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rscmmckinley
Level 1

If a few items in our inventory have serial numbers that we would like to track, the rest of our inventory does not have sn; how do we bypass entering sn in transactions?

 
4 Comments 4
MaryAnn_E
QuickBooks Team

If a few items in our inventory have serial numbers that we would like to track, the rest of our inventory does not have sn; how do we bypass entering sn in transactions?

Hi @rscmmckinley,

 

You can create an inventory or transaction without serial numbers by disabling the warning option. Let me show you how.

 

  1. Go to the Edit menu.
  2. Choose Preferences.
  3. Select Items & Inventory and choose Company Preferences.
  4. Click the Advanced Inventory Settings.
  5. In the Advanced Inventory Settings window, select the Serial/Lot Numbers tab.
  6. On the Default settings for inventory and assembly items section, If a serial number is blank drop-down arrow change it to Don’t warn me.
  7. Hit OK.

 

You can check these articles on how to track inventories on your QuickBooks:

 

Feel free to add a comment below if you have any other concerns about inventory in QuickBooks. I'm always here to help!

Pilerman
Level 2

If a few items in our inventory have serial numbers that we would like to track, the rest of our inventory does not have sn; how do we bypass entering sn in transactions?

I too was being bugged by the same thing as I try to create my first invoice in Enterprise.

I just got a call from the technical support department and he suggested that I type my suggestion in the community. I'm not sure that I'm putting it in the right place however.

 

My example:

When QuickBooks, the company (Intuit), needs to purchase another ream of paper, there isn't a serial number for that. If you were in the business of re-selling that ream of paper, there still wouldn't need to be a serial number associated with it. What if QB buys some new desks and office chairs? No difference, there likely isn't any serial numbers on them and even if there were, you wouldn't enter them into your bill.

 

My suggestion to the developer's:

How about a box inside the "Edit Item" screen that we could check-mark if we want to actually require a serial number to be associated with this item every step of its way through our inventory?

In my business, there are serial numbers on the high dollar items that I purchase for re-sale. For example, Variable Frequency Drives (VFD's), and Remote Controls. I want to be able to track these but I don't care about tracking the 9 volt battery that went into the remote nor do I care about adding a serial number to the electrical wiring that was used to wire the VFD into the panel. How about the serial numbers of the wire nuts that I used inside the J-Box of the motor? None of these expendable items have serial numbers from the get go and 97% of the things I buy and resell do either.

Pilerman
Level 2

If a few items in our inventory have serial numbers that we would like to track, the rest of our inventory does not have sn; how do we bypass entering sn in transactions?

One more thought that I forgot to include in my original reply...

 

In order to do away with the inconvenience of clicking "OK" after every item that we don't want to include a serial number for, we are instructed to deactivate the very thing that is going to remind us to enter a serial number for an item that we DO want to track :-/

katherinejoyceO
QuickBooks Team

If a few items in our inventory have serial numbers that we would like to track, the rest of our inventory does not have sn; how do we bypass entering sn in transactions?

Thanks for sharing your concerns in this thread, @Pilerman. I appreciate your suggestions and rest assured that this is noted. I'm also sharing this with our developers for consideration in future updates. 

 

In the meantime, I'd suggest you visit the QuickBooks Firm of the Future to keep up with new updates. 

 

Visit us again and feel free to share your thoughts and concerns in the Community. I'm always here to listen and help in any way I can. 

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