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Serial Numbers

When you create a new Product, you can specify whether serial numbers are required by ticking the Serialised box – this forces the creation and ongoing management of serial numbers for the Product.  You can also update the Serialised field on existing Products when you edit them.

Setting a new Product up with serialised stock

 

 

 

 

 

 

 

 

 

When a Product is serialised, a Serial Numbers tab will show in the Product record, allowing you to add serial numbers.

Serial Numbers tab in a Product record

 

 

 

 

 

Adding Serial Numbers

When you have a Product record open, you can use the Add Product Serial Number button on the Serial Numbers tab to enter new numbers into the system. You will also be able to specify stock Locations associated with the serial numbers (including a bay location).

If you cannot see this tab on your Product record, the Serialised box may not be ticked on the Product and you will need to edit the record, tick this box and then Save & Close the record so that the tab becomes visible.

Adding a new serial number from a Product

 

 

 

 

 

 

If you have a handheld USB barcode scanner, you can click in the Add Serial Numbers box with your cursor and then scan a barcode to have it added to the system.

Tracking Serial Numbers in Sales Orders and Invoices

When you enable the serialised option on a Product, the system will force you to manage serial numbers – this information then feeds through to Sales Orders and Invoices. 

When you add serialised Products to any of these forms, you will be able to select stock from the available serial numbers by clicking on Serial, as per the example below – this generates a pop-up where you can choose the serial numbers that apply to items.

Serial Numbers on a Sales Order

 

 

 

 

Selecting Serial Numbers on a Sales Order

 

 

 

 

 

 

 

 

 

Tracking Serial Numbers in Work Orders

When you enable the serialised option on a Product, the system will force you to manage serial numbers – this information then feeds through to Work Orders.

When you create a new Work Order and include Input Products that have serial numbers enabled, you will not be able to start the order until the serial numbers have been added – this is shown in the following example.

Adding serial numbers to input products on a Work Order

 

 

 

 

Track Serial Numbers for a Product

A Serial Number Movements tab will show in the Product record, allowing you track and add adjustments to the current serial numbers.

Serial Number Movements tab in a Product record

Adjusting Serial Numbers

From this tab you can also Add Serial Number Adjustment and manually adjust the Quantity at various Locations.

Adding a serial number movement to a Product in the Serial Numbers Movements tab

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