Warehouse Management

Warehouse Management with QuickBooks

For inventory-centric businesses running QuickBooks, it can be challenging to keep track of where inventory is at and effectively manage how inventory is used. Warehouse Management tools allow you to instantly pinpoint inventory locations of QuickBooks QOH and control inventory usage.

How to track QuickBooks inventory by bin location

  1. Create your inventory locations.
Add a new Inventory Bin LocationAdd a new Inventory Bin Location

Add a new Inventory Bin Location

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Warehouses and Zones?

You can organize locations by warehouse and zones within a warehouse. There is no limit to the number of locations, zones, or warehouses.

  1. Print out your Location barcode labels.
  2. Place inventory bin location barcodes at their corresponding warehouse physical locations.
Example warehouse pallet bin location labelsExample warehouse pallet bin location labels

Example warehouse pallet bin location labels

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Tip

How to barcode your warehouse

Using Warehouse Inventory Locations

Transfer inventory in 2 barcode scans. First the inventory barcode, then the warehouse location barcode.

Transfer and upload inventory pictures from warehouse mobile deviceTransfer and upload inventory pictures from warehouse mobile device

Transfer and upload inventory pictures from warehouse mobile device

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Nice to Know

No need to type in quantities during a transfer. DataNinja tracks this for you automatically

How to Enforce Controls on QuickBooks Inventory

Inventory is your most valuable asset. DataNinja lets you place automated controls to enforce proper inventory usage

Level of Rigor

Level of Rigor refers to the configurable escalation settings in DataNinja. You can choose how aggressive you need DataNinja to monitor inventory controls. Is it ok to ship orders for materials that have not received approval via signature? If a user makes a mistake, do you want the system to halt them immediately or require a yellow escalation alert to be created?

There are four tiers of alert settings

Always allowed, Yellow escalation, Red Escalation, Never Allowed

Users with admin permissions can configure level of rigor settingsUsers with admin permissions can configure level of rigor settings

Users with admin permissions can configure level of rigor settings

Level of Rigor controls continuously monitor:

  • Use of Expired Inventory
  • Use of Non Released Inventory (See Quality Control)
  • Driving Inventory Negative
  • Zero Yield Production Run
  • Using Non-Validated Equipment
  • Trackable Attributes outside of threshold
  • Inspection Attributes outside of threshold limits
  • Mixing Part Lot Numbers during a production run
  • Inventory variances outside of boundaries.

Inventory Strategies

FIFO - First In First Out
FEFO - First Expiration First Out

Quality Control Status

You can adjust the quality status of inventory batches using an Incoming Inspection workflow

By Default, items received into inventory enter as RELEASED. If a specific Part requires a quality inspection before approval for usage, you can setup an Incoming Inspection workflow and the Inventory will enter inventory with a status of AWAITINGINSPECTION.

The following inventory statuses can be assigned to any batch or sublot tracked barcode id.

  • Released
  • Pending
  • AwaitingInspection
  • Received
  • In Process
  • Failed
  • Scrapped
  • AwatingApprovals