p>
</div>
<p class="Help-Text"><a href="inven_assembly_vs_group.htm">Should I be using an assembly item instead?</a></p>
<p class="Help-Info-Line">To add and define a group item (at Headquarters only in multi-store):</p>
<ol>
<li class="p-Help-Steps">
<p class="Help-Steps">Be sure all the items to be included in the group have been added to inventory individually.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Display your item list and then select <span class="hcp2">Add</span>.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Enter a descriptive name for the group in the <span class="hcp2">Item Name</span> field.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">In the <font class="hcp3"><span style="font-weight: normal;">item</span> Type</font> field, select <font class="hcp3">Group</font>.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Specify a <font class="hcp3">Department</font> (required).</p>
</li>
</ol>
<p class="Help-Indent">If the items included in the group come from more than one department, you may want to <a href="../qbpos_departments/dept302.htm">add a new department</a> called <font style="font-style: italic;">Groups</font>, or similar, to track and report the sale of group items.</p>
<ol start="6">
<li class="p-Help-Steps">
<p class="Help-Steps">Enter information for the group:</p>
</li>
</ol>
<ul>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List">You cannot enter quantity or cost information for a group. These values are not tracked for a group item.</p>
</li>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List">Optionally, enter a <font class="hcp3">Regular</font> <font class="hcp3">Price</font> for the group. If you do not enter a price now, it will be auto-filled as the sum of the group item prices upon saving the group. You can edit the group price later, if needed.</p>
</li>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List">Enter a unique <font class="hcp3">UPC</font> or <font class="hcp3">Alternate Lookup</font> for use in listing the group on receipts and other documents (the program-assigned <font class="hcp3">Item #</font> can also be used for this purpose).</p>
</li>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List">Enter information in other <a href="../qbpos_fields/fields02.htm">item fields</a> as appropriate to define the group.</p>
</li>
</ul>
<ol start="7">
<li class="p-Help-Steps">
<p class="Help-Steps">Click <span class="hcp2">Save</span>. The group item is added to your item list, and the details are automatically displayed.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Click the <font class="hcp3">Group</font> button next to the item Type field.</p>
</li>
</ol>
<p class="Help-Indent">The Group Details window displays the information entered so far on the left of the window and the grid on the right is used to add the component items to the group.</p>
<p class="Help-Indent"><a class="dropspot" href="javascript:TextPopup(this)" id="a2">View Example <img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp4"></a></p>
<div class="droptext" id="POPUP296219470" style="display: none;">
<p><img src="../image/inven_edit_group.gif" alt="Edit Group" width="542" height="330" border="0" class="hcp4"></p>
</div>
<ol start="9">
<li class="p-Help-Steps">
<p class="Help-Steps">Click <span class="hcp2">Edit Group</span>.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">In the <b>Scan or enter item information</b> drop-down box, scan or type item information to search for the item to add.<a class="dropspot" href="javascript:TextPopup(this)" id="a3"><img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp4"></a>.</p>
<div class="droptext" id="POPUP294639060" style="display: none;">
<table style="vertical-align: top;" cellspacing="0" bgcolor="#FFFFEC">
<col style="width: 100%;">
<tr style="vertical-align: top;">
<td style="width: 100%; padding-right: 10px; padding-left: 10px;">
<p class="Help-Text">Use any of these methods to add items to the group:</p>
<ul>
<li class="p-Help-Bulleted" style="list-style: disc; margin-left: -20px;">
<p class="Help-Bulleted"><span class="hcp2">Scan</span> the bar code from the item tag.</p>
</li>
<li class="p-Help-Bulleted" style="list-style: disc; margin-left: -20px;">
<p class="Help-Bulleted"><span class="hcp2">Type</span> the item's UPC, Item #, or alternate lookup value and press <font class="hcp5">&lt;Enter&gt; <span style="font-style: normal; font-weight: normal;">&#160;<a href="../qbpos_basic_procedures/basic_item_identifiers.htm">Learn more about these item identifiers</a></span></font></p>
</li>
<li class="p-Help-Bulleted" style="list-style: disc; margin-left: -20px;">
<p class="Help-Bulleted"><span class="hcp2">Search</span> by item name (beginning characters) or other item keyword. Just begin typing the name or keyword and a list of matching items is displayed. Select an item from the list by clicking &#160;it (keyboard users, press the down arrow key to scroll, then <font class="hcp5">&lt;Enter&gt;</font> to select). The selected item is added to the to the group with a quantity of 1.</p>
</li>
</ul>
<p class="Help-Indent"><img src="../image/item_list_on_doc.gif" alt="item search" width="427" height="141" border="0" class="hcp4"></p>
<ul style="list-style: square;">
<li class="p-Help-Nested-List">
<p class="Help-Nested-List">If no matching item is found, check your spelling or the identifier you entered. Entering fewer characters will find more matches.</p>
</li>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List">To see your entire item list, click the <img src="../image/plus_icon.gif" alt="" width="14" height="15" border="0" class="hcp4"> icon with no entry in the Add Item field. You can scroll through the list looking for the needed item.</p>
</li>
<li class="p-Help-Nested-List" style="list-style: disc; margin-left: -20px;">
<p class="Help-Nested-List">Click <a href="inven402.htm">Add New Item</a> to Inventory if needed.</p>
</li>
</ul>
<p class="Help-Indent" style="margin-left: 0px;"><a href="../qbpos_basic_procedures/basic303.htm">Learn more about adding items to documents</a></p>
</td>
</tr>
</table>
<p class="Help-Indent" style="margin-left: 0px;">&#160;</p>
</div></li>
<li class="p-Help-Steps">
<p class="Help-Steps">Specify the quantity of the component item.</p>
</li>
</ol>
<p class="Help-Indent">By default, each item is listed with a quantity of one. Click the <span class="hcp2">Qty+</span> and <span class="hcp2">Qty-</span> button to quickly increase/decrease by one or click the <span class="hcp2">Qty</span> button to enter another number. &#160;Quantity is the only editable field for the component items.</p>
<ol start="12">
<li class="p-Help-Steps">
<p class="Help-Steps">Repeat to add all items in the group.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Select <font class="hcp3">Save</font>.</p>
</li>
</ol>
<p class="Help-Text">If no price was entered earlier, the group price automatically is set to equal the sum of the component item prices. If a price was previously entered, Point of Sale alerts you if the sum of the component item prices is different. &#160;Select OK to set the price to the sum of the component item prices or No to stay with the existing price.</p>
<p class="Help-Text"><a href="inv_add_group.htm">Return to top</a></p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Help-Heading-2"><font size="2">Notes:</font></p>
<ul>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Only Headquarters can define group items, but all stores can sell group items (or list on other documents).</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Once defined, you can enter all the items included in a group on a sales receipt or other document by entering the group <a href="../qbpos_basic_procedures/basic_item_identifiers.htm">identifier</a> (UPC, Alternate Lookup, or Item #).</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">A group item cannot be a component of a second group. All other item types are allowed in a group.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">The component items are displayed on the group item form for reference.</p>
</li>
</ul>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Main-Topic-Links"><a href="inven431.htm">Using assembly items</a></p>
<p class="Help-Text"><a href="invenvoverview.htm">Inventory overview</a></p>
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//]]></script>
</body>
</html>

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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Track Items from Multiple Vendors</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<style type="text/css">
/* FORCE ALL FONTS TO 12PT */
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<body><a name="642b3b9347ca42c9b00b820c00c373fa=1"></a>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1" style="background-color: #008000;">Track <span style="background-color: #008000;">Items from Multiple Vendors</span></p>
<p class="Help-Text"><a href="invenvoverview.htm">Inventory Overview</a> <span style="color: #c0c0c0;">|</span> <a href="../qbpos_vendors/vendorsoverview.htm">Vendors Overview</a></p>
<div>
<p style="font-family: Arial, sans-serif; text-align: right; color: #800000;">Pro</p>
</div>
<p class="Help-Text">The multi-vendor feature allows you to track and purchase an item from one primary vendor and up to four alternate vendors. Unique UPCs, Alternate Lookups, and order costs can be defined for each vendor from whom you purchase the item. This allows you to purchase the same item from any of several vendors as availability or costs change.</p>
<p class="Help-Text">All purchases of the item, regardless of vendor, are pooled in inventory once received, and are tracked with a single on-hand quantity, averaged cost, price, etc. However, the unique UPC, order costs, and alternate lookups allow you to list the item on documents using the information for any of the vendors. This feature also allows purchasing and receiving reports to be filtered by actual vendor used.</p>
<p class="Help-Info-Line">What would you like help with?</p>
<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a1">Define alternate vendors for an item in inventory <img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp1"></a></p>
<div class="droptext" id="POPUP248757586" style="display: none;">
<table cellspacing="0" bgcolor="#FFFFEC" class="hcp2">
<col style="width: 100%;">
<tr class="hcp3">
<td style="width:100%;" class="hcp4">
<ol>
<li class="p-Help-Steps">
<p class="Help-Steps"><a href="../qbpos_vendors/vend352.htm">Add each vendor</a> from whom you will purchase the item to your vendor list.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Add or edit the item in inventory in the normal manner, entering the first (primary) vendors name, <font class="hcp5">UPC,</font> and <font class="hcp5">Alternate Lookup</font> on the item form.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">In the More Info section, click <span class="hcp6">Alt Vend</span>.</p>
</li>
</ol>
<p class="Help-Indent"><img src="../image/inven_altvend_button.gif" alt="Alternate Vendor" width="234" height="54" border="0" class="hcp1"></p>
<p class="Help-Indent">The Vendors window is opened.</p>
<ol start="4">
<li class="p-Help-Steps">
<p class="Help-Steps">Enter information for up to four alternate vendors and then close the window.</p>
</li>
</ol>
<p class="Help-Indent">If the alternate vendors do not have a unique <font class="hcp5">UPC</font> or <font class="hcp5">Alternate Lookup</font>, leave these fields blank.</p>
<ol start="5" style="list-style: decimal;">
<li>
<p class="Help-Steps">Select <span class="hcp6">S</span><font class="hcp5">ave</font>.</p>
</li>
</ol>
<p>&#160;</p>
<p class="Help-Heading-2">Notes:</p>
<ul style="list-style: disc;">
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted" style="margin-left: 5.75pt;">If you want to print tags for an item with specific vendor information (alternate lookup value or UPC), print the tags from the purchase order or receiving voucher. When printing tags from inventory, the primary vendor's information is used. To print tags with UPC codes requires that you first customize your tag template using <a href="../qbpos_print_designer/printdesigner_oview.htm">Print Designer</a>.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted" style="margin-left: 5.75pt;">If tracking <a href="inven_uom_multiple.htm">multiple units of measure</a> for an item, enter alternate vendor information (UPC, alternate lookup, and order cost) for your default order-by unit. If no order-by unit is specified, enter information for the base unit.</p>
</li>
</ul>
</td>
</tr>
</table>
<p>&#160;</p>
</div>
<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a2">Make a PO or receiving voucher for multi-vendor items <img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp1"></a></p>
<div class="droptext" id="POPUP244735900" style="display: none;">
<table cellspacing="0" bgcolor="#FFFFEC" class="hcp2">
<col style="width: 100%;">
<tr class="hcp3">
<td style="width:100%;" class="hcp4">
<ol>
<li class="p-Help-Text">
<p class="Help-Text">Enter the vendor from whom you are making the purchase at the top of the PO or voucher form.</p>
</li>
<li class="p-Help-Text">
<p class="Help-Text">List the item(s) to be purchased or received:</p>
</li>
</ol>
<ul>
<li class="p-Help-Nested-List" style="list-style: disc;">
<p class="Help-Nested-List">If you list an item by entering or scanning UPC or Alternate Lookups (ALU), be sure to enter or scan the correct value for the vendor from whom you are making the purchase.</p>
</li>
<li class="p-Help-Nested-List" style="list-style: disc;">
<p class="Help-Nested-List">If you track <a href="inven_uom_multiple.htm">multiple units of measure</a> for an item being purchased, be sure to use the UPC or ALU for the default order-by unit.</p>
</li>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List">The correct order cost for the vendor used is suggested for the item. Edit this order cost as necessary.</p>
</li>
</ul>
<ol start="3">
<li class="p-Help-Text">
<p class="Help-Text">Complete and save the PO or voucher in the normal manner.</p>
</li>
</ol>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">If creating a voucher by referencing a PO, the specific vendor and order costs listed on the PO will be carried to the voucher automatically.</p>
<p class="Help-Text"><a href="../qbpos_vendors/vend360.htm">Purchase and receiving history</a> is maintained for each vendor separately.</p>
</td>
</tr>
</table>
<p>&#160;</p>
</div>
<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a3">List multi-vendor items on other documents <img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp1"></a></p>
<div class="droptext" id="POPUP244549354" style="display: none;">
<table cellspacing="0" bgcolor="#FFFFEC" class="hcp2">
<col style="width: 100%;">
<tr class="hcp3">
<td style="width:100%;" class="hcp4">
<p class="Help-Text">No special procedure need be followed when listing multi-vendor items on documents other than a PO or receiving voucher. Scanning or entering the <font class="hcp5">Item #</font>, or any of the primary or alternate <font class="hcp5">UPC</font>s or <font class="hcp5">Alternate Lookups</font> for the item will list the item on the document with the correct inventory cost or price.</p>
<p class="Help-Text">Sales of a multi-vendor item are not tracked separately for each alternate vendor. All sales are reported using the primary vendor you identified in inventory for the item.</p>
</td>
</tr>
</table>
<p>&#160;</p>
</div>
<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a4">Multi-vendor items on reports <img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp1"></a></p>
<div class="droptext" id="POPUP248745653" style="display: none;">
<table cellspacing="0" bgcolor="#FFFFEC" class="hcp2">
<col style="width: 100%;">
<tr class="hcp3">
<td style="width:100%;" class="hcp4">
<p class="Help-Text"><font class="hcp7">Merchandise Reports</font></p>
<p class="Help-Text">Merchandise <a href="../qbpos_reports_and_sales_charts/reportsoverview.htm">reports</a>, which draw their information from inventory, will show all of the item's quantities under your primary vendor's name. Quantities purchased from alternate vendors are not broken out separately.</p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Help-Text"><font class="hcp7">Purchasing Reports</font></p>
<p class="Help-Text">Purchasing, receiving, and on-order reports, which draw their information directly from purchase orders and receiving vouchers, will break out ordered quantities by alternate vendors.</p>
</td>
</tr>
</table>
<p>&#160;</p>
</div>
<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a5">Print tags for alternate vendors <img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp1"></a></p>
<div class="droptext" id="POPUP293766569" style="display: none;">
<table cellspacing="0" bgcolor="#FFFFEC" class="hcp2">
<col style="width: 100%;">
<tr class="hcp3">
<td style="width:100%;" class="hcp4">
<p>Item tags printed from inventory always include the information for your primary vendor. To print tags that include alternate vendor information, such as the alternate lookup or UPC values, print the tags from the purchase order or receiving voucher used to purchase the items from the alternate vendor.</p>
</td>
</tr>
</table>
</div>
<p class="Help-Text">&#160;</p>
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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="MS-HAID" content="Inventory">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Add a New Item</title>
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<p class="Help-Heading-1" style="background-color: #008000;">Add a New Inventory Item</p>
<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a5">How do I?<img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp1"></a> <font color="#C0C0C0">|</font> <a href="../qbpos_getting_started/gstarted_importitems.htm">Import Items<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp1"></a></p>
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<td style="width:52.164%;" class="hcp4">
<p class="Help-Text"><a href="inven402.htm">Add an item</a></p>
<p class="Help-Text"><a href="inven404.htm">Edit an item</a></p>
<p class="Help-Text"><a href="inven406.htm">Delete</a> or <a href="inven_mergeitems.htm">merge items</a></p>
<p class="Help-Text"><a href="inven434.htm">User reorder points</a></p>
<p class="Help-Text"><a href="../qbpos_basic_procedures/navigation_find/basic_find_general.htm">Find an item</a></p>
<p class="Help-Text"><a href="../qbpos_basic_procedures/basic_customizelistcolumns.htm">Customize item list columns</a></p>
<p class="Help-Text"><a href="../qbpos_basic_procedures/basic262.htm">Filter the item list</a></p>
<p class="Help-Text"><a href="../qbposimp/export_datawizard.htm">Export my item list</a></p>
</td>
<td style="width:47.836%;" class="hcp4">
<p class="Help-Text"><a href="inven435.htm">Use service items</a></p>
<p class="Help-Text"><a href="inven_reminders.htm">View inventory reminders</a></p>
<p class="Help-Text"><a href="inven_itemhistory.htm">View an item's history</a></p>
<p class="Help-Text"><a href="inven410.htm">Track item price and cost</a></p>
<p class="Help-Text"><a href="../qbpos_price_manager/pricemgroverview.htm">Use Price Manager</a></p>
<p class="Help-Text"><a href="../qbpos_adjustments/memo1303.htm">Adjust cost or quantity</a></p>
<p class="Help-Text"><a href="../qbpos_physical_inventory/pi_basicsteps.htm">Take a physical inventory</a></p>
<p class="Help-Text"><a href="../qbpos_basic_procedures/printing/basic_taginstructions.htm">Print price tags</a></p>
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<p>&#160;</p>
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<p class="Help-Text">&#160;</p>
<p class="Help-Text">Use this procedure to add a new item to your inventory. You can also read specific procedures for adding <a href="inven435.htm">non-inventory</a>, <span class="hcp5"><a href="inven431.htm">assembly</a>, <a href="inv_add_group.htm">group</a>,</span> <span class="hcp5"><a href="inven407.htm">style</a></span> or <a href="inven435.htm">service</a> items.</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Note"><span class="hcp6">Notes</span>:<br>
Your ability to perform this task may be limited by security rights.<br>
You can add a new item while making a sale or creating another document. <a href="../qbpos_basic_procedures/basic_additem_whle_making_document.htm">Learn more</a>.</p>
<p class="Help-Info-Line">To add a new inventory item:</p>
<p class="Help-Text">* Indicates a required field.</p>
<ol>
<li class="p-Help-Steps">
<p class="Help-Steps">Open your item list, and then click <span class="hcp6">Add</span> from the window toolbar.</p>
</li>
</ol>
<p class="Help-Indent">A new item form is opened. <a class="dropspot" href="javascript:TextPopup(this)" id="a7">View Sample <img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp1"></a></p>
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<p><img src="../image/inven_add_item.gif" alt="Add Item" width="541" height="331" border="0" class="hcp1"></p>
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<p>&#160;</p>
</div>
<ol start="2">
<li class="p-Help-Steps">
<p class="Help-Steps">Enter the * <span class="hcp6">Item Name/Item Name</span>. This is the short item description that is printed on sales receipts. The field label can be <a href="../qbpos_fields/fields_customize_field_labels.htm">customized</a>. &#160;</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Navigate through the sections and fields of the item form, entering information as appropriate . Following are descriptions of the most commonly used fields in each section. More detailed explanation are located in the <a href="../qbpos_fields/fields05.htm">item fields</a> topic.</p>
</li>
</ol>
<p class="Help-Indent"><a class="dropspot" href="javascript:TextPopup(this)" id="a6">Basic Info <img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp1"></a></p>
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<ul class="hcp7">
<li class="p-Help-Nested-List">
<p class="Help-Nested-List"><span class="hcp6">*Item Type</span>: Leave set to <span class="hcp6">Inventory</span>. If you wish to add a different item type, click a link for specific instructions: <a href="inven435.htm">non-inventory</a>, <span class="hcp5"><a href="inven431.htm">assembly</a>, <a href="inv_add_group.htm">group</a>,</span> <span class="hcp5"><a href="inven407.htm">style</a></span> or <a href="inven435.htm">service</a> items.</p>
</li>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List"><span class="hcp6">*Department</span>: Select the <a href="../qbpos_departments/deptsoverview.htm">department</a> to which the item belongs from the drop-down list.</p>
</li>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List"><span class="hcp6">Item/Description 2</span>: Secondary, long description field used to record additional information. This field label can be <a href="../qbpos_fields/fields_customize_field_labels.htm">customized</a> to meet your needs.</p>
</li>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List"><span class="hcp6">Size</span>: Enter the size for the item (if applicable). If using abbreviations, try to be consistent, e.g., Sm, Md. and Lg for example. Consistent entries will make filtering and finding items in inventory and on reports easier. &#160;This field can also be used to describe a second item attribute other than size if desired. This field label can be <a href="../qbpos_fields/fields_customize_field_labels.htm">customized</a>.</p>
</li>
<li class="hcp8">
<ul class="hcp7">
<li class="p-Help-Nested-List">
<p class="Help-Nested-List">(Pro) To add a line of related items differing only by size/attribute, click the <span class="hcp6">Style</span> button to enter the size and attribute combinations. &#160;<a href="inven407.htm">Learn more</a>.</p>
</li>
</ul>
</li>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List"><span class="hcp6">Attribute</span>: Use to describe an item characteristic, such as the color, pattern, material, or a second size. &#160;This field label can be <a href="../qbpos_fields/fields_customize_field_labels.htm">customized</a>.</p>
</li>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List"><span class="hcp6">Reg Price</span>: Enter your regular sale price or leave blank and let Point of Sale use a department <a href="inven_priceformula.htm">pricing formula</a> to calculate it for you.</p>
</li>
<li class="hcp8">
<ul class="hcp7">
<li class="p-Help-Nested-List">
<p class="Help-Nested-List">Click the <span class="hcp6">Pricing</span> button for <a href="inven410.htm">additional price fields</a>.</p>
</li>
</ul>
</li>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List"><span class="hcp6">Avg Unit Cost</span>: Enter a value if this is an <font class="hcp9">existing</font> item in your store on program startup or if you know the cost for a newly ordered item. If you leave this field blank, Point of Sale will auto-fill it with the cost when the item is received on a receiving voucher and maintain it by averaging the item cost over time. <a href="inven_avgunitcost.htm">Learn more</a></p>
</li>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List"><span class="hcp6">On-Hand Qty</span>: Enter a value if this is an <font class="hcp9">existing</font> inventory item in your store on program startup. If you are defining a new item that you will be ordering, leave this field blank for now and Point of Sale will auto-fill it when you receive the item on a receiving voucher. <a href="../qbpos_getting_started/gstarted04.htm">Learn more</a></p>
</li>
<li class="hcp8">
<ul class="hcp7">
<li class="p-Help-Nested-List">
<p class="Help-Nested-List">(Pro HQ) Click the <span class="hcp6">Available</span> button to enter existing on-hand quantities at other stores.</p>
</li>
</ul>
</li>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List"><span class="hcp6">Tax</span>: Review the tax field and select a <a href="../qbpos_glossary_of_terms/glossarypage.htm#glossary_taxcode">tax code</a> if necessary. &#160;If you defined a default &#160;tax code in the associated department record it will be suggested for the item.</p>
</li>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List"><span class="hcp6">UPC</span>: Scan or type the <font class="hcp10">UPC</font> code. Learn more about these <a href="../qbpos_basic_procedures/basic_item_identifiers.htm">item identifiers</a>.</p>
</li>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List"><span class="hcp6">Quick Pick Group</span>: If you've defined Quick Pick Groups in your inventory preferences, you can assign an item to one of those groups to use with the <a href="../qbpos_basic_procedures/basic_quickpick_Item.htm">Quick Pick Item</a> feature on sales receipts and receiving vouchers.</p>
</li>
</ul>
</td>
</tr>
</table>
<p>&#160;</p>
</div>
<p class="Help-Indent"><a class="dropspot" href="javascript:TextPopup(this)" id="a3">More Info <img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp1"></a></p>
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<col style="width: 100%;">
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<ul class="hcp7">
<li class="p-Help-Nested-List">
<p class="Help-Nested-List"><span class="hcp6">Vendor</span>. Select the primary vendor from which you order this item. &#160;(Pro) Click the <span class="hcp6">Alt Vend</span> button to add <a href="inv_multivendor.htm">alternate vendors</a> and their order costs.</p>
</li>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List"><span class="hcp6">Order Cost</span>. Enter an order cost, if known, for your primary vendor. This is what you currently pay your vendor for one unit of the item. &#160;<a href="inven_ordercost.htm">Learn more</a>.</p>
</li>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List"><font class="hcp10">Reorder Point</font>. Enter a quantity if you want Point of Sale to remind you when it is time to order more of the item.</p>
</li>
<li class="hcp8">
<ul class="hcp7">
<li class="p-Help-Nested-List">
<p class="Help-Nested-List">(Pro HQ) Click the <span class="hcp6">View All</span> button to enter/view reorder points for each store individually.</p>
</li>
</ul>
</li>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List"><span class="hcp6">*Item Number</span>. Suggested by the system, but can be edited.</p>
</li>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List"><span class="hcp6">Alternate Lookup</span>. Enter an alternate lookup value that can be used to quickly add the item to documents. Learn more about these <a href="../qbpos_basic_procedures/basic_item_identifiers.htm">item identifiers</a>.</p>
</li>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List"><span class="hcp6">Base Unit</span>. When using multiple units of measure, the smallest quantity by which an item is sold or purchased. <a href="inven_uom_multiple.htm">Learn more</a>.</p>
</li>
<li class="hcp8">
<ul class="hcp7">
<li class="p-Help-Nested-List">
<p class="Help-Nested-List">(Pro) Click the Units button to add additional <a href="inven_uom_managemultiple.htm">units of measure</a>.</p>
</li>
</ul>
</li>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List"><span class="hcp6">Manufacturer</span>. Enter the item manufacturer. This name can be used to search for an item or to filter reports.</p>
</li>
</ul>
</td>
</tr>
</table>
<p>&#160;</p>
</div>
<p class="Help-Indent"><a class="dropspot" href="javascript:TextPopup(this)" id="a1">Comments <img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp1"></a></p>
<div class="droptext" id="POPUP243080400" style="display: none;">
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<col style="width: 100%;">
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<ul class="hcp7">
<li class="p-Help-Bulleted">
<p class="Help-Bulleted">Use this free-form text <span class="hcp6">Comments</span> field to enter any pertinent item information not covered by another item field.</p>
</li>
</ul>
</td>
</tr>
</table>
<p>&#160;</p>
</div>
<p class="Help-Indent"><a class="dropspot" href="javascript:TextPopup(this)" id="a4">Misc and Shipping <img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp1"></a></p>
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<ul class="hcp7">
<li class="p-Help-Nested-List">
<p class="Help-Nested-List"><font class="hcp10">Print Tags</font> Select to include this item when printing tags. For items that you do not tag, clear the check box. This will help prevent inadvertently printing the tags when the item is included on a document or in a list for which you are printing tags.</p>
</li>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List"><span class="hcp6">Add to Mobile</span> Select to include this item to display on your mobile device.</p>
</li>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List"><font class="hcp10">Unorderable</font> select to have the items <a href="../qbpos_glossary_of_terms/glossarypage.htm#glossary_reorderpoint">reorder point</a> temporarily ignored and &#160;alerted if the item is added to a purchase order or receiving voucher. This option can be used to remove seasonal or discontinued merchandise from your reorder <a href="../qbpos_glossary_of_terms/glossarypage.htm#glossary_reminders">reminders</a> and reports.</p>
</li>
<li class="p-Help-Bulleted">
<p class="Help-Bulleted"><span class="hcp6">Use Serial #</span> &#160;(Pro) Select to be prompted to enter serial numbers when this item is listed on a document. <a href="../qbpos_basic_procedures/basic_serial_number.htm">Learn more</a></p>
</li>
<li class="p-Help-Bulleted">
<p class="Help-Bulleted"><span class="hcp6">Earn Commission</span> &#160; &#160;(Pro) Select to include sales of this item when calculating commissions for your associates. <a href="../qbpos_secadmin/secadmin_commissions.htm">Learn more</a></p>
</li>
<li class="p-Help-Bulleted">
<p class="Help-Bulleted"><span class="hcp6">Shipping Weight, Height, Length, Width</span> &#160;(Pro) Enter shipping specifications to use when shipping the item.</p>
</li>
</ul>
</td>
</tr>
</table>
<p>&#160;</p>
</div>
<p class="Help-Indent"><a class="dropspot" href="javascript:TextPopup(this)" id="a2">QuickBooks Desktop Options <img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp1"></a></p>
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<p class="Help-Text"><span class="hcp6">Define QuickBooks Item Account Information</span></p>
<p class="Help-Text">Available only if integrated with QuickBooks financial software. You can customize the way item transactions are sent to QuickBooks by specifying QuickBooks accounts here.</p>
<p class="Help-Text">By default, the item accounts are auto-filled using the default item accounts specified in company preferences, but you can change them on an item basis on this window. <a href="../qbpos_qb_data_exchange/financialexchange_itemaccounts.htm">Learn more</a>.</p>
<p class="Help-Indent">&#160;</p>
</td>
</tr>
</table>
<p>&#160;</p>
</div>
<ol start="5">
<li class="p-Help-Steps">
<p class="Help-Steps">To add the item to your Mobile device, click the <span class="hcp6">Sync to Mobile</span> box in the <span class="hcp6">Misc and Shipping</span> section.<br>
OR<br>
Click the <span class="hcp6">Mobile</span> box next to the Item # on the <span class="hcp6">Item List</span>.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps"><font class="hcp10"><span style="font-weight: normal;">Click</span> Save</font>.</p>
</li>
</ol>
<p class="Help-Text">&#160;</p>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Main-Topic-Links"><a href="inven405.htm">Copy one item to add another</a></p>
<p class="Help-Main-Topic-Links"><a href="inven_itempics.htm">Add pictures to an item</a></p>
<p class="Help-Main-Topic-Links"><a href="inven_uom_managemultiple.htm">Define multiple units of measure</a></p>
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<p class="Help-Note" style="background-color: #f5f5f5;"><img src="../image/lightningbolt_shg.gif" alt="This symbol indicates that an Internet connection is required." title="This symbol indicates that an Internet connection is required." width="9" height="15" border="0" class="hcp1"> &#160;Additional online resources. Internet connection required.</p>
<p class="Help-Text"><a title="POS User Community Web Site - opens in new browser window" href="http://www.qbinproduct.com/community/help/pos" target="_blank">Point of Sale User Community</a> Connect with other Point of Sale users and experts to ask questions and share advice.</p>
<p class="Help-Text"><a title="POS Support Web Site - opens in a new browser window" href="http://www.quickbooks.com/support" target="_blank">Point of Sale Support Web Site</a> Search our Knowledge Base of frequently asked questions, learn about available updates, or research other support options.</p>
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<p class="Help-Heading-1" style="background-color: #008000;">Edit an Inventory Item</p>
<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a1">How do I?<img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp1"></a> <font color="#C0C0C0">|</font> <a href="invenvoverview.htm">Overview</a> <font color="#C0C0C0">|</font> <a href="inven406.htm">Delete an Item</a> <span style="color: #c0c0c0;">|</span> <a href="inven402.htm">Add an Item</a></p>
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<p class="Help-Text"><a href="inven402.htm">Add an item</a></p>
<p class="Help-Text"><a href="../qbpos_getting_started/gstarted_importitems.htm">Import items<img src="../image/yellow_up.gif" alt="Click to display a popup topic" width="10" height="12" border="0" class="hcp1"></a></p>
<p class="Help-Text"><a href="inven406.htm">Delete</a> or <a href="inven_mergeitems.htm">merge items</a></p>
<p class="Help-Text"><a href="inven434.htm">User reorder points</a></p>
<p class="Help-Text"><a href="../qbpos_basic_procedures/navigation_find/basic_find_general.htm">Find an item</a></p>
<p class="Help-Text"><a href="../qbpos_basic_procedures/basic_customizelistcolumns.htm">Add item list columns</a></p>
<p class="Help-Text"><a href="../qbpos_basic_procedures/basic262.htm">Filter the item list</a></p>
<p class="Help-Text"><a href="../qbposimp/export_datawizard.htm">Export my item list</a></p>
</td>
<td style="width:47.836%;" class="hcp2">
<p class="Help-Text"><a href="inven435.htm">Use service items</a></p>
<p class="Help-Text"><a href="inven_reminders.htm">View inventory reminders</a></p>
<p class="Help-Text"><a href="inven_itemhistory.htm">View an item's history</a></p>
<p class="Help-Text"><a href="inven410.htm">Track item price and cost</a></p>
<p class="Help-Text"><a href="../qbpos_price_manager/pricemgroverview.htm">Use Price Manager</a></p>
<p class="Help-Text"><a href="../qbpos_adjustments/memo1303.htm">Adjust cost or quantity</a></p>
<p class="Help-Text"><a href="../qbpos_physical_inventory/pi_basicsteps.htm">Take a physical inventory</a></p>
<p class="Help-Text"><a href="../qbpos_basic_procedures/printing/basic_taginstructions.htm">Print price tags</a></p>
</td>
</tr>
</table>
<p>&#160;</p>
</div>
<div>
<p style="font-family: Arial, sans-serif; text-align: right; color: #800000;">Pro</p>
</div>
<p class="Help-Text">This is the general procedure for editing most inventory items.</p>
<p class="Help-Text">(Pro) See the related topic links below for special instructions when editing assembly, group, or style items.</p>
<p class="Help-Info-Line">To edit an inventory item:</p>
<ol>
<li class="p-Help-Steps">
<p class="Help-Steps">Highlight an item in your item list.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Click <span class="hcp3">E</span><font class="hcp4">dit</font> from the window tool bar.</p>
</li>
</ol>
<p class="Help-Indent">The item is opened in a editable form.</p>
<ol start="3">
<li class="p-Help-Steps">
<p class="Help-Steps">Make necessary edits.</p>
</li>
</ol>
<ul>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List">Refer to the <a href="../qbpos_fields/fields02.htm">item information fields</a> table for assistance with specific fields.</p>
</li>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List">If you edit the item average unit cost or on-hand quantity, Point of Sale creates adjustment memos to update your inventory value. If integrated with QuickBooks Desktop financial software, these memos are sent with the next Financial Exchange. <a href="../qbpos_getting_started/gstarted04.htm">Learn more</a> about inventory adjustments.</p>
</li>
</ul>
<ol start="4">
<li class="p-Help-Steps">
<p class="Help-Steps">Select <span class="hcp3">S</span><font class="hcp4">ave</font>.</p>
</li>
</ol>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Help-Heading-2">Pro Note:</p>
<ul style="list-style: disc;">
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">If using <a href="inven_uom_multiple.htm">multiple units of measure</a>, average unit cost and on-hand quantity are editable only for your base unit.</p>
</li>
</ul>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Main-Topic-Links"><a href="../qbpos_basic_procedures/basic_list_edit_mode.htm">Making edits directly in your item list</a></p>
<p class="Help-Main-Topic-Links"><a href="inven_itemhistory.htm">View an item's history</a></p>
<p class="Help-Text"><a href="inven433.htm">Edit an assembly item</a> or a <a href="inv_edit_group.htm">group item</a></p>
<p class="Help-Main-Topic-Links"><a href="inven408.htm">Edit a style</a></p>
<div style="width: 100%; position: relative;" id="footer">
<p>&#160;</p>
<p class="Help-Note" style="background-color: #f5f5f5;"><img src="../image/lightningbolt_shg.gif" alt="This symbol indicates that an Internet connection is required." title="This symbol indicates that an Internet connection is required." width="9" height="15" border="0" class="hcp1"> &#160;Additional online resources. Internet connection required.</p>
<p class="Help-Text"><a title="POS User Community Web Site - opens in new browser window" href="http://www.qbinproduct.com/community/help/pos" target="_blank">Point of Sale User Community</a> Connect with other Point of Sale users and experts to ask questions and share advice.</p>
<p class="Help-Text"><a title="POS Support Web Site - opens in a new browser window" href="http://www.quickbooks.com/support" target="_blank">Point of Sale Support Web Site</a> Search our Knowledge Base of frequently asked questions, learn about available updates, or research other support options.</p>
</div>
<script type="text/javascript" language="JavaScript1.2">//<![CDATA[
if( typeof( TextPopupInit ) != 'function' ) TextPopupInit = new Function();
TextPopupInit('a1','POPUP292341547');
//]]></script>
</body>
</html>

