Advanced Serial Number Tracking

Overview

• Added in version 8.019
• New features added for serial number tracking
  • Can set up Products to store and use serial numbers
  • Allows serial numbers to be recorded when receiving inventory
  • Inventory with serial numbers can be viewed from the View Inventory screen
• Coming Soon: Report to view serial number history

Setup

1. Main Menu -> Manage My Inventory -> View & Manage My Inventory
2. Navigate to an existing item to use with serial numbers
3. Click “Edit” in the top-right corner
4. Toggle “Use Serial #’s” and “Store Serial #’s” as desired
5. Click “Save” in top-right corner
6. On sidebar Item -> Serial Numbers will now be visible (if storing is enabled)

Parameters

• AllowEditSerialNumbers (Default false)
  • Set to true to allow serial number table to be edited at View Inventory
    • Edit button on form will appear if true

Areas of Use and Workflow

Purchase Orders (When storing serial numbers)

1. Main Menu -> Manage My Inventory -> Manage My Purchase Orders
2. Add SKU that stores serial numbers
3. Complete PO like normal
4. When Receiving PO
   1. After clicking “Post Data” popup will appear to add serial numbers
   2. Manually add serial numbers
      
   3. Click “OK” when done
5. On View Inventory screen, clicking on “Serial Numbers” will show received inventory

Shipping (Store packing data must be enabled)

1. Have an approved order with a SKU with “Use Serial #’s” and “Store Serial #’s” enabled
2. Load order on Shipping screen
3. Pack item with serial number
4. Popup to add serial number will appear
5. Manually enter number
6. Click “Save”
   1. If “Cancel” is clicked item will not be packed
   2. Click “None” to override need for serial number
7. Finish shipping order
8. On View Orders screen Shipping -> Packing (Or AVO display shipping tab), serial number will be listed in table next to SKU
   
9. On View Inventory -> Item -> Serial Numbers
   1. Table will now show used serial number

Items of Note

• POs with multiple serial numbers can be created
• Multiple POs with the same serial number can be saved
• Shipping must be done on packing screen to trigger serial number popup
• Deleting existing packing data will clear used serial numbers