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January 6, 2022
Question

I want to use both serial numbers AND lot numbers

  • January 6, 2022
  • 2 replies
  • 4 views

I have both lot numbered and serial numbered items in my inventory. I just purchased and am setting up Enterprise desktop. I have to select either lot number or serial number, not both. Any suggestions for a trick or workaround? Thank you.

2 replies

Moderator
January 7, 2022

Good day, @DavidS47.

 

QuickBooks Desktop Enterprise lets you track inventory with serial or lot numbers when you turn on Advanced Inventory.

 

For now, you can only select either of the two. 

 

Use serial numbers if you:

  • Buy and sell inventory items that have unique serial numbers
  • Keep track of which customers bought specific serial numbers
  • Want to know which serial numbers are in inventory
  • Need a report that shows the invoices related to a specific serial number (this helps you track down a serial number's history for a warranty)

 

Use lot numbers if you:

  • Buy items in lots
  • Keep track of which customers bought items from a specific lot
  • Need a recall report in case you have to track all the items from a specific lot (such as which items are in inventory and which customers purchased them)

 

To turn on serial or lot numbers to start tracking your inventory items. check out this article: How to Use Serial and Lot Numbers to Track Inventory in QuickBooks Desktop Enterprise.

 

You can also use a third-party app to accomplish this task in QBDT. You can search for them on this link: https://desktop.apps.com/home.

 

I can see how this option would be helpful for you and your business. Therefore, let me take note of this as a suggestion to improve your QuickBooks experience.

 

You can learn more about this process by checking out this article: Set up Advanced Inventory. It contains a step-by-step guide in setting up the feature accordingly.

 

If you have any other concerns, feedback, or questions, don't hesitate and come back to the Community. I'm always here to help you. Have a great day.

Fiat Lux - ASIA
Level 14
January 7, 2022

@DavidS47 

Consider having an additional app to integate with your QBD as a workaround.