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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="MS-HAID" content="Inventory">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Copy an Item</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<style type="text/css">
/* FORCE ALL FONTS TO 12PT */
* { font-size: 12pt !important; }
body, p, li, ol, ul, div, span, td, th, h1, h2, h3, h4, h5, h6 { font-size: 12pt !important; }
</style>
<style title="hcp" type="text/css">
<!--
font.hcp1 { font-weight:bold; }
-->
</style>
</head>
<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1" style="background-color: #008000;">Copy an Item</p>
<p class="Help-Text"><a href="invenvoverview.htm">Inventory Overview</a> <font color="#C0C0C0">|</font> <a href="inven436.htm">About Item Types</a></p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">Sometimes the quickest way to create a new item in inventory is to copy an existing similar item.</p>
<ol>
<li class="p-Help-Steps">
<p class="Help-Steps">In your item list, select the item you want to copy.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">From the I Want To menu, select <font class="hcp1">Copy</font>.</p>
</li>
</ol>
<p class="Help-Indent">Information from the copied item record is pasted into a new item record.</p>
<ul>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List">The following fields are not copied to the new item: <font class="hcp1">On-Hand</font> <font class="hcp1">Qty</font>, <font class="hcp1">UPC</font>, <font class="hcp1">Alternate Lookup</font>, and the <font class="hcp1">Unorderable</font> flag.</p>
</li>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List">The <font class="hcp1">Order Cost</font> (unless zero) from the copied item is populated to the <font class="hcp1">Average Unit Cost</font> of the new item. The order cost of the new item is reset to zero. (Pro) If you have alternate vendors with different order costs, those values are left unchanged.</p>
</li>
</ul>
<ol start="3">
<li class="p-Help-Steps">
<p class="Help-Steps">Enter new values into these fields and <a href="inven404.htm">edit</a> other <a href="../qbpos_fields/fields02.htm">item fields</a>, as appropriate for the new item. At lest one of <font class="hcp1">Department</font>, <font class="hcp1">Description</font> <font class="hcp1">1</font>, <font class="hcp1">Attribute</font>, or <font class="hcp1">Size</font> must be changed to avoid creating a duplicate item.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Click <span style="font-weight: bold;">S</span><font class="hcp1">ave</font>.</p>
</li>
</ol>
<p class="Help-Text">&#160;</p>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Main-Topic-Links"><a href="../qbpos_getting_started/gstarted04.htm">About item cost and quantity</a></p>
<p class="Help-Main-Topic-Links"><a href="invenvoverview.htm">Inventory overview</a></p>
</body>
</html>

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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="MS-HAID" content="Inventory">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Delete Style Items or Entire Styles</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<style type="text/css">
/* FORCE ALL FONTS TO 12PT */
* { font-size: 12pt !important; }
body, p, li, ol, ul, div, span, td, th, h1, h2, h3, h4, h5, h6 { font-size: 12pt !important; }
</style>
<style title="hcp" type="text/css">
<!--
span.hcp1 { font-weight:bold; }
-->
</style>
</head>
<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1" style="background-color: #008000;">Delete Style Items or Entire Styles</p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"><a href="inven_style_oview.htm">Style Overview</a> <span style="color: #c0c0c0;">|</span> <a href="inven408.htm">Edit a Style</a></p>
<div>
<p style="font-family: Arial, sans-serif; text-align: right; color: #800000;">Pro</p>
</div>
<p class="Help-Note"><font style="font-weight: bold;">Note:</font> This process should be carried out with caution so that items with on-hand quantities or listed on active documents are not accidentally deleted. If you delete style items with on-hand quantities, Point of Sale creates adjustment memos to update inventory and your QuickBooks financial software. If the deleted item(s) are listed on an active order document, the item(s) are NOT removed from that document. Review and edit documents as necessary.</p>
<p class="Help-Info-Line">To delete a style item:</p>
<p class="Help-Text">Use the normal <a href="inven406.htm">item deletion</a> procedure from your item list.</p>
<p class="Help-Info-Line">To delete an entire style:</p>
<p class="Help-Text">Since all style items have the same Item Name, searching inventory by the Item Name is the quickest way to display all of the style items (and only the style items). Use caution when taking the following steps as all items in the style will be deleted.</p>
<ol>
<li class="p-Help-Steps">
<p class="Help-Steps">Enter the Item Name for the style in the Search field at the top of your item list.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">All of the style items (and only the style items) should be displayed. Scroll through the list to ensure other items aren't displayed.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Press <span class="hcp1">Ctrl+A</span> on your keyboard to select all of the items. If you only want to delete some of the items, select only them. <a href="../qbpos_basic_procedures/basic_list_multiselect.htm.htm">How do I select multiple records?<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>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Select <span class="hcp1">Delete</span> from the I Want To menu.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Confirm the deletion when prompted. If any of the style items still have a quantity on hand or are listed on open order documents, you will be warned.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Select <span class="hcp1">Save</span>.</p>
</li>
</ol>
<p class="Help-Text">&#160;</p>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Main-Topic-Links"><a href="../qbpos_basic_procedures/navigation_find/basic_find_item.htm">Find an item record</a></p>
</body>
</html>

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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="MS-HAID" content="Inventory">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Enter Item Price and Cost</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<style type="text/css">
/* FORCE ALL FONTS TO 12PT */
* { font-size: 12pt !important; }
body, p, li, ol, ul, div, span, td, th, h1, h2, h3, h4, h5, h6 { font-size: 12pt !important; }
</style>
<style title="hcp" type="text/css">
<!--
span.hcp1 { font-weight:bold; }
font.hcp2 { font-weight:bold; }
-->
</style>
</head>
<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1" style="background-color: #008000;">Enter Item Price and Cost</p>
<p class="Help-Text"><a href="invenvoverview.htm">Overview</a> <font color="#C0C0C0">|</font> <a href="inven_pricecostrelationship.htm">Price and Cost Relationship</a> <font color="#C0C0C0">|</font> <a href="../qbpos_price_manager/pricemgroverview.htm">Price Manager</a></p>
<div>
<p style="text-align: right; font-family: Arial, sans-serif; color: #800000;"><span>Basic</span> </p>
</div>
<p class="Help-Text">(Pro) &#160;This option is available at Headquarters only.</p>
<p class="Help-Note"><span class="hcp1">Note</span>: The ability to see cost fields, including margin and markup and other fields related to cost, can be controlled by <a href="../qbpos_secadmin/secadminoverview.htm">security rights</a>. If you do not have the right to view item costs, the fields will be masked like this "*****". This right affects cost fields in inventory and on all documents and reports.</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">The item Pricing window allows you to enter or edit an items cost and price information, including markdown price levels, an MSRP price, and margin/markup values on a single window.</p>
<p class="Help-Text">You can open this window while adding, editing, or viewing an item.</p>
<p class="Help-Info-Line">To access the Pricing window:</p>
<ol>
<li class="p-Help-Steps">
<p class="Help-Steps">Select an item in your item list.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Click <span class="hcp1">Edit</span>. This step is not necessary if you just want to view the pricing information.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Click the <font class="hcp2">Pricing</font> button in the Basic Info section. The Pricing Window is opened as shown below.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">(Pro) If using the <a href="inven_uom_multiple.htm">multiple units of measure</a> feature, select the unit for which you want to view/edit this information from the drop-down menu (not shown).</p>
</li>
</ol>
<p class="Help-Text">&#160;</p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0; text-align: center;"><img src="../image/inven_pricing.gif" alt="Pricing Window" title="Pricing Window" style="border: none;" width="458" height="184" border="0"></p>
<p class="Help-Heading-2">Explanation of Price/Cost Fields</p>
<ul>
<li class="p-Help-Bulleted">
<p class="Help-Bulleted"><font class="hcp2">Regular Price</font> Your everyday retail price of the item. If you wish to use a department <a href="../qbpos_glossary_of_terms/glossarypage.htm#glossary_priceformula">pricing formula</a> to calculate your price, leave this field blank when adding a new item. <a href="inven_priceformula.htm">Learn more</a>.</p>
</li>
<li class="p-Help-Bulleted">
<p class="Help-Bulleted"><font class="hcp2">MSRP </font> Manufacturers Suggested Retail Price; a reference price that, if entered here, is printed on your price tags to demonstrate savings to your customers. Note: Some tag <a href="../qbpos_glossary_of_terms/glossarypage.htm#glossary_template">templates</a> may not display the MSRP, due to size limitations.</p>
</li>
<li class="p-Help-Bulleted">
<p class="Help-Bulleted"><font class="hcp2">Cost</font> The average unit cost for the item quantity currently on hand. Enter this cost ONLY if you have an on-hand quantity of the item when initially setting up Point of Sale. Otherwise, as you make receiving vouchers, Point of Sale automatically updates this field. <a href="../qbpos_receiving/vouch751.htm">Learn more</a>.</p>
</li>
<li class="p-Help-Bulleted">
<p class="Help-Bulleted"><font class="hcp2">Margin %</font> Gross <a href="../qbpos_glossary_of_terms/glossarypage.htm#glossary_margin">margin</a> or profit margin percentage. Auto-filled from department record (if defined) on new items and updated automatically as average unit cost changes. Manually <a href="pro_tip_using_margin_to_update_prices.htm">editing the margin</a> results in a recalculation of your price(s).</p>
</li>
<li class="p-Help-Bulleted">
<p class="Help-Bulleted"><font class="hcp2">Markup %</font> Alternate way to express profit; markup by <font style="font-style: italic;">n</font>% over average unit cost. Same behavior as margin. When either are edited, the other is recalculated automatically.</p>
</li>
</ul>
<p class="Help-Heading-2">Price Levels</p>
<p class="Help-Text">Optionally, enter prices and markdown percentages for your markdown <a href="../qbpos_glossary_of_terms/glossarypage.htm#glossary_pricelevels">price levels</a> for the item (your custom price level names displayed). If you use Point of Sales pricing formula to calculate your regular prices and have defined price level markdown percentages, Point of Sale automatically calculates the price at each price level for you on new items.</p>
<ul>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List">Enter/edit a price or markdown percentage for each price level if this items pricing is to be different from your default markdowns.</p>
</li>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List">You can define or change your default price level names and markdown percentages in <a href="../qbpos_company_preferences/sysprefs05.htm">company preferences</a>. &#160;Note that changing your default markdown levels do not update existing item prices. You can use <a href="../qbpos_price_manager/pricemgroverview.htm">Price Manager</a> to quickly change existing item prices if desired.</p>
</li>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List">(Pro) You can set different prices at each level for each <a href="inven_unitofmeasure.htm">unit of measure</a> of an item.</p>
</li>
</ul>
<p class="Help-Main-Topic-Links"><a href="inven_pricelevels.htm">Learn more about using price levels</a></p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Help-Heading-2">Pricing Notes:</p>
<ul>
<li class="p-Help-Bulleted">
<p class="Help-Bulleted" style="margin-left: 15.00pt;">If you prefer to manually define all of your own prices, rather than have Point of Sale calculate them for you on new items, do not define a margin or markup <span class="hcp1">in your department records</span> and enter the price(s) as you are adding items to inventory.</p>
</li>
</ul>
<p class="Help-Text"><a href="inven410.htm">Return to top</a></p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Main-Topic-Links"><a href="inven_avgunitcost.htm">About the average unit cost</a></p>
<p class="Help-Main-Topic-Links"><a href="inven_ordercost.htm">About the order cost</a></p>
<p class="Help-Main-Topic-Links"><a href="inven_style_oview.htm">Change prices for a style</a></p>
<p class="Help-Main-Topic-Links"><a href="inven_multistorecostprice.htm">Cost and price in a multi-store configuration</a></p>
</body>
</html>

