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T
toddsandelier
January 30, 2020
Question

How can I run an inventory report that breaks out the part number and quantity by lot number?

  • January 30, 2020
  • 2 replies
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2 replies

M
MaryGraceS
January 30, 2020

Hello there, toddsandelier.

 

You can run the Transaction List by Lot Number to get the information you need. Let me show you how

  1. Choose Reports from the top menu.
  2. Select Inventory then Transaction List by Lot Number.
  3. Click the Item drop-down arrow and select an item.
  4. Click the Lot Number drop-down arrow and select a number.
  5. Click OK.

I've attached some articles you can use to modify reports and some articles you might need in the future: 

Don't hesitate to click the Reply button if you have follow-up questions. Have a great day. 

    T
    toddsandelierAuthor
    January 31, 2020

    Thank you for your quick response. How can I run a report to display all part numbers in inventory by lot number and the associated quantity? This particular warehouse we maintain contains printing plates and chemistry. All of these inventory items have lot numbers.

     

    Attached is an example of an inventory report we could run within our previous software.

     

    Thank you again.

    C
    Catherine_B
    January 31, 2020

    We can pull up the Item List report and customize it, toddsandelier. 

     

    Let me show you how: 

    1. Go to the Lists menu and click Item List. 
    2. At the bottom, click the Reports drop-down and select Item Listing. 
    3. Click the Customize Report option.
    4. Under the Display tab, search and select for MPN, Lot Number, and Quantity on hand. 
    5. Click OK. 

    You can save the report so you don't need to customize the preferred display. Click the Memorize button and give it a Name, then, click OK. 

     

    Let me know if you need more help with managing your reports. 

    C
    C-Intec
    March 6, 2023

    Is there a solution yet? I know that we can see under Recall Information a Quick View of the Quantity on Hand by Lot Number, is there a way this information can be pulled by a report or exported to Excel? 

    C
    custsvc-nc
    August 3, 2023

    Is there anyone in the QB community, that has identified a work-around to this challenge? To be an "advanced inventory" system - this falls extremely short, especially considering the $$ paid to Intuit to have a robust, operating system. 

    AlcaeusF
    AlcaeusF
    August 3, 2023

    Hello,

     

    Thank you for joining us here in the Community space. Allow me to take a moment to address a limitation about the report you need in QuickBooks Desktop.

     

    I know the importance of choosing the accounting product that meets all your needs and surpass your expectations. Unfortunately, a direct inventory report you can run directly within QuickBooks is unavailable.

     

    The only workaround available is the one provided by my colleague @Aphylis above. You may need to export the data you need separately to Excel. From there, you can combine data manually.

     

    Our engineers might be working to bring this feature to this platform. As we assess this concern, I recommend sending your feedback directly to our product engineers.

    We continue to improve the features, and this option might be available in the future. Here's how to submit feedback:

     

    1. Open QuickBooks Desktop.
    2. Click the Help tab at the top menu bar.
    3. Hover your cursor to Send Feedback Online, then select Product Suggestion or Help System Suggestion.

     

    You can also customize the data, add or delete columns, add or remove information on the header/footer, and even personalize the font and style of the reports. I've attached an article you can use to personalize data and some tips on creating custom Summary/Custom Transaction Detail reports: Customize reports in QuickBooks Desktop.

     

    Thank you for being a valued member of our community. If you have additional concerns about running inventory reports, drop a comment. We'll be sure to lend a hand. Keep safe.

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