Stock Extra: Serial Number Lookup

                                                                                                                                                                                                                                                                                                                                                   

Go to Stock > Stock Extra > Serial Number Lookup

Serial Number Lookup:

 

Use this report to:

 

1. Track History: Track the history of which serial numbers were associated with a particular item.

2. Add or Delete Serial Numbers: Add or delete a serial number (right-click). This is only necessary if stock is taken on for the first time, which is already in the shop and has not been added by means of a GRN (Goods Receiving Note) module.

3. Swap Out a Serial Number: Do this on the Swap Out Serial Number tab (bottom of the form).

oNote: The serial number you want to swap out must have an invoice attached/linked to it.

  How to:

 1) Add the new serial number (e.g., if you have sent the item to the supplier and the item is replaced).

            *  The invoice number of the swapped-out item will be transferred/linked to the new serial number.

4. Print Labels: Print labels with serial number(s). Before barcodes for the serial numbers can be printed, go to Stock > Stock Options and select a Serial Number Label. Alternatively, one can be designed by selecting the Design Custom Report Design Custom Report button.

 

 

 

Selling Items with Serial Numbers:

When selling items with serial numbers, you can scan the serial number instead of the barcode. Keep in mind that the serial number is associated with a warehouse. If the warehouse on the invoice differs from the warehouse to which the serial number is linked, an error message will be displayed.

 

 

Handling RTS (Return to Supplier) and Replacement with a New Item:

 

If you have RTS'ed an item and the supplier sends you a new item (e.g., a different color) with a new item/supplier code, follow these steps:

 

 1. Add the New Item: Add the new item in the Stock Main Form.

 2. Clear the Invoice Number: Clear the invoice number on the item that has been sent back. Right-click on the serial number and select Clear Invoice Number.

 3.Set the Invoice Number: Right-click on the new item that has been added and select Set Invoice Number. Assign the invoice number that was linked to the item that has been removed to the new item.

 

Note: If the supplier has opted to refund the cost of the item, the entry needs to be done in the Supplier's Journal.

 

 

 

How to track a serial number in SI+:

 

1. Select the SerialNo Tracking checkbox if you require serial tracking for an item.

2. SI+ will prompt you to enter the serial number(s) when you create a goods receive note, invoice, or job card, only if serial number tracking has been enabled for that specific item.

 

See Also:

•Adding Serial Numbers.

•Stock Options > Strict Serial No. Tracking

 

 

Adding serial numbers manually:

For an item on the invoice form, you can click on the plus sign next to the stock item, and the serial form will open. Remember, the + sign will only appear if serial tracking is selected for the specific item (see image below).

 

 

 

See also the Goods Receiving Module.