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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Style Grid Basics</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<style type="text/css">
/* FORCE ALL FONTS TO 12PT */
* { font-size: 12pt !important; }
body, p, li, ol, ul, div, span, td, th, h1, h2, h3, h4, h5, h6 { font-size: 12pt !important; }
</style>
<style title="hcp" type="text/css">
<!--
span.hcp1 { color:#c0c0c0; }
span.hcp2 { font-weight:bold; }
font.hcp3 { font-weight:bold; }
tr.hcp4 { vertical-align:top; }
td.hcp5 { padding-left:1px;
padding-top:1px;
padding-right:1px;
padding-bottom:1px;
border-bottom-width:1px;
border-bottom-style:Solid;
border-top-width:1px;
border-top-style:Solid; }
td.hcp6 { padding-left:1px;
padding-top:1px;
padding-right:1px;
padding-bottom:1px;
border-bottom-width:1px;
border-bottom-style:Solid; }
font.hcp7 { font-family:"Wingdings 3"; }
-->
</style>
</head>
<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1" style="background-color: #008000;">Style Grid Basics</p>
<p class="Help-Text"><a href="inven_style_oview.htm">Style Overview</a> <span class="hcp1">|</span> <a href="inven407.htm">Add a Style</a> <span class="hcp1">|</span> <a href="inven408.htm">Edit a Style</a> <span class="hcp1">|</span> <a href="inven428.htm">Style Templates</a></p>
<div>
<p style="font-family: Arial, sans-serif; text-align: right; color: #800000;">Pro</p>
</div>
<p class="Help-Note">This information applies to the lower half of the <a href="inven_stylewindow.htm">Style window</a>, displayed after selecting the <span class="hcp2">Style</span> button from an item record.</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text"><img src="../image/stylegrid.gif" alt="Style Grid" title="Style Grid" style="border: none;" width="389" height="208" border="0"></p>
<p class="Help-Heading-2">Style Grid Notes</p>
<ul>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Each cell of the style grid containing a number (including zero) represents a unique item in inventory, with a unique size/color (or other attribute) combination. A blank cell means that attribute combination is not included in your inventory.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Though "size" and "attribute" is used when talking about styles in this help system, the grid axes will reflect the <a href="../qbpos_fields/fields_customize_field_labels.htm">custom item labels</a> you have defined in company preferences. Any item attribute can be used in a grid and placed on either axis, regardless of the labels. For example, your style items might vary by pattern or material rather than size or color.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">The number of items that can be included in a style is virtually unlimited. You may have to use vertical and/or horizontal scroll bars to view the cells for all items in the grid.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">If in Add or Edit mode, click the <span class="hcp2">Click to Add</span> labels to add a new size or attribute, then enter a zero (or the known on-hand quantity) in the cells corresponding to the new size/attributes combinations being added.</p>
</li>
</ul>
<p class="Help-Heading-2">Grid Values</p>
<p class="Help-Text">When accessing and viewing a style grid from your item list, the values displayed are the on-hand quantities of each style item.</p>
<p class="Help-Text">(Multi-Store) &#160;You can view quantities for a specific store or the entire company by making a selection from the <span class="hcp2">View:</span> &#160;field at the top of the grid.</p>
<p class="Help-Text">If you come to inventory from a document, such as a purchase order, and then display the style grid, you are in "item select" mode. In this case the style grid cells initially display zeroes (0). To select items and order quantities to return to your document, enter order quantities in the grid and then choose <font class="hcp3">Select</font> from the bottom toolbar.</p>
<p class="Help-Info-Line">Showing Totals on a Grid</p>
<p class="Help-Text">The style grid contains the totals for all the sizes in each attribute (row), and each size (column), and a grand total for all items in the style. You can choose to show or hide these totals.</p>
<ul>
<li class="p-Help-Bulleted">
<p class="Help-Bulleted">From the grid, right-click in any column or row label and select <span class="hcp2">S</span><font class="hcp3">how Totals</font> to toggle the display on/off.</p>
</li>
</ul>
<p class="Help-Heading-2">Navigating a grid:</p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<table style="margin-left: 2.25pt;" cellspacing="0" width="372">
<tr class="hcp4">
<td style="width:37.10%;" bgcolor="#F5F5F5" class="hcp5">
<p class="Help-Text" style="font-weight: bold;">Keyboard action</p>
</td>
<td style="width:62.90%;" bgcolor="#F5F5F5" class="hcp5">
<p class="Help-Text" style="font-weight: bold;">Description</p>
</td>
</tr>
<tr class="hcp4">
<td style="width:37.10%;" class="hcp6">
<p class="Help-Text">&lt;<font face="Wingdings 3" class="hcp7"></font>&gt;, &lt;<font face="Wingdings 3" class="hcp7"></font>&gt;, &lt;<span style="font-family: 'Wingdings 3';"></span>&gt;, &lt;<font face="Wingdings 3" class="hcp7"></font>&gt;</p>
</td>
<td style="width:62.90%;" class="hcp6">
<p class="Help-Text">Move the cursor up, down, left, or right from one grid cell to another consecutively.</p>
</td>
</tr>
<tr class="hcp4">
<td style="width:37.10%;" class="hcp6">
<p class="Help-Shortcut" style="margin-top: 4.00pt;">&lt;Page Up&gt;</p>
</td>
<td style="width:62.90%;" class="hcp6">
<p class="Help-Text">Move the cursor to the first displayed cell of a column.</p>
</td>
</tr>
<tr class="hcp4">
<td style="width:37.10%;" class="hcp6">
<p class="Help-Shortcut" style="margin-top: 4.00pt;">&lt;Page Down&gt;</p>
</td>
<td style="width:62.90%;" class="hcp6">
<p class="Help-Text">Move the cursor to the last displayed cell of a column.</p>
</td>
</tr>
<tr class="hcp4">
<td style="width:37.10%;" class="hcp6">
<p class="Help-Shortcut" style="margin-top: 4.00pt;">&lt;Home&gt; or<br>
&lt;Ctrl + <font style="font-family: 'Wingdings 3'; font-style: normal;" face="Wingdings 3"></font>&gt;</p>
</td>
<td style="width:62.90%;" class="hcp6">
<p class="Help-Text">Move the cursor to the first cell in a row.</p>
<p class="Help-Text">&#160;</p>
</td>
</tr>
<tr class="hcp4">
<td style="width:37.10%;" class="hcp6">
<p class="Help-Shortcut" style="margin-top: 4.00pt;">&lt;Ctrl + Home&gt;</p>
</td>
<td style="width:62.90%;" class="hcp6">
<p class="Help-Text">Move the cursor to the upper left cell of the grid.</p>
</td>
</tr>
<tr class="hcp4">
<td style="width:37.10%;" class="hcp6">
<p class="Help-Shortcut" style="margin-top: 4.00pt;">&lt;Ctrl + End&gt;</p>
</td>
<td style="width:62.90%;" class="hcp6">
<p class="Help-Text">Move the cursor to the lower right cell of the grid.</p>
</td>
</tr>
</table>
<p class="Help-Text">&#160;</p>
<p class="Help-Main-Topic-Links"><a href="inven427.htm">Return to top</a></p>
<p class="Help-Text">&#160;</p>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Main-Topic-Links"><a href="inven409.htm">Delete a style or style item</a></p>
</body>
</html>

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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="MS-HAID" content="Inventory">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Style Templates</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<style type="text/css">
/* FORCE ALL FONTS TO 12PT */
* { font-size: 12pt !important; }
body, p, li, ol, ul, div, span, td, th, h1, h2, h3, h4, h5, h6 { font-size: 12pt !important; }
</style>
<style title="hcp" type="text/css">
<!--
span.hcp1 { color:#c0c0c0; }
img.hcp2 { border:none; }
font.hcp3 { font-weight:bold; }
ol.hcp4 { list-style:decimal; }
-->
</style>
</head>
<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1" style="background-color: #008000;">Style Templates</p>
<p class="Help-Text"><a href="inven_style_oview.htm">Style Overview</a> <span class="hcp1">|</span> <a href="inven407.htm">Add a Style</a> <span class="hcp1">|</span> <a href="inven408.htm">Edit a Style</a></p>
<div>
<p style="font-family: Arial, sans-serif; text-align: right; color: #800000;">Pro</p>
</div>
<p class="Help-Text">A <font style="font-style: italic;">style template</font> is a user-defined array of item attributes (sizes, colors, patterns, etc.) that is used as a template when adding a new style. Each template can be used for an unlimited number of styles. Of course, you can instead create each style grid from scratch in inventory, but using templates makes the process much faster since all the predefined sizes and attributes are included in the new grid for you.</p>
<p class="Help-Info-Line">To work with style template:</p>
<ol>
<li class="p-Help-Steps">
<p class="Help-Steps">From your item list or form, begin <a href="inven407.htm">adding</a> or <a href="inven408.htm">editing</a> a style. The <a title="Style Window" href="inven_stylewindow.htm">Style Window</a> is displayed.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">To immediately apply an existing template to the style grid, select a template from the Style Template drop-down list at the top of the grid.</p>
</li>
</ol>
<p class="Help-Indent"><img src="../image/inven_styletemplate_select.gif" alt="Select Style Template" title="Select Style Template" width="203" height="96" border="0" class="hcp2"></p>
<p class="Help-Indent"><font class="hcp3">Or</font></p>
<p class="Help-Indent">To preview, edit, or add templates, click the magnifying glass icon. <img src="../image/magnifying_glass.gif" alt="Open" title="Open" width="18" height="15" border="0" class="hcp2"></p>
<p class="Help-Indent">The Select a Style Template window is opened. Use this window to manage your style templates using the procedures below.</p>
<!--<p class="Help-Indent"><?rh-dropspot_start class="dropspot" href="javascript:TextPopup(this)"
id="a2" dataid="POPUP295344659" ?><?rh-anchor-id id="a1"?><?rh-dropspot_end ?><?rh-dropspot_start
class="dropspot" href="javascript:TextPopup(this)" id="a1" ?>View
Example <img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic"
title="Click to expand/collapse topic" style="border: none;"
width="11" height="11" border="0" /><?rh-dropspot_end ?></p>
<?rh-droptext_start class="droptext" id="POPUP295344659" style="display: none;" ?>
<p><img src="../image/inven_SelectStyleTemplate.gif" alt="Select Style Template"
style="border: none;" width="421" height="291" border="0" /></p><?rh-droptext_end ?>-->
<p class="Help-Info-Line">To preview and apply a template to the style you are working on:</p>
<ol class="hcp4">
<li class="p-Help-Steps">
<p class="Help-Steps">&#160;Select a template name on the left side of the window. A preview of the template is shown.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Click <font class="hcp3">Apply Selected Template</font>. &#160;The template is immediately applied and the template window closed.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Continue <a href="inven407.htm">adding</a> or <a href="inven408.htm">editing</a> your style.</p>
</li>
</ol>
<p class="Help-Info-Line">To add a new template:</p>
<ol start="1">
<li class="p-Help-Steps">
<p class="Help-Steps">Click <span style="font-weight: bold;">Add New Template</span> at the top of the window. A new template, with the default name <span style="font-style: italic;">New Template n</span>, is displayed in the preview pane.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Type a unique name to overwrite the default.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Select the <font class="hcp3">Click to add</font> fields on the template preview and enter style sizes, colors, or other attributes as appropriate along the vertical and horizontal axes.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">When done select <font class="hcp3">Save</font>.</p>
</li>
</ol>
<p class="Help-Indent"><font class="hcp3">Or</font></p>
<p class="Help-Indent">If you want to immediately apply this template to the style you were working on, select <font class="hcp3">Apply Selected Template</font>, which saves and applies the template in one step.</p>
<p class="Help-Info-Line">To edit, delete, or copy a style template:</p>
<ol class="hcp4">
<li class="p-Help-Steps">
<p class="Help-Steps">Highlight a template in the list on the left of the template window and then complete actions as desired:</p>
</li>
</ol>
<ul>
<li class="p-Help-Bulleted">
<p class="Help-Bulleted"><font class="hcp3">Editing</font> <font class="hcp3">the template</font>: The same procedures used to create a template apply when editing it. Additional choices for adding, deleting, and moving rows/columns and for undoing edits are available from the Edit menu under the displayed template. After editing, select <font class="hcp3">Save</font> or, if you want to update the current style with the changes, select <font class="hcp3">Apply Selected Template</font>.</p>
</li>
<li class="p-Help-Bulleted">
<p class="Help-Bulleted"><font class="hcp3">Deleting the template</font>: Choose delete selected template from the Options menu. Deleting a template does not effect existing styles the have the deleted template applied.</p>
</li>
<li class="p-Help-Bulleted">
<p class="Help-Bulleted"><font class="hcp3">Copying the template</font>: Select <font class="hcp3">Copy Selected Template</font> from the Options menu. Enter a unique name for the template and edit as needed before saving. This is a fast way to create a template very similar to an existing template.</p>
</li>
<li class="p-Help-Bulleted">
<p class="Help-Bulleted"><font class="hcp3">Renaming the template:</font> Select rename selected template from the Options menu. Renaming a template does not effect existing styles that have the template applied.</p>
</li>
</ul>
<p class="Help-Heading-2">Notes:</p>
<ul>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Style templates are particularly effective for soft goods retailers (clothing, shoes, etc.) where item lines tend to have common sizes, colors, or other attributes.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">When applying a template to a style, if the applied template contains sizes or attributes you do not want to include in the particular style, you need not define items for those cells (i.e. dont enter a quantity or zero). An inventory row (item) will be created only for those attribute combinations (cells) in which you enter a quantity.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">For some merchandise, attributes vary from style to style and from season to season. In this case, you typically wont know what attributes you need until you are actually ordering the items. Here it is often easier to define a template with a single attribute, such as sizes, only along one axis of the template. This gives you the flexibility you need to add other specific attributes, such as color for each style independently as you add it, while still avoiding repeated manual entry of your commonly used sizes.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">If you modify an individual style grid in inventory that has a template applied, the original template is not affected.</p>
</li>
</ul>
<p class="Help-Text"><a href="inven428.htm">Return to top</a></p>
<?rh-anchor-id id="a1"?><?rh-anchor-id id="a1"?><?rh-anchor-id id="a1"?><?rh-anchor-id id="a1"?>
<div style="width: 100%; position: relative;" id="footer">
<p>&#160;</p>
<p class="Help-Note" style="background-color: #f5f5f5;"> &#160;Additional online resources. Internet connection required.</p>
<p class="Help-Text"><a title="POS User Community Web Site - opens in new browser window" href="http://www.qbinproduct.com/community/help/pos" target="_blank">Point of Sale User Community</a> Connect with other Point of Sale users and experts to ask questions and share advice.</p>
<p class="Help-Text"><a title="POS Support Web Site - opens in a new browser window" href="http://www.quickbooks.com/support" target="_blank">Point of Sale Support Web Site</a> Search our Knowledge Base of frequently asked questions, learn about available updates, or research other support options.</p>
</div>
</body>
</html>

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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>QuickBooks Users: Adding an Item to Inventory and Immediately Selling It</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<style type="text/css">
/* FORCE ALL FONTS TO 12PT */
* { font-size: 12pt !important; }
body, p, li, ol, ul, div, span, td, th, h1, h2, h3, h4, h5, h6 { font-size: 12pt !important; }
</style>
<style type="text/css">
<!--
body { background-color:#ffffec; }
-->
</style>
</head>
<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1" style="background-color: #008000;">QuickBooks Users: Adding an Item to Inventory and Immediately Selling It</p>
<p class="Help-Text">In-help popup</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">If you add an item to inventory while creating a document, such as a sales receipt, it is strongly recommended that you enter the average unit cost, if known.</p>
<p class="Help-Text">Adding a new item without entering a cost, and then immediately selling the item, will result in a discrepancy in your QuickBooks inventory value, since no cost of goods can be posted for the sale. In this case, a compensating adjustment will have to be made in your financial software.</p>
<p class="Help-Text">One way to handle this is to conduct periodic physical inventories and then make an aggregate adjustment in your QuickBooks financial software. This helps keep your inventory value accurate, especially if you regularly make sales of items without defined costs.</p>
</body>
</html>

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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Assembly Items Overview</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<style type="text/css">
/* FORCE ALL FONTS TO 12PT */
* { font-size: 12pt !important; }
body, p, li, ol, ul, div, span, td, th, h1, h2, h3, h4, h5, h6 { font-size: 12pt !important; }
</style>
<style title="hcp" type="text/css">
<!--
font.hcp1 { font-style:italic; }
-->
</style>
</head>
<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1" style="background-color: #008000;">Assembly Items Overview</p>
<p class="Help-Text"><a href="invenvoverview.htm">Inventory Overview</a> <font color="#C0C0C0">|</font> <a href="inven436.htm">About Item Types</a> <span style="color: #c0c0c0;">|</span> <a href="inv_item_groups.htm">Group Items</a></p>
<div>
<p style="font-family: Arial, sans-serif; text-align: right; color: #800000;">Pro</p>
</div>
<p class="Help-Text">An <font class="hcp1">assembly item</font> is an item that is itself composed of two or more other inventory items and sold as a set. For example, a "Ski Slope Package" could be defined as an assembly item made up of a pair of skis, bindings, and boots, all of which already exist in your inventory as individual items. Assembly items are often used to sell a set of items at a discount.</p>
<p class="Help-Text">You "build" assembly items from the existing items in inventory, which are referred to as the <font class="hcp1">component items</font>. An assembly item can also be a component item of another assembly. When you build an assembly, the on-hand quantity of each component item is reduced by the quantity of the item included in the assembly and the on-hand quantity of the assembly item is increased by one. The number of assemblies you can build is dependent on the on-hand quantity of the component items. Assemblies can also be broken, thus freeing the component items to be sold individually again.</p>
<p class="Help-Text">The assembled item has a single associated tax code; the entire assembly is taxed or not based on this code. Use judgement and observe local tax regulations if mixing taxable and non-taxable items in an assembly. Consider listing a non-taxable component as a separate service or non-inventory item on the receipt or use a group item instead. You can even include an assembly item in a group item.</p>
<p class="Help-Text"><a href="inven_assembly_vs_group.htm">How does an assembly item differ from a group item?</a></p>
<p class="Help-Text">Once an assembly is defined and built, it can be listed on documents in the same manner as other items. Sales reports include assembly items as unique items and do not report on the component items that are included. Keep reporting needs in mind when you assign a department, vendor, and descriptions to your assembly items.</p>
<p class="Help-Text">(Multi-store) Only Headquarters can define <a href="inven431.htm">assembly items</a>, but remote stores can build and break assemblies as necessary to meet local sales demand.</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text" style="font-weight: bold;">Related topics</p>
<p class="Help-Text"><a href="inven432.htm">Add and build assembly items</a></p>
<p class="Help-Text"><a href="inven433.htm">Break, edit, and delete assembly items</a></p>
<p class="Help-Text"><a href="../qbpos_basic_procedures/basic_listing_itemassembly.htm">List assembly items on documents</a></p>
</body>
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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Break, Edit, or Delete Assembly Items</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<style type="text/css">
/* FORCE ALL FONTS TO 12PT */
* { font-size: 12pt !important; }
body, p, li, ol, ul, div, span, td, th, h1, h2, h3, h4, h5, h6 { font-size: 12pt !important; }
</style>
<style title="hcp" type="text/css">
<!--
span.hcp1 { font-weight:bold; }
font.hcp2 { font-weight:bold; }
-->
</style>
</head>
<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1" style="background-color: #008000;">Break, Edit, or Delete Assembly Items</p>
<p class="Help-Text"><a href="inven431.htm">Assembly Items Overview</a> <span style="color: #c0c0c0;">|</span> <a href="inven432.htm">Add/Build Assembly Items</a></p>
<div>
<p style="font-family: Arial, sans-serif; text-align: right; color: #800000;">Pro</p>
</div>
<p class="Help-Text">You can break, <a href="inven433.htm#inven_edit_assembly">edit</a>, or <a href="inven433.htm#inven_delete_assembly">delete</a> assemblies as needed to free the individual component items, to change the component items or quantities, or to discontinue using the assembly.</p>
<p class="Help-Text">Breaking an assembly makes the component items available for sale individually. This option is only available if the on-hand quantity of the assembly item is greater than zero (0).</p>
<p class="Help-Text">(Multi-store) Remote stores are limited to breaking assemblies at their own store and cannot edit or delete the assembly item.</p>
<p class="Help-Info-Line">To break assemblies:</p>
<ol>
<li class="p-Help-Steps">
<p class="Help-Steps">Locate and highlight the assembly item in your item list.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Click <span class="hcp1">Show Details</span>.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Click the <span class="hcp1">Assembly</span> button next to the item <span class="hcp1">Type</span> field. The Assembly Details are shown.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Click <span class="hcp1">E</span><font class="hcp2">dit Assembly</font>. The Edit Assembly window is opened.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Click <font class="hcp2">Break</font> at the top of the Edit Assembly window.</p>
</li>
</ol>
<p class="Help-Indent">Headquarters in multi-store only: Specify the store for which you are breaking the assemblies.</p>
<p class="Help-Indent">The Break Assembly dialog displays the number of existing assemblies that can be broken.</p>
<ol start="6">
<li class="p-Help-Steps">
<p class="Help-Steps">Specify the number of assemblies you would like to break and then click &#160;<font class="hcp2">Break</font> in the dialog.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Click <span class="hcp1">OK</span> on the confirmation dialog.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Click <span class="hcp1">Save</span>.</p>
</li>
</ol>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Help-Heading-2">Notes:</p>
<ul>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Breaking an assembly reduces the on-hand quantity of the assembly item by one (for each assembly broken) and increases the on-hand quantity of each component item by the total number included in the broken assemblies.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Quantity and cost <a href="../qbpos_adjustments/memosoverview.htm">adjustment memos</a> are automatically created to adjust inventory when breaking assemblies. The logged in users name will be entered on the memo, along with appropriate comments ("Assembly broken from inventory") and reason ("Brk Asm"). If users are not required to log in, you will be prompted to enter a user name for the memo(s) upon creation.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">If an assembly item includes a second assembly item as one of its components, then breaking the first assembly does not break the second assembly contained therein.</p>
</li>
</ul>
<p class="Help-Text"><a href="inven433.htm">Return to top</a></p>
<p class="help-text">&#160;</p>
<p class="Help-Info-Line"><a name="inven_edit_assembly" id="inven_edit_assembly"></a>To edit an assembly (Headquarters only in multi-store):</p>
<p class="Help-Text">Assembly item descriptive fields, price, vendor, etc. can be edited at any time using standard inventory <a href="inven404.htm">editing</a> procedures. However, the component items can only be changed if the on-hand quantity of the assembly item is zero (0). Existing assemblies must be <a href="inven433.htm">broken</a> before changes to the component items are allowed.</p>
<ol>
<li class="p-Help-Steps">
<p class="Help-Steps">Highlight the assembly item in your item list.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Click <span class="hcp1">Show Details</span>.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Click the <span class="hcp1">Assembly</span> button next to the item <span class="hcp1">Type</span> field. The Assembly Details are shown.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Click <span class="hcp1">E</span><font class="hcp2">dit Assembly</font>. The Edit Assembly window is opened.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">If the on-hand quantity is not zero (0), click <font class="hcp2">Break</font> and break all existing assemblies.</p>
</li>
</ol>
<p class="Help-Indent">(Multi-store) All assemblies at all stores must be broken before the assembly component items can be edited.</p>
<ol start="5">
<li class="p-Help-Steps">
<p class="Help-Steps">Use normal procedures to add, edit, or delete component items.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Select <font class="hcp2">Save</font> to record your changes.</p>
</li>
</ol>
<p class="Help-Text">You can now <a href="inven432.htm">build</a> new assemblies with the changed component items.</p>
<p class="Help-Text"><a href="inven433.htm">Return to top</a></p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Help-Info-Line"><a name="inven_delete_assembly" id="inven_delete_assembly"></a>To delete an assembly item (Headquarters only in multi-store):</p>
<p class="Help-Text">Deleting an assembly item requires that you first <a href="inven433.htm">break</a> all existing assemblies and <a href="inven433.htm#inven_edit_assembly">remove</a> the component items from the assembly item.</p>
<ol>
<li class="p-Help-Steps">
<p class="Help-Steps">Break all existing assemblies, remove the component items, and save (select the links above for instructions, if necessary).</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">With the assembly item highlighted (list) or displayed (form), select <font class="hcp2">Delete</font> from the I Want To menu.</p>
</li>
</ol>
<ul>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List">If the assembly item is listed on active order documents, you will be alerted and asked to confirm the deletion. If you answer yes, the item will be deleted and cost/quantity memos created to adjust inventory. It is recommended that you then edit any order documents to remove the deleted assembly item.</p>
</li>
</ul>
<p class="Help-Text">&#160;</p>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Text"><a href="inven431.htm">Assembly item overview</a></p>
<p class="Help-Text"><a href="inven432.htm">Add and build assembly items</a></p>
</body>
</html>

