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fox22cz
Level 1

Multiple serial numbers per item

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?

4 Comments
SouthernStacy
Level 3

Multiple serial numbers per item

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

www.manage-accounting.com

HoneyLynn_G
QuickBooks Team

Multiple serial numbers per item

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: 

  1. Click Reports.
  2. Choose Inventory.
  3. Select Serial Numbers in Stock.
  4. If you'd like to customize the report, you can use this article as a reference: Customize reports in QuickBooks Desktop.

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. 

h_deister
Level 1

Multiple serial numbers per item

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? 

MaryLandT
QuickBooks Team

Multiple serial numbers per item

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

  1. Copy the serial numbers from your .csv file.
  2. In the Item field, enter the item name, or select the small arrow ▼ icon and select it from the list.
  3. Select the Add Serial Numbers column.
  4. Select the small arrow ▼ icon and select Quick View for Serial Numbers.
  5. Paste the serial numbers directly into the Serial Numbers field.
  6. Repeat as required, then select Save & Close.

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.

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