Support of Inventory Management
2 min
breadwinner for quickbooks online supports certain operations for simple inventory management the inventory at hand information is available as a field on the breadwinner quickbooks items object this object sinks with quickbooks every 15 minutes inventory reduction when an invoice is created, the quickbooks item on hand number is reduced by the quantity on the invoice in quickbooks, and after 15 minutes on the breadwinner quickbooks item to make the quickbooks item on hand information visible in salesforce, you can create a formula field on the sf product that pulls that field value from the quickbooks item that new field can then also be brought, via another formula, onto the sf opp product, so it is visible before an invoice is created by checking the opp product inventory replenishment inventory can be replenished in two ways manually by resetting the inventory number for a quickbooks item in quickbooks semi automatically by creating a po (either in quickbooks or in breadwinner), and then converting that po to a bill converting the po to a bill marks the po as "received" and adds the ordered quantity to the quickbooks item's inventory on hand, which then refreshes the product and opp product's inventory at hand fields created above while breadwinner's ap add on allows the creation of pos and the creation and tracking of bills, it does not support the specific operation of associating a bill with a po to mark products as received with breadwinner, certain operations related to spending money (e g , credit notes), receiving money(e g , payments), or goods are reserved for the accounting team so, just like entering or consolidating payments, the creation of the bill/receipt of the products is best done in quickbooks