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<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Using Reorder Points</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
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<body>
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<p class="Help-Heading-1" style="background-color: #008000;">Using Inventory Reorder Points for Purchase Decisions</p>
<p class="Help-Text"><a href="inven_reminders.htm">Reminders Overview</a> <font color="#C0C0C0">|</font> <a href="../qbpos_purchasing/purchasingoverview.htm">Purchasing Overview</a></p>
<div>
<p style="font-family: Arial, sans-serif; text-align: right; color: #800000;">Pro</p>
</div>
<p class="Help-Text">You can define a reorder quantity (<font style="font-weight: bold;">Reorder Point</font> field) for your inventory items, allowing you to quickly see which items need to be purchased.</p>
<p class="Help-Text">You can prevent an item from being added to the Reorder Reminders by flagging it as unorderable on the item record. This is handy for removing seasonal merchandise from the reminders list.</p>
<p class="Help-Text">You can also run Reorder and Build Point <a href="../qbpos_reports_and_sales_charts/reports01.htm">reports</a>.</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Heading-2">Basic</p>
<p class="Help-Text">Items at or below their reorder point are listed on the inventory Reorder Reminders window. Point of Sale takes into consideration any quantities already on order before adding an item to the reorder reminders list.</p>
<p class="Help-Heading-2">Pro</p>
<p class="Help-Text">A company preference <a href="../qbpos_company_preferences/companyprefs_inventory.htm">setting</a> specifies the value used to determine when an item is added to your reorder reminders:</p>
<ul style="list-style: disc;">
<li class="p-Help-Text" style="margin-left: -20px;">
<p class="Help-Text"><span class="hcp1">On-hand quantity:</span> &#160;With this option, Point of Sale adds an item to the reorder reminders when the combined on-hand and already on-order quantities is at or below the reorder point.</p>
</li>
<li class="p-Help-Text" style="margin-left: -20px;">
<p class="Help-Text"><span class="hcp1">Available quantity:</span> &#160;With this option, Point of Sale adds an item to the reorder reminders when the combined on-hand and already on-order quantities, minus the quantity committed on active customer orders, is at or below the reorder point.</p>
</li>
</ul>
<p class="Help-Text">Point of Sale can <a href="../qbpos_purchasing/po_suggestpo.htm">suggest POs</a> to reorder the items on the Reorder Reminders list.</p>
<p class="Help-Text">For <a href="inven431.htm">assembly items</a>, the reorder point indicates that quantity at which you want to build more of the assembly item.</p>
<p class="Help-Heading-2">Multi-Store &#160;</p>
<p class="Help-Text">You can specify reorder points for the company (all stores combined) and for individual stores. The <a href="inven_reminder_reorder.htm">Reorder Reminders</a> shows reminders for the company and each individual store as well.</p>
<p class="Help-Text">&#160;</p>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Main-Topic-Links"><a href="invenvoverview.htm">Inventory overview</a></p>
</body>
</html>

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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Track Available Quantities</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
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<body><a name="642b3b9347ca42c9b00b820c00c373fa=1"></a>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1">Track Available Quantities</p>
<p class="Help-Text"><a href="invenvoverview.htm">Inventory Overview</a> <span style="color: #c0c0c0;">|</span> <a href="inven_reminder_reorder.htm">Reorder Item Reminders</a></p>
<div>
<p style="font-family: Arial, sans-serif; text-align: right; color: #800000;">Pro</p>
</div>
<p class="Help-Text">The term <span class="hcp1">available quantity</span> refers to the current on-hand quantity of an item minus the quantity of that item already committed to active customer orders. The available quantity is sometimes referred to as the <span class="hcp1">available to promise</span> quantity. Knowing the available quantity helps you make sales decisions and plan for additional purchases of the item.</p>
<p class="Help-Text">Available quantity calculations are used in Point of Sale to:</p>
<ul class="hcp2">
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Alert you when you don't have sufficient available quantity of an item to complete a sales transaction.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Determine when items should be added to your reorder reminders list. If you prefer, you can set your <a href="../qbpos_company_preferences/companyprefs_inventory.htm">company preferences</a> to create reorder reminders based on the on-hand quantity instead.</p>
</li>
</ul>
<p class="Help-Info-Line">Where can I see an item's available quantity?</p>
<ul class="hcp2">
<li class="p-Help-Text" style="margin-left: -20px;">
<p class="Help-Text" style="font-weight: normal;">In the Basic Info section of the New/Edit Item form, select <span class="hcp3">Available</span> to open the <a href="inven_avblqty_wndw.htm">Available Quantities window</a>. This window summarizes all item quantity information, including current on-hand, on-order, and committed to customer orders, as well as a listing of the documents affecting those quantities.</p>
</li>
</ul>
<p class="Help-Text">&#160;&#160;&#160;&#160;&#160;&#160;&#160;&#160;&#160;&#160;&#160;&#160;<img src="../image/avbl_qty_window.gif" alt="" width="401" height="260" border="0" class="hcp4"></p>
<ul class="hcp2">
<li class="p-Help-Text" style="margin-left: -20px;">
<p class="Help-Text" style="font-weight: normal;">In the <span class="hcp3">Avail Qty</span> &#160;column, available in your item list and on many Point of Sale documents and inventory reports. You may have to <a href="../qbpos_basic_procedures/basic_customizelistcolumns.htm" style="font-weight: normal;">add</a> the column to view it.</p>
</li>
</ul>
<p class="Help-Indent"><img src="../image/rcpt_avblqty.gif" alt="" width="401" height="35" border="0" class="hcp4"></p>
<ul class="hcp2">
<li class="p-Help-Text" style="margin-left: -20px;">
<p class="Help-Text" style="font-weight: normal;">In the <span class="hcp3">Item</span> <span class="hcp3">Information</span> window, accessed by selecting <span class="hcp3">Edit Item</span> (&lt;F5&gt;) for an item listed on a document.</p>
</li>
</ul>
<p class="Help-Heading-2">Notes:</p>
<ul class="hcp2">
<li class="p-Help-Text" style="margin-left: -20px;">
<p class="Help-Text">Quantities of an item on <a href="../qbpos_basic_procedures/basic_holding_a_document.htm">held</a> documents or on customer orders assigned a <a href="../qbpos_customer_orders/custorder_statustracking.htm">status</a> of <span class="hcp3">Pending</span> (such as those used to give estimates or quotes) are not reflected in the available quantity of the item.</p>
</li>
</ul>
</body>
</html>

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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
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<title>About the Average Unit Cost</title>
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<p class="Help-Heading-1" style="background-color: #008000;">About the Average Unit Cost</p>
<p class="Help-Main-Topic-Links"><a href="inven_ordercost.htm">About Order Cost</a> <span class="hcp1">|</span> <a href="inven410.htm">Enter/Edit Costs</a> <span class="hcp1">|</span> <a href="inven_pricecostrelationship.htm">Price/Cost Relationship</a></p>
<div style="float: none;">
<p style="text-align: right; font-family: Arial, sans-serif; color: #800000;"><span>Basic</span> </p>
</div>
<p class="Help-Note"><span style="font-weight: bold;">Note</span>: The ability to see cost fields, including margin and markup and other fields related to cost, can be controlled by <a href="../qbpos_secadmin/secadminoverview.htm">security rights</a>. If you do not have the right to view item costs, the fields will be masked like this "*****". This right affects cost fields in inventory and on all documents and reports.</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">The <font class="hcp2">Avg Unit Cost</font> field in inventory reflects the average cost you have paid for the current on-hand quantity of an item.</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text" style="text-align: center;"><img src="../image/inven_cost.gif" alt="image\inven_cost.gif" title="image\inven_cost.gif" width="241" height="59" border="0"></p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">Point of Sale recalculates the average unit cost each time you <a href="../qbpos_receiving/vouch751.htm">receive</a> additional quantities of the item at a different cost by proportionally averaging the old cost and the new cost. Receiving vouchers update your Point of Sale inventory and, if applicable, your QuickBooks financial software inventory value with item cost changes.</p>
<p class="Help-Text">For example, if you have five shirts on hand with an average cost of $10 and you receive 10 more shirts costing $12 each, the new average unit cost is calculated as follows:</p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<table cellspacing="0" width="354">
<tr class="hcp3">
<td style="width:100.00%;" class="hcp4">
<p class="Help-Text" style="text-align: center;"><font class="hcp5">(On Hand Qty</font> <font face="Symbol" class="hcp6"></font> <font class="hcp5">Current Cost) + (Rcvd Qty</font> <font face="Symbol" class="hcp6"></font> <font class="hcp5">Purchase Cost)</font></p>
</td>
</tr>
<tr class="hcp3">
<td style="width:100.00%;" class="hcp4">
<p class="Help-Text" style="margin-top: 0.00pt; text-align: center;">On-Hand Qty + Rcvd Qty</p>
</td>
</tr>
</table>
<p class="Help-Text">Or, using the example above:</p>
<table cellspacing="0" width="429">
<col style="width: 29.372%;">
<col style="width: 5.594%;">
<col style="width: 11.188%;">
<col style="width: 5.594%;">
<col style="width: 48.253%;">
<tr class="hcp3">
<td style="width:29.372%;" class="hcp4">
<p class="Help-Text" style="text-align: center;"><font class="hcp5">(5</font> <font face="Symbol" class="hcp6"></font> <font class="hcp5">10) + (10</font> <font face="Symbol" class="hcp6"></font> <font class="hcp5">12)</font></p>
<p class="Help-Text" style="margin-top: 0.00pt; text-align: center;">5 + 10</p>
</td>
<td style="width:5.594%;" class="hcp4">
<p class="Help-Text" style="text-align: center;"><font class="hcp2">=</font></p>
</td>
<td style="width:11.188%;" class="hcp4">
<p class="Help-Text" style="text-align: center;"><font class="hcp5">170</font></p>
<p class="Help-Text" style="margin-top: 0.00pt; text-align: center;">15</p>
</td>
<td style="width:5.594%;" class="hcp4">
<p class="Help-Text"><font class="hcp2">=</font></p>
</td>
<td style="width:48.253%;" class="hcp4">
<p class="Help-Text">New average unit cost of $11.33</p>
</td>
</tr>
</table>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">We recommend that you not manually enter or edit the average unit cost. Point of Sale uses this value to send cost of goods sold information on item sales to your QuickBooks financial software. If it does become necessary to edit this value manually, typically to correct an error, see <a href="../qbpos_adjustments/memo1303.htm">Creating an Adjustment Memo</a>.</p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Text"><a href="javascript:void(0);" id="a1" onmouseover="if (parseInt(navigator.appVersion) >= 4 &amp;&amp; typeof(BSPSPopupOnMouseOver) == 'function') BSPSPopupOnMouseOver(event);" class="BSSCPopup" onclick="BSSCPopup('../qbpos_basic_procedures/basic311.htm');return false;">Tracking 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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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Inventory: How Do I?</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
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</head>
<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-2">Inventory: How Do I?</p>
<p class="Help-Text">This is a popup topic and has been hidden</p>
&#160;
<p class="Help-Main-Topic-Links"><a href="inven402.htm">Add an item</a></p>
<p class="Help-Main-Topic-Links"><a href="../qbpos_basic_procedures/navigation_find/basic_find_item.htm">Find an item</a></p>
<p class="Help-Main-Topic-Links"><a href="inven404.htm">Edit an item</a></p>
<p class="Help-Main-Topic-Links"><a href="../qbpos_basic_procedures/basic262.htm">Filter the item list</a></p>
<p class="Help-Main-Topic-Links"><a href="../qbpos_basic_procedures/basic_customizelistcolumns.htm">Customize item list columns</a></p>
<p class="Help-Main-Topic-Links"><a href="inven435.htm">Use service and non-inventory Items</a></p>
<p class="Help-Main-Topic-Links"><a href="inven_itemhistory.htm">View an items history</a></p>
<p class="Help-Main-Topic-Links"><a href="inven434.htm">Use reorder points and reminders</a></p>
<p class="Help-Main-Topic-Links"><a href="../qbpos_basic_procedures/printing/basic338.htm">Print price tags</a></p>
<p class="Help-Main-Topic-Links"><a href="inven421.htm">Print my item list</a></p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Help-Text">Click anywhere to close this window</p>
</body>
</html>

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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Item History and Statistics</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
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<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1" style="background-color: #008000;">Item History and Statistics</p>
<p class="Help-Text"><a href="invenvoverview.htm">Inventory Overview</a> <font color="#C0C0C0">|</font> <a href="inven_itemratings.htm">Item Ratings &amp; Trends</a> <span style="color: #c0c0c0;">|</span> <a href="inven_reports.htm">Inventory Reports</a></p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">Item history provides a listing of every <a href="../qbpos_glossary_of_terms/glossarypage.htm#glossary_transactionaldocs">transactional document</a> that has affected an item and a running tally of changes in on-hand quantity. You can click any listed document to view it.</p>
<p class="Help-Text">Item Statistics include an item summary, including cost and profit information and total quantities in/out.</p>
<p class="Help-Heading-2">Item History &#160;</p>
<p class="Help-Text">(Pro) Item history can be viewed only at Headquarters. Headquarters can filter to view the history for any one store or for the entire company.</p>
<p class="Help-Text">To view an item's history, with the item record in Edit mode (displayed in a form), expand the <span class="hcp1">History</span> section.</p>
<p class="Help-Text">&#160;&#160;<img src="../image/inven_itemhistory.gif" alt="image\inven_itemhistory.gif" title="image\inven_itemhistory.gif" width="270" height="165" border="0"></p>
<p class="Help-Text">The most recent documents are at the top of the list.</p>
<ul style="list-style: disc;">
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">To view a listed document, double-click it. &#160;You are taken to the appropriate history list with the document pre-selected. Normal <a href="../qbpos_basic_procedures/basic_historydocs_copy.htm">copy</a>, <a href="../qbpos_basic_procedures/basic_historydocs_reversing.htm">reverse</a>, and <a href="../qbpos_basic_procedures/basic_edit_documents.htm">edit</a> capabilities are available for the document. When done, click <span class="hcp1">Go Back</span> at the bottom of the document to return to inventory.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">The <font class="hcp2">Change</font> column lists the documents effect on item on-hand quantities. For example, a sale results in the on-hand quantity being reduced, therefore the <font class="hcp2">Qty Change</font> is a <font class="hcp3">negative</font> number. Likewise, receiving a quantity into inventory is shown as a <font class="hcp3">positive</font> number.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">The <font class="hcp2">On-Handy</font> column displays a running total of the on-hand quantity, after being adjusted by the document.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">If the item is listed multiple times on a document (example: a customer exchange for the same item), the document is listed twice, once for the return (a positive quantity) and once for the new sale (negative quantity)</p>
</li>
</ul>
<p class="Help-Heading-2">Item Statistics</p>
<p class="Help-Text">Expand the <span class="hcp1">Statistics</span> section on the item record to view a graphical rating of the item's relative performance in your inventory as well as total sales, cost, profit, and &#160;quantities in/out. This information reflects the time period specified for item ratings in preferences.</p>
<p class="Help-Text"><a href="inven_itemratings.htm">Learn more about item ratings</a></p>
<p class="Related-Topics">&#160;&#160;&#160;&#160;<img src="../image/itemratings.gif" alt="Item Statistics" title="Item Statistics" style="border: none;" width="305" height="291" border="0"></p>
<p class="Related-Topics">&#160;</p>
<p class="Related-Topics">&#160;</p>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Main-Topic-Links"><a href="../qbpos_basic_procedures/basic_historydocs_reversing.htm">Reverse a history document</a></p>
</body>
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body, p, li, ol, ul, div, span, td, th, h1, h2, h3, h4, h5, h6 { font-size: 12pt !important; }
</style>
<style title="hcp" type="text/css">
<!--
span.hcp1 { color:#c0c0c0; }
span.hcp2 { font-weight:bold; }
font.hcp3 { font-weight:bold; }
-->
</style>
</head>
<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1" style="background-color: #008000;">Price/Cost Relationship</p>
<p class="Help-Text"><a href="inven_avgunitcost.htm">Average Unit Cost</a> <span class="hcp1">|</span> <a href="inven_ordercost.htm">Order Cost</a> <span class="hcp1">|</span> <a href="inven410.htm">Enter Item Cost and Prices</a></p>
<div>
<p style="text-align: right; font-family: Arial, sans-serif; color: #800000;"><span>Basic</span> </p>
</div>
<p class="Help-Note"><span class="hcp2">Note</span>: The ability to see cost fields, including margin and markup and other fields related to cost, can be controlled by <a href="../qbpos_secadmin/secadminoverview.htm">security rights</a>. If you do not have the right to view item costs, the fields will be masked like this "*****". This right affects cost fields in inventory and on all documents and reports.</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">Margin (<font class="hcp3">Margin %</font> field) expresses the profit relationship between what you paid for an item (average unit cost) and its regular price. Markup (<font class="hcp3">Markup %</font> field) is an alternative way to express the difference between an items cost and its price. Markup is a simple percentage increase from the item cost.</p>
<p class="Help-Text">There is an inter-relationship between the margin/markup fields and the other price/cost fields as follows:</p>
<ul>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Enter either a margin or a markup percentage, and Point of Sale will calculate and display the other value for you. The two fields have identical behavior.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Define a margin or markup in a department record, and Point of Sale will calculate your regular price and the prices at your optional price levels for you as <span class="hcp2">new</span> items are added to inventory in this department (if the regular price is not manually entered).</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">If you or a receiving voucher update the average unit cost, the margin and markup percentages are recalculated. Prices are recalculated only if previously $ 0 (zero), although you can edit the price yourself from the receiving voucher.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Edit the margin or markup manually for an existing item in inventory, and Point of Sale will recalculate your regular price and the prices at your optional price levels.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Edit your regular price; the prices at other price levels are recalculated to maintain your specified markdown percentages. The margin and markup are also recalculated.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Edit the price or markdown percentage of any optional price level; the change to one price level has no affect on other prices.</p>
</li>
</ul>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Text"><a href="../qbpos_departments/dept309.htm">Use department pricing formulas for new items</a></p>
<p class="Help-Text"><a href="inven404.htm">Edit an Item</a></p>
</body>
</html>

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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Department Pricing Formula</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<style type="text/css">
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body, p, li, ol, ul, div, span, td, th, h1, h2, h3, h4, h5, h6 { font-size: 12pt !important; }
</style>
<object id="hhctrl" classid="clsid:ADB880A6-D8FF-11CF-9377-00AA003B7A11" width="0" height="0" vspace="0" hspace="0" border="0" type="application/x-oleobject"></object>
<style title="hcp" type="text/css">
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tr.hcp1 { vertical-align:top; }
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<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1" style="background-color: #008000;">Department Pricing Formula</p>
<p class="Help-Text"><a href="inven410.htm">Enter/Edit Item Price and Cost</a> <span style="color: #c0c0c0;">|</span> <a href="inven_pricelevels.htm">Use Price Levels</a></p>
<p class="help-text">&#160;</p>
<p class="Help-Text">You have the option of entering your new item prices manually or letting Point of Sale calculate them for you using a department pricing formula. When Point of Sale calculates new prices, it does so by applying the department margin (or markup) to the average item cost to arrive at the regular price.</p>
<p class="Help-Text">You specify the profit margin or markup to be used in your department records or on individual item records in inventory. If you enter one value, Point of Sale calculates the other.</p>
<p class="Help-Text">Point of Sale uses the following pricing formula:</p>
<table cellspacing="0" width="194">
<col style="width: 54.749%;">
<col style="width: 45.251%;">
<tr style="height:25px;" class="hcp1">
<td rowspan="2" style="width: 54.749%; padding-left: 1px; padding-top: 1px; padding-right: 1px; padding-bottom: 1px; vertical-align: center;">
<p class="Help-Text"><font class="hcp2">Regular Price &#160;=</font></p>
</td>
<td style="border-bottom: Solid 1px #000000; width: 45.251%; padding-left: 1px; padding-top: 1px; padding-right: 1px; padding-bottom: 1px;">
<p class="Help-Text" style="text-align: center;">Cost <font style="font-family: Symbol;" face="Symbol"></font> 100</p>
</td>
</tr>
<tr style="height:17px;" class="hcp1">
<td style="width: 45.251%; padding-left: 1px; padding-top: 1px; padding-right: 1px; padding-bottom: 1px;">
<p style="text-align: center; margin-top: 2pt;">100 Margin</p>
</td>
</tr>
</table>
<p class="Help-Info-Line">Example</p>
<p class="Help-Text">With an average unit cost of $10 and a 40% margin.</p>
<p class="Help-Text">(10 x 100)/(100 40) = $16.67 regular price</p>
<p class="Help-Info-Line">If you want Point of Sale to calculate new item price(s) with a department pricing formula:</p>
<ul>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Enter a margin or markup in your <a href="../qbpos_departments/dept309.htm">department records</a></p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Assign items to departments as you add them to inventory</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">DO NOT enter item prices when adding the new item to inventory, Point of Sale will calculate them for you</p>
</li>
</ul>
<p class="Help-Text">The pricing formula is applied only to new items in inventory (previous price = $0). Receiving <font class="hcp2">reorder</font> merchandise at a new cost on a voucher <font style="font-style: italic;">does not</font> automatically update item prices, however Point of Sale alerts you so you can adjust your price if desired. You can maintain your desired profit margin by manually <a href="pro_tip_using_margin_to_update_prices.htm">editing the margin or markup</a> on the item record back to the original level.</p>
<p class="Help-Text"><a class="popupspot" href="JavaScript:hhctrl.TextPopup('A cost change may be very minor, such as 0.10/case, which is less than a penny per 12 units in the case. Since a price change may require re-tagging existing merchandise, changing shelf signs, etc. we let you make the decision when to reprice.','Microsoft Sans Serif,9',10,10,00000000,0xc0ffff)">Why aren't reorder item prices automatically updated when cost changes?</a></p>
<p class="Help-Info-Line">If you DO NOT want Point of Sale to calculate new item price(s):</p>
<ul>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Do NOT define department or item margins or markups</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Enter your item prices manually at anytime in inventory</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Point of Sale will still calculate and display the margin and markup on the item record, but does not use them to calculate the item price(s) unless you <a href="inven410.htm">manually edit</a> them</p>
</li>
</ul>
</body>
</html>

