Serial numbers can be added either during PO reconciliation or afterwards from the Stock section. Just make sure the item is first marked as a "Serialized Material".
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
- 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 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 support@getply.com 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.