Skip to main content

Enable and Maintain Item Serials

Enable and Maintain Item Serials

Overview

This guide will help you create a serialized item and track unique units through supported stock transactions.

Each physical unit must be represented by a valid unique serial and move consistently with stock.

Who can do this

You need access to Item Add/Update and access to serial-capable inventory/transaction workflows.

Before you start

Decide serialization before item creation. Define serial format, uniqueness scope, capture point, import policy, and return/warranty handling.

Before saving, check that the correct company is open and that you have permission to complete this task.

Where to find it

Back Office → Items & Advanced Inventory → Manage Items → Item Serialization/Item Serials.

Enable and Maintain Item Serials

Step 1: Create/select the intended stocked item

Step 2: Enable Item Serialization during the supported creation path

Step 3: Save the item

Step 4: Enter serials through opening stock, Purchase/GRN, or other supported receipt

Enter serials through opening stock, Purchase/GRN, or other supported receipt workflow.

Step 5: Select exact available serials during Sale, Transfer, Adjustment, WIP, or

Select exact available serials during Sale, Transfer, Adjustment, WIP, or Return.

Step 6: Use Item Serials/stock inquiry to review status

Check your work

Trace one serial from receipt through location, sale, return, and report. Confirm duplicate/unavailable serials are rejected.

Take a moment to check your work before closing the window. This small check can save time later.

If something goes wrong

  • Do not edit the database to correct a serial.
  • Use approved return/adjustment workflows and preserve audit evidence.

What to do next

Back to top