Tracking Inventory Forecasts and Product Demand with this QuickBooks Custom Report

 In Add-ons / Apps for QuickBooks, Inventory Management in QuickBooks, Post, QuickBooks for Mfg + Distributors, QuickBooks Reports

Does your business use QuickBooks to track inventory?

If so, you likely know about the Inventory Stock Status report (sample screen shot below):

Inventory Stock Status Report in QuickBooks

This report gives you a very good review of the status of your inventory on an item-by-item basis.

But what if you need more details than this provides?

What if you want to see projected weekly item receipts and sales and also see potential shortages at a glance?

GET THE 12 WEEK INVENTORY LEVEL MONITORING REPORT FOR YOUR BUSINESS

My friend Angela Meharg over at Datisfy has built out this great inventory report toolkit for QuickBooks users.

Let’s take a closer look:

In Report #1 – you get a 12 week rolling inventory forecast as shown in the sample below:

QuickBooks Inventory Demand By Week

Item-by-item, you see on-hand, and projected on-hand values for the next 12 weeks.

Color coded for easy reference – green means “you’re good”. Red means “shortage ahead”

Drilling into this report, you see this – a breakdown of items showing PO receipts and sales order demand over the next 12 weeks:

Inventory Forecasting by Item - QuickBooks

 

Need to see the specific purchase order or sales order details behind the summary above?

No problem – here it is:
Week by week inventory usage for QuickBooks

YOU WON’T FIND THIS IN THE QUICKBOOKS REPORT MENU

While it would be great if this reporting was native to QuickBooks, unfortunately it is not.

However, Angela and her team are making it available to my clients and friends at special pricing.

They have put together a report package starting at $1995 that gets you these reports and the software you need to run them. If multi-user access to this report is needed or additional customization is desired, they can provide that too.

Take your inventory management to the next level with this “12 Week Inventory Level Monitoring Report” toolkit.

For more details or to order it, please contact me.

 

 

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