Serialized Products

Serialized products allow you to assign, identify and dispatch individual units within a product's stock on hand. This provides increased stock accuracy. The difference between serial and batch products is a serial identifies individual products, whereas a batch can be assigned to multiple products. When using serialized products it is important that the correct serial number is dispatched or used to prevent stock inconsistencies. 

• Create a Serialized Product
• Purchasing Serialized Products on Stock Purchase Orders
• Using Serialized Products on Projects and Production Jobs
• Producing a Serialized Product on a Production Job
• Dispatching Serialized Products on Stock Sales
• Stock Adjusting Serialized Products (Coming Soon)
• Stock Taking Serialized Products (Coming Soon)

Create a Serialized Product

Create product and set it's TrackingType to Serial.  

Note: Existing FIFO products CANNOT be set to a serial product. Conversely, existing serial products CANNOT be reverted to a FIFO product.   

Purchasing Serialized Products on Stock Purchase Orders

Receiving a stock purchase order containing serialized products is the same workflow as normal, except you will be prompted to assign a serial number to each individual unit received.

Click on the (i) to open the serial number entry popup. Enter the serial numbers for each of the received quantities.

Click Done to save the serial numbers. You can check/change the serial numbers by clicking the "i" anytime before you complete the purchase order. Once received, the serial numbers can be reviewed in the stock dashboard from the product's stock movement history. The serialized products are listed individually with the serial number displayed with the description.

Using Serialized Products on Projects and Production Jobs

When using serialized products on projects and production jobs, you will need to confirm the exact serial number that has physically been used and ensure the same serial number is selected when prompted in the dropdown. You cannot use a serialized product without selecting a serial number.

The serial number used on the project will be tracked in the project's Materials tab.

Producing a Serialized Product on a Production Job

When completing a production job where serialized products are the output product, you will need to assign a serial number to the produced products. If there is multiple serialized output, enter the actual quantity and you will be prompted to enter a serial for each output.

Dispatching Serialized Products on Stock Sales

When dispatching a stock sale with serialized products, you will need to confirm the exact serial number that has physically been used and ensure the same serial number is selected when prompted. Note: Due the requirement to enter the serial numbers you can't Complete a stock sale containing serialized product lines.

Stock Adjusting Serialized Products 

You can also adjust the stock levels of your serialized products:

Stock adjust in - assign a unique serial number for the stock adjustment, this will be assigned to this specific stock as its unique identifier.

Stock adjust out - select the existing serial number for the stock when actioning a stock out adjustment to complete the process.

Stock Taking Serialized Products

When actioning a stock take with serialized products, you will see a column on the far right-hand side of the spreadsheet titled SerialOrBatch - this is the column where the serial/batch code will be listed against the relevant stock, if making any adjustments you will need to ensure that the code is both correct and lodged against the right stock to avoid any issues when importing.