Setting Up Product Tracking with Serial Number

Prerequisites

Product Tracking Activation is a prerequisite from Inventory Settings.

Please follow the tutorial “Activating Product Tracking” for more information and a step-by-step guide.

Select “Inventory” using the drop-down menu.
Select “Products & Services“.
Add a new product or edit an existing one following the tutorials “Adding a Product” or “Editing a Product” as required.
Input the product’s Inventory Information
- Tracking Type: Select “Serial Number” using the drop-down menu.
- Set the product’s “Low Stock Threshold” as required.
Click “Save“.
- Note that the Tracking Type cannot be changed once set.

Adding a stock quantity to a product tracked by the serial number can be done in two ways

Select “Inventory” from the navigation menu.
Select “Manage Requisitions“.
Click the button “Add“.
Select “Manual Inbound” using the drop-down menu.
Select the product with serial number tracking using the drop-down menu under “Items“.
Input the product’s “Serial Number(s)” as required separating each one by typing the “Enter” key.
- You can set your own Serial Number Sequencing. [e.g. 001, 002, .. or S-001, S-002, .. etc.]
Input the product’s quantity under “Quantity“.
- Note that the quantity has to match the number of the serial number(s) input.
Click “Confirm“.
- For more information, please refer to the tutorial “Adding a Manual Inbound Requisition“.

Select “Sales” from the navigation menu.
Select “Create Invoice“.
Input the invoice details following the detailed tutorial “Creating an Invoice“.
Select the product with serial number tracking using the drop-down menu under “Items“.
Input the product’s “Serial Number(s)” as required separating each one by typing the “Enter” key.
Input the product’s quantity under “Quantity“.
- Note that the quantity has to match the number of the serial number(s) input.
Proceed with the invoice creation.
Save the invoice following the detailed tutorial “Previewing and Saving an Invoice“.