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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Charge by the Hour</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<style type="text/css">
/* FORCE ALL FONTS TO 12PT */
* { font-size: 12pt !important; }
body, p, li, ol, ul, div, span, td, th, h1, h2, h3, h4, h5, h6 { font-size: 12pt !important; }
</style>
<style title="hcp" type="text/css">
<!--
span.hcp1 { color:#c0c0c0; }
span.hcp2 { font-weight:bold; }
font.hcp3 { font-weight:bold; }
-->
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</head>
<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1" style="background-color: #008000;">Charge by the Hour</p>
<p class="Help-Text"><a href="inven_qty_decimals.htm">Track Decimal Quantities</a> <span class="hcp1">|</span> <a href="inven436.htm">Item Types</a> <span class="hcp1">|</span> <a href="invenvoverview.htm">Inventory Overview</a></p>
<p class="help-text">&#160;</p>
<p class="Help-Text">You can use service or non-inventory items to charge for services by the hour (or half-hour, quarter-hour, etc.).</p>
<p class="Help-Info-Line">To do this task:</p>
<ol>
<li class="p-Help-Steps">
<p class="Help-Steps">Define an item or items in inventory for this purpose, such as <font style="font-style: italic;">Tailoring, Labor Charge, etc.</font> making sure that <span class="hcp2">S</span><font class="hcp3">ervice</font> or <span class="hcp2">N</span><font class="hcp3">on-Inventory</font> is selected as the Item Type.</p>
</li>
</ol>
<ul>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List">Optionally, define a separate department for all service/labor charges and assign this department to the items you create. This will allow you to report on all service and labor charges by filtering on this department.</p>
</li>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List">The <font class="hcp3">Price</font> for the items should be the price to be charged per unit of time (hour, half-hour, quarter-hour, etc.).</p>
</li>
</ul>
<ol start="2">
<li class="p-Help-Steps">
<p class="Help-Steps">When the item is listed on a receipt, enter the units of time to be charged for as the items sale quantity. For example, if you are charging by the hour, enter 1.5 as the <font class="hcp3">Qty</font> to charge for an hour and a half.</p>
</li>
</ol>
</body>
</html>

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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>New Item Reminders</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<style type="text/css">
/* FORCE ALL FONTS TO 12PT */
* { font-size: 12pt !important; }
body, p, li, ol, ul, div, span, td, th, h1, h2, h3, h4, h5, h6 { font-size: 12pt !important; }
</style>
<style title="hcp" type="text/css">
<!--
span.hcp1 { font-weight:bold; }
font.hcp2 { font-weight:bold; }
-->
</style>
</head>
<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1" style="background-color: #008000;">New Item Reminders</p>
<p class="Help-Main-Topic-Links"><a href="inven_reminders.htm">Inventory Reminders Overview</a> <span style="color: #c0c0c0;">|</span> <a href="invenvoverview.htm">Inventory Overview</a></p>
<div>
<p style="font-family: Arial, sans-serif; text-align: right; color: #800000;">Pro</p>
</div>
<p class="Help-Text">The New Items reminders screen alerts employees to the upcoming arrival of new merchandise. Monitoring this list allows your associates to better serve customers by letting them know what new merchandise is coming soon.</p>
<p class="Help-Text">You can print this list or print item tags in anticipation of the item arrival. The items should be removed from this list as soon as they arrive at the store, so that the list remains current and useful.</p>
<p class="Help-Info-Line">To work with items in the list:</p>
<ol>
<li class="p-Help-Steps">
<p class="Help-Steps">From the Inventory menu, select <span class="hcp1">R</span><font class="hcp2">eminders</font> and then select the New Items tab.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Use normal <a href="qbpos:helppopup.2654">list selection</a> procedures to select one or more items before selecting a task from the I Want To menu. You can also use the <font class="hcp2">Select All</font> or <font class="hcp2">Clear All</font> choices from the I Want To menu.</p>
</li>
</ol>
<ul>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Select <span class="hcp1">Print</span> and then choose tags or the list from the drop-down menu to print the selected items.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">To remove selected items from the list, select <font class="hcp2">Remove Selected Item(s)</font> from the I Want To menu.</p>
</li>
</ul>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Text"><a href="inven_reminders_alert.htm">Reminders Message Alert</a></p>
<p class="Help-Main-Topic-Links"><a href="../qbpos_secadmin/secadmin01.htm#secadmin_midtopic_09">Security rights for reminders</a></p>
</body>
</html>

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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Reorder Items Reminder</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<style type="text/css">
/* FORCE ALL FONTS TO 12PT */
* { font-size: 12pt !important; }
body, p, li, ol, ul, div, span, td, th, h1, h2, h3, h4, h5, h6 { font-size: 12pt !important; }
</style>
<style title="hcp" type="text/css">
<!--
span.hcp1 { color:#c0c0c0; }
ul.hcp2 { list-style:disc; }
span.hcp3 { font-weight:bold; }
-->
</style>
</head>
<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1" style="background-color: #008000;">Reorder Items Reminder</p>
<p class="Help-Text"><a href="inven434.htm">Item Reorder Points</a> <span class="hcp1">|</span> <a href="inven_reminders.htm">Reminders Overview</a> <span class="hcp1">|</span> <span style="color: #0000ff;"><a href="invenvoverview.htm">Inventory Overview</a></span></p>
<div>
<p style="font-family: Arial, sans-serif; text-align: right; color: #800000;">Pro</p>
</div>
<p class="Help-Text">The Reorder Items reminder screen displays items whose quantity has fallen below the reorder point set in inventory. Use this screen to assist in replenishing your inventory.</p>
<ul class="hcp2">
<li class="p-Help-Text" style="margin-left: -20px;">
<p class="Help-Text">You can print this list to help in creating purchase orders.</p>
</li>
<li class="p-Help-Text" style="margin-left: -20px;">
<p class="Help-Text">Double-click a listed item to view the item record.</p>
</li>
</ul>
<p class="Help-Text">Point of Sale takes into consideration item quantities already on order (from unfilled purchase orders) when determining if an item should be added to the reorder reminder list. <!--<a href="qbpos:helppopup.21992">Learn
more<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>--></p>
<p class="Help-Text">To display this screen, select <span class="hcp3">Reminders</span> from the Inventory menu and then click the <span class="hcp3">Reorder Items</span> tab.</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Heading-2">Pro Notes</p>
<ul class="hcp2">
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">&#160;The reminder screen also includes items that are on backorder.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">&#160;Depending on your preference settings, quantities committed on customer orders may be taken into account when deciding if an item is added to this screen.</p>
</li>
</ul>
<p class="Help-Heading-2">Having Point of Sale Suggest POs for Reorder Items (Pro)</p>
<p class="Help-Text">You also have the option of having Point of Sale suggest and generate purchase orders to order these items.</p>
<ul>
<li class="p-Help-Nested-List" style="margin-left: -20px;">
<p class="Help-Nested-List">With your reorder reminders displayed, select <font style="font-weight: bold;">Suggest PO</font> from the I Want To menu. <a href="../qbpos_purchasing/po_suggestpo.htm">Learn more about using Suggest PO</a></p>
</li>
</ul>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Text"><a href="inven_reminders_alert.htm">Reminders Message Alert</a></p>
<p class="Help-Main-Topic-Links"><a href="../qbpos_secadmin/secadmin01.htm#secadmin_midtopic_09">Security rights for reminders</a></p>
<div style="width: 100%; position: relative;" id="footer">
<p>&#160;</p>
<p class="Help-Note" style="background-color: #f5f5f5;"><img src="../image/lightningbolt_shg.gif" alt="This symbol indicates that an Internet connection is required." title="This symbol indicates that an Internet connection is required." style="border: none;" width="9" height="15" border="0"> &#160;Additional online resources. Internet connection required.</p>
<p class="Help-Text"><a title="POS User Community Web Site - opens in new browser window" href="http://www.qbinproduct.com/community/help/pos" target="_blank">Point of Sale User Community</a> Connect with other Point of Sale users and experts to ask questions and share advice.</p>
<p class="Help-Text"><a title="POS Support Web Site - opens in a new browser window" href="http://www.quickbooks.com/support" target="_blank">Point of Sale Support Web Site</a> Search our Knowledge Base of frequently asked questions, learn about available updates, or research other support options.</p>
</div>
</body>
</html>

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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Inventory Reminders Message</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<style type="text/css">
/* FORCE ALL FONTS TO 12PT */
* { font-size: 12pt !important; }
body, p, li, ol, ul, div, span, td, th, h1, h2, h3, h4, h5, h6 { font-size: 12pt !important; }
</style>
</head>
<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1" style="background-color: #008000;">Inventory Reminders Message Alert</p>
<p class="Help-Text"><a href="inven_reminders.htm">Inventory Reminders</a> <span style="color: #c0c0c0;">|</span> <a href="../qbpos_basic_procedures/basic_messages.htm">Messages</a></p>
<div>
<p style="font-family: Arial, sans-serif; text-align: right; color: #800000;">Pro</p>
</div>
<p class="Help-Text">Point of Sale will alert you when there are inventory reminders needing your attention by adding a message to the message board on the home page.</p>
<p class="Help-Note"><span style="font-weight: bold;">Note</span>: Display of reminder messages is subject to the security rights of the logged-in user.</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text"><img src="../image/messages2.gif" alt="Messages" title="Messages" style="border: none;" width="282" height="174" border="0"></p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">The reminders message is blue to differentiate it from your personal messages (yellow) and includes a link that will take you directly to the reminders window.</p>
<p class="Help-Text">&#160;</p>
</body>
</html>

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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Fill Customer Order Reminders</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<style type="text/css">
/* FORCE ALL FONTS TO 12PT */
* { font-size: 12pt !important; }
body, p, li, ol, ul, div, span, td, th, h1, h2, h3, h4, h5, h6 { font-size: 12pt !important; }
</style>
<style title="hcp" type="text/css">
<!--
ol.hcp1 { list-style:decimal; }
span.hcp2 { font-weight:bold; }
font.hcp3 { font-weight:bold; }
-->
</style>
</head>
<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1" style="background-color: #008000;">Fill Customer Order Reminders</p>
<p class="Help-Text"><a href="../qbpos_customer_orders/custorder_filling.htm">Fill Customer Orders</a> <span style="color: #c0c0c0;">|</span> <a href="inven_reminders.htm">Reminders Overview</a></p>
<div style="float: none;">
<p style="font-family: Arial, sans-serif; text-align: right; color: #800000;">Pro</p>
</div>
<p class="Help-Text">The Fill Customer Order Reminders screen displays open customer orders that can be filled or partially filled with your available (including just received) item quantities. When you receive backorder items on a receiving voucher, Point of Sale will alert you that there are customer orders pending for the received items.</p>
<p class="Help-Text">Use this screen to review the open orders, select those to fill, and then either go to the order or print fulfillment reports and pick lists.</p>
<p class="Help-Info-Line">To view the customer order reminders:</p>
<ol class="hcp1">
<li class="p-Help-Text">
<p class="Help-Text">Select <span class="hcp2">G</span><font class="hcp3">o to Fill Customer Order Reminders</font> from the alert when receiving backorder items.</p>
</li>
</ol>
<p class="Help-Indent">OR</p>
<p class="Help-Indent">From the Inventory menu, select <font class="hcp3">Reminders</font> and then select the <font class="hcp3">Fill Customer Orders</font> tab.</p>
<ol start="2" class="hcp1">
<li class="p-Help-Text">
<p class="Help-Text">In the drop-down list on the right, choose to view orders that can be <span class="hcp2">F</span><font class="hcp3">illed Partially</font> or only those that can be <font class="hcp3">Filled Fully</font>.</p>
</li>
</ol>
<p class="Help-Indent">Tip: Use normal list <a href="../qbpos_basic_procedures/basic261.htm">sorting</a> and <a href="../qbpos_basic_procedures/basic_customizelistcolumns.htm">customize column</a> procedures to display the list in the manner you prefer, e.g. by order number, order date, etc.</p>
<ol start="3" class="hcp1">
<li class="p-Help-Text">
<p class="Help-Text">Use the check boxes in the <font class="hcp3">Select</font> column to select the order(s) you would like to fill. See note below about using this feature to optimize order fulfillment.</p>
</li>
<li class="p-Help-Text">
<p class="Help-Text">Go to a selected order or print a fulfillment report and pick list:</p>
</li>
</ol>
<ul>
<li class="p-Help-Text" style="list-style: disc;">
<p class="Help-Text">To immediately go to an order to process it, double-click it in the list.</p>
</li>
<li class="p-Help-Text" style="list-style: disc;">
<p class="Help-Text">To print fulfillment reports for selected orders, select <font class="hcp3">Print</font> and then either <font class="hcp3">Fill Order Report</font> or <font class="hcp3">Item Pick List</font>.</p>
</li>
</ul>
<ol start="5" class="hcp1">
<li class="p-Help-Text">
<p class="Help-Text">Process the selected orders individually using standard order fulfillment procedures.</p>
</li>
</ol>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Help-Heading-2">Notes:</p>
<ul style="list-style: disc;">
<li class="p-Help-Text" style="margin-left: -20px;">
<p class="Help-Text"><font class="hcp3">Optimizing Fulfillment:</font> As you select orders to fill, Point of Sale recalculates the status of the remaining orders. If filling one order makes an item unavailable to fill another order, the second order is disabled for selection. To clear the selected orders and try different combinations, choose <span class="hcp2">C</span><font class="hcp3">lear All Selections</font> from the I Want To menu. To have Point of Sale suggest orders to fill, giving priority to oldest orders first, clear any previous selections and then choose <span class="hcp2">A</span><font class="hcp3">uto-select Orders</font>. The results of this option will vary depending on whether you have chose to see orders that can be partially or fully filled.</p>
</li>
</ul>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Main-Topic-Links"><a href="../qbpos_secadmin/secadmin01.htm#secadmin_midtopic_09">Security rights for reminders</a></p>
<p class="Help-Text"><a href="invenvoverview.htm">Inventory overview</a></p>
<p class="Help-Text"><a href="inven_reminders_alert.htm">Reminders Message Alert</a></p>
</body>
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<p class="Help-Heading-1" style="background-color: #008000;">Using Service Items</p>
<p class="Help-Text"><a href="inven436.htm">Item Types</a> <span style="color: #c0c0c0;">|</span> <a href="invenvoverview.htm">Inventory Overview</a></p>
<p class="help-text">&#160;</p>
<p class="Help-Text">Service items are defined in inventory and typically are used to list non-merchandise and labor charges on sales orders, work orders, or sales receipts to complete a job. Use normal <a href="inven402.htm">new item</a> procedures to define service items in inventory, selecting the <span class="hcp1">S</span><font class="hcp2">ervice</font> item type.</p>
<p class="Help-Text">Use the following guidelines when defining service items in inventory.</p>
<ul>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">You cannot enter an on-hand quantity for a service item. Service items always have a zero on-hand quantity, since they are non-merchandise items.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">To charge for labor, enter a description of the labor in the <span class="hcp1">Item Name</span> field and a price equal to what you charge per hour (or per job). If you charge by the hour, you can charge for partial hours by listing the service item on a document and entering a <a href="inven_qty_decimals.htm">decimal quantity</a>, e.g., 0.5, 2.75, etc. Point of Sale will calculate the correct labor charge.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Generally, service items have no cost, but there may be exceptions, such as when you outsource the work and pay the third party a fee for the service. Make an entry in the item <font class="hcp2">Avg Unit</font> <font class="hcp2">Cost</font> field if this is the case.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">You may want to <a href="../qbpos_qb_data_exchange/financialexchange_itemaccounts.htm">map</a> custom <font class="hcp2">Income</font>, <font class="hcp2">Cost of Goods Sold (COGS)</font>, and <font class="hcp2">Asset</font> accounts on the Additional Info tab of the item form so the charges (when recorded on a receipt) are posted to your financial software in the manner you choose.</p>
</li>
</ul>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Main-Topic-Links"><a href="../qbpos_shipping/shipping_serviceitem.htm">Use a service item for shipping charges</a></p>
<p class="Help-Main-Topic-Links"><a href="../qbpos_customer_orders/wo_tips.htm">Use work orders</a></p>
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<p class="Help-Heading-1" style="background-color: #008000;">Define Multiple Units of Measure</p>
<p class="Help-Text"><a href="inven_unitofmeasure.htm">Overview</a> <font color="#C0C0C0">|</font> <a href="../qbpos_basic_procedures/basic_listing_uom.htm">Use Units of Measure on Documents</a></p>
<div>
<p style="font-family: Arial, sans-serif; text-align: right; color: #800000;">Pro</p>
</div>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">The use of multiple units of measure allows you to purchase and sell an item in up to four different units (sizes, or pack quantities). For example, you might buy a canned item by the case but sell it by both the case and individual can. You can define a separate UPC, alternate lookup, sales price, and default purchase-by and sell-by units in inventory and Point of Sale will automatically suggest the correct unit on documents.</p>
<p class="Help-Info-Line">To define multiple units of measure in inventory:</p>
<ol class="hcp1">
<li class="p-Help-Steps">
<p class="Help-Steps">Turn on the multiple unit of measure feature and add the various units you are likely to use on the Inventory page of <a href="../qbpos_company_preferences/companyprefs_inventory.htm">company preferences</a>.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">As <a href="inven402.htm">adding</a> or <a href="inven404.htm">editing</a> an item, specify the base unit for the item in the <span class="hcp2">Base Unit</span> field. Select from the units defined in preferences in Step 1 or enter a new unit (it will be added to preferences when you save).</p>
</li>
</ol>
<p class="Help-Indent">It is strongly recommended you make the smallest unit in which you buy or sell the item the base unit. This helps avoid fractional calculations. Other information entered on the main item form (UPC, price and cost, quantities, etc.) should be for your base unit.</p>
<ol start="3" class="hcp1">
<li class="p-Help-Steps">
<p class="Help-Steps">Click the <span class="hcp2">Units</span> button adjacent to the Base Unit &#160;field. The Units of Measure window is opened.</p>
</li>
</ol>
<p class="Help-Indent"><a class="dropspot" href="javascript:TextPopup(this)" id="a1">View Example <img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp3"></a></p>
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<tr style="vertical-align: top;">
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<p><img src="../image/inven_muom.gif" alt="Unit of Measure Window" width="461" height="326" border="0" class="hcp3"></p>
<p>&#160;</p>
<p>&#160;</p>
</td>
</tr>
</table>
<p>&#160;</p>
</div>
<ol start="4" class="hcp1">
<li class="p-Help-Steps">
<p class="Help-Steps">Enter each alternate unit of measure. Click the <span class="hcp2">Unit of Measure 1</span>, <span class="hcp2">2</span>, or <span class="hcp2">3</span> labels to expand the section and then enter or select:</p>
</li>
</ol>
<ul class="hcp4">
<li class="p-Help-Bulleted">
<p class="Help-Bulleted">&#160;<span class="hcp2">Unit</span>: Select from the drop-down list of previously defined units or type a new one.</p>
</li>
<li class="p-Help-Bulleted">
<p class="Help-Bulleted"><span class="hcp2"># of Base Units</span>: How many base units there are in this unit?</p>
</li>
<li class="p-Help-Bulleted">
<p class="Help-Bulleted">&#160;<span class="hcp2">UPC</span> and <span class="hcp2">ALU</span>: Unique values in these fields allow you to list the item in the correct unit by scanning or entering the unique value on documents. If these values are not different for each unit, leave them blank for alternate units.</p>
</li>
<li class="p-Help-Bulleted">
<p class="Help-Bulleted"><span class="hcp2">Regular Price</span>: For selling this unit; click <span class="hcp2">Pricing</span> to add additional markdown price levels.</p>
</li>
<li class="p-Help-Bulleted">
<p class="Help-Bulleted"><span class="hcp2">Average Cost</span> and <span class="hcp2">Quantity on Hand</span> for alternate units are calculated from your base unit values and are not editable for alternate units. &#160;</p>
</li>
</ul>
<p class="Help-Indent">In this example, the base unit is a 12 oz. bottle and now we are entering a case unit which contains 12 bottles.</p>
<p class="Help-Indent"><img src="../image/inven_muom_case.gif" alt="Unit of Measure - Alternate Unit Definition" title="Unit of Measure - Alternate Unit Definition" style="border: none; margin-left: 0px; margin-right: 0px; margin-top: 12px; margin-bottom: 12px;" width="457" height="90" border="0"></p>
<ol start="5" class="hcp1">
<li class="p-Help-Steps">
<p class="Help-Steps">At the top of the window, specify default order-by and sell-by units. <!--<a href="qbpos:helppopup.21995">Learn
more about the default units.<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>
</li>
</ol>
<p class="Help-Indent">If your default order-by unit is different than your base unit, you will be prompted to enter an order cost. Enter the order cost and click <span class="hcp2">OK</span>.</p>
<ol start="6" class="hcp1">
<li class="p-Help-Steps">
<p class="Help-Steps">Select <span class="hcp2">Close</span> to return to the main item form.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Enter information in other item fields as necessary.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Select <span class="hcp2">Save</span>.</p>
</li>
</ol>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Help-Heading-2">Notes:</p>
<ul class="hcp4">
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Each unit can only be added once per item. For example, if you selected "case" as the base unit of measure, case will not be available to select as an alternate unit of measure. To use a unit in another position, first remove it from the previous defined position (remove by selecting blank as a unit).</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">If using the Data Import Wizard to import item information, you can import information for your base unit only. If exporting item list information, the base unit information is exported.</p>
</li>
</ul>
<p class="Help-Warning"><img src="../image/warning_icon_small.gif" alt="" width="24" height="25" border="0" class="hcp3"> &#160;<span class="hcp2">Changing Base Units of Measure:</span> &#160;Use caution if you need to change your base unit of measure after having been in operation for awhile. Review and update <span class="hcp2">all</span> item fields for each of your units after the change, paying particular attention to cost, price, and quantity values. Point of Sale will create adjustment memos for any cost and quantity edits related to the change, but there should be no net change in your inventory value.</p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<div style="width: 100%; position: relative;" id="footer">
<p>&#160;</p>
<p class="Help-Note" style="background-color: #f5f5f5;"> &#160;Additional online resources. Internet connection required.</p>
<p class="Help-Text"><a title="POS User Community Web Site - opens in new browser window" href="http://www.qbinproduct.com/community/help/pos" target="_blank">Point of Sale User Community</a> Connect with other Point of Sale users and experts to ask questions and share advice.</p>
<p class="Help-Text"><a title="POS Support Web Site - opens in a new browser window" href="http://www.quickbooks.com/support" target="_blank">Point of Sale Support Web Site</a> Search our Knowledge Base of frequently asked questions, learn about available updates, or research other support options.</p>
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<p class="Help-Heading-1" style="background-color: #008000;">Inventory Overview</p>
<p class="Help-Main-Topic-Links" style="margin-top: 2.00pt;"><a class="dropspot" href="javascript:TextPopup(this)" id="a1">How do I?<img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp1"></a> <font color="#C0C0C0">|</font> <a href="../qbpos_getting_started/gstarted_documentsdefined.htm">How Documents Affect Inventory</a> <font color="#C0C0C0">|</font> <a href="inven436.htm">About Item Types</a></p>
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<table style="vertical-align: top;" cellspacing="0" bgcolor="#FFFFEC">
<col style="width: 52.164%;">
<col style="width: 47.836%;">
<tr style="vertical-align: top;">
<td style="width:52.164%;" class="hcp2">
<p class="Help-Text"><a href="inven402.htm">Add an item</a></p>
<p class="Help-Text"><a href="../qbpos_getting_started/gstarted_importitems.htm">Import items<img src="../image/yellow_up.gif" alt="Click to display a popup topic" width="10" height="12" border="0" class="hcp1"></a></p>
<p class="Help-Text"><a href="inven404.htm">Edit an item</a></p>
<p class="Help-Text"><a href="inven406.htm">Delete</a> or <a href="inven_mergeitems.htm">merge items</a></p>
<p class="Help-Text"><a href="inven434.htm">User reorder points</a></p>
<p class="Help-Text"><a href="../qbpos_basic_procedures/navigation_find/basic_find_general.htm">Find an item</a></p>
<p class="Help-Text"><a href="../qbpos_basic_procedures/basic_customizelistcolumns.htm">Add item list columns</a></p>
<p class="Help-Text"><a href="../qbpos_basic_procedures/basic262.htm">Filter the item list</a></p>
<p class="Help-Text"><a href="../qbposimp/export_datawizard.htm">Export my item list</a></p>
</td>
<td style="width:47.836%;" class="hcp2">
<p class="Help-Text"><a href="inven435.htm">Use service items</a></p>
<p class="Help-Text"><a href="inven_reminders.htm">View inventory reminders</a></p>
<p class="Help-Text"><a href="inven_itemhistory.htm">View an item's history</a></p>
<p class="Help-Text"><a href="inven410.htm">Track item price and cost</a></p>
<p class="Help-Text"><a href="../qbpos_price_manager/pricemgroverview.htm">Use Price Manager</a></p>
<p class="Help-Text"><a href="../qbpos_adjustments/memo1303.htm">Adjust cost or quantity</a></p>
<p class="Help-Text"><a href="../qbpos_physical_inventory/pi_basicsteps.htm">Take a physical inventory</a></p>
<p class="Help-Text"><a href="../qbpos_basic_procedures/printing/basic_taginstructions.htm">Print price tags</a></p>
</td>
</tr>
</table>
<p>&#160;</p>
</div>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Help-Text">The Point of Sale inventory is designed to help you easily define, track, view, and edit your items in a convenient, accurate, and efficient manner. Each row in your item list represents a unique inventory item, service, or fee. Transactions such as receiving and selling merchandise instantly update your inventory quantities and costs.</p>
<p class="Help-Text">Your item list stores all item information, including on-hand quantities, costs, price(s), UPC numbers, tax status, reorder points, and much more.</p>
<p class="Related-Topics">&#160;</p>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Text"><a href="inven403.htm">Item Definitions</a></p>
<p class="Help-Text"><a href="../qbpos_getting_started/gstarted_importitems.htm">Import items</a></p>
<p class="Help-Main-Topic-Links" style="margin-top: 2.00pt;"><a href="inven_reports.htm">Inventory reports</a></p>
<p class="Help-Main-Topic-Links" style="margin-top: 2.00pt;"><a href="../qbpos_secadmin/secadmin01.htm#secadmin_midtopic_09">Security rights for inventory</a></p>
<p class="Help-Main-Topic-Links"><a href="../qbpos_basic_procedures/basic_liststats.htm">View item list summary statistics</a></p>
<p class="Help-Main-Topic-Links" style="margin-top: 2.00pt;"><a href="../qbpos_qb_data_exchange/financialexchange_itemaccounts.htm">Define QuickBooks Desktop item accounts</a></p>
<p class="Help-Text">&#160;</p>
<p class="Help-Heading-2">Point of Sale Free</p>
<p class="Help-Text">References to entering or tracking inventory quantities or costs and related features, such as margin/markup and price levels, do not apply to you.</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Heading-2">Multi-Store Notes</p>
<p class="Help-Text">All item quantities at all stores comprise a single inventory, with Headquarters having central control over that inventory. Point of Sale tracks the quantities of each item located at each store within that inventory. Transactions update inventory at the local store. When the next Store Exchange of information is completed, all stores and Headquarters are updated with the updated inventory information, reflecting activity at all stores. If you also use QuickBooks Desktop financial software, transactions are sent to QuickBooks Desktop so that your inventory valuation and related financial records are updated.</p>
<p class="Help-Text">Inventory items and related files (departments, vendors, costs, prices etc.) can only be added or edited at Headquarters. Remote stores can view this information and use it to process transactions, but cannot edit the item information.</p>
<p class="Help-Text"><font style="font-style: italic;">Exception:</font> <a href="../qbpos_customer_orders/custorder_specialorder.htm">Special order items</a> can be created and ordered by remote stores, typically done while creating a <a href="../qbpos_customer_orders/custorder_create.htm">customer order</a>. The special order item is sent to Headquarters on the first transactional document listing it. Headquarters can make a special order item a permanent addition to inventory by <a href="inven_convert_specialorder.htm">converting it to an inventory item</a>. Allowing remote stores to create special order items introduces the possibility of creating items with duplicate UPC or Alternate Lookups. Headquarters is alerted to and can fix duplicate items from the <a href="inven_reminders_dupitems.htm">duplicate item reminders</a> screen.</p>
<p class="Help-Text">Remote stores can be made aware of new items added at Headquarters via the <a href="inven_reminder_newitems.htm"><font color="#0000FF">new items reminders</font></a> screen.</p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Related-Topics">&#160;</p>
<div style="width: 100%; position: relative;" id="footer">
<p>&#160;</p>
<p class="Help-Note" style="background-color: #f5f5f5;"><img src="../image/lightningbolt_shg.gif" alt="This symbol indicates that an Internet connection is required." title="This symbol indicates that an Internet connection is required." width="9" height="15" border="0" class="hcp1"> &#160;Additional online resources. Internet connection required.</p>
<p class="Help-Text"><a title="POS User Community Web Site - opens in new browser window" href="http://www.qbinproduct.com/community/help/pos" target="_blank">Point of Sale User Community</a> Connect with other Point of Sale users and experts to ask questions and share advice.</p>
<p class="Help-Text"><a title="POS Support Web Site - opens in a new browser window" href="http://www.quickbooks.com/support" target="_blank">Point of Sale Support Web Site</a> Search our Knowledge Base of frequently asked questions, learn about available updates, or research other support options.</p>
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</style>
</head>
<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1" style="background-color: #008000;">Setup Interview: Receipt Information</p>
<p class="Help-Text"><a href="iview_overview.htm">Setup Interview: Overview</a> &#160;</p>
<p class="help-text">&#160;</p>
<p class="Help-Text">This page of the Setup Interview window is used to enter your company information (name, address, e-mail, web site, etc.) as you want it printed on sales receipts, purchase orders, reports, and customer orders.</p>
<p class="Help-Text">You can also enter your return policy, store hours, or any other information you want to share with your customers.</p>
<p class="Help-Text">&#160;</p>
</body>
</html>

