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- Inventory
- Deactivating Products
- Requests For Quote
- Time Products
- Products
- Backorders
- Bay Locations
- Features
- Stock Tracking
- System Products
- Accounting details for Products
- Configuring Product Settings
- Products in Portal
- Suppliers
- Supplier Pricing
- Suppliers & Products
- Multi-currency for Purchasing
- Stock Transfers
- Barcodes
- Product Inventory Details
- Importing & exporting Product data
- Purchase Orders
- Managing Stock
- Stock Locations
- Stocktakes
- Product Batches
- Serial Numbers
- Different Price Types
- Inbound Shipments
- Working with Landed Costs
- Configurable Products
- Variable Products
- Time Billing
- Manufacturers and Suppliers
- FROM Location-based pricing
- TO Location-based pricing
- RFQ Web Templates
- Quantity-Based Price Breaks
- PO Web Templates
- Location-based Price Breaks
- Customer-Specific Pricing
- Deleting Special Prices
- Training
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
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.
When you add serialised items to a Purchase Order, you need to add serial numbers to the items before you can receipt them into stock. To do so:
- Put the PO in Edit mode.
- Scroll down to the items and click on the Serial hyperlink.
- You can then add serials either in bulk or manually, line by line.
Add serials in bulk
- Once you’ve clicked on the Serial hyperlink add serials in bulk via the Bulk Add button.
- You can then copy & paste in serials or manually type them in and click Apply.
- The serials are then added to the Purchase Order, just click OK to have them allocated to the items on the order.
Add serials manually
- Once you’ve clicked on the Serial hyperlink, you can add serials line by line via the Add button.
- Enter a serial number and quantity and then click on Ok. If you want to add another serial number, click the Add button again.
You can then Save & Close the Purchase Order.
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
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
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
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