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cube
Level 2

Adjust lot numbers in stock - what a hot mess

We have some inventory lots that are expired so want to remove from the system. We did a lot adjustment but that just seems to remove the lot number from those items not remove the qty. But doing qty adjustment has other headaches when working with lots, so it's a hot mess.

 

so coming here today i see one cannot remove inventory adjustments from QB enterprise, you just have to make another un-adjustment to recreate what you removed. seriously?

 

also the lot adjustment screen has a button remove lot number, with no explanation or help on when or why to use it (or not)

 

so now it seems i have to go back and re-inventory the 4-5 lots we tried to expire from the system, and then use another method to remove them correctly.

 

in previous years we've attempted this, we've seen different reports show different results. so it seems removing the lot just does that, so the items still are inventory not as lots removed. so the question still exists how to remove QOH for lots?

 

angry because we've been paying extra for advanced inventory all these years and there's just minimal help on any of these very essential features.

please help

3 Comments 3
Angelyn_T
QuickBooks Team

Adjust lot numbers in stock - what a hot mess

You're right with inventory adjustments, @cube.

 

At this time, you need to create an inventory adjustment to modify your inventory quantity or value. I can guide you on how.

 

  1. Open your QuickBooks Desktop account, then go to the Inventory menu.
  2. Select Adjust Quantity/Value on Hand.
  3. Fill in the necessary details, then save the adjustment.

For additional guides, I recommend checking out the instructions from this link: Adjust your inventory quantity or value in QuickBooks Desktop.

 

Just in case you need help additional help, you may reach out to our QuickBooks Desktop Support Team. This way, a representative can review your transactions securely and prepare accurate adjustments.

 

To contact support:

 

  1. Open QuickBooks.
  2. Go to Help, then select QuickBooks Desktop Help.
  3. Select Contact Us.
  4. Give a brief description of your issue, then select Let's talk, and then choose a way to connect.

For additional tips when working with QuickBooks and inventory items, I also recommend checking out the topics from our help articles.

 

If you have any follow-up questions about inventory quantity adjustments, please let me know by adding a comment below. I'm always here to help. Have a great day ahead!

cube
Level 2

Adjust lot numbers in stock - what a hot mess

I think the confusion we've had has been lot number adjustment vs qty adjustment

it seems now that lot number adjustment is for transferring lot numbers between items

and qty adjustment is correct for removing items from inventory

 

what has been the mess is different reports show different results and we seem to have some stray qty we don't see anywhere -- only active lots appear -- yet on quick report show more than that amount.

RaptorResins
Level 3

Adjust lot numbers in stock - what a hot mess

this is EXACTLY RIGHT! It is a DISASTER and an absolute SHAM(E) that QB would advertise this software saying that advanced inventory would handle lot numbers and expiry dates when it is virtually impossible to do so. You cannot get accurate counts or easily change the inventory amounts for one lot. try it. Why would the programmers not TEST THIS FUNCTIONALITY?????

THREE different reports show THREE different inventory amounts for the SAME ITEM!

The QUICK VIEW in the inventory center under the item where you click shows inventory lots.... shows all lots with quantities.
This does not match the INVENTORY STOCK STATUS by LOT NUMBER report which TRIPLICATES every lot's quantity with a unit of measure of kg, g, and lb on three separate lines and adds them all together as the quantity. The quantity in this report is HUGE and nowhere at all correct.
Next, let's go to the PHYSICAL INVENTORY WORKSHEET, which shows ONE LINE to inventory the item that has multiple lots in stock and that Qty is wrong and doesn't match any of the other reports. How is a worker supposed to count inventory when all lots are combined into one number? 
My item (resin1) has 3 active lots. I have an update for the weights of each lot... they all need an adjustment. OPEN THE "Adjust Quantity/Value on Hand" screen. Select adjustment type LOT NUMBER. Put in an item and there is no way to adjust a lot number's inventory UP.... NO WAY.  You can only go DOWN (unless it is a negative inventory...then it lets you). How do I add more material? We found some that was missed in our initial counts! Why can't anyone in support help me?

Now, can I get into BUILD ASSEMBLIES and how screwed up that is? QB advertises itself like it is a Mini-ERP which we needed. But it can't even Build a BOM Work Order for the floor.
Choose an assembly item, all BOM items fill in. Say how much you want to build... ERROR. Not enough in stock. Shortage report says the ITEM I AM BUILDING HAS NONE IN STOCK. Well, duh.... I am trying to build it! Forces the Build to go to PENDING STATUS. You can never get it out of pending status. Keep deleting and re-starting and you may randomly get it to save. Maybe. It takes hours just to make assembly orders if you can make them at all. You are better off using Excel.

I am in for almost 6-7 hours of customer service phone time trying to resolve these issues and NO ONE has ANY IDEA how to resolve them. WHERE ARE THE ENGINEERS???

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