Inventory managementfor QuickBooks
Run purchasing, warehouse stock, sales orders and fulfillment in FOR:INVENTORY, with native lots, serials and stock movements rather than a separate inventory connector.
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Shared workflow
Create an internal product
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- Set up a component for production or internal use without treating it as a normal sale item.
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US configuration example
Create a service product
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- Define a non-stock service and review the commercial and tax settings shown for this US example.
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Shared workflow
Create a purchased inventory product
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- Configure the item's identity, purchasing information and stock settings for supplier-based replenishment.
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Shared workflow
Create a manufactured inventory product
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- Set up a stocked finished product for internal production and review its manufacturing configuration.
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Shared workflow
Check inventory stock status
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- Inspect on-hand and available quantities alongside allocations and operational stock information.
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Shared workflow
Create a pick from a sales order
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- Start a linked warehouse pick and confirm the quantities selected for fulfillment.
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Shared workflow
Create a packing list from a pick
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- Bring the picked quantities into packing and record the package contents for the shipment.
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Shared workflow
Ship the picked and packed order
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- Create the outbound shipment from the prepared order and follow its dispatch workflow.
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US configuration example
Review and allocate inventory bill costs
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- Start from the inventory purchase order and open its linked supplier-bill workflow.
- Review the bill's products, quantities and charges, then save the bill before reviewing order differences.
- Apply selected purchase-order cost adjustments. This US example includes sales-tax allocation; existing stock and accounting history stay unchanged.
A warehouse workflow inside your platform
FOR:INVENTORY is the place to manage physical products: where they are stored, what is available, what has been committed and what still needs to arrive. Inventory products connect to purchasing, receiving and sales fulfillment. Warehouses and bins make locations explicit, while lots and serials preserve the identity of tracked stock.
Connect the document to the movement
A receipt adds stock; a saved shipment consumes it. Transfers, counts and adjustments explain other changes instead of leaving operators to edit a balance manually. Sales and manufacturing commitments help distinguish on-hand from available quantities. Follow the linked documents to understand an order's receiving, shipping and billing progress without treating those as the same event.
What to know before you start
Operational stock belongs in FOR:INVENTORY. Agree product mapping, opening quantities and costing before adoption; avoid independently maintaining the same physical stock in two systems.
Practical questions
Do I need Unleashed or Katana?
No. FOR:INVENTORY is native and does not require a separate warehouse application. Moving from an existing inventory system requires a planned product and opening-stock setup.
Is on-hand stock the same as available stock?
No. Existing reservations and fulfillment commitments can reduce what is available to promise or consume, even while the goods are physically in the warehouse.
Continue the workflow
Warehouses and bin locations
Organize stock across warehouses and bin locations, so receiving, picking and transfers refer to a specific physical place instead of a company-wide quantity.
Sales order management
Capture a customer's order with agreed prices and delivery details, reserve stock and follow fulfillment and invoicing without confusing an order with a shipment.
Manufacturing management
Run native manufacturing with versioned bills of materials, material picks, ordered process steps, quality checks and recorded finished output in FOR:FACTORY.