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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?

8 Comments 8
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
Moderator

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.

ssmotorsports
Level 1

Multiple serial numbers per item

I dont see this option anywhere..?

MadelynC
Moderator

Multiple serial numbers per item

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!

ssmotorsports
Level 1

Multiple serial numbers per item

Going into inventory, so i can print a report of specific items with the serial numbers...

Tori B
QuickBooks Team

Multiple serial numbers per item

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. 

 

  1. Click on the Edit dropdown, then choose Preferences.
  2. Select Items & Inventory, then tap on the Company Preferences tab.
  3. Hit Advanced Inventory Settings, then select Serial/Lot Number & Expiration Dates.
  4. Click on Activate Lot or Serial Numbers, then choose Serial Numbers or Lot Numbers.
  5. Go to Show serial or lot number in and select the transaction types you want to show serial or lot numbers. 

 

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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