Articles
Make Inventory Items Serialized
Serialized inventory items require that the Serialized? status box be checked in order to associate serial numbers to an item. Non-Serialized items should not have this option checked. To input the checkmark for serialized items: Select the ser...
Purchase Orders and Serialized Inventory Items
Serialized inventory items acquire serial number information from the Purchase Order program. Create Serialized Inventory PO Select Purchase Orders on the EnergyService menu. Choose Purchase Orders then press Ctrl+C to create. Select th...
Review Serial Numbers
Serial numbers can be reviewed by navigating to the Inventory Items screen. Select the Inventory Item. Choose Show Locations . Select the Storage Location associated with the serial numbers entered on the PO. Available serial numbers w...
Serialized Inventory Invoices
When a serialized inventory item is sold, the salesperson will be required to select the serial number prior to posting the invoice. Note: If a serialized inventory item is selected when creating an invoice but not posted, the Status of the Inv...