Thanks again for this awesome software. Trying to improve how I use it. I had not been using sales orders. Always invoices, sometimes quotes. I was trying to plan and schedule by placing production orders in the future. Worked somewhat, but not great.
I am now using quotes more often, then sales order, then invoice. When quote accepted I put in the default sales price. this is very helpful. Most of these items and orders are special build per customer. The sales order creates “qty reserved” for the item. I made an advanced query that looks at this and gives me a list of my current upcoming work to do. No dates or estimated production hours like I could put on a production order though.
For items I stock and sell individually on ebay I am guessing I would setup a dummy customer for sales orders to drive this list of parts needed. After I make the parts I can then delete the “fake” sales order? Then inventory will slowly reduce till low.
I added some future production orders to test but it still makes inventory “owned “ and “on hand” right away. I don’t know if that matters. I had been using these to estimate cost of materials plus time. Also can look at the orders and see how many hours of work I think I have scheduled for myself. A better solution would be great.
Some of the 101xxxx number had inventory on hand from last time. That is why the numbers do not match exactly.
advanced query looking for “qty reserved” greater than zero
Am I on the right track? what can or should I do differently?
Feel free to call me an idiot, as long as it is helpful.