Inventory Setup - Revision history

Marks: /* PO Syncing to QuickBooks options */

2020-02-28T19:11:17Z

PO Syncing to QuickBooks options

2020-02-28T19:10:53Z

PO Syncing to QuickBooks options

2020-02-28T19:09:54Z

covert videoflash to embedvideo

2013-09-18T19:14:23Z

PO Syncing to QuickBooks options

2013-08-29T15:50:15Z

Maintaining Inventory Items in both SME & QuickBooks, or in SME Only

2013-08-29T15:50:02Z

Maintaining Inventory Items in both SME & QuickBooks, or in SME Only

2013-06-06T21:44:19Z

Inventory Setup Options

2013-06-06T21:42:11Z

Inventory Setup Options

2013-06-06T21:41:05Z

Inventory Setup Options

2013-06-06T21:30:51Z

Inventory Setup Options

@@ Line 28: / Line 28: @@
 <br>Click the link below to see how to setup the option you select:
 <br>[[Default_Export_to_QuickBooks_Settings#Export_Options_for_Purchase_Orders]]
 == SMP_Item Passthrough Item ==

@@ Line 27: / Line 27: @@
 <br>Click the link below to see how to setup the option you select:
-<br>http://high5software.com/mediawiki/index.php?title=Default_Export_to_QuickBooks_Settings#Export_Options_for_Purchase_Orders
+<br>[[Default_Export_to_QuickBooks_Settings#Export_Options_for_Purchase_Orders]]
 == SMP_Item Passthrough Item ==

@@ Line 24: / Line 24: @@
 <br>2) Items received on the SME PO will be sent to QB on a bill for what you owe the vendor.
 <br>Below is a video showing the two options.
-<br><videoflash>9K5J9KmqIUs</videoflash>
+<br>{{#ev:youtube| 9K5J9KmqIUs }}
 <br>Click the link below to see how to setup the option you select:

@@ Line 21: / Line 21: @@
 == PO Syncing to QuickBooks options ==
 There are two options for how SME Purchase Orders sync to QuickBooks.
-<br>1) PO created in SME syncs to QuickBooks as a PO
+<br>1) PO created in SME syncs to QuickBooks as a PO.
-<br>2) Items received on the SME PO will be sent to QB on a bill for what you owe the vendor (preferred method).
+<br>2) Items received on the SME PO will be sent to QB on a bill for what you owe the vendor.
 <br>Below is a video showing the two options.
 <br><videoflash>9K5J9KmqIUs</videoflash>

@@ Line 11: / Line 11: @@
 <h3>Maintaining Inventory Items in SME Only</h3>
 If you choose to keep your inventory items in SME only, then you can turn on the option to let SME make General Ledger entries in QuickBooks to your COGS and Inventory Asset Accounts. If this setting is setup:
 <br>-When an item is purchased in SME, when the item is received a Bill will be sent to QuickBooks and the following GL Entries will be made:

@@ Line 44: / Line 44: @@
 <h3>SME Setup Options</h3>
 If SME Setup module > Company > Inventory you will see some settings related to inventory and purchase orders.
 <br>Click the link below to view inventory setup options in the SME Setup module:
 <br>http://high5software.com/mediawiki/index.php?title=Company#Inventory

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 <br>Also another setting most SME User check is Auto Deliver Allocated on Close (image below):
 <br>[[File:AutoDeliverAllocatedOnCloseSetting.png]]
-<br>'''Auto Deliver Allocated on Close''' - With this option checked, any material on an order with the Item Status of Allocated will be changed to Delivered when you close the order and stock will be depleted. This saves a step from having to manually reserve stock to deplete stock.
 <h3>SQLink Setup Options</h3>

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 <h3>SQLink Setup Options</h3>
+Open SQLink and click File > Setup to get to these options:
 <br>[[File:SQLink_InventorySettings.png]]
 <br>'''Include SMP Items on Purchase Orders''' - Set this to transfer info to PO’s for items not in QB, either because you do SME only inventory, or some items have not made it to QB and are on a PO
 <br>'''Use general ledger entries for Default Material Item''' - This setting is recommended to be checked if you keep your inventory items in SME only, not in both SME and QuickBooks. See the '''[[GL Entries for SME Inventory]]''' page for details.
 <br>'''Purchase Order Options section'''
 <br>If you are creating Purchase Orders in SME, you need to decide how your SME POs are going to sync with QuickBooks. You have the following options:
 <br>- Create PO in SME and SME will send the same PO to QuickBooks on the next sync. You would have to receive stock on both POs.