A serial number is always tied to a specific item in the price list. For items whose serial numbers you want to track, you must first activate serial number tracking.

You can do this in the detail of the price list item, on the Warehouse tab in the Tracking section, by selecting the Track serial numbers checkbox. If the numbers must not repeat, also select the Serial no. must be unique checkbox. Flexi will then check on every subsequent receipt that the number has not yet been used for the given item.

There are always two ways to work with serial numbers: you can either receive them or issue them.

On the receiving side, you can enter serial numbers from an item of a goods receipt or a received invoice. On the issuing side, you can enter serial numbers from an item of a goods issue or an issued invoice.

However, the actual receipt or issue of a serial number to or from the warehouse together with the item is always handled by a goods receipt or goods issue.

Besides working with serial numbers in the web interface, you can also import them: Excel or API.

When receiving serial numbers, you define the format of the serial number yourself: you always enter as many serial number codes as the quantity of the given item.

The procedure is always analogous. As soon as a document item contains a price list item with serial number tracking enabled, the web interface lets you enter serial numbers.

In the Received invoices module, we create a new record. Received invoices themselves are covered in a separate guide.

We add an item that tracks serial numbers to the items of the received invoice. We can then enter the serial numbers in two ways:

from the received invoice row: when you hover over the item row, an icon panel appears on the right; the last icon opens the serial numbers;

or from the item detail: open the item using the pencil icon and click the Serial numbers button.

Both options open the same Serial numbers panel with a field for entering them. At the bottom, you can see how many numbers have been entered out of the required total. Confirm the panel by clicking Save.

Provided the received invoice is set up to generate goods receipts automatically, saving the invoice creates a goods receipt, and the serial numbers are added to the warehouse together with the corresponding item quantity.

You can then find the serial numbers in the module called Serial numbers. This module only displays the numbers; they can only ever be added from a document.

In the Goods receipts/issues module, we create a new record. How to work with warehouse documents in the web interface is described in a separate guide.

We add an item that tracks serial numbers to the goods receipt items. You enter the serial numbers the same way as with an invoice, either using the icon in the item row or using the Serial numbers button in the item detail.

In the Serial numbers panel, enter the numbers and check the count of entered numbers; it must match the quantity on the item.

When you save the serial numbers, the goods receipt item, and the goods receipt itself, the serial numbers are added to the warehouse together with the corresponding item quantity.

In the Serial numbers module, you will find all tracked serial numbers along with their price list item and warehouse. To display only those currently in stock, use the Serial numbers filter with the In stock option (the Issued option, in contrast, shows numbers that have already left the warehouse).

If you are interested in how to receive serial numbers into stock via the API, see the API request example.

When issuing, you select from serial numbers that have already been received into stock, that is, numbers that are currently in the warehouse.

In the Issued invoices module, we create a new record. Issued invoices themselves are covered in a separate guide.

We add an item that tracks serial numbers to the items of the issued invoice. Again, you select the serial numbers using the icon in the item row or the Serial numbers button in the item detail.

On the issuing side, the Serial numbers panel offers the numbers currently in stock to choose from (the Select more section). Click a number to move it to Selected; you can search among them using the Search field.

Provided the issued invoice is set up to generate goods issues automatically, saving the invoice creates a goods issue, and the selected serial number is deducted from the warehouse along with the item.

In the Goods receipts/issues module, we create a new record. How to work with warehouse documents in the web interface is described in a separate guide.

We add an item that tracks serial numbers to the goods issue items, and open the Serial numbers panel using the icon in the row or from the item detail. Remember that you always select from serial numbers that are currently in stock.

When you save the serial numbers, the goods issue item, and the goods issue itself, the corresponding serial number is issued from the warehouse together with the item.

Besides manual entry in the web interface, there are two other ways to get serial numbers into Flexi:

If you also work in the desktop application, the procedure and tracking setup there are described in the guide of the same name for the desktop application.