Issuing an Item with a Serial Number

Firstly, before issuing a product with a serial number, you need to add a product to the tracking system with a serial number, and then assign a serial number to this product.

• For more information on how to add a product tracked by a serial number, you can review the guide “Track products by serial number“.
• For more information on how to assign a serial number to a product, you can review the guide “Assigning a serial number to a product“.

Issuing the Item from Requisitions

1. Click on “Inventory” from the main menu.
2. Click on “Manage Requisitions“.
3. Click on the “Add” button.
4. Select “Manual Outbound” from the dropdown menu.
5. Enter the requisition  details as required. For more details on how to enter the requisition details, refer to the guide “Creating an Outbound Requisition“.
6. In the “Items” field, select the product tracked by serial number that you want to issue from the dropdown menu.
7. In the “Serial Number” field, enter the serial number for the product and select it from the dropdown menu.
   • Note: The list of serial numbers you select from should be available in the inventory. Numbers that have been previously issued will not appear.
8. Click on the “Confirm” button to save the actions you’ve performed.

Issuing the Item from the Sales Invoice

1. Click on “Sales” from the main menu.
2. Click on “Create Invoice“.
3. Enter the sales invoice details as required.
4. In the “Items” field, select the product tracked by serial number that you want to issue from the dropdown menu.
5. In the “Serial Number” field, enter the serial number for the product and select it from the dropdown menu.
   • Note: The list of serial numbers you select from should be available in the inventory. Numbers that have been previously issued will not appear.
6. Complete the remaining sales invoice details as needed. For more details on how to enter the invoice data, refer to the guide “Creating a Sales Invoice“.
7. Click on the “Save” button.

• Note: When the “Requisitions for Purchases and Sales” is activated, serial numbers are determined from the outbound requisition specific to the sales invoice, found in the “Requisitions” tab when viewing the invoice.