pnatc.com cias-quickbooks.com english logo english logo english logo english logo english logo

Content on this page requires a newer version of Adobe Flash Player.

Get Adobe Flash player

Serial Number tracking in QuickBooks Point of Sale – How to’s, Pro’s and Con’s

Some retail stores need to track Serial numbers on the items that they sell for various reasons. Here, I am going to explain how to track serial numbers in QuickBooks Point of Sale as well as some of the Pro’s and Con’s to doing so.

How To:

The first thing you need to do to be able to track serial numbers is in each item in your Item list that needs serial number tracking, open it up and check the box that says “Use Serial #”. Click Save.

When it’s time to receive the item into inventory, put the item onto a Receiving voucher as you normally would. Because this is a serialized item now, POS will ask you to enter in the Serial Numbers for the item(s).

Now, when you sell the item on a Sales receipt, the system will ask for you to enter the serial number once you ring up the item just as it did on the receiving voucher. Enter it in and complete the sale as normal. It’s as easy as that!

Pro’s:

-At the time of sale, you can assign a customer to the sale of the serialized item for tracking purposes.
-Serial numbers per item will show on the customer’s receipt for their reference.
-If you need to look up a sale of a serialized item, you can easily search in the Sales History section by serial number to see exactly when it was sold and to whom (if you assigned a customer to the sale)
-If you need to look up the receiving of a serialized item, you can easily search in the Receiving history section by serial number to see exactly when it was received and from what vendor.

Con’s:
-POS will never tell you what serial numbers you have in stock. It’s purely a data entry field.
-If you try to receive or sell the same serial number more than once it will let you do it
-Serial number entry is optional even if you check the serial number tracking box. You can cancel out of the box when it asks for the number.

This entry was posted in Current Tips and Tricks, QuickBooks Point of Sale and tagged . Bookmark the permalink.

Leave a Reply

Your email address will not be published. Required fields are marked *

*

You may use these HTML tags and attributes: <a href="" title=""> <abbr title=""> <acronym title=""> <b> <blockquote cite=""> <cite> <code> <del datetime=""> <em> <i> <q cite=""> <strike> <strong>

Spam protection by WP Captcha-Free

PNATC.com   -   Income Tax Preparation Services from Presti & Naegele