Manufacturing
& Wholesale

Flexible software that does the heavy lifting.

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“...the integrated inventory module in Enterprise Solutions made the decision a no-brainer. We needed information that connected our inventory data with financial transactions to be more efficient.”

Siva Shanmugam  |  Director of Finance, Xenex  |  San Antionio, TX

“Prior to Advanced Inventory, I had to use a lot of work around methods to keep track of my inventory...that was very time consuming. I had to manually enter items...and now I don't have to do that. It saves time and money.”

Rick Jones  |  Owner, Acoustic Image  |  Raleigh, NC

“We've probably saved 8-10 hours a week on managing inventory alone. It used to take us four days. Now we're doing it in one.” *

Luis Guardiola  |  Vice President of Supply Chain, Xenex  |  San Antionio, TX

“For a company like us that is constantly "juggling" inventory between both facilities to be able to service each customer’s orders, Advanced Inventory has been fabulous.”

Tim Foster  |  Vice President, Red Smith Foods, Inc.  |  Davie, FL

“...we're getting more accurate information on our on-hand inventory, our inventory needs, our product locations, our exact costs, and our sales.”

Siva Shanmugam  |  Director of Finance, Xenex  |  San Antonio, TX

“Reporting has been huge benefit to my business. There are so many different reports to use and read, as well as customizing your own.”

Stephen Falcy  |  Owner, West Coast Wire and Terminals  |  Sacramento, CA

Special features for manufacturing and wholesale

Manufacturing and wholesale accounting systems must keep track of goods coming, going, and changing all the time. These special tools help keep it all straight, and for more complex inventory needs, take a look at our Advanced Inventory add-on.70

Customized Chart of Accounts

Get immediate access to important information like your work in progress, overages and shortages, labor, materials, and more.

Available to Promise

Get all your important inventory data on one screen. See details on which customers have ordered a product, or view open purchase orders placed with vendors.

Sales Order Fulfillment

See all open sales orders on one screen. Sort by date, by shippable dollar amount, or by customer. Allow partial or complete order shipment. Batch print pick lists, packing slips, or invoices for the orders you select.

Create Sales Orders

Easily track the status of an order and see whether it’s been shipped. View all open sales orders by customer or item. Instantly turn sales orders into work orders, purchase orders, pick lists, or packing slips.

Backorder Tracking

On sales orders and invoices, the Backordered column shows exactly which items still need to be shipped. On purchase orders, the Backordered column shows what's still expected from vendors.

Customize Price Levels

Define different prices for different types of customers, such as high-volume, wholesale, retail, or preferred customers. You can create up to 750 customized price levels for your item using a fixed percentage or dollar amount.

Multiple Customer Shipping Addresses

You can store an unlimited number of shipping addresses per customer; the addresses are selectable from a dropdown list.

Key reports

The Manufacturing & Wholesale functionality includes critical reports made with your business in mind, so you can see which products, customers, and jobs are profitable and which aren't.

Sales by Rep Detail

See how your sales reps are performing.

Open Sales Orders

Track open sales orders by customer or by item.

Open Purchase Orders

See purchase orders that have been partially fulfilled or haven’t yet been fulfilled.

Physical Inventory Worksheet

Use the Physical Inventory Worksheet to check your physical inventory against your QuickBooks records.

Sales Return Transaction Detail Report

See line by line detail of your sales returns.

Profitability by Product Report

See which products are most profitable.

Inventory Reorder Report by Vendor

Determine when inventory needs to be reordered and from which vendors.

*This testimonial represents this customer's individual experience. Your results may vary.