Assigning a Serial Number to an Item

Before assigning a serial number to a product, you first need to add a product that is tracked by its serial number. To learn more about how to add a product tracked by a serial number, you can refer to the guide “Track Products by Serial Number“.

Assigning a Serial Number on Requisitions

1. Click on “Inventory” from the main menu.
2. Click on “Manage Requisitions“.
3. Click on the “Add” button.
4. Select “Manual Inbound” from the dropdown menu.
5. Enter the required requisition details. For more details, refer to the guide Creating an Inbound Requisition.
6. In the “Items” field, select the product tracked by a serial number that you want to assign a serial number to from the dropdown menu.
7. In the “Serial Number” field, enter the serial number of the product you selected above.
8. In the “Quantity” field, enter the quantity of the item you selected above.
   • Note: The number of serial numbers must match the added quantity of the product.
9. Click on the “Confirm” button to save the actions you’ve performed.

Assigning a Serial Number on a Purchase Invoice

1. Click on “Purchases” from the main menu.
2. Click on “Purchase Invoices“.
3. Click on the “New Purchase Invoice” button.
4. Enter the purchase invoice details as required.
5. In the “Items” field, select the product tracked by a serial number that you want to assign a serial number to from the dropdown menu.
6. In the “Serial Number” field, enter the serial number of the product you selected above.
7. In the “Quantity” field, enter the quantity of the item you selected above.
   • Note: The number of serial numbers must match the added quantity of the product.
8. Complete the rest of the purchase invoice details as required. For more details on how to enter the purchase invoice data, refer to the guide “Adding a Purchase Invoice“.
9. Click on the “Save” button.

• Note: If “Requisitions  for Purchases and Sales” is enabled, the serial number is added from the requisition of the purchase invoice, which can be found in the “Requisitions” tab when viewing the purchase invoice.