Go to For the selected transactions and select Make serial or lot number mandatory. Optional: Make it mandatory to enter serial or lot numbers on invoices, sales receipts, item receipts, inventory transfers, and adjust quantity on hand.QuickBooks adds an expiration date field to most purchase and sales forms including: From Show expiration date in, choose what type of transactions you want to display the expiration date.Make it mandatory to fill in serial/lot numbers along with an expiration date.Īfter you turn on serial or lot numbers, turn on the expiration date to track your inventory items. As you get items, you can stop stock from going bad. You can pick specific serial or lot numbers based on expiration and sell the stock that’s soon to expire. Then, your company file will have all your serial numbers. Enter newly purchased items with serial numbers as you get them. If you already have a lot of inventory with serial numbers, you don't have to enter them into QuickBooks right away. 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.
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