Serialized Inventory

Serialized Inventory Item Serialized Inventory Items are identified by having the Serialized box checked. Serialized items are subject to special processing functions when they are purchased as well as when they are sold on a Work Order, Job or COP Invoice.

Creating a PO for Serialized Items Creating a PO for serialized inventory is similar to creating one for un-serialized stock with one important difference: serialized inventory cannot be received on the PO itself. The quantity received must be blank.

Receiving Serialized Items in the Inventory Receipt Journal In the upper part of the Journal, we entered the PO Number that we created earlier for two Falax Deluxe 15 items – which happen to be serialized. In the Receipts section of the Journal, notice that the system has defaulted in two lines – one for each item. This will enable us to record their serial numbers.

Receiving Serialized Items in the Inventory Receipt Journal In each of the two lines, enter the quantity 1 in the Received field, and then record its serial number in the Receiving Serial/Lot# field. Click the Add record button when all serial numbers are properly recorded.

Serialized Items in the Inventory Record Now let’s look at the Inventory record for the serialized item that we just received. As the Locations tab indicates, two of these items are on hand at our Main location.

Serialized Items in the Inventory Record The Serial Nos tab displays serial numbers and location, as well as the PO they were purchased from. If your firm manufactures items, the PO/Shp field would be used to display the Id of the Shop Order used to build this item.

Adding a Serialized Item the Work Order Inventory Tab When adding a serialized item to a work order, the Quantity Used and Quantity Billed should always be 1. You will be alerted if the quantity exceeds 1 for a serialized item.

Adding a Serialized Item to a Work Order Be sure to record the serial number of this item. You may do so by typing it in or double-clicking on the Serial/Lot Id field.

Adding a Serialized Item to a Work Order Select the correct item and serial number.

Adding a Serialized Item to a Work Order Complete the remaining fields as usual.

Serialized Items on Client Orders On client orders, the order quantity for a Serialized Item may exceed one: the serial number will not be known when you take the order.

Serialized Items on Client Orders Serial numbers are recorded then the pick ticket is entered.