Submitted by Will on March 04, 2013

Question from a QuickBooks Point of Sale (QBPOS) end-user who does not want to write Purchase Orders from POS but use it only for inventory distribution and tracking. Will trained the staff in Dec. 2012 on how to use the system for their business needs. She recently contacted us with this specific question.

Client: I have a question about the QuickBooks inventory system. When Will showed me the system in December, the ability to generate purchase orders was part of the process. I learned from our finance department that they do not want us to write purchase orders from this system. They would like it used for inventory distribution and tracking only.

I want to be sure that bypassing the purchase order option will still allow us to use the system effectively. I’m thinking we may have to enter the inventory manually (rather than receiving it electronically through the PO system).

Will: That is correct.  What you might do is "issue" a purchase in Point of Sale (POS), print it and provide it to your purchasing department for entry into their system.

Send us your QuickBooks questions to info@englishmgmt.com.