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Level 1

Track inventory location and serial numbers.

This has probaly been answered elswhere, we are looking at moving over from Sage 50 to Quickbooks, however although it has inventory management, we need inventory location and ideally coupled with Serial Numbers as well...any suggestions for custom fields or an external inventory management software?

 

 

(Title has been edited by moderator for clarity)

Solved
Best answer 09-04-2017

Accepted Solutions
Level 1

Re: Inventory Locations

Hi Sharaz! 

First off, are you looking at QuickBooks Online or QuickBooks Desktop?

 

QuickBooks Online - Does not have a notion of inventory locations. You could  work serial numbers into inventory item name, sales description, or append to SKU. I would not reccomend this. It would be extremly tedious (might as well use a spreadsheet). That said, you will love QuickBooks Online for Invoicing, and reconciling with bank transactions, no-backup pains, and of course the mobility.

 

QuickBooks Desktop - Has inventory Locations, and you can track Lot/Serial Numbers. To learn more about how to do this in Desktop Versions. Go here:

https://www.accountexnetwork.com/blog/2011/09/quickbooks-2012-serial-number-tracking/

 

I dont reccomend going with Desktop. Even though it has the capability. You want a system better than Sage 50. Go with quickbooks online and look for cloud-based apps that meet your need. Start with the app store for inventory management/manufacturing apps.

 

 https://apps.intuit.com/category/manufacturing-factory-management?locale=en-US

 

This is an image came from the warehouse of a QuickBooks user running DataNinja to generate seralized barcodes for inventory at reciept in Quickboks, and barcoded locations for scanning inventory in-and-out of bins. 

DataNinja Barcoded Inventory Location Management.jpgDataNinja Barcoded Inventory and Location Management for QuickBooks Online

Good Luck! :smileyhappy:

 

 

 

 

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5 Comments
Level 15

Re: Inventory Locations

Enterprise has Advanced Inventory management available, including Warehouse Sites and Serial #/Lot # tracking.

Level 1

Re: Inventory Locations

Hi Sharaz! 

First off, are you looking at QuickBooks Online or QuickBooks Desktop?

 

QuickBooks Online - Does not have a notion of inventory locations. You could  work serial numbers into inventory item name, sales description, or append to SKU. I would not reccomend this. It would be extremly tedious (might as well use a spreadsheet). That said, you will love QuickBooks Online for Invoicing, and reconciling with bank transactions, no-backup pains, and of course the mobility.

 

QuickBooks Desktop - Has inventory Locations, and you can track Lot/Serial Numbers. To learn more about how to do this in Desktop Versions. Go here:

https://www.accountexnetwork.com/blog/2011/09/quickbooks-2012-serial-number-tracking/

 

I dont reccomend going with Desktop. Even though it has the capability. You want a system better than Sage 50. Go with quickbooks online and look for cloud-based apps that meet your need. Start with the app store for inventory management/manufacturing apps.

 

 https://apps.intuit.com/category/manufacturing-factory-management?locale=en-US

 

This is an image came from the warehouse of a QuickBooks user running DataNinja to generate seralized barcodes for inventory at reciept in Quickboks, and barcoded locations for scanning inventory in-and-out of bins. 

DataNinja Barcoded Inventory Location Management.jpgDataNinja Barcoded Inventory and Location Management for QuickBooks Online

Good Luck! :smileyhappy:

 

 

 

 

View solution in original post

Level 15

Re: Inventory Locations

@ Sharaz

Desktop is so much more functional than QBO is, see this non partisan comparison of QBO vs QB desktop
http://onsale-apparel.com/Rustler/qbo-or-qbdt

Be sure to look at the cost comparison in the above article, then add the monthly cost of any app you add (as suggested), an app to do what the software should do to start with.

Inventory in QBO is more basic than desktop, QBO is designed to buy and sell a widget nothing more.   QBO uses FIFO, but there is no FIFO reporting to be had, reporting on an inventory item in stock by purchase date is what I mean, and adjustments can not address a date purchase which is required in FIFO inventory.

Multiple locations and Serial number tracking is only available in desktop enterprise with advanced inventory, and to be honest serial and lot number are poorly implemented.  In enterprise you can have more or less serial numbers than you have qty on hand.  You can enter a new serial number during a sale whenever you wish, a new number that was never recorded in serial number tracking. And some other things too.

Level 1

Re: Track inventory location and serial numbers.

I am using a trial version of Quickbook Desktop pro on my computer. I want to track the serial numbers of items,  I am unable to edit the advanced inventory setting option.  Can anyone assist me on this!!!!!

QuickBooks Team

Re: Track inventory location and serial numbers.

I’m here to assist you in turning on the advanced inventory settings, @Shah Angad

 

All versions of QuickBooks Desktop can let you track inventory.

 

However, QuickBooks Desktop Enterprise is the only version that has a subscription-based feature called Advanced Inventory. This will enable you to use serial or lot numbers.

 

To turn this on, you must have the QuickBooks Desktop Enterprise and then proceed to the following steps:

  1. Go to the Edit menu and select Preferences.
  2. Click Items & Inventory from the left menu and then go to the Company Preferences tab.
  3. Check the Inventory and Purchase Orders are Active box.
  4. Select the Advanced Inventory Settings button. 

For more information about this feature, you can check out these helpful articles below:

Please know that I'm only a few clicks away if you have any follow-up questions. Take care and have a good one.

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