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<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Set Up Other Stores</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
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<body>
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<p class="Help-Heading-1" style="background-color: #008000;">Set Up Other Stores</p>
<p class="Help-Main-Topic-Links"><a href="../qbpos_multi_store/multi_store_overview.htm">Store Exchange Center</a> <span style="color: #c0c0c0;">|</span> <a href="../qbpos_multi_store/multi_store_exchange.htm">Store Exchange Overview</a></p>
<div>
<p style="font-family: Arial, sans-serif; text-align: right;
color: #800000;">&#160;</p>
</div>
<p class="Help-Text">Store Exchange can be set up from the Store Exchange Center using the following guidelines:</p>
<ul>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted"><font class="hcp1">Headquarters only:</font> Click &#160;<font class="hcp1">Set up store</font> to enter information for each of your remote stores.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted"><font class="hcp1">Headquarters only:</font> Enter a store code and name that will be used throughout the program to identify each store.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Specify the <a href="../qbpos_multi_store/multi_store_exchange_methods.htm">communication method</a> you will use to exchange data with the other store(s) and enter an e-mail address, file path, or folder location, based on the selected exchange method.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Enter the license number from the Server Workstation at the other store(s). The license number can be found on the CD jacket or by selecting <font class="hcp1">About Point of Sale</font> from the Help menu at the other stores Server Workstation. If the other store has not installed yet, you can complete this section later by selecting <font class="hcp1">Configure Store Exchange</font> from the Stores menu.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Select <span style="font-weight: bold;">Change Password</span> and specify a password used to encrypt the files sent between stores (the same password must be entered at all stores). <a href="qbpos:helppopup.10029">Tips for passwords<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>
</li>
</ul>
<p class="Help-Text">Select a <font color="#0000FF">blue</font> link on the left for answers to frequently asked questions.</p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Main-Topic-Links"><a href="../qbpos_multi_store/multi_store_types.htm">Allowed Point of Sale activities by store type</a></p>
<p class="Help-Main-Topic-Links"><a href="../qbpos_multi_store/multi_store_exchange_methods.htm">Methods of Store Exchange</a></p>
<p class="Help-Main-Topic-Links"><a href="../qbpos_multi_store/store_exchange_info.htm">What information is exchanged between stores?</a></p>
</body>
</html>

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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="MS-HAID" content="Setup Interview">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Setup Interview</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<style type="text/css">
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<body>
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<p class="Help-Heading-1" style="background-color: #008000;">Setup Interview</p>
<p class="Help-Text"><a href="../qbpos_help_and_support/hsoverview.htm">Help and Support</a> <span style="color: #c0c0c0;">|</span> <a href="../qbpos_basic_procedures/basicsmainpage.htm">How Do I?</a></p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">The first time Point of Sale is started on the <a href="../qbpos_help_and_support/help_wstypes.htm">Server Workstation</a>, the Setup Interview window is automatically opened. The interview is the fastest way to set up basic Point of Sale options in one place so you are ready to begin ringing up sales fast!</p>
<p class="Help-Text">Not all options are defined in this initial setup. Advanced options that help you customize Point of Sale for your unique business needs can be set up later in <a href="../qbpos_company_preferences/sysprefsoverview.htm">company preferences</a>.</p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Help-Info-Line">The Setup Interview allows you to define:</p>
<p class="Help-Text"><a href="iview_companyinfo.htm">Printed receipt</a> Enter the company information you want printed on sales receipts including phone numbers, web site, and email address. This information is also printed on orders and reports.</p>
<p class="Help-Text"><a href="iview_salestax.htm">Sales tax</a> Specify if you collect sales tax and, if so, enter your primary sales tax rate and to whom the taxes are paid. You can set up more advanced sales tax options, such as different taxing instructions by merchandise type, price, or location, or paying taxes to multiple agencies later in company preferences.</p>
<p class="Help-Text"><a href="../qbpos_merchant_service/cardservicesoverview.htm">Payments</a> &#160; Learn about and sign up for a QuickBooks Desktop POS Merchant Service account to process credit card and debit/ATM transactions from within Point of Sale. If you already have an account use this page to enter your account number and set service options.</p>
<p class="Help-Text"><span style="color: #0000ff;"><a href="../qbpos_merchant_service/cardservicesoverview.htm">Gift Card</a></span> &#160; The QuickBooks Desktop POS Gift Card Service allows you to sell, redeem, and track the balance of gift cards from within Point of Sale. A QuickBooks Desktop Payments Account is required.</p>
<p class="Help-Text"><a href="../qbpos_equipment/equip_hwsetupwiz.htm">Hardware</a> &#160;Click <span style="font-weight: bold;">Configure/Setup</span> for the Point of Sale equipment you have. The Hardware Setup Wizard will walk you through configuring and testing each piece of hardware.</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">You can return to the Setup Interview at anytime by selecting it from the File menu.</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text"><a href="http://www.youtube.com/user/IntuitQuickBooksPOS/videos">Learn more</a></p>
</body>
</html>

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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Setup Interview: Use with QuickBooks</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
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<p class="Help-Heading-1" style="background-color: #008000;">Setup Interview: Use with QuickBooks</p>
<p class="Help-Text"><a href="../qbpos_qb_data_exchange/qbdataoverview.htm">Overview</a> <span style="color: #c0c0c0;">|</span> <a href="../qbpos_qb_data_exchange/financialexchange_requirements.htm">Requirements of Financial Exchange</a></p>
<p class="help-text">&#160;</p>
<p class="Help-Text">Use this page to specify whether you want to share Point of Sale data with QuickBooks financial software.</p>
<ul>
<li class="p-Help-Nested-List" style="margin-left: -20px;">
<p class="Help-Nested-List">Answer <font class="hcp1">No</font> if you do not plan to share data with QuickBooks.</p>
</li>
<li class="p-Help-Nested-List" style="margin-left: -20px;">
<p class="Help-Nested-List">Answer <font class="hcp1">Yes</font> if you intend to share data with QuickBooks, even if you have not set up your QuickBooks company file yet.</p>
</li>
</ul>
<p class="Help-Heading-2">Connecting to QuickBooks</p>
<p class="Help-Text">You can connect to QuickBooks now, provided you have the financial company you intend to use with Point of Sale set up. If you do not connect now, Point of Sale will prompt you to do so the first time you access a feature that requires a connection.</p>
<p class="Help-Info-Line">To connect now:</p>
<ol>
<li class="p-Help-Steps">
<p class="Help-Steps">Leaving the Point of Sale Setup Interview open, start your QuickBooks financial software and open the company file you wish to use with Point of Sale, logging in as a user with Administrator rights.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Switch back to the Point of Sale Setup Interview (select from the Windows task bar or press <font style="font-weight: bold; font-style: italic;">&lt;Alt+Tab&gt;</font>).</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Select <font class="hcp1">Run QuickBooks Connection Wizard</font>.</p>
</li>
</ol>
<p class="Help-Text">The Wizard will walk you through connecting the two programs.</p>
<p class="Help-Info-Line">Select a topic link to learn more about Financial Exchange.</p>
<p class="Help-Main-Topic-Links"><a href="../qbpos_qb_data_exchange/financialexchange_accoutpaymenttypes.htm">Customizing how Point of Sale information is sent to QuickBooks</a></p>
<p class="Help-Text"><a href="../qbpos_qb_data_exchange/financialexchange_importitems.htm">Importing your existing QuickBooks items to Point of Sale</a></p>
<p class="Help-Text"><a href="iview_overview.htm">Setup Interview: Overview</a></p>
</body>
</html>

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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="MS-HAID" content="Setup Interview">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>iview_qbfs_q4</title>
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</style>
</head>
<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-2">I am having trouble connecting to QuickBooks. How do I fix it?</p>
<p class="Help-Text">This is a popup topic.and has been hidden</p>
<p class="Help-Text">Go through this checklist to be sure all of the essential requirements of connecting are met.</p>
<ul>
<li class="p-Help-Bulleted">
<p class="Help-Bulleted">Do you have a supported version of QuickBooks: Pro or Premier Editions (2003 - 2006) or Enterprise Solutions (2.0 - 5.0)?</p>
</li>
<li class="p-Help-Bulleted">
<p class="Help-Bulleted">Is QuickBooks installed on this computer?</p>
</li>
</ul>
<p class="Help-Indent"><font style="font-weight: bold;">OR</font></p>
<p class="Help-Indent">Have you followed the instructions in the Point of Sale QuickStart Guide to install and use QuickBooks on another computer?</p>
<ul>
<li class="p-Help-Bulleted">
<p class="Help-Bulleted">Have you set up a QuickBooks company file to use with Point of Sale?</p>
</li>
<li class="p-Help-Bulleted">
<p class="Help-Bulleted">Is QuickBooks running and the company file open before you start the connection wizard?</p>
</li>
<li class="p-Help-Bulleted">
<p class="Help-Bulleted">If using the Remote Data Sharing (RDS) option, is the server application running on the computer on which QuickBooks is installed? Learn more about using RDS.</p>
</li>
<li class="p-Help-Bulleted">
<p class="Help-Bulleted">Is the "Dont allow any applications to access this company file" option set in your QuickBooks Integrated Applications company preferences? If so, the check box for this option must be cleared. How do I?</p>
</li>
<li class="p-Help-Bulleted">
<p class="Help-Bulleted">Have you moved or renamed your QuickBooks company file? If so, use the connection wizard to reconnect to your company file in the new location or of the new name.</p>
</li>
</ul>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Help-Text">Click anywhere to close this window</p>
</body>
</html>

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<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Set Up Primary Sales Tax Rate</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
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<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1" style="background-color: #008000;">Set Up Primary Sales Tax Rate</p>
<p class="Help-Text" style="font-weight: bold;">&#160;</p>
<p class="Help-Note">This information applies when setting up your primary sales tax rate from the <span style="font-weight: bold;">Setup Interview</span> or upon being prompted when you go to make a sale.</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">Use this page to set up your primary sales tax.</p>
<ul>
<li class="p-Help-Bulleted">
<p class="Help-Bulleted">If you collect sales tax, answer <font style="font-weight: bold;">Yes</font></p>
</li>
<li class="p-Help-Bulleted">
<p class="Help-Bulleted">Enter your primary sales tax rate and the government agency to which you pay the collected taxes</p>
</li>
</ul>
<p class="Help-Text">Entering tax information here sets up one <a href="../qbpos_glossary_of_terms/glossarypage.htm#glossary_taxcode">tax code</a> and one <a href="../qbpos_glossary_of_terms/glossarypage.htm#glossary_tax_location">tax location</a> for you, with the <a href="../qbpos_glossary_of_terms/glossarypage.htm#glossary_taxrate">tax rate</a> you specify applied to all taxable items. As you enter/edit your items in inventory, assign this tax code to them so that tax is automatically collected on sales.</p>
<p class="Help-Text">If you need to configure more advanced sales tax options, such as collecting sales tax at different rates for different types of merchandise or services, for sales in different locations, based on item price thresholds, or to pay taxes to multiple agencies, you can set up those tax options later in Point of Sale company preferences.</p>
<p class="Help-Text"><a href="../qbpos_basic_procedures/sales_tax/basic222.htm">Learn more about collecting sales taxes</a>.</p>
<p class="Help-Main-Topic-Links"><a href="../qbpos_help_and_support/help_taxfaq.htm">Sales tax FAQs</a></p>
</body>
</html>

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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="MS-HAID" content="Purchase orders">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Access Purchase Orders</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<style type="text/css">
/* FORCE ALL FONTS TO 12PT */
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<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1" style="background-color: #008000;">Access Purchase Orders</p>
<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a1">How do I?<img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" style="border: none;" width="11" height="11" border="0"></a> <span style="color: #c0c0c0;">|</span> <a href="purchasingoverview.htm">Purchasing Overview</a></p>
<div class="droptext" id="POPUP403763200" style="display: none;">
<table style="vertical-align: top;" cellspacing="0" bgcolor="#FFFFEC">
<col style="width: 45.882%;">
<col style="width: 54.118%;">
<tr style="vertical-align: top;">
<td style="width:45.882%;" class="hcp1">
<p><a href="po602.htm">Create a PO</a></p>
<p><a href="po634.htm">Edit item order costs</a></p>
<p><a href="po614.htm">Enter discounts and fees</a></p>
<p><a href="../qbpos_basic_procedures/basic_email_documents.htm">E-mail a PO</a></p>
<p><a href="../qbpos_receiving/vouch752.htm">Receive against a PO</a></p>
<p><a href="../qbpos_inventory/inven_viewonorder.htm">View open POs by item</a></p>
<p><a href="../qbpos_inventory/inv_multivendor.htm">Purchase from multiple vendors</a></p>
</td>
<td style="width:54.118%;" class="hcp1">
<p><a href="../qbpos_basic_procedures/navigation_find/basic_find_general.htm">Find a PO</a></p>
<p><a href="po628.htm">Edit a PO</a></p>
<p><a href="po_status_tracking.htm">Track POs by status</a></p>
<p><a href="po619.htm">Delete filled POs</a></p>
<p><a href="po_suggestpo.htm">View suggested POs</a></p>
<p><a href="../qbpos_customer_orders/custorder_specialorder.htm">Handle special orders</a></p>
</td>
</tr>
</table>
<p>&#160;</p>
</div>
<div>
<p style="font-family: Arial, sans-serif; text-align: right; color: #800000;">Pro</p>
</div>
<p class="Help-Text">Select one of the following from the Purchasing menu:</p>
<ul>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted"><span class="hcp2">Purchase Order List</span> to view saved POs</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted"><span class="hcp2">New Purchase Order</span> to create a new PO</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted"><span class="hcp2">Suggest PO</span> to have Point of Sale recommend order quantities for items that have fallen below their reorder point (Pro)</p>
</li>
</ul>
<script type="text/javascript" language="JavaScript1.2">//<![CDATA[
if( typeof( TextPopupInit ) != 'function' ) TextPopupInit = new Function();
TextPopupInit('a1','POPUP403763200');
//]]></script>
</body>
</html>

