A serial number is always tied to a specific price list item. For items where you want to track serial numbers, you first need to activate serial number tracking.

You can do this in the detail of the price list item by checking the Track serial numbers field. If the numbers should not repeat, also check the Unique serial numbers field. Flexi will then check with every subsequent receipt that the number has not already 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, serial numbers can be filled in from the item of a goods receipt note or a received invoice. On the issuing side, on the other hand, serial numbers can be filled in from the item of a goods issue note or an issued invoice.

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

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

When receiving serial numbers, you define the form of the serial number yourself - you always fill in the number of serial number codes matching the quantity of the relevant item.

The procedure is always analogous. As soon as an item with serial number tracking active is loaded into a document item, the web interface will allow you to enter the serial numbers.

In the Received invoices agenda, we create a new record. Received invoices themselves are covered by their own guide.

We insert an item with serial number tracking into the received invoice item.

We can now enter serial numbers in two ways:

from the received invoice line;

or from the item detail.

Both options, however, offer the same form for entering serial numbers.

Provided the received invoice has automatic generation of goods receipt notes set up, saving the serial number, the invoice item, and the invoice itself will, together with adding the corresponding item quantity, also add the serial numbers to the warehouse.

The current serial numbers in the warehouse can then be found in the agenda called Serial Numbers. This agenda only displays the numbers - they can only ever be added from a document.

In the Goods receipt/issue notes agenda, we create a new record. How to work with warehouse documents in the web interface is described in a separate guide.

We insert an item with serial number tracking into the goods receipt note item.

We can now enter serial numbers in two ways:

from the goods receipt note line;

or from the item detail.

Both options, however, offer the same form for entering serial numbers.

Saving the serial number, the goods receipt note item, and the goods receipt note itself will, together with adding the corresponding item quantity, also add the serial numbers to the warehouse.

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

If you're curious how to add serial numbers to stock via the API, take a look at this sample API request.

When issuing, you select from serial numbers that have already been received - i.e., from existing numbers currently in stock.

In the Issued invoices agenda, we create a new record. Issued invoices themselves are covered by their own guide.

We insert an item with serial number tracking into the issued invoice item.

We can now enter serial numbers in two ways:

from the issued invoice line;

or from the item detail.

Both options, however, offer the same form for selecting serial numbers.

Just a reminder that you always select from serial numbers currently in stock.

Provided the issued invoice has automatic generation of goods issue notes set up, saving the serial number, the invoice item, and the invoice itself will, together with subtracting the item, also subtract the serial number from the warehouse.

In the Goods receipt/issue notes agenda, we create a new record. How to work with warehouse documents in the web interface is described in a separate guide.

We insert an item with serial number tracking into the goods issue note item.

We can now enter serial numbers in two ways:

from the goods issue note line;

or from the item detail.

Both options, however, offer the same form for selecting serial numbers.

Just a reminder that you always select from serial numbers currently in stock.

Saving the serial number, the goods issue note item, and the goods issue note itself will, together with removing the corresponding item from stock, also remove the corresponding serial number from stock.

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

If you also work in the desktop application, the procedure and setup for tracking there is described in the equivalent guide for the desktop application.