lot #

Good to see you here in the Community, @PUCX7XRU.

I'd love to help you achieve your goal. However, I'd like to ask more details about your concern to help us get on the same page. What setup do you see the Lot # and Lot numbers in your QuickBooks Desktop?   

Also, would you mind adding a screenshot to this post for additional visual reference? This way, I can give you an accurate resolution.

Please don't hesitate to add your reply below. I'm looking forward to your reply. Have a pleasant day ahead.

while I try to take a screen shot, may I suggest you access Enterprise (Platinum Desktop), go to Inventory, Receive Item. In my "Enterprise" I see right there one column with "Lot #" and another with "Lot Number". There is clearly an option to modify such template but, besides the fact that such function does not work, it shows both definitions.

The same shows in any and all functions of "Customize" reports involving inventory items.

I will continue to try to take a screen shot and send in the event that such screen is not visible at your end. Thank you, Luigi

It must be a very difficult issue and also very rare one since to date I received no answer. Is anyone out there able to see in their Enterprise Platinum that there are 2 options for the same function?

Hello everyone. I acknowledge the significance of having a solution to the lot number function in QuickBooks Desktop (QBDT).

If you activate the Advanced Inventory feature, it will show that only one title will be displayed, either the serial or lot number. That's the only option you'll see on the receive item screen or any sales forms.
 

I'd like to provide a thorough response to this matter. I would appreciate more detailed information on this issue to ensure we're aligned. Could you also please provide a screenshot of the concern? This would greatly assist in providing an accurate answer. Please mask any personal identifiable information (PII).
 

I'll keep an eye on your response. Don't hesitate to reply below. Have a good day.

Please note that if you try to customize the view/form you will also see that the option DOES NOT work. It will remove from the screen only one of them. The question is not on the functionality of the form .That is a separate error I reported 2 years ago and not yet resolved. This time I am asking why there are 2 options for the same function. .

Thanks for getting back on this thread, @GigioGir8.

I'm here to share details about this lot number feature in QuickBooks Desktop.

Ideally, Lot numbers will show once you've enabled the Advanced Inventory. Although it functions the same, we can check to verify if you have a custom field set up since Lot # is also showing on your end.

To see custom fields on your Inventory items, I'll show you how:

1. Go to the List menu, then choose Item List.
2. Double-click the Inventory item.
3. Select Custom Fields and select Define Fields.
4. From there, you'll see those custom fields you're set up.

Once verified that you haven't made any custom field, I'd recommend contacting our QuickBooks Desktop Support Team. They can look deeper into this issue to find the root cause. Ensure to reach out to them during business hours so your concerns are addressed promptly.

You can learn more about utilizing lot numbers to track inventory by reading this article can give you more insights: Use Serial or Lot Numbers and Expiration Date.

Also, if you need to check on your best sellers, sales, and inventory status in the future, we can use a specific report to do this. Check out these articles:

• Understand reports
• Customize reports in QuickBooks Desktop

You can post anytime if you have more questions about handling inventory in QBDT. Please know the Community has your back. Keep safe always.

Good but uselees  becasue it is not refering to the latest version of Enterprise platinum hence the indicated path does not exist. Furtherm the issue has been now reported 5 (FIVE) times to tech support and no answerr of any kind. 

It is amazing that this issue is now being "played" in this "Community" for months. Answers coming from alleged Quick Books Staff still does not offer a solution but attempts from an obvious  diagnostic "tree" sequence. Most effective and credible if at the other end there was a direct intervention from a programmer. It has been suggested many times that a possible cause, and hence solution , could be investigating a likely missing or broken link (programming link) but .. not even an answer on that suggestion, if true or not, has ever being received.

Hi there, @GigioGir8.

I understand how essential having reliable support is, especially when dealing with complex concerns, like inventory. Ensuring that you can use QuickBooks Enterprise Platinum effectively is my priority, and I want to address your concerns directly and efficiently..

I recommend contacting customer support again to investigate this issue further and receive updates.

Here's how:

1. Head to this link: Contact Us.
2. Select QuickBooks Desktop product and click Continue.
3. Select Contact Us and choose a way to connect with us:

• Start a chat with a support expert.
• Get a callback from the next available expert.