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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="MS-HAID" content="Purchase orders">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Create a Purchase Order</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
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</style>
<style title="hcp" type="text/css">
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<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1" style="background-color: #008000;">Create a Purchase Order Basic Steps</p>
<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a1">How do I?<img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" style="border: none;" width="11" height="11" border="0"></a> <span class="hcp1">|</span> <a href="purchasingoverview.htm">PO Overview</a> <span class="hcp1">|</span> <a href="../qbpos_fields/fields06.htm">PO Fields</a></p>
<div class="droptext" id="POPUP402359132" style="display: none;">
<table style="vertical-align: top;" cellspacing="0" bgcolor="#FFFFEC">
<col style="width: 45.882%;">
<col style="width: 54.118%;">
<tr style="vertical-align: top;">
<td style="width:45.882%;" class="hcp2">
<p><a href="po634.htm">Edit item order costs</a></p>
<p><a href="po614.htm">Enter discounts and fees</a></p>
<p><a href="../qbpos_basic_procedures/basic_email_documents.htm">E-mail a PO</a></p>
<p><a href="../qbpos_receiving/vouch752.htm">Receive against a PO</a></p>
<p><a href="../qbpos_inventory/inven_viewonorder.htm">View open POs by item</a></p>
<p><a href="../qbpos_inventory/inv_multivendor.htm">Purchase from multiple vendors</a></p>
</td>
<td style="width:54.118%;" class="hcp2">
<p><a href="../qbpos_basic_procedures/navigation_find/basic_find_general.htm">Find a PO</a></p>
<p><a href="po628.htm">Edit a PO</a></p>
<p><a href="po_status_tracking.htm">Track POs by status</a></p>
<p><a href="po619.htm">Delete filled POs</a></p>
<p><a href="po_suggestpo.htm">View suggested POs</a></p>
<p><a href="../qbpos_customer_orders/custorder_specialorder.htm">Handle special orders</a></p>
</td>
</tr>
</table>
<p>&#160;</p>
</div>
<div>
<p style="font-family: Arial, sans-serif; text-align: right; color: #800000;">Pro</p>
</div>
<p class="Help-Text">Follow the steps below to create a new purchase order (PO). You can also make a new PO by <a href="../qbpos_basic_procedures/basic_historydocs_copy.htm">copying</a> an existing one.</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Note"><span class="hcp3">Note</span>: The availability of purchase orders is controlled by your <a href="../qbpos_company_preferences/sysprefs04.htm">Features to Use preference</a> settings.</p>
<p class="Help-Info-Line">To create a new PO:</p>
<ol style="list-style: decimal;">
<li class="p-Help-Steps">
<p class="Help-Steps">Select <span class="hcp3">N</span><font class="hcp4">ew Purchase Order</font> from the Purchasing menu.</p>
</li>
</ol>
<p class="Help-Indent">A blank PO form is displayed.</p>
<ol start="2">
<li class="p-Help-Steps">
<p class="Help-Steps">Accept the suggested <font class="hcp4">PO#</font> (sequential order) or enter a unique alphanumeric number of your own.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Select a vendor from the <font class="hcp4">Vendor</font> drop-down list.</p>
</li>
</ol>
<ul>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List">Type the first few characters of the vendor company name to quickly jump to the vendor in the list. Select <span class="hcp3">A</span><font class="hcp4">dd New</font> if you need to add the vendor record while making the PO.</p>
</li>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List">Press <font style="font-weight: bold; font-style: italic;">&lt;F4&gt;</font> from the vendor field to go to your full vendor list to find the vendor.</p>
</li>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List">The payment terms from the vendors record are suggested on the PO.</p>
</li>
</ul>
<ol start="4">
<li class="p-Help-Steps">
<p class="Help-Steps">If applicable, specify the store to which the items will be shipped in the <span class="hcp3">Ship To Address</span> field and the store to which the vendor bill should go in the <span class="hcp3">Bill To Address</span> field.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Accept or edit the <font class="hcp4">Order</font>, <font class="hcp4">Ship</font>, and <font class="hcp4">Cancel</font> dates as necessary.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps"><a href="po616.htm">List the items</a> you want to order, entering an order quantity and cost for each item added.</p>
</li>
</ol>
<p class="Help-Indent">The <a href="po634.htm">purchase order cost</a> is suggested as the <font class="hcp4">Order Cost</font> of the item in inventory, but can be edited as necessary.</p>
<ol start="7">
<li class="p-Help-Steps">
<p class="Help-Steps">Enter information in other <a href="../qbpos_fields/fields06.htm">PO fields</a>, including any applicable <a href="po614.htm">discount</a> and/or <a href="po615.htm">fee</a> that will apply to the order.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Select <span class="hcp3">S</span><font class="hcp4">ave</font>.</p>
</li>
</ol>
<p class="Help-Text">&#160;</p>
<p class="Help-Heading-2">Pro Notes:</p>
<ul style="list-style: disc;">
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">If using <a href="../qbpos_inventory/inven_uom_multiple.htm">multiple units of measure</a>, your default order-by unit and associated order cost is suggested. Use the <span class="hcp3">Units of Measure</span> field to order by a unit other than your default order-by unit.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">You can also <a href="../qbpos_customer_orders/custorder_generatepo.htm">generate a PO from a customer order</a>.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">With multiple stores, remote stores can generate POs only for <a href="../qbpos_customer_orders/custorder_specialorder.htm">special order</a> items.</p>
</li>
<li class="p-Help-Nested-List" style="margin-left: -20px;">
<p class="Help-Nested-List">If you order the same item from <a href="../qbpos_inventory/inv_multivendor.htm">multiple vendors</a> you can list any of the item's vendors on the PO.</p>
</li>
</ul>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Text"><a href="../qbpos_basic_procedures/basic_email_documents.htm">E-mail POs to vendors</a></p>
<p class="Help-Text"><a href="../qbpos_customer_orders/custorder_specialorder.htm">Handle special orders</a></p>
<p class="Help-Text"><a href="../qbpos_inventory/inv_multivendor.htm">Purchase an item from multiple vendors</a></p>
<p class="Help-Text"><a href="po_suggestpo.htm">Have Point of Sale suggest orders</a></p>
<p class="Help-Text"><a href="../qbpos_multi_store/multi_store_purchasing.htm">Multi-Store purchasing &amp; receiving overview</a></p>
<p class="Help-Text"><a href="po_status_tracking.htm">Track POs by status</a></p>
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</body>
</html>

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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Tip: Using a Filter to Display a Single Vendor's Items</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<style type="text/css">
/* FORCE ALL FONTS TO 12PT */
* { font-size: 12pt !important; }
body, p, li, ol, ul, div, span, td, th, h1, h2, h3, h4, h5, h6 { font-size: 12pt !important; }
</style>
<style type="text/css">
<!--
body { background-color:#ffffec; }
-->
</style>
<style title="hcp" type="text/css">
<!--
font.hcp1 { font-weight:bold; }
span.hcp2 { font-weight:bold; }
-->
</style>
</head>
<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1" style="background-color: #008000;">Tip: Using a Filter to Display a Single Vendor's Items</p>
<p class="Help-Text">In-help popup</p>
<div>
<p style="font-family: Arial, sans-serif; text-align: right; color: #800000;">Pro</p>
</div>
<p class="Help-Text">When looking up items while creating a document, you can filter your item list to display only items from a specified vendor. This is particularly useful while creating purchase orders.</p>
<ol>
<li class="p-Help-Steps">
<p class="Help-Steps">Choose <font class="hcp1">Select from</font> <span class="hcp2">It</span><font class="hcp1">em List</font> from the I Want To menu to go to the item select inventory screen.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Select <font class="hcp1">Create Filter</font> from the <span class="hcp2">View</span> drop-down list.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Scroll down to the <span class="hcp2">Vendor Name</span> or <span class="hcp2">Vendor Code</span> field and enter the vendor information, clear all other fields, and then select <font class="hcp1">OK</font> to display the filtered list.</p>
</li>
</ol>
<p class="Help-Indent">If you want to memorize the filter for future use, select <font class="hcp1">Save</font> before selecting <span><font class="hcp1">OK</font></span>, and give the filter a unique name.</p>
<ol start="4">
<li class="p-Help-Steps">
<p class="Help-Steps">Enter a <font class="hcp1">Doc Qty</font> and <font class="hcp1">Doc Cost</font> (or <font class="hcp1">Doc Price</font> if applicable) for each item being listed.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Choose <font class="hcp1">Select</font> to return the items and quantities to the document.</p>
</li>
</ol>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Help-Text">(Pro) To work with a style from the vendor, highlight any item belonging to the style you want to order and then select <font class="hcp1">Switch to Style</font> to display the style grid. Enter document quantities in the cells of the grid and then choose <font class="hcp1">Select</font>.</p>
</body>
</html>

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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="MS-HAID" content="Purchase orders">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>PO Discounts and Fees</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<style type="text/css">
/* FORCE ALL FONTS TO 12PT */
* { font-size: 12pt !important; }
body, p, li, ol, ul, div, span, td, th, h1, h2, h3, h4, h5, h6 { font-size: 12pt !important; }
</style>
<style title="hcp" type="text/css">
<!--
font.hcp1 { font-weight:bold; }
-->
</style>
</head>
<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1" style="background-color: #008000;">Purchase Order Discounts and Fees</p>
<p class="Help-Text"><a href="purchasingoverview.htm">Purchasing Overview</a></p>
<div>
<p style="font-family: Arial, sans-serif; text-align: right; color: #800000;">Pro</p>
</div>
<p class="Help-Text">Sometimes vendors will offer a discount or charge a miscellaneous fee on merchandise. You can add a discount and/or a fee in the totals area at the bottom of the purchase order. Discounts and fees are not spread over the cost of individual items listed on the PO.</p>
<p class="Help-Info-Line">To enter a purchase order discount:</p>
<ul>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Enter a discount in the <font class="hcp1">Discount</font> (amount) or <font class="hcp1">Disc %</font> fields.</p>
</li>
</ul>
<p class="Help-Indent">AND/OR</p>
<ul>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Enter a fee amount in the <font class="hcp1">Fee</font> field.</p>
</li>
</ul>
<p class="Help-Text">Note that discounts entered on a purchase order are proportionally carried to receiving vouchers that reference the purchase order. For example, if a purchase order has a discount totaling $50.00 and you receive only half (calculated by value, not unit count) of the ordered items on a voucher, then $25.00 of the discount is applied to that voucher. The remaining discount amount will be carried to subsequent vouchers that receive the remaining due items.</p>
<p class="Help-Text">When a receiving voucher references a purchase order with a fee entered, you are alerted and can transfer the fee to the voucher at your discretion. This is because fees may not be not related to the value of ordered/received items, and may need to be applied differently if a partial shipment is received. Transferring a fee to vouchers that reference the purchase order is at your discretion.</p>
</body>
</html>

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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="MS-HAID" content="Purchase orders">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>PO Fees</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<style type="text/css">
/* FORCE ALL FONTS TO 12PT */
* { font-size: 12pt !important; }
body, p, li, ol, ul, div, span, td, th, h1, h2, h3, h4, h5, h6 { font-size: 12pt !important; }
</style>
</head>
<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1" style="background-color: #008000;">Purchase Order Fees</p>
<p class="Help-Text"><a href="purchasingoverview.htm">Purchasing Overview</a></p>
<div>
<p style="font-family: Arial, sans-serif; text-align: right; color: #800000;">Pro</p>
</div>
<p class="Help-Text">Fees entered on a PO (such as a special handling fee) are not spread over the cost of individual items.</p>
<p class="Help-Text">When a receiving voucher references a PO with a fee entered, you are alerted and can transfer the fee to the voucher at your discretion.<font style="font-weight: bold; font-style: italic;"><br>
<br>
To enter a PO fee:</font></p>
<ul>
<li class="p-Help-Text" style="margin-left: -20px;">
<p class="Help-Text">Enter an amount in the <font style="font-weight: bold;">Fee</font> field.</p>
</li>
</ul>
</body>
</html>

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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="MS-HAID" content="Purchase orders">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>List Items on a PO</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<style type="text/css">
/* FORCE ALL FONTS TO 12PT */
* { font-size: 12pt !important; }
body, p, li, ol, ul, div, span, td, th, h1, h2, h3, h4, h5, h6 { font-size: 12pt !important; }
</style>
</head>
<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1" style="background-color: #008000;">List Items on a Purchase order</p>
<p class="Help-Text"><a href="purchasingoverview.htm">Purchasing Overview</a></p>
<div>
<p style="font-family: Arial, sans-serif; text-align: right; color: #800000;">Pro</p>
</div>
<p class="Help-Text">Read the following sections to learn more about listing items on a purchase order.</p>
<p class="Help-Text"><a href="../qbpos_basic_procedures/basic317.htm">List items by UPC, alternate lookup, item #, or search keyword</a></p>
<p class="Help-Text"><a href="../qbpos_basic_procedures/basic318.htm">Select items from inventory</a></p>
<p class="Help-Text"><a href="javascript:void(0);" id="a1" onmouseover="if (parseInt(navigator.appVersion) >= 4 &amp;&amp; typeof(BSPSPopupOnMouseOver) == 'function') BSPSPopupOnMouseOver(event);" class="BSSCPopup" onclick="BSSCPopup('po_addnewitems.htm',400,300);return false;">Add new inventory items while making a PO</a></p>
<p class="Help-Text"><a href="../qbpos_basic_procedures/basic_listing_uom.htm">Purchase by different units of measure</a></p>
<p class="Help-Text"><a href="../qbpos_customer_orders/custorder_specialorder.htm">List special order items</a></p>
<p class="Help-Text">&#160;</p>
<p class="Help-Note"><font style="font-weight: bold;">Note:</font> If you have defined Reorder Points for your inventory items, you can easily view a list of the items whose on-hand quantities are at or below the reorder point on the <a href="../qbpos_inventory/inven_reminder_reorder.htm">Reminders</a> window. Pro users can have Point of Sale <a href="po_suggestpo.htm">suggest POs</a> for items on this list.</p>
<p class="Help-Text">&#160;</p>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Text"><a href="po602.htm">Create a new PO</a></p>
<p class="Help-Text"><a href="po628.htm">Edit a PO</a></p>
<p class="Help-Text"><a href="../qbpos_basic_procedures/basic320.htm">Delete items</a></p>
<p class="Help-Text"><a href="po634.htm">Enter order costs on a PO</a></p>
<p class="Help-Text"><a href="po_suggestpo.htm">Have Point of Sale suggest orders</a></p>
<p class="Help-Text"><a href="../qbpos_multi_store/multi_store_purchasing.htm">Multi-store purchasing &amp; receiving</a></p>
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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="MS-HAID" content="Purchase orders">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Delete a PO</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<style type="text/css">
/* FORCE ALL FONTS TO 12PT */
* { font-size: 12pt !important; }
body, p, li, ol, ul, div, span, td, th, h1, h2, h3, h4, h5, h6 { font-size: 12pt !important; }
</style>
<style title="hcp" type="text/css">
<!--
span.hcp1 { font-weight:bold; }
font.hcp2 { font-weight:bold; }
-->
</style>
</head>
<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1" style="background-color: #008000;">Delete a Purchase Order</p>
<p class="Help-Text"><a href="purchasingoverview.htm">Purchasing Overview</a></p>
<div>
<p style="font-family: Arial, sans-serif; text-align: right; color: #800000;">Pro</p>
</div>
<p class="Help-Text">Purchase orders are planning documents that have no direct affect on inventory. Therefore they can be safely deleted at anytime, whether because you have received all of the ordered items or because you are canceling the order. Vouchers made to receive the ordered items provide a permanent record.</p>
<p class="Help-Info-Line">To delete a PO:</p>
<ol>
<li class="p-Help-Steps">
<p class="Help-Steps">Select <span class="hcp1">P</span><font class="hcp2">urchase Order List</font> from the Purchasing menu.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps"><a href="../qbpos_basic_procedures/navigation_find/basic_find_general.htm">Locate</a> and highlight the PO you wish to delete.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Select <span class="hcp1">D</span><font class="hcp2">elete</font>.</p>
</li>
</ol>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Help-Heading-2">Notes:</p>
<ul>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Once a PO has been deleted, it cannot be recovered. Deleted POs also are not displayed when viewing a <a href="../qbpos_vendors/vend360.htm">vendor's history</a>. However, the corresponding receiving vouchers are displayed in vendor history.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Deleting filled or canceled POs helps keep your PO list compact, so locating a PO when you need to is easier.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">In a multi-store configuration:</p>
</li>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List">POs can be deleted only at Headquarters. (Exception: POs for <a href="../qbpos_customer_orders/custorder_specialorder.htm">special order</a> items created at a remote store can be edited or deleted at the remote store.) Once a PO is filled, Headquarters can delete it, in which case it will be removed from the PO list at remote stores on the next Store Exchange.</p>
</li>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List">A good practice at Headquarters is to regularly review your PO list and delete POs that have been filled. This helps keep the active PO file compact, making it easier to locate POs in the list, both at Headquarters and at remote stores, and makes <a href="../qbpos_multi_store/multi_store_exchange.htm">Store Exchange</a> mailbags smaller. Your receiving vouchers provide the permanent record of merchandise received.</p>
</li>
</ul>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Text"><a href="../qbpos_basic_procedures/navigation_find/basic_find_po.htm">Find a PO</a></p>
<p class="Help-Text"><a href="po602.htm">Create a new PO</a></p>
<p class="Help-Text"><a href="po632.htm">PO fill status</a></p>
<p class="Help-Text"><a href="../qbpos_multi_store/multi_store_purchasing.htm">Multi-store purchasing &amp; receiving</a></p>
</body>
</html>

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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="MS-HAID" content="Purchase orders">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Cancel a PO in Progress</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<style type="text/css">
/* FORCE ALL FONTS TO 12PT */
* { font-size: 12pt !important; }
body, p, li, ol, ul, div, span, td, th, h1, h2, h3, h4, h5, h6 { font-size: 12pt !important; }
</style>
<style title="hcp" type="text/css">
<!--
span.hcp1 { color:#c0c0c0; }
span.hcp2 { font-weight:bold; }
-->
</style>
</head>
<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1" style="background-color: #008000;">Cancel a Purchase Order in Progress</p>
<p class="Help-Text"><a href="purchasingoverview.htm">Purchasing Overview</a> <span class="hcp1">|</span> <a href="po602.htm">Create a new PO</a> <span class="hcp1">|</span> <a href="../qbpos_basic_procedures/basic_historydocs_copy.htm">Copy a PO</a></p>
<div>
<p style="font-family: Arial, sans-serif; text-align: right; color: #800000;">Pro</p>
</div>
<p class="Help-Text">Purchase orders can be safely canceled before saving or <a href="po619.htm">deleted</a> anytime later, since they have no direct effect on inventory.</p>
<p class="Help-Info-Line">To cancel a PO in progress:</p>
<ol>
<li class="p-Help-Steps">
<p class="Help-Steps">Before saving the PO, select <span class="hcp2">C</span><font style="font-weight: bold;">ancel</font> or press <font style="font-weight: bold; font-style: italic;">&lt;Esc&gt;</font>.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">From the confirmation dialog displayed, select:</p>
</li>
</ol>
<ul>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List"><span class="hcp2">OK</span> to cancel the PO without keeping a copy and discard all changes you have made to it.</p>
</li>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List"><span class="hcp2">Cancel</span> to exit the dialog and return to the PO, keeping it active.</p>
</li>
</ul>
</body>
</html>

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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="MS-HAID" content="Purchase orders">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Edit a PO</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
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</head>
<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1" style="background-color: #008000;">Edit a Purchase Order</p>
<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a1">How do I?<img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" style="border: none;" width="11" height="11" border="0"></a> <span style="color: #c0c0c0;">|</span> <a href="purchasingoverview.htm">Purchasing Overview</a></p>
<div class="droptext" id="POPUP376285413" style="display: none;">
<table style="vertical-align: top;" cellspacing="0" bgcolor="#FFFFEC">
<col style="width: 45.882%;">
<col style="width: 54.118%;">
<tr style="vertical-align: top;">
<td style="width:45.882%;" class="hcp1">
<p><a href="po602.htm">Create a PO</a></p>
<p><a href="po634.htm">Edit item order costs</a></p>
<p><a href="po614.htm">Enter discounts and fees</a></p>
<p><a href="../qbpos_basic_procedures/basic_email_documents.htm">E-mail a PO</a></p>
<p><a href="../qbpos_receiving/vouch752.htm">Receive against a PO</a></p>
<p><a href="../qbpos_inventory/inven_viewonorder.htm">View open POs by item</a></p>
<p><a href="../qbpos_inventory/inv_multivendor.htm">Purchase from multiple vendors</a></p>
</td>
<td style="width:54.118%;" class="hcp1">
<p><a href="../qbpos_basic_procedures/navigation_find/basic_find_general.htm">Find a PO</a></p>
<p><a href="po_status_tracking.htm">Track POs by status</a></p>
<p><a href="po619.htm">Delete filled POs</a></p>
<p><a href="po_suggestpo.htm">View suggested POs</a></p>
<p><a href="../qbpos_customer_orders/custorder_specialorder.htm">Handle special orders</a></p>
</td>
</tr>
</table>
<p>&#160;</p>
</div>
<div>
<p style="font-family: Arial, sans-serif; text-align: right; color: #800000;">Pro</p>
</div>
<p class="Help-Text">POs are order-planning documents, not transactional documents; therefore, they can be edited even after saving.</p>
<p class="Help-Info-Line">To edit a PO:</p>
<ol>
<li class="p-Help-Steps">
<p class="Help-Steps"><a href="../qbpos_basic_procedures/navigation_find/basic_find_general.htm">Locate</a> and highlight a PO in your list.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Select <span class="hcp2">E</span><font class="hcp3">dit</font> from the main toolbar. The PO form is displayed.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Navigate through the editable fields, making changes as needed.</p>
</li>
</ol>
<p class="Help-Indent">To edit a listed item, highlight the item and select <span class="hcp2">E</span><font class="hcp3">dit Item</font> <font style="font-weight: bold; font-style: italic;">(&lt;F5&gt;)</font>. You can also add or delete items, if necessary.</p>
<ol start="4">
<li class="p-Help-Steps">
<p class="Help-Steps">Select <span class="hcp2">S</span><font class="hcp3">ave</font></p>
</li>
</ol>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Help-Text">In a multi-store configuration, POs made for remote stores and later edited are resent to the remote store in the next Store Exchange. Remote stores cannot edit or delete POs received from Headquarters.</p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Text"><a href="po616.htm">List items on a PO</a></p>
<p class="Help-Text"><a href="po619.htm">Delete a PO</a></p>
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</html>

