55 lines
2.8 KiB
Markdown
55 lines
2.8 KiB
Markdown
---
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{
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"_label": "Serialized Inventory"
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}
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---
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As we discussed in the **Item** section, if an **Item** is *serialized*, a **Serial Number** (Serial No) record is maintained for each quantity of that **Item**. This information is helpful in tracking the location of the Serial No, its warranty and end-of-life (expiry) information.
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**Serial Nos** are also useful to maintain fixed assets. **Maintenance Schedules** can also be created against serial numbers for planning and scheduling maintenance activity for these assets (if they require maintenance).
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You can also track from which **Supplier** you purchased the **Serial No** and to which **Customer** you have sold it. The **Serial No** status will tell you its current inventory status.
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If your Item is *serialized* you will have to enter the Serial Nos in the related column with each Serial No in a new line.
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### Serial Nos and Inventory
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Inventory of an Item can only be affected if the Serial No is transacted via a Stock transaction (Stock Entry, Purchase Receipt, Delivery Note, Sales Invoice). When a new Serial No is created directly, its warehouse cannot be set.
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### Using Serial Nos
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To add a Serial No to a stock transaction, you can set the Serial No in the serial no field:
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![Serial No Entry](img/serial-no-entry.png)
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### Creation
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Serial Nos can automatically be created from a Stock Entry or Purchase Receipt. If you mention Serial No in the Serial Nos column, it will automatically create those serial Nos.
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### Automatic Series
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If in the Item Master, the Serial No Series is mentioned, you can leave the Serial No column blank in a Stock Entry / Purchase Receipt and Serial Nos will automatically be set from that series.
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#### Step 1: Mention the Series in the Item
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![Automatic Series](img/item-serial-no-series.png)
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#### Step 2: Keep Serial No field blank in your entry
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#### Step 3: Save / Submit your transaction (Serial Nos Automatically Updated)
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![Serial No Created Message](img/serial-no-auto-1.png)
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![Serial No Updated in Transaction](img/serial-no-auto-2.png)
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### Importing and Updating Serial Nos
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Serial Nos cannot be imported from Stock Reconciliation. To import Serial Nos, you will have to use the Data Import Tool.
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### Using Serial Numbers for Multiple Purposes
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Serial Nos are a useful tool for tracking different kinds of Items, by using it along with Custom Fields. For example, in our internal system at Web Notes, each ERP account is a Serial No, with type of user “Plan” as the Item, its expiry date, whether it is Trial or Paid and other details as Custom Fields.
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We have known customers who use Serial Nos to track fixed assets, real-estate properties or advertisement slots, even library books!
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Since Serial Nos are deeply linked with all the core modules, Selling, Buying, Inventory and Accounting, you may find many uses for them. |