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Level 2

Wholegoods Inventory Tracking

We use QB Pro and use inventory for our small consumables.  However, for our equipment wholegoods, QB inventory cannot track by serial #.  I'm looking for a small database to track our equipment by serial number without paying the outrageous inventory software fees.  We are a small business so all we need now is something simple.  I wish QB would allow that.  Any suggestions?  Do any of you track by SN?  What do you use?

 

Thanks!!

6 Comments
Moderator

Wholegoods Inventory Tracking

Hello there, MPP315.

 

In QuickBooks Desktop, you have an option to turn on the serial or lot numbers to start tracking your inventory items. This is the first thing that we'll need to do so we can assign a serial number to your inventory item. Here's how:

 

  1. From the Edit menu, select Preferences.
  2. On the left pane, select Items & Inventory, then go to the Company Preferences tab.
  3. Select Advanced Inventory Settings.
  4. Within the Serial/Lot Numbers tab, select Enable Lot or Serial Numbers.
  5. Tick the Serial Numbers. Then, OK.

 

If you have created the items already, you'll have to utilize the Adjust Quantity/Value on Hand window to assign a serial number to the existing ones. Here's how:

 

  1. Go to the Inventory menu.
  2. Select Adjust Quantity/Value on Hand.
  3. Click on the Adjustment Type drop-down arrow, then select Serial Number.
  4. Select the Adjustment Date.
  5. In the Item field, enter the item name. Then, enter the serial numbers.
  6. Click Save and close.

 

I'm adding these articles for additional reference:

 

 

Let me know if you have other questions. I'm right here to assist anytime. Take care and have a good one.

Level 15

Wholegoods Inventory Tracking

@MPP315 

The feature is available on QBD Enterprise Platinum. Otherwise, consider having an inventory management app with a one time license to integrate with your QBD Pro/Premier edition.

Level 2

Wholegoods Inventory Tracking

This is for Enterprise.  I have Pro.  Enterprise is out of our budget :-)

Level 2

Wholegoods Inventory Tracking

We use QB Pro, the option you are giving is for only Enterprise

QuickBooks Team

Wholegoods Inventory Tracking

Thanks for joining the thread, @MPP315.

 

Currently, the serial or lot numbers feature is unavailable in QuickBooks Desktop Pro. Instead, you can consider having an inventory management app to integrate with QuickBooks.

 

Check our QuickBooks App Store and look for an app that integrates with QBDT.

 

While we continue to develop new features in QuickBooks that can help you save time, I'd recommend you regularly check our QuickBooks Blog for the latest feature available in QBDT.

 

Also, I encourage checking our Help articles page to learn some tips and tricks in managing your QBDT account. From there, you can read great articles that can guide you through the steps by steps process.

 

Stay in touch with us if you have other questions. I'm more than happy to help. Take care!

Level 15

Wholegoods Inventory Tracking

@MPP315 

Check our profile name and send your business email address in a private message to us. We will introduce you directly to a 3rd party inventory management app developer to integrate with your QBD Pro.

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