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

This can be done in the detail of the price list item.

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

On the receiving side, serial numbers can be entered from the line item of a goods receipt or a purchase invoice. Conversely, on the issuing side, serial numbers can be entered from the line item of a goods issue or a sales invoice.

The actual receiving or issuing of a serial number from the warehouse together with the item is always handled by a goods receipt or goods issue document.

In addition to working with serial numbers from the web interface, there is also an import option — via Excel or API.

When receiving serial numbers, you define the serial number format yourself — you always enter the number of serial number codes equal to the quantity of the corresponding item.

The process is always the same. Once an item with active serial number tracking is added to a document line, the web interface will allow you to enter serial numbers.

In the Purchase Invoices agenda, create a new record. Documentation for purchase invoices can be found here.

Add an item with serial number tracking to the purchase invoice line.

You can now enter serial numbers in two ways:

from the purchase invoice line;

or from the item detail view.

Both options present the same form for entering serial numbers. The number of serial numbers must always match the quantity (unit of measure) of the purchase invoice line item.

Provided that the purchase invoice is configured to automatically generate a goods receipt, saving the serial number, the invoice line item, and the invoice itself will simultaneously add the corresponding item quantity and the serial numbers to stock.

The current serial numbers in stock can then be found in the agenda called Serial Numbers.

In the Goods Receipts/Issues agenda, create a new record. For instructions on how to work with warehouse documents in the web interface, refer to this guide.

Add an item with serial number tracking to the goods receipt line.

You can now enter serial numbers in two ways:

from the goods receipt line;

or from the item detail view.

Both options present the same form for entering serial numbers. The number of serial numbers must always match the quantity (unit of measure) of the goods receipt line item.

When the serial number, the goods receipt line item, and the goods receipt itself are saved, the corresponding item quantity and the serial numbers are added to stock simultaneously.

The current serial numbers in stock can then be found in the agenda called Serial Numbers.

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

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

In the Sales Invoices agenda, create a new record. Documentation for sales invoices can be found here.

Add an item with serial number tracking to the sales invoice line.

You can now enter serial numbers in two ways:

from the invoice line;

or from the item detail view.

Both options present the same form for selecting serial numbers. The number of serial numbers must always match the quantity (unit of measure) of the sales invoice line item.

As a reminder, you always select from serial numbers currently available in stock.

Provided that the sales invoice is configured to automatically generate a goods issue, saving the serial number, the sales invoice line item, and the invoice itself will simultaneously deduct the item quantity and remove the serial number from stock.

In the Goods Receipts/Issues agenda, create a new record. For instructions on how to work with warehouse documents in the web interface, refer to this guide.

Add an item with serial number tracking to the goods issue line.

You can now enter serial numbers in two ways:

from the goods issue line;

or from the item detail view.

Both options present the same form for selecting serial numbers. The number of serial numbers must always match the quantity (unit of measure) of the goods issue line item.

As a reminder, you always select from serial numbers currently available in stock.

When the serial number, the goods issue line item, and the goods issue itself are saved, the corresponding item is removed from stock together with the associated serial number.