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QBES Serial Number InputInput of serial numbers and inventory sites can be complicated in QuickBooks Enterprise without "Lot Mop".
QBES Serial Number Input
Manual Set-up or “Lot Mop” your way, to serial or lot numbers in QuickBooks Enterprise Advanced Inventory
When you subscribe to QuickBooks Enterprise Advanced Inventory, you can track multiple inventory sites, as well as serial numbers or lot numbers. Serial and lot number management integrates into purchase and sales transactions to maintain not only your inventory levels, but serial/lot numbers at each of your multiple sites.
You don't have to assign serial or lot numbers to existing inventory to start tracking serial or lot numbers. If you have a significant number of items with serial numbers in stock, you may choose not to enter all your serial numbers in QuickBooks at the time you turn the feature on. While you can choose to continue your prior method of tracking while slowly moving to QuickBooks by entering all newly purchased or assembled items with serial numbers as you acquire them, this process can be confusing because you then have two sets of inventory, that with serial/lot identification and that without.
Of course you may also be implementing multi-site tracking as well, so you need to not only assign inventory serial numbers, but assign those numbers based on quantities on hand at different physical locations (QBES-AI Sites).
If you decide to proceed with the manual method, you can choose to assign serial numbers to existing inventory using the following ‘steps’ (the process is essentially the same for ‘lot’ numbers but this article will focus on ‘serial numbers’):
A. Gather information about the serial/lot numbers associated with your current inventory on hand.
B. Use the Adjust Quantity/Value on Hand window to assign numbers to existing inventory:
- Choose Inventory > Inventory Activities > Adjust Quantity/Value on Hand.
- Click the Adjustment Type drop-down arrow and select Serial Number.
- Click the Item field.
- Enter the item name, or click the drop-down arrow and select it from the list.
- Enter the serial numbers for the items currently on hand.
- Repeat steps 3 to 5 for each item.
- When finished, click Save & Close.