![]() ![]() If you already have a lot of inventory with serial numbers, you don't have to enter them into QuickBooks right away. Go to For the selected transactions and select Make serial or lot number mandatory. Make it mandatory to enter serial or lot numbers on invoices, sales receipts, item receipts, inventory transfers, and adjust quantity on hand. QuickBooks adds a serial or lot number field to most purchase and sales forms including: ![]() Go to Show serial or lot number in and select the transaction types you want to show serial or lot numbers.Select Activate Lot or Serial Numbers, then select Serial Numbers or Lot Numbers.Select Advanced Inventory Settings, then select Serial/Lot Number & Expiration Dates (if available).Select Items & Inventory, then select Company Preferences.Select the Edit ▼ dropdown, then select Preferences.Turn on serial or lot numbers to track your inventory items Note: Make sure you enter the serial or lot number to complete the transaction to avoid any errors. (Like which items are in inventory and who purchased them). Need a recall report in case you have to track all the items from a specific lot.Keep track of which customers bought items from a specific lot.(This helps you track down a serial number's history for a warranty). Need a report with invoices for a specific serial number.Want to know which serial numbers are in inventory.Keep track of which customers bought specific serial numbers.Buy and sell inventory items with unique serial numbers.Decide how you want to track your inventoryīefore you start, decide if you want to track serial or lot numbers.You can only choose one. ![]()
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