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January 14, 2022
Question

How do I add multiple lot numbers to a single part using advanced inventory?

  • January 14, 2022
  • 1 reply
  • 14 views

Hello,

 

I have recently downloaded the Advanced Inventory Module in Quickbooks Enterprise.  What I am trying to do is add multiple lot numbers to one item.  For example, I have item #766837.  This item has lot numbers 7001 & 0001 each with different quantities. How do I make this happen?

 

Thank you !!

 

Lindsay

1 reply

katherinejoyceO
Level 9
January 15, 2022

Welcome and thanks for posting your concern here in the Community, @LindsayB1

 

You can add multiple lot numbers to one item. I'll show you how: 

 

  1. Go to Inventory, then select Adjust Quantity/Value on Hand.
  2. Select the Adjustment Type drop-down, then select Lot Number.
  3. Select the Adjustment Date.
  4. In the Item field, enter the item name, or select the small arrow icon and select it from the item list.
  5. Enter the lot number in the Lot Number field.
  6. In the New Count column, enter the number of items in that lot. To assign a different lot number to more of the same item, or to assign a different lot number to a different item, repeat steps 4 and 5 as needed.
  7. When finished, select Save & Close.

 

Once done, confirm the accuracy of your entries by running the Serial/Lot Numbers in the Inventory report.

 

You can check out this article for further insights about using serial or lot numbers in Quickbooks. 

 

Keep in touch if you have additional concerns. I'd be happy to get back and help again. 

 

 

 

LindsayB1Author
January 18, 2022

Hello,

 

Thank you!

 

I tried this- the only problem I have, is that when I go to "Save & Close", QB says I cannot record a blank transaction.

 

Do you know why this is popping up? I have all of the fields filled in.

 

Thank you !!

 

Lindsay