Record Item Serial Numbers

List Items on Documents | Find a Document

Item serial numbers can be recorded on documents for purposes of warranty tracking or meeting legal requirements. Once recorded, former documents can be quickly located by searching by serial number.

To record serial numbers:

1. In inventory, specify those items for which you want to record serial numbers by selecting the check box for Use Serial #, located in the Misch and Shipping section of the item record. (Note: For an existing item, select Edit first.)

2. When listing these items on documents (except purchase orders and cost memos), you will be prompted to enter a serial number for each unit being processed.

Notes:

• The serial numbers entered are saved and printed on documents. Serial numbers listed on a customer order are carried to the sales receipt when the items are sold, saving you the time of re-entering them.

• The recording of serial numbers on documents is optional, even when you have enabled serial number tracking. To continue creation of a document without entering a serial number, click Cancel from the Enter Serial Number dialog.

• You can record serial numbers even when not prompted. After listing the item, click  Edit and make an entry in the Serial # field.

• Point of Sale does not keep track of the serial numbers of items currently in inventory.

• If you decrease an item quantity on a document after having entered serial numbers, the previous numbers are cleared and you are prompted to re-enter numbers for each unit of the revised quantity. This is because the program has no way of knowing which specific unit(s) you are removing when you adjust quantities downward.

Locating a Former Document by Serial Number

You can locate a former document by serial number using search. For example, a former receipt for the sale of an item with serial number 23487497 could quickly be located by entering the serial number in the Quick Find  box on the home page or in the Search field at the top of your Sales History list and.