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I am going to start ordering Kits, which have multiple items and multiple serial numbers. What is the best way to track and account for the multiple serial numbers?
I would create each item as a bundle. From the Sales menu on the side choose 'Products and Services' and then hit the 'New' button and choose Bundle. You can list each item and serial number in the lines provided and name each bundle accordingly - perhaps matching the name of each kit. I hope that helps!!!
-Stacy
Hi there, @fox22cz.
Thanks for visiting us here in the Community. I can help you run a report to track and account for the multiple serial numbers in QuickBooks Desktop.
There are a lot of available reports in QuickBooks but the one which suits the information you need is Serial Numbers in Stock.
Here's how to pull up and customize the report:
That should keep you going today! Don't hesitate to ping me if you need further assistance. I'm always here to help you out.
Is there a short cut to entering multiple serial numbers for items received in large quantities?
IE: i receive 100 items that require serial numbers. Do i have to manually type in each of those serial numbers?
Yes, you'll have to manually enter a serial number for your items, h_deister,
Aside from typing in the information, you can paste serial numbers from Excel or a comma-separated values (CSV). This will help you save time.
Here's a sample CSV file you can follow:
CSV file
You can also find these steps through this page: Use Serial or Lot Numbers. It will tell you more on how to track your inventory.
Stay in touch if you need anything else or don't hesitate to post again. The Community is always right here to help.
I dont see this option anywhere..?
Thanks for joining this thread, @ssmotorsports.
I want to help and ensure your concern is covered correctly. In order to achieve that, can you clarify what option provided above you’re referring to? Can you add details about it?
Write soon when the details are ready. I’ll be here to help. Have a good day!
Thanks for checking back with us, @ssmotorsports.
There could be a couple of different reasons you're not seeing the Serial Numbers In Stock report. Let's make sure you have everything you need to see the report.
This report is only available in QuickBooks Desktop Enterprise and Platinum editions. Therefore, if you do not have one of these editions, you will not see the report. Secondly, you'll need to ensure you have the serial number's enabled within your advanced inventory settings. I've covered the steps to turn this feature on below.
For additional information about this process, check out Use Serial or Lot Numbers in QuickBooks Desktop.
However, if you meet the qualifications I've listed above and you still do not see the option, I recommend contacting our Technical Support Team for further review. Our tech support agents can investigate this matter further by securely checking your account.
Please let me know if you have any additional questions. Have a good one!
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