Serial Number Lookup:

Go to: Stock > Stock Extra > Serial Number Lookup

Overview

This report is used to manage, track, and edit serial numbers linked to stock items.

Main Functions

1. Track History

    View the history of serial numbers associated with a specific item.

2. Add or Delete Serial Numbers

•Action: Right-click to Add or Delete a serial number.

•When to use: Only required if stock already exists in the shop and was not captured through the Goods Receiving Note (GRN) module.

3. Swap Out a Serial Number

•Use the Swap Out Serial Number tab (bottom of the form).

•The serial number being swapped must have an invoice linked to it.

Steps:

•Add the new serial number (e.g., when an item is replaced by the supplier).

•The invoice number linked to the old serial number will automatically transfer to the new one.

4. Print Labels

•Print labels containing serial numbers.

•Before printing barcodes:

1.Go to Stock > Stock Options > Printing.

2.Select an existing Serial Number Label or design a new one.

Selling Items with Serial Numbers:

•When selling, you can scan the serial number instead of the barcode.

•Important: Each serial number is linked to a specific warehouse.

•If the warehouse on the invoice does not match the serial number’s warehouse, an error message will appear.

Handling RTS (Return to Supplier) and Replacements

Scenario: If an item is returned to a supplier (RTS) and replaced with another item (e.g., different color or supplier code):

 1. Add the New Item in the Stock Main Form.

 2. Clear the Invoice Number on the returned item.

•Right-click the serial number > Clear Invoice Number.

 3.Set the Invoice Number on the new item

• Right-click the new serial number > Set Invoice Number.

•Assign the invoice number from the returned item.

Note: If the supplier refunds instead of replacing, record the transaction in the Supplier’s Journal.

Tracking Serial Numbers in SI+

•Tick the SerialNo Tracking checkbox for any item to enable serial number tracking.

•SI+ will then prompt for serial numbers when:

•Capturing a GRN

•Processing Invoices

•Creating Job Cards (if tracking is enabled for that item)

(only if serial tracking is enabled for that item)

➕ Manually Adding Serial Numbers During Invoicing

•When invoicing an item with serial tracking enabled:

•Click the ( + ) icon next to the stock item to open the serial number form.

•The ( + ) icon only appears if serial tracking is enabled for that item.

See Also

•Adding Serial Numbers.

•Stock Options > Strict Serial No. Tracking

•Goods Receiving Module.