Let me also share this article with you for additional reference: Multiple Inventory Sites.

We appreciate your patience and truly hope to turn your experience around. Please feel free to reply if you need further assistance handling inventory or lot numbers in QuickBooks Desktop.

MarkAngelo,

with all due respect to the person and ONLY addressing the reply you gave a Rep of QB: I do not want to define the answer as it would offensive. The suggest contact has been exactly what I have done now TOO MANY TIMES. You do have at record such issues because I had that many times responded to the following survey on the quality and efficiency of the "Tech Support Specialist" that did call me back. Any and ALL times the response has been a waste of time for both sides. The issue remains unanswered! You are also, interesting enough, the 3rd individual that attempts a reply of sort on exactly the same issue. Do you have at your end indeed a qualified Level 2 tech support? In other realities such level is indeed the qualified one. I feel I have not yet reached even level 1 ...my name is [removed], and I can be reached at [removed]

Thanks for joining in this thread, GigioGir8. I can't imagine how challenging this must be for you.

To ensure you get the help you need, you can reach out through our chat or phone support. This way, they can route you to the higher-tier support. Please refer to the steps provided by my colleague above.

You can contact us from Mondays to Fridays, 6 AM to 6 PM PT. 

Additionally, you can run an inventory report to get an overview of your stocks.

Don't hesitate to comment if you still have concerns or issues handling your inventory in QuickBooks Desktop. I'm always here to help.

Dear All,

I tried all that you indicated and now 1 month has gone and no communication/solution/explanation in spite of the fact that calling again your indicated Tech Sup[port came to the same conclusion: your tech could see the 2 two classifications, could see that no incorrect customized form was introduced by me.  Did we fail to read some hidden page on the "Tech Support Manual" or we do not have really an answer?

Thank you for reaching out to our support team and following the suggested resolution of this thread, Gigio. 

I understand you have already contacted them, and I appreciate your efforts and time in that regard. 

The Lot Numbers feature should only be the one appearing once Advanced Inventory is enabled. In this case, I'd suggest contacting our QuickBooks Support Team. They're equipped with tools like screen sharing to review your account and determine the root cause. It'll also allow them to submit a ticket to our engineering team to alert them about the issue if necessary.

Here's how: 

1. Go to Help, then choose QuickBooks Desktop Help/Contact Us.
2. Select Contact Us.
3. Provide a brief description of your issue, then hit Continue.
4. Sign in to your Intuit account, click Continue, then Continue with my account. 
5. We'll email you a single-use code. Enter your code and select Continue.
6. Choose to chat with us or Have us call you. 

For us to ensure you can reach the support team, check out their operation hours to determine their availability.  

Additionally, I'll add these resources to help you modify your product quantities and understand how QuickBooks handles inventory assets, average cost, and Cost of Goods Sold (COGS): 

• Adjust your inventory quantity or value in QuickBooks Desktop
• Understand inventory assets and cost of goods sold tracking

We value your time here with us, and if you have more concerns about tracking your inventories in QuickBooks, comment below. I'll be here to offer a helping hand. Keep safe always!

Thank you all for the efforts! Today I got the best answer! The statement I was "read: from a Level 1 Support Tech says that Lot# or Lot Number are perfectly the same and solely a choice of the end user. For the issue also connected to such small detail and visible in the Inventory/Receive Iteam function, customize the receipt. it shows further that there is a broken link in the software because the customization shows but does not reflect in the printout or even in the preview.  Last, I was told and I have copies of all the chats, that someone from Level 2 Tech support would call me ...it never happened. Today Support Tech stated that in fact NO ONE can access the people at Level 2 from outside or even from Level 1 no matter the size of the client. My conclusion is therefore that QB is big enough and perfectly satisfied with the market they have so far. The Support people trained for a standard level support is sufficient and clearly proving with facts that the software has some glitch is not their goal, True statement if you consider I reported this back from Feb 2022. QB Moderators please spare me any patronizing comments, just try to cancel this documented report from the Community if not true. L. G. Girotto - EliKa Technologies LLC (626)256-3674