- Calendar & Activities
- Calculating Landed Costs
- Quote Form Templates
- PDF Templates
- Invoice Settings
- Managing Connections
- Creating Email Templates
- Creating Letter Templates
- Using Letter Templates
- Using SMS Templates
- Using Email Templates
- System Quote Preferences
- Payment Methods
- Payment Terms
- Setting up Teams
- System security
- Setting up Users
- Activate a new User account
- Log into a User account
- Creating SMS Templates
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.
When a Product is serialised, a Serial Numbers tab will show in the Product record, allowing you to add 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.
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.
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.
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.
A Serial Number Movements tab will show in the Product record, allowing you track and add adjustments to the current serial numbers.
From this tab you can also Add Serial Number Adjustment and manually adjust the Quantity at various Locations.