Serial numbers (production numbers) serve as unique identifiers for products. They allow you to trace the origin and history of a specific item, simplify warranty claims and servicing, protect against counterfeits, and assist with asset management and product security.
To use serial numbers in the price list, you must have the Business or Premium plan.
Setting up serial number tracking
If you have checked the Track serial numbers flag on the product card (see menu Inventory – Price List) under the Details tab, the Serial Numbers form will display all serial numbers for all goods that you have had or currently have in stock.
If you need to search for price list items, you can do so via the menu Inventory – Price List.
In the toolbar, click the filter button and set the Track serial number field to Yes. This will filter the stock items that have the Track serial numbers flag checked in the menu Inventory – Price List under the Details tab. On the price list items (see menu Inventory – Price List), under the Serial Numbers tab, you will find the serial numbers of goods currently in stock, including the document number for their purchase and receipt into stock.
In this tab, you can look up for each serial number which document was used to purchase or sell the goods, as well as which document was used to receive them into stock or dispatch them from stock.
If you are only interested in serial numbers for goods currently in stock, you can use the filter directly in the price list to filter the stock items that have serial number tracking enabled. You can then find the serial numbers of goods in stock on each individual item card under the dedicated "Serial Numbers" tab, including the document number for their purchase and receipt into stock.
Above the list there is a drop-down menu with the following options:
all serial numbers – shows the movement of a serial number (received into stock, dispatched from stock),
issued serial numbers – already sold, no longer in stock,
unissued serial numbers – still in stock.
Entering serial numbers
You record serial numbers on the Goods receipts/issues form (the Inventory module). Add an item and select a price list entry for it. If the Track serial numbers flag is checked under the Details tab for that item, a Serial Numbers button will appear in the item detail.
Click the button, enter the number, and save it by clicking OK. If the price list item requires serial numbers to be unique (the Serial numbers must be unique checkbox is selected), each serial number you add will be validated for uniqueness across all serial numbers for that price list item, and you will be notified with an error message if the requirement is not met.
Note: serial numbers you enter are automatically stripped of invisible characters such as spaces, tabs, etc. at their beginning and end.
FAQ
How do I issue a credit note for an invoice that contains a bundle whose items have serial numbers tracked?
When creating the credit note, you must select the serial numbers that were issued on the original goods issue document and are to be returned to stock via a goods receipt.
Also check whether the bundle in the price list (if it does not track serial numbers itself) does not have the "Track serial numbers" option checked.
If this option were checked but the bundle did not actually have any serial numbers, the invoice could not be credited (there would be insufficient serial numbers in stock).