Comments on: Understanding QuickBooks Reorder and Build Points http://qbblog.ccrsoftware.info/2008/08/understanding-quickbooks-reorder-and-build-points/ How to make QuickBooks work for you... Wed, 08 Feb 2012 22:51:00 +0000 hourly 1 http://wordpress.org/?v=3.3.1 By: Charlie http://qbblog.ccrsoftware.info/2008/08/understanding-quickbooks-reorder-and-build-points/comment-page-1/#comment-6918 Charlie Wed, 02 Feb 2011 18:47:04 +0000 http://qbblog.ccrsoftware.info/2008/08/understanding-quickbooks-reorder-and-build-points/#comment-6918 Stanley, that is a big subject and hard to fully explain in a blog comment like this. QuickBooks (and reorder points) are not time sensitive. You set a reorder point, and when you get notified that you are low, you go out and buy. It doesn't take into account seasonal variations, shelf life, any forecasting of upcoming orders. No time factor is involved. So, you could still run into problems - either you will overstock (low upcoming demand, maybe getting into the off season) or understock (huge upcoming demand not taken into account). Order points are better than nothing, but not the best tool. To get a better process you have to move up to an order management system, perhaps an MRP/ERP system, that can take these kinds of things into account. Unfortunately, that is much more expensive, both to purchase and to implement. Stanley, that is a big subject and hard to fully explain in a blog comment like this. QuickBooks (and reorder points) are not time sensitive. You set a reorder point, and when you get notified that you are low, you go out and buy. It doesn’t take into account seasonal variations, shelf life, any forecasting of upcoming orders. No time factor is involved. So, you could still run into problems – either you will overstock (low upcoming demand, maybe getting into the off season) or understock (huge upcoming demand not taken into account). Order points are better than nothing, but not the best tool.

To get a better process you have to move up to an order management system, perhaps an MRP/ERP system, that can take these kinds of things into account. Unfortunately, that is much more expensive, both to purchase and to implement.

]]> By: stanley battle http://qbblog.ccrsoftware.info/2008/08/understanding-quickbooks-reorder-and-build-points/comment-page-1/#comment-6917 stanley battle Wed, 02 Feb 2011 18:17:34 +0000 http://qbblog.ccrsoftware.info/2008/08/understanding-quickbooks-reorder-and-build-points/#comment-6917 hi, what are the pro and cons for reorder points as far stocking and space available within a warehouse that currently overstock and becoming hard to manage hi,

what are the pro and cons for reorder points as far stocking and space available within a warehouse that currently overstock and becoming hard to manage

]]> By: Charlie http://qbblog.ccrsoftware.info/2008/08/understanding-quickbooks-reorder-and-build-points/comment-page-1/#comment-6393 Charlie Fri, 19 Nov 2010 18:00:26 +0000 http://qbblog.ccrsoftware.info/2008/08/understanding-quickbooks-reorder-and-build-points/#comment-6393 Phil, not just from reorder point. One could argue that you don't want to automate that anyways, as that tends to lead to overstocking. Phil, not just from reorder point. One could argue that you don’t want to automate that anyways, as that tends to lead to overstocking.

]]> By: Phil Braithwaite http://qbblog.ccrsoftware.info/2008/08/understanding-quickbooks-reorder-and-build-points/comment-page-1/#comment-6389 Phil Braithwaite Fri, 19 Nov 2010 11:24:25 +0000 http://qbblog.ccrsoftware.info/2008/08/understanding-quickbooks-reorder-and-build-points/#comment-6389 Hi I have been looking every for the answer to this question, this post is the nearest I have come. I have set all my re-order point for the stock items, but is it possible for quickbooks to fill in a purchase order automatically. Cheers Phil Hi

I have been looking every for the answer to this question, this post is the nearest I have come.
I have set all my re-order point for the stock items, but is it possible for quickbooks to fill in a purchase order automatically.
Cheers
Phil

]]> By: Charlie http://qbblog.ccrsoftware.info/2008/08/understanding-quickbooks-reorder-and-build-points/comment-page-1/#comment-2851 Charlie Thu, 06 Aug 2009 19:11:24 +0000 http://qbblog.ccrsoftware.info/2008/08/understanding-quickbooks-reorder-and-build-points/#comment-2851 Natasha: Always nice to know that someone has read the article! The answer is "yes and no" - which is the typical response when we talk about anything regarding QuickBooks... I have two software products that can be used to get this information. However, you have to do some editing of the report templates to create these reports - they aren't built in reports. If you use my <a href="http://www.ccrsoftware.com/CCRQBOM/CCRQBOM.htm" rel="nofollow">CCRQBOM</a> program there are two ways to see the information. You can add the reorder info (which is the rebuild point) in a listing of assemblies. Or, you can modify a report that lists all assembly items to add this as a column. This is an off-the-shelf program, but the listing only would include assembly items. If you download the trial version and send me an email, I can show you where to look for the info. We also have a <a href="http://www.ccrsoftware.com/CCRQInventory/CCRQInventory.htm" rel="nofollow">CCRQInventory</a> product, but it isn't in general release yet. It is being field tested. This has a report editor, and you can create a report that lists all items and a reorder point, an on hand value, and an over/under value. I can provide a trial copy of this to you and a sample report template - but this doesn't have the check mark that shows if an item should be reordered or rebuilt. Hope that makes some sense! Natasha: Always nice to know that someone has read the article!

The answer is “yes and no” – which is the typical response when we talk about anything regarding QuickBooks…

I have two software products that can be used to get this information. However, you have to do some editing of the report templates to create these reports – they aren’t built in reports.

If you use my CCRQBOM program there are two ways to see the information. You can add the reorder info (which is the rebuild point) in a listing of assemblies. Or, you can modify a report that lists all assembly items to add this as a column. This is an off-the-shelf program, but the listing only would include assembly items. If you download the trial version and send me an email, I can show you where to look for the info.

We also have a CCRQInventory product, but it isn’t in general release yet. It is being field tested. This has a report editor, and you can create a report that lists all items and a reorder point, an on hand value, and an over/under value. I can provide a trial copy of this to you and a sample report template – but this doesn’t have the check mark that shows if an item should be reordered or rebuilt.

Hope that makes some sense!

]]> By: Natasha http://qbblog.ccrsoftware.info/2008/08/understanding-quickbooks-reorder-and-build-points/comment-page-1/#comment-2850 Natasha Thu, 06 Aug 2009 18:44:58 +0000 http://qbblog.ccrsoftware.info/2008/08/understanding-quickbooks-reorder-and-build-points/#comment-2850 Has "some point in the future" come along yet for an integrated application that will build a report with Build Points for assembly items? Has “some point in the future” come along yet for an integrated application that will build a report with Build Points for assembly items?

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