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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="MS-HAID" content="Purchase orders">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Print POs</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<style type="text/css">
/* FORCE ALL FONTS TO 12PT */
* { font-size: 12pt !important; }
body, p, li, ol, ul, div, span, td, th, h1, h2, h3, h4, h5, h6 { font-size: 12pt !important; }
</style>
<style title="hcp" type="text/css">
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span.hcp1 { font-weight:bold; }
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</style>
</head>
<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1" style="background-color: #008000;">Print Purchase Orders</p>
<p class="Help-Text"><a href="purchasingoverview.htm">Purchasing Overview</a></p>
<div>
<p style="font-family: Arial, sans-serif; text-align: right; color: #800000;">Pro</p>
</div>
<p class="Help-Text">After completing a PO, you can print out a copy to send to a vendor or keep for your own records.</p>
<p class="Help-Text">For information about printing tags, see <a href="../qbpos_basic_procedures/printing/basic338.htm">printing tags</a>.</p>
<p class="Help-Text">Also read the general <a href="../qbpos_basic_procedures/printing/basic243.htm">printing</a> topic.</p>
<p class="Help-Info-Line">To print a PO:</p>
<ol>
<li class="p-Help-Steps">
<p class="Help-Steps">Display the PO or select the PO(s) that you want to print. <a href="javascript:void(0);" id="a1" onmouseover="if (parseInt(navigator.appVersion) >= 4 &amp;&amp; typeof(BSPSPopupOnMouseOver) == 'function') BSPSPopupOnMouseOver(event);" class="BSSCPopup" onclick="BSSCPopup('../qbpos_basic_procedures/basic_list_multiselect.htm.htm');return false;">How do I select multiple POs?<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>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Select <font style="font-weight: bold;">Print Purchase Orders</font> from the Print menu.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">If presented with a print option dialog:</p>
</li>
</ol>
<ul>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List">Change the printer you want to use, if necessary</p>
</li>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List">Specify to include <span class="hcp1">All items</span> or just <span class="hcp1">Due items</span> and the number of copies you want to print</p>
</li>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List">Select <span class="hcp1">More Options</span> to preview or change the print template</p>
</li>
</ul>
<ol start="4" style="list-style: decimal;">
<li class="p-Help-Steps">
<p class="Help-Steps">Select <span class="hcp1">Print</span>.</p>
</li>
</ol>
<p class="Help-Text">&#160;</p>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Text"><a href="../qbpos_basic_procedures/navigation_find/basic_find_po.htm">Find a PO</a></p>
<p class="Help-Text"><a href="po628.htm">Edit a PO</a></p>
<p class="Help-Text"><a href="../qbpos_basic_procedures/basic_email_documents.htm">E-mail a PO to the vendor</a></p>
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</body>
</html>

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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>PO Fill Status</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<style type="text/css">
/* FORCE ALL FONTS TO 12PT */
* { font-size: 12pt !important; }
body, p, li, ol, ul, div, span, td, th, h1, h2, h3, h4, h5, h6 { font-size: 12pt !important; }
</style>
<style title="hcp" type="text/css">
<!--
font.hcp1 { font-weight:bold; }
span.hcp2 { font-weight:bold; }
-->
</style>
</head>
<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1" style="background-color: #008000;">Purchase Order Fill Status</p>
<p class="Help-Text"><a href="purchasingoverview.htm">Purchasing Overview</a></p>
<div>
<p style="font-family: Arial, sans-serif; text-align: right; color: #800000;">Pro</p>
</div>
<p class="Help-Text">The <font class="hcp1">Qty Ordered</font>, <font class="hcp1">Qty Received,</font> <font class="hcp1">Unfilled %<span style="font-weight: normal;">, and</span> Qty Due</font> fields are grouped together in the totals area of the PO form (also shown in the PO list). Together, they communicate the fill status of the entire PO.<img src="../image/po_fillstatus.gif" alt="PO Fill Status" title="PO Fill Status" style="border: none; margin-left: 6px; margin-right: 6px; margin-top: 6px; margin-bottom: 6px;" width="125" height="86" align="right" border="0"></p>
<p class="Help-Text">POs start with an initial <font class="hcp1">Qty Received</font> of 0 (zero) and <font class="hcp1">Unfilled %</font> of 100. The <font class="hcp1">Qty Received</font> increases, and the <span class="hcp2">Qty</span> <font class="hcp1">Due</font> and <font class="hcp1">Unfilled %</font> decrease as items are received on vouchers. For example, if you ordered 20 of a certain item and received only 15 on a voucher, the PO would show a remaining <font class="hcp1">Qty Due</font> of 5 and <font class="hcp1">Unfilled %</font> of 25.</p>
<p class="Help-Text">If a vendor substitutes items or quantities, the PO will show a remaining <span class="hcp2">Qty</span> <font class="hcp1">Due</font> and <font class="hcp1">Unfilled %</font>. If you want to accept the substitution and have the PO show that the order was filled, you can <a href="po628.htm">edit</a> the PO to match the merchandise received, so that each item on the PO has a <span class="hcp2">Qty</span> <font class="hcp1">Due</font> of zero (0). The <font class="hcp1">Unfilled %</font> will be adjusted accordingly.</p>
<p class="Help-Text">To see the fill status of individual items, look at the <font class="hcp1">Ordered</font> (quantity) and <font class="hcp1">Due</font> fields for each item in the PO item list.</p>
<p class="Help-Text">&#160;</p>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Text"><a href="../qbpos_fields/fields06.htm">PO field descriptions</a></p>
<p class="Help-Text"><a href="../qbpos_receiving/vouch752.htm">Receive PO items on a voucher</a></p>
<p class="Help-Text"><a href="po_status_tracking.htm">Track POs by order status</a></p>
</body>
</html>

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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Order Costs on POs</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<style type="text/css">
/* FORCE ALL FONTS TO 12PT */
* { font-size: 12pt !important; }
body, p, li, ol, ul, div, span, td, th, h1, h2, h3, h4, h5, h6 { font-size: 12pt !important; }
</style>
<style title="hcp" type="text/css">
<!--
font.hcp1 { font-weight:bold; }
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</style>
</head>
<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1" style="background-color: #008000;">Order Costs on Purchase Orders</p>
<p class="Help-Text"><a href="purchasingoverview.htm">Purchasing Overview</a></p>
<div>
<p style="font-family: Arial, sans-serif; text-align: right; color: #800000;">Pro</p>
</div>
<p class="Help-Text">A purchase order (PO) is a document that asks a vendor to deliver goods at a certain cost. When listing items on a PO, Point of Sale will suggest the item <font class="hcp1">Order Cost</font> in inventory as the cost on the PO. You can change the cost on the PO by manually editing it. This does not affect the <font class="hcp1">Order Cost</font> assigned in inventory.</p>
<p class="Help-Text">When a receiving voucher is made to receive the PO items, the cost entered on the PO will be carried to the voucher, as will the vendor terms. When the receiving voucher is updated, the inventory <font class="hcp1">Average Unit Cost</font> and <font class="hcp1">Order Cost</font> will automatically be updated to reflect the change in the item cost.</p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Help-Text"><font class="hcp1">Printing tags when costs change:</font> You have the option of <a href="../qbpos_basic_procedures/printing/basic338.htm">printing tags</a> for the items ordered on a PO. This way the tags are ready when the items are received. Be aware however, that if the PO is ordering items at a new cost and you print the tags from the PO, the tag price will be the current inventory price. It is recommended you review and <a href="../qbpos_inventory/inven410.htm">update your item prices</a> when receiving the items on a voucher or in inventory before printing tags in this case.</p>
<p class="Help-Text">&#160;</p>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Text"><a href="po602.htm">Create a new PO</a></p>
<p class="Help-Text"><a href="po616.htm">List items on a PO</a></p>
<p class="Help-Text"><a href="../qbpos_inventory/inv_multivendor.htm">Use multiple vendors for an item</a></p>
<p class="Help-Text"><a href="../qbpos_inventory/inven410.htm">Track item price and cost in inventory</a></p>
</body>
</html>

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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Add New Inventory Items while Making a PO</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<style type="text/css">
/* FORCE ALL FONTS TO 12PT */
* { font-size: 12pt !important; }
body, p, li, ol, ul, div, span, td, th, h1, h2, h3, h4, h5, h6 { font-size: 12pt !important; }
</style>
<style title="hcp" type="text/css">
<!--
font.hcp1 { font-weight:bold; }
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</head>
<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1" style="background-color: #008000;">Add New Inventory Items while Making a PO</p>
<p class="Help-Text"><a href="../qbpos_basic_procedures/basic_quickadd_item.htm">Quick Add an Item</a> <span style="color: #c0c0c0;">|</span> <a href="po602.htm">Make a new PO</a></p>
<div>
<p style="font-family: Arial, sans-serif; text-align: right; color: #800000;">Pro</p>
</div>
<p class="Help-Text">Point of Sale allows you to add new items to inventory and immediately order them as you are creating a new PO.</p>
<p class="Help-Info-Line">To add a new inventory item while making a PO:</p>
<ol>
<li class="p-Help-Steps">
<p class="Help-Steps">When creating the PO, choose <font class="hcp1">Select from</font> <span class="hcp2">I</span><font class="hcp1">tem List</font> from the I Want To menu.</p>
</li>
</ol>
<ul>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List">(Pro) To add a new style or add items to an existing style, select <span class="hcp2">Edit/Add</span> <font class="hcp1">Style</font> from the I Want To menu once you reach the inventory item select screen.</p>
</li>
</ul>
<ol start="2">
<li class="p-Help-Steps">
<p class="Help-Steps">Select <span class="hcp2">N</span><font class="hcp1">ew</font> and enter information to define the new <a href="../qbpos_inventory/inven402.htm">item(s)</a> or <a href="../qbpos_inventory/inven407.htm">style</a>.</p>
</li>
</ol>
<ul>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List">Enter an <font class="hcp1">Order Cost</font> (on Additional Info tab) and optionally the <font class="hcp1">Average Unit</font> <font class="hcp1">Cost</font> for each new item, but leave the <font class="hcp1">On-Hand Qty</font> field blank. The receiving voucher will add the received quantities and update the average cost (if not entered) when the ordered items are received.</p>
</li>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List">(Pro) Style Items: You can enter order quantities in the style grid cells. Only style items for which you entered an order quantity are created in inventory.</p>
</li>
</ul>
<ol start="3">
<li class="p-Help-Steps">
<p class="Help-Steps"><font class="hcp3">For a single item:</font> Choose <span class="hcp2">Save</span> <font class="hcp1">and Select</font> to save the item and list it on the PO with a quantity of one (1) and your defined order cost.</p>
</li>
</ol>
<p class="Help-Indent">Or</p>
<p class="Help-Indent"><font class="hcp3">For a style:</font> Choose <font class="hcp1">Save and</font> <font class="hcp1">Select</font> to save the style in inventory and bring the style items and specified order quantities to the PO.</p>
<ol start="4">
<li class="p-Help-Steps">
<p class="Help-Steps">If necessary to change item quantities or order costs back on the PO, highlight any item and select <font class="hcp1">Edit Item</font> <font style="font-weight: bold; font-style: italic;">(&lt;F5&gt;)</font>. Entering a new values and then select <font class="hcp1">OK</font>.</p>
</li>
</ol>
<p class="Help-Indent">Or, navigate to the <font class="hcp1">Ordered</font> (Qty) and <font class="hcp1">Cost</font> fields in the PO item list and make edits there.</p>
</body>
</html>

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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Enter Notes, Instructions or Comments</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<style type="text/css">
/* FORCE ALL FONTS TO 12PT */
* { font-size: 12pt !important; }
body, p, li, ol, ul, div, span, td, th, h1, h2, h3, h4, h5, h6 { font-size: 12pt !important; }
</style>
<style title="hcp" type="text/css">
<!--
span.hcp1 { font-weight:bold; }
font.hcp2 { font-weight:bold; }
span.hcp3 { font-weight:normal; }
-->
</style>
</head>
<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1" style="background-color: #008000;">Enter Notes, Instructions or Comments</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">Most Point of Sale documents contain a field for entering pertinent information related to the transaction. This field is labeled <span class="hcp1">Notes</span>, &#160;<font class="hcp2">Instructions</font> or <font class="hcp2">Comments</font>, depending on the document.</p>
<p class="Help-Text"><font class="hcp2">Receipt <span class="hcp3">-</span></font> <font class="hcp2"><span class="hcp3">Select</span> <span class="hcp1">Add/Edit Receipt Notes</span> <span class="hcp3">from the I Want To menu.</span></font> <span><font style="font-weight: normal;">Use the Notes field to record additional information about the sale.</font></span></p>
<p class="Help-Text"><font class="hcp2">Purchase Order</font> &#160;Embedded Instructions field on the form for recording special vendor instructions, FOB point, delivery policies, etc.</p>
<p class="Help-Text"><font class="hcp2">Adjustment Memos</font> &#160;Embedded Comments field for recording information related to the reason for the inventory adjustment.</p>
<p class="Help-Text"><font class="hcp2">Customer Orders</font> (Pro) Use to record information about the merchandise ordered, work to be performed, warranty coverage, or other related data.</p>
<p class="Help-Text">If more space is needed in this field, select <span class="hcp1">Edit &lt;type&gt;</span> from the I Want To menu.</p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Help-Text">Entries in these fields can be used to filter documents for list display and filtering of some reports.</p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Text"><a href="../qbpos_recording_sales_and_returns/receipt1005.htm">Make a Sale</a></p>
<p class="Help-Text"><a href="../qbpos_customer_orders/custorder_create.htm">Take a customer order</a></p>
<p class="Help-Text"><a href="po602.htm">Create a purchase order</a></p>
<p class="Help-Text"><a href="../qbpos_adjustments/memo1303.htm">Create an inventory adjustment memo</a></p>
</body>
</html>

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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Track POs by Status</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<style type="text/css">
/* FORCE ALL FONTS TO 12PT */
* { font-size: 12pt !important; }
body, p, li, ol, ul, div, span, td, th, h1, h2, h3, h4, h5, h6 { font-size: 12pt !important; }
</style>
<style title="hcp" type="text/css">
<!--
font.hcp1 { font-weight:bold; }
span.hcp2 { font-weight:bold; }
-->
</style>
</head>
<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1" style="background-color: #008000;">Track Purchase Orders by Status</p>
<p class="Help-Text"><a href="purchasingoverview.htm">Purchasing Overview</a></p>
<div>
<p style="font-family: Arial, sans-serif; text-align: right; color: #800000;">Pro</p>
</div>
<p class="Help-Text">The <font class="hcp1">Status</font> field on purchase orders allows you to track orders, filter order lists, and create reports based on the current entry. Point of Sale has these default purchase order status types.</p>
<ul>
<li class="p-Help-Bulleted">
<p class="Help-Bulleted"><span class="hcp2">Open</span> - Assigned to all new orders.</p>
</li>
<li class="p-Help-Bulleted">
<p class="Help-Bulleted"><span class="hcp2">Closed</span> - Automatically assigned to POs that have been completely received.</p>
</li>
<li class="p-Help-Bulleted">
<p class="Help-Bulleted"><span class="hcp2">Pending</span> - Manually assigned status, typically used on orders that you have made but that you are not immediately placing with your vendor. &#160;This &#160;allows you to filter them out from purchasing reports and for Pro users, prevents unplaced orders from affecting your <a href="../qbpos_inventory/inven_avblqty_tracking.htm">available quantity</a> calculations and reorder reminders.</p>
</li>
<li class="p-Help-Bulleted">
<p class="Help-Bulleted"><span class="hcp2">Suggested</span> - (Pro) Automatically assigned to POs generated by the <a href="po_suggestpo.htm">Suggest PO</a> feature.</p>
</li>
</ul>
<p class="Help-Info-Line">To manually change the status of a purchase order:</p>
<ol>
<li class="p-Help-Steps">
<p class="Help-Steps">Display the purchase order in Form View.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Select a new status from the drop-down list in the <font class="hcp1">Status</font> field.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Select <span class="hcp2">S</span><font class="hcp1">ave</font>.</p>
</li>
</ol>
<p class="Help-Info-Line">To view the status history of a purchase order:</p>
<ol>
<li class="p-Help-Steps">
<p class="Help-Steps">Display the order in Form View.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Click the icon next to the <font class="hcp1">Status</font> field.</p>
</li>
</ol>
<p class="Help-Text">&#160;</p>
<p class="Help-Heading-2">Notes:</p>
<ul>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">If it fits your needs, you can add or rename status labels in <a href="../qbpos_company_preferences/sysprefs06.htm">company preferences</a>. A purchase orders status can be manually changed as the order is made and as it proceeds towards completion for tracking purposes.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">As the status of an order is changed, Point of Sale records the date and the employee who made the change, so you have a running history of the orders progression.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">When a receiving voucher records the arrival of the ordered merchandise and the PO is 100% filled, the orders status is automatically changed to <font class="hcp1">Closed</font> by Point of Sale. Closed POs don't show up in the default purchase order list view.</p>
</li>
</ul>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Text"><a href="po602.htm">Create a purchase order</a></p>
<p class="Help-Text"><a href="po632.htm">Track PO fill status</a></p>
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<title>Using 'Suggest PO'</title>
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<p class="Help-Heading-1" style="background-color: #008000;">Using 'Suggest PO'</p>
<p class="Help-Text"><a href="purchasingoverview.htm">Purchasing Overview</a> <span style="color: #c0c0c0;">|</span> <a href="../qbpos_basic_procedures/basic_email_documents.htm">E-mail POs to Vendors</a></p>
<div>
<p style="font-family: Arial, sans-serif; text-align: right; color: #800000;">Pro</p>
</div>
<p class="Help-Text">Point of Sale can suggest and generate purchase orders for items that are on your <a href="../qbpos_inventory/inven_reminder_reorder.htm">reorder reminders</a> list.</p>
<p class="Help-Text">When this feature is used, Point of Sale displays a list of proposed items to order.</p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Help-Text">&#160;&#160;&#160;<img src="../image/suggest_po.gif" alt="image\suggest_po.gif" title="image\suggest_po.gif" width="383" height="98" border="0"></p>
<p class="Help-Info-Line">To have Point of Sale suggest POs:</p>
<ol>
<li class="p-Help-Steps">
<p class="Help-Steps">Select <span class="hcp1">S</span><font class="hcp2">uggest POs</font> from the Purchasing menu or from the Reorder Reminders I Want To menu.</p>
</li>
</ol>
<p class="Help-Indent">Point of Sale produces a list of suggested reorder items.</p>
<ol start="2">
<li class="p-Help-Steps">
<p class="Help-Steps">Enter an <font class="hcp2">Order Qty</font> for each item. POs are not generated for an item if you leave the Order Qty field blank.</p>
</li>
</ol>
<p class="Help-Indent">Several item information fields, including current on-hand quantity, available quantity, and quantity already on order, are displayed or <a href="../qbpos_basic_procedures/basic_customizelistcolumns.htm">available</a> to help you decide on new order quantities.</p>
<ol start="3">
<li class="p-Help-Steps">
<p class="Help-Steps">If you purchase an item from <a href="../qbpos_inventory/inv_multivendor.htm">multiple vendors</a>, your primary vendor is suggested. If necessary, add and use the <font class="hcp2">Order From</font> column to change the vendor.</p>
</li>
</ol>
<ol start="4">
<li class="p-Help-Steps">
<p class="Help-Steps">Select <span class="hcp1">C</span><font class="hcp2">reate POs</font> from the I Want To menu.</p>
</li>
</ol>
<p class="Help-Indent">Point of Sale generates purchase orders as specified using the item order costs from inventory. If multiple items are ordered for a vendor, they are combined on a single PO for that vendor. A confirmation message displays the number of POs created.</p>
<ol start="5">
<li class="p-Help-Steps">
<p class="Help-Steps">The POs can be viewed, edited to change order costs or add additional items, and printed or e-mailed to your vendor(s).</p>
</li>
</ol>
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<p class="Help-Heading-1" style="background-color: #008000;">Purchasing Overview</p>
<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a1">How do I?<img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" style="border: none;" width="11" height="11" border="0"></a> <span class="hcp1">|</span> <a href="po602.htm">Create a New PO</a> <span class="hcp1">|</span> <a href="../qbpos_receiving/vouch752.htm">Receive Ordered Items</a></p>
<div class="droptext" id="POPUP272811044" style="display: none;">
<table style="vertical-align: top;" cellspacing="0" bgcolor="#FFFFEC">
<col style="width: 45.882%;">
<col style="width: 54.118%;">
<tr style="vertical-align: top;">
<td style="width:45.882%;" class="hcp2">
<p><a href="po602.htm">Create a PO</a></p>
<p><a href="po634.htm">Edit item order costs</a></p>
<p><a href="po614.htm">Enter discounts and fees</a></p>
<p><a href="../qbpos_basic_procedures/basic_email_documents.htm">E-mail a PO</a></p>
<p><a href="../qbpos_receiving/vouch752.htm">Receive against a PO</a></p>
<p><a href="../qbpos_inventory/inven_viewonorder.htm">View open POs by item</a></p>
<p><a href="../qbpos_inventory/inv_multivendor.htm">Purchase from multiple vendors</a></p>
</td>
<td style="width:54.118%;" class="hcp2">
<p><a href="../qbpos_basic_procedures/navigation_find/basic_find_general.htm">Find a PO</a></p>
<p><a href="po628.htm">Edit a PO</a></p>
<p><a href="po_status_tracking.htm">Track POs by status</a></p>
<p><a href="po619.htm">Delete filled POs</a></p>
<p><a href="po_suggestpo.htm">View suggested POs</a></p>
<p><a href="../qbpos_customer_orders/custorder_specialorder.htm">Handle special orders</a></p>
</td>
</tr>
</table>
<p>&#160;</p>
</div>
<div>
<p style="font-family: Arial, sans-serif; text-align: right; color: #800000;">Pro</p>
</div>
<p class="Help-Note"><span style="font-weight: bold;">Note</span>: The availability of purchase orders is controlled by your <a href="../qbpos_company_preferences/sysprefs04.htm">Features to Use preference</a> settings.</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">When merchants need to restock or add new merchandise, they create and send temporary documents called purchase orders (POs) to vendors. A PO typically includes the following information:</p>
<ul>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">The vendors name</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Order, shipping, and cancel dates</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">A list of the items ordered, including description, order cost, and quantity ordered</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">The total cost of the order, including applicable discounts and fees</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Optionally, terms of payment and payment due date (for tracking purposes)</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">A summary of the PO fill status (what has been received and what has not)</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Ship To and Bill To stores</p>
</li>
</ul>
<p class="Help-Text">The merchandise ordered on a PO is added to inventory when its arrival is recorded on a <a href="../qbpos_receiving/vouch752.htm">receiving voucher</a>. When a PO has been filled, it can safely be deleted. The receiving voucher(s) that reference the PO provide the permanent record of the item purchased.</p>
<p class="Help-Text">Purchase orders are not shared between Point of Sale and your QuickBooks Desktop financial software. Since they are planning documents, they have no effect on inventory valuation.</p>
<p class="Help-Text">Remote stores can generate POs only for <a href="../qbpos_customer_orders/custorder_specialorder.htm">special order</a> items. Regular POs are created only by Headquarters and are sent to each remote store for merchandise destined for their store. The remote store can reference those POs to create receiving vouchers. <a href="../qbpos_multi_store/multi_store_purchasing.htm">Learn More</a>.</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Note"><font style="font-weight: bold;">Note:</font> If you have defined Reorder Points for your inventory items, you can easily view a list of the items whose on-hand quantities are at or below the reorder point on the <a href="../qbpos_inventory/inven_reminder_reorder.htm">Reminders</a> window. Pro users can have Point of Sale <a href="po_suggestpo.htm">suggest POs</a> for the items on the reorder reminders.</p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Text"><a href="po632.htm">Track PO fill status</a></p>
<p class="Help-Text"><a href="../qbpos_fields/fields06.htm">PO field descriptions</a></p>
<p class="Help-Text"><a href="../qbpos_secadmin/secadmin01.htm#secadmin_midtopic_12">Security Rights for Purchase Orders</a></p>
<p class="Help-Text"><a href="../qbpos_company_preferences/sysprefs06.htm">Preferences for Purchase Orders</a></p>
<p class="Help-Text"><a href="../qbpos_multi_store/multi_store_purchasing.htm">Multi-Store Purchasing &amp; Receiving</a></p>
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