Quickbooks Support

Need To Set up & use Reorder Points, Call QuickBooks Support for Assistance!

Let us first see what exactly is this Reorder Point?

When a particular product is in constant need by the customers we try and ensure that the product is never out of stock and we have the inventory in hand to sell. But keeping a track that we have enough inventories and making sure to order if they are low or out of stock is a very tedious job. Thankfully we are facilitated with a tool in QuickBooks that does all of this for us making our task much easier. A reorder point is the point that tells at what point we should reorder a particular product. That means it will let us know the quantity of product we have in our hand to sell and at which number shall we go ahead with reordering the inventory. This can be done for an existing product or a completely new product and it can be for a single product or multiple products.

Let us see how we set up this reorder point for an existing product:

› Launch QuickBooks and go to the Gear icon in the Toolbar.

› Then scroll over to Products and Services

› Here we look for the product in the list for which we want to setup reorder.

› We go to the Actions column

› Ahead of which we click on Edit option in drop down.

› There in Reorder Point field fill in the minimum number of product which must be there in hand for sale below which a reorder needs to be placed.

› Click on Save and finally close.

Now, let us see how we set up this reorder point for a new product:

› Launch QuickBooks and go to the Gear icon in the Toolbar

› Then scroll over to Products and Services

› Here, under Products and Services we click on the New option.

› For Item type kindly choose Inventory/Stock.

› Enter all the required information about the product.

› There in Reorder Point field fill in the minimum number of product which must be there in hand for sale below which a reorder needs to be placed.

› Click on Save and finally close.

Important: In order to use this Reorder Point tool and place a reorder you need to make sure that the Purchase Order feature is enabled for you.

Let us see how we use this reorder point for a single product:

› Launch QuickBooks and go to the Gear icon in the Toolbar

› Then scroll over to Products and Services.

› Now to get a reorder done we need to apply filter on the products to see which is out of stock and which is in low stock.

o We will click on the Low Stock option to see the products which are left only few in numbers for sale or which are at or below the reorder point.

o We will click on Out of Stock option to see for the products which are no more available for sale or the quantity is zero in number.

› We go to the Actions column

› Ahead of which, from the drop down click on Edit option.

› We even have the advantage of choosing the supplier. We will select our desired supplier from the drop down.

› Fill in all the required details for the purchase order and later send the purchase order to the selected supplier.

Now, let us see how we use this reorder point for multiple products:

› Launch QuickBooks and go to the Gear icon in the Toolbar.

› Then scroll over to Products and Services

› Here we will look for the products in the list which we want to reorder.

› Click on Batch Action.

› Select Reorder. This will create a purchase order will all the information of the product already filled in.

› We will complete this purchase order with all the required information.

› Finally click on Save and send the purchase order to the supplier.

Note : We will have to create different purchase order for different products. Kindly make sure that for a similar product but from different suppliers we will have to create different purchase order with different suppliers.

If you face any issues further or have any question kindly contact QuickBooks Customer Support representative for further assistance.

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