Inventory ... how does the monthly ending inventory value become the beginning inventory value for the next month?

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  • Updated 4 years ago
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I have an account that takes a monthly inventory of consumable goods. Each month's ending inventory needs to become the beginning inventory for the next month. I don't want the user to have to reenter beginning inventories. Before I go start building this QB, I am looking for any ideas for how to easily do this. 

Anyone have any ideas or a sample they can share?

Photo of Andrew


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Posted 4 years ago

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Photo of Jeff


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Hi Andrew,

Depending on how the app is set up, you can use a snapshot field to capture the value at one moment and then use that value in a lookup field that would go to the inventory record. It would probably be best to submit a support case to go through this in more detail.