When products require outbound serial numbers, you might need to enter the serial numbers when you sell the products to your customers. You can also set up serial numbers so the numbers used on sales orders are automatically assigned. Managers can select the method that is most appropriate for each product and each warehouse workflow.
If the system custom programmed your business forms, the pick tickets can have the system-assigned numbers printed on the form. When using custom forms with manually-assigned numbers, the forms can provide space for the picker to hand write the serial number on the pick ticket.
You can also enter or edit serial numbers from the following locations:
If you are manually entering outbound serial numbers, you normally do this from the Status window of a new or existing open sales order, while already there to change the order status to Pick Up Now or Invoice. You can also access serial number entry from the Body window of an existing open order. After you enter all the serial numbers on either the Status or Body windows, use the Serial Number Entry dialog box to edit serial numbers.
To enter serial numbers on the sales order Status window:
From the Orders menu, select Sales Order Entry and display the existing open order for the items without serial numbers.
Click the Statustab to display the Status window.
In the Order Status field, change the order status to either Pick Up Now or Invoice.
If changing to an Invoice status, a message might display asking you if you want to invoice the order with open serial numbers. Click OK to continue.
When prompted to Enter Serial Numbers Now, click OK to open the Serial Number Entry dialog box.
Enter the product serial number information, save your entries, and exit the window.
To enter serial numbers on the sales order Body window:
From the Orders menu, select Sales Order Entry and display the existing open order for the items without serial numbers.
Select the product requiring serial numbers to open the Serial Number Entry dialog box.
Enter the product serial number information, save your entries, and exit the window.
Enter serial numbers on the sales order Scheduling window if you are unable to enter the serial numbers on the Status or Body windows, for example, when selling an order with a Call When Complete status. You can enter or edit serial numbers later, which is useful if you did not have the serial numbers at hand, or were unable to enter them during order entry.
To enter serial numbers on the sales order Scheduling window:
From the Orders menu, select Sales Order Entry and display the existing open order for the items without serial numbers.
Select the product and select Schedule from the Line Item menu to display the Scheduling window.
With the correct order ship date selected, select Serial Numbers from the Edit menu to display the Serial Number Entry dialog box.
Enter the product serial number information, save your entries, and exit the window.
Use a product's Inventory History Ledger to enter or edit the serial numbers later. Use this method if you do not know the sales order number, but do know the product.
To enter serial numbers on a product's Inventory History Ledger:
From the Orders > Inquiries menu, select Inventory History Ledger to display the Inventory History Ledger window.
In the Product field, enter the product name or product ID.
With the correct transaction selected, select Serial Number Entry from the File menu to open the Serial Number Entry dialog box.
Enter the product serial number information, save your entries, and exit the window.
Save your changes and exit the Inventory History ledger window.
Use the Invoice Preview Queue to enter or edit serial numbers prior to printing and sending invoices.
To enter serial numbers from the Invoice Preview Queue:
From the Orders > Queues menu, select Invoice Preview Queue to display the Invoice Preview Queue window.
Complete the window's header fields to display the orders. For more information, see Previewing Invoices Before Printing Them.
In the Open Serial Numbers field, select either Include or Onlyto list orders that still need serial numbers.
With the correct order selected, select Edit Order from the Order menu to open the order for editing.
On the order's Body window, select the product requiring a serial number to display the Serial Number Entry dialog box.
Enter the product serial number information, save your entries, and exit the window.
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