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Posted on Feb 04, 2010

Item number setup

How do you include a manufacturer's lot number into an inventory item number?

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  • Posted on Feb 12, 2010
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Joined: Feb 02, 2010
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QuickBooks is not really designed to track lot/serial numbers, but here is something that may work:

1) From the "Item List"
2) Add (or Edit) an "Inventory Part"
3) Click on the "Custom Fields" button
4) Then, Click on the "Define Field" option
4) Then, place a check-mark in the "Label" box and then type "MFG Lot #" in the "Label" field

a) Most reports will allow you to "show" this new custom field
b) Warning: Custom Fields (in QB) are merely a "text" box, so don't expect to establish "drop-downs" or filter by a specific choice, since filtering requires "exact" text match. (for example, if someone types the lot # as: "1001-9008" (with hyphen) and you search for "10019008" (without hyphen) QuickBooks will not recognize as a match, when filtering/searching the reports.

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B Mattern
[email protected]
Please return and give me a favorable rating if this helps or is of value to you.
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