Using Serial Numbers

Using Serial Numbers

Using Serial Numbers


Using the Serial Number feature, assign serial numbers to received items on item receipts or bills and track items going out on shipments or invoices.

Enabling Serial Numbers

  1. Open or create an item that will use serial numbers.
  2. Check the box labeled Use lots / serial numbers.
  3. Click the lots / serial numbers tab.
  4. Click Use Serial Numbers.
  5.  Check the checkbox next to the items appropriate for your situation.
  6. Click Save and Close.
Lots / SN checkbox and tab

Assigning Serial Numbers to Items

  1. On the Item Receipt or the Bill, click the … on the line item in the field labeled serial #.
  2. Click Add.
  3. Type the Serial Number.
  4. Repeat step two for each quantity of the item.
  5. Click Save and Close.
  6. Repeat steps two and three  and four for any other items on the item receipt that use serial numbers.


Selling Item with Serial Numbers

  1. On the shipment or the invoice, click the … in the serial number field to bring up the serial number selection pop-up.
  2. Choose the serial numbers of the items being shipped from the list. Be sure to choose one for each quantity being shipped.
  3. Click Save and Close.


Adjusting Serial Numbers

  1. Navigate to Inventory → Serial Number Adjustments.
  2. Enter the Item to be adjusted. A list of serial numbers and their quantities appear.
  3. To adjust the quantity, enter a number in the adjustment field.
  4. To add a new serial number, click Add and enter the serial number and the quantity.
  5. Click Save and Close.
Watch this video to learn about serial numbers in CustomBooks.



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