Track Serial Numbers

Before you begin to track serial numbers for your items, you need to determine where in the process of tracking the serial number do you want to begin assigning the serial number to the item. You have the ability to assign a serial number to items in the following areas:

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Enter Sales

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Inventory Adjustments

To track a serial number you must first go into the item profile and select I Track Serial Numbers for This Item. Once this option has been selected the Serial Numbers tab is available. A transaction must be recorded to track a serial number. You can also apply warranty information to an item when the item is sold.

Note: if a sale has been recorded before selecting Warranty Applies when Sold, a serial number may be listed but the Warranty date will not be assigned. This option must be selected prior to the sale of the item.

You can track a serial number on a basic, master and variation item. A unique 40 character maximum alphanumeric identifier can be assigned to each item and tracked when purchased (received) and sold, or only when sold, along with an associated warranty period, basied on the date sold. If these

To setup an item to track serial number

Go to the Inventory command center and click on Items List. The Items List window opens.

Select an item you want to track serial numbers for and click Edit. If the item is a new item, click New.

Click I Track Serial Numbers for This Item. When this option is selected the Serial Number tab is now available.

To add or create a serial number on a purchase

Go to the Purchase command center and select Enter Purchases. The Purchase - New Item window opens.

Enter the information needed to purchase the item. The serial number selector appears when the item is selected.

Click on the serial number selector. The Assign Serial Numbers window appears.

Enter the serial number or the first serial number in a sequence in the field adjacent to New.

Select Add ?? consecutive numbers, then click Create. The serial number(s) will appear in the list along with the status of each number listed.

Click OK to accept the changes and close the window.

To add or create a serial number on a sale

Go to the Sales command center and select Enter Sales. The Sales- New Item window opens.

Enter the information needed to sell the item. The serial number selector appears when the item is selected.

Click on the serial number selector. The Assign Serial Numbers window appears.

Enter the serial number or the first serial number in a sequence in the field adjacent to New.

Select Add ?? consecutive numbers, then click Create. The serial number(s) will appear in the list along with the status of each number listed.

Click OK to accept the changes and close the window.