This article is for in-house and rep users.

Companies that need to track lot numbers often have to quickly find all sales made for a particular lot number.  QuickBooks does not track lot numbers, but some Crik-IT subscribers have used this as a work-around.  

When entering an invoice or estimate in QuickBooks (or an order in Crik-IT), if an item on the invoice should have lot number(s) associated with it, you can enter that in the line description, like this:

In Crik-IT, you can run the sales history report to see all invoices within a specific date range containing that lot number.  Here's how you would run this report:

First, from the Reports tab, click on Sales History Report:

Next, complete the report option grid.  See example below:

This will print a report with all invoice lines that meet the criteria entered in the report option grid, like this:

Important note:

By default, Crik-IT contains between 1 and 4 years of invoice history, depending on which Crik-IT package you subscribe to.  If you need more or less invoice history in Crik-IT, contact us to discuss.