QQube Inventory Management for QuickBooks | CLEARIFY

QQube for QuickBooks Inventory Management Details

Overview

The greatest strength of the QQube Inventory Data Model is the ability to see different types of information in the same report.  You can view previous sales - or consumption, if you have assemblies - on hand, future shipments and sales orders, and create any type of report or dashboard that you would get in a high-end inventory program.

Features

• Over 1750 available fields
• 54 Measures including 45 not available in any QuickBooks report
• 443 Additional DAX measures for Power/Pivot and Power BI
• Posting, Non-Posting, Linked Transactions
• Actual COGS, Margins for Inventory and Assembly Items
• Consumption and Sales History
• BOM Explosion for Sales Order Transactions
• Printed and Base U of M Quantities

Output Examples

Schema

AVAILABLE FIELDS	DIMENSION DETAIL LINKS
	Dates and Calendar Dimensions: 52/53 Tax Year Billed Date Due Date Expected Date Fiscal Year Forecast Date Fully Paid Date Service Date (Line) Ship Date Suggested Discount Date Transaction Date Job End Date Job Projected End Date Job Start Date More Info on Handling Dates
	Document Based Dimensions:  Document Attributes Line Attributes Geography
	List Based Dimensions:  Account (Inventory) Account (Sales) Bin Location Class Company Currency Customer Customer Rep Geography Item Job Job Rep Other Name Sales Rep Ship Method Site Template Terms UofM Vendor
	Linked Information:  Sales Linked Transactions Account (Cash Source)

Notes

This extremely powerful and flexible data model contains all transaction details, so you can view items on hand / on PO / on SO, while also viewing historical sales and consumption calculations ot help you predict quantities to order

• Inventory Sales AND forecasting side by side
• Consumption based reporting available to account for assembly builds
• Serial number tracking
• Lot number tracking and aging
• Columns for:
  • Inventory Qty and Valuation
  • Transfers
  • Adjustments
  • Completed Assembly Builds
  • Consumption
  • Sales
  • Purchases
  • Open SO
  • Open PO
  • Combination Fields
  • Non-Posting
    • Open PO
    • Open SO
    • Pending Builds

Specific Field Information

Consumption (Amount/Qty) represents anything removed from inventory, specifically assembly items, which are removed from inventory at the time they are built into the assembly.  Includes sales, adjustments, etc.

Forecast (Amount/Qty) combines the PO Amount/Qty and the SO Amount/Qty into one column

Forecast Dates - combines Purchase Order Expected Date and Sales Order Ship Date into one date category

Document Category - splits documents into four categories:

1. History - Inventory, representing all posting transactions
2. Sales Order
3. Pending Builds
4. Purchase Order

Document Forecast Type - splits documents into four categories:

1. On-Hand, representing all posting transactions that affect on hand inventory
2. Sales Order
3. Pending Builds
4. Purchase Order