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tbonerocketeer
Level 2

POS 18 Serial number Tracking

How do you use the serial number tracking? I have items that have to sell with serial numbers tracked and cannot figure out how to enter them on the product. 

Solved
Best answer October 26, 2020

Best Answers
JamesDuanT
Moderator

POS 18 Serial number Tracking

Hello there, tbonerocketeer.

 

When you set up the item, you'll have an option to use Serial number. Here's how:

  1. From the Home page, click the Item List button.
  2. Click the Add button if you want to set up a new item.
    If you have an existing item, you can highlight the item and click the I Want to > Edit button.
  3. Under the Misc and Shipping section, mark the Use Serial # box.

The serial number is entered upon using the item on a transaction. You can use the image below for reference.

 

We got your back if you need additional assistance with the steps. Have a great day!

 

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7 Comments 7
JamesDuanT
Moderator

POS 18 Serial number Tracking

Hello there, tbonerocketeer.

 

When you set up the item, you'll have an option to use Serial number. Here's how:

  1. From the Home page, click the Item List button.
  2. Click the Add button if you want to set up a new item.
    If you have an existing item, you can highlight the item and click the I Want to > Edit button.
  3. Under the Misc and Shipping section, mark the Use Serial # box.

The serial number is entered upon using the item on a transaction. You can use the image below for reference.

 

We got your back if you need additional assistance with the steps. Have a great day!

 

tbonerocketeer
Level 2

POS 18 Serial number Tracking

Thanks, that answers part of it. Is there a way to track them while in inventory prior to sale? I sell items that have to be received under item model number, and serial number by law, so I want to have POS track this when they arrive until they leave.

FritzF
Moderator

POS 18 Serial number Tracking

Thanks for getting back to us, @tbonerocketeer.

 

Currently, the option to track serial numbers in the inventory before the sale in QuickBooks Point of Sale (POS) is unavailable. This can only be done when using a specific item on a transaction, as mentioned by my colleague above.

 

I can see how having this option would be helpful for you, and I'll take note of this. Our Product Developers are always looking for ideas from users on how to improve QuickBooks.

 

In the meantime, I recommend visiting our Blog site. This is where we share recent happenings and future developments, such as updates to newly added features. Here's the link: https://quickbooks.intuit.com/blog/.

 

Please know that I'm only a post away if you have any other questions or concerns. I'll be here to help. Have a good one!

tbonerocketeer
Level 2

POS 18 Serial number Tracking

Everything has been resolved, and it works as I need. When receiving an item that uses serial number tracking, the software prompts for the serial number. It does the same prompt when selling.

JamesCarroll
Level 1

POS 18 Serial number Tracking

2022, POS 19, and this is still not resolved.

I can add the serial number when receiving, however, there is no way to pull a report that will show me the serial numbers...

 

The feature that I'm requesting is to be able to add the serial numbers directly from the "Items List" and to be able to populate a report with serial numbers.

 

It would also be nice if the serial numbers could "map" with the sale, so that when we pull a report, we know what serial numbers we're supposed to have in our inventory.

 

Thank you for your help in advance.

JamesCarroll
Level 1

POS 18 Serial number Tracking

2022, V19, and this is still not resolved.

 

I would love to be able to add serial numbers directly from the "Items List".

I know that I can link a serial number during the "Receiving", however, there is no way to pull a report that shows us serial number data.

 

It would also be nice, if the added serial numbers would "map" with the sale, that way we know exactly what serial numbers we're supposed to have in our inventory.

 

These are requirements for us by law as well... We've been using QB POS for over 4 years now, and would hate to have to switch to another POS.

 

Thanks for your help in advance.

AbegailS_
QuickBooks Team

POS 18 Serial number Tracking

 

Your satisfaction means everything to us, @JamesCarroll.

 

Currently, the option to add serial number directly from the item list  is unavailable. I also see that this feature in QuickBooks Desktop Point of Sale is very helpful for you and other users. So I'm going to direct you to a page where you can post feedback and suggestions. This way, our engineers can find a schematic that supports this functionality again.

 

Here's how: 

  1. In your QBDT account, go to the Help menu on the upper right side.
  2. Select Send Feedback Online, then choose Product Suggestion.
  3. Pick Type of Feedback and Product Area in the drop-down arrow.
  4. Type your suggestion in the box and tap Send Feedback.

 

Rest assured, your encounter and ideas have been shared with our Developers so they can take a look and evaluate this matter.

 

We have a number of published QuickBooks POS articles here. Give them a shot if you need help doing a specific task in the program. 

 

Keep me posted if you still have questions or concerns with your account. I'll be here to help. Have a great weekend ahead.

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