How to View Serial Number Report

What is a Serial Number Report
Serial Number report provides detailed tracking of stock-in and stock-out records for each serial number in your inventory. This report shows only serial numbers currently in stock, recorded through Goods Received or manual entry. It ensures accurate record-keeping for serialized items, helping businesses manage warranties, returns, and product traceability. By offering a clear view of current stock and transaction history, it supports better inventory control and operational efficiency.

Learn How To

1. Enabled FIFO for your items.
2. Create documents with serial number item
3. View Serial Number Report

Firstly, ensure that you have enabled FIFO for your items.

1. Click on Products/Services and select Products/Services 

2. Click on an item that you want to enable FIFO

3. Check if FIFO is enabled for the item. Once enabled, it cannot be disabled.
(If you don't see 'Enable FIFO for this product,' it means your account has not enabled Inventory Aging. Please contact Customer Service for assistance) 

Secondly, create documents with serial number item

4. Create a Purchase Invoice with an item(type = IMEI/Serial Number) and enter the new serial number.
(If you are not sure how to create a Purchase Invoice, you may refer to How to Create a Purchase Invoice) 

5. Create a Goods Received entry with the item (type= IMEI/Serial Number) and enter the serial number from the corresponding Purchase Invoice
(If you are not sure how to create a Goods Received, you may refer to How to create a Goods Received) 

5.1 If you have enabled Approval for Goods Received, you need to approve it. 

(If you want to enable or disable this setting, you may click on your profile picture > Settings in the Company tab > Goods Received > Approval)

6. Create a Sales Invoice with the item (type= IMEI/Serial Number) and select the existing serial number from the corresponding Purchase Invoice. 
(If you are not sure how to create a Sales Invoice, you may refer to How to create a Sales Invoice) 

7. Create a Delivery Order with the item (type: IMEI/Serial Number) and select the existing serial number from the corresponding Sales Invoice.
(If you are not sure how to create a Delivery Order, you may refer to How to create a Delivery Order) 

7.1 Make sure the Delivery Order has been marked as delivered. 

(If you notice the button labels with 'Mark as not delivered', it means the Delivery Order has been marked as delivered. If you want to edit the Delivery Order, you may click 'Mark as not delivered' and edit it) 

How to view Serial Number Report

8. Click on Reports and select View More

9. Click on Custom

10. Click on Serial Number Report to view it
(For filtering instructions, proceed to the next step)

11. Click on Filter

12. Here are the filter options

13. After selecting the filter options, click Apply to view the filtered results.