Serial numbers can be added either during PO reconciliation or afterward from the stock section. Just make sure the item is first marked as "Serialized Material."
🔵 Path A — During PO Reconciliation | 🟡 Path B — After Reconciliation (from Stock) |
Enter serial numbers as you receive each item | Add serial numbers to already-received stock |
Best when you have the physical items and their serial numbers in front of you at the time of receiving. The serial number field appears inline in the reconcile form when you click Edit QTY. | Best when you reconciled first and want to add serial numbers later, or when you're onboarding existing inventory. Use Edit Availability in the Stock section. |
Step 1 - Mark the item as a serialized material.
Go to your Catalog or Stock and click on the item
Click on "Edit Material"
Activate the "Serialized Material" option
Step 2a - Adding serial numbers during PO Reconciliation
Open the PO and begin the reconciliation process (remember the item needs to be marked as serialized beforehand).
When reconciling each item, you will see a field to enter the serial number directly; click on Edit QTY to add the serial number.
Step 2b - Adding serial numbers after reconciliation (from Stock)
Go to Stock and find the item
Click on "Edit Availability"
Enter the serial numbers from ther
Note: You can have as many serial numbers per material as you have on-hand quantity. For example, if you have 5 units on hand, you can add up to 5 serial numbers. This must be done material by material
Once it’s active, go back to the item and click on “Edit Availability”:
And select the serial number here:
A few things to keep in mind:
You can have as many serial numbers per material as you have on-hand quantity for. For example, if you have 5 on hand, you can have up to 5 serial numbers.
This has to be done material by material. If you have a large number of materials to update, please email the list to [email protected] in an Excel file and we can have engineering upload it for you.
The file should include: Material Name + Item # + Location + Quantity on Hand + Serial Number.
Still need help? Contact Support!
Questions about serial numbers during reconciliation? We're happy to walk you through it.