Serial numbers

The Stock -> Serial numbers section contains a list of all serial numbers of all parts.

This page allows:

  • Searching and filtering the serial numbers,
  • accessing serial number details,
  • seeing each serial numbered part's history,
  • seeing each serial numbered part's status,
  • seeing the customer information who this item was shipped to,
  • editing custom fields defined for serial numbers.

Jump to:

  1. Tips and tricks.
  2. How to save serial numbers to parts?
  3. What do the serial numbers statuses indicate?
  4. How to record serial numbers of when receiving purchase orders?
  5. How to record serial numbers in manufacturing - for parts and products?
  6. How to write off serial numbered items?
  7. How to transfer serial numbered items to another warehouse?
  8. How to ship serial numbered items to customers?
  9. How to accept customer returns of serial numbered products?

Tips and tricks

  • Click Choose columns to choose which columns to display.
  • Drag the columns to rearrange them.
  • Check the rows and click Bulk editing to edit these rows in bulk.
  • Click Reports Reports for seeing the serial number's reports.
  • The report can be searched and filtered (see Usage tips for wildcards).
  • The Stock -> Serial numbers is available if the Serial Numbers functionality is enabled.

Saving serial numbers to parts and products

Serial numbers to parts can be saved in several places, depending on the operation:

  1. Read: How to record serial numbers of purchased items?
  2. Read: How to record serial numbers in Manufacturing Orders?
  3. Serial numbers can be also manually entered or edited at each stock lot's details, at Stock -> Stock lots when manually adding a new lot, or after a lot has been created.

The serial number statuses

The serial number statuses are updated automatically according to how these items are handled. The statuses are:

  • Planned - when the item has not been received yet. The stock lot is in status Planned;
  • Received - when the item is in stock. The stock lot is in status Received;
  • Consumed - when the item is consumed in manufacturing;
  • Shipped - when the item is shipped to the customer. Read: How to track shipped serial numbers?;
  • Written off - when the item is manually written off in Stock -> Write-offs
  • Rejected - when the item has failed quality control or RMA inspection. The stock lot status is Rejected. Available, if the Quality Control or Return Merchandise Authorization (RMA) functionality is enabled.
  • Returned - when the item has been returned from a customer. The stock lot status is RMA returned. Available, if the Return Merchandise Authorization (RMA) functionality is enabled.