Products: Add Products with Serial Numbers

Introduction

This article will guide you in how to add serial numbers to products that require them! We will also cover how to track serialized items in your inventory and identify sold items for recall and warranty purposes.

Note: If you switch your inventory type to Serialized, the stock level will be reset, and the product will not work with current Stock Management features, except for Purchase Orders.

Contents
i) Creating Serialized Products

ii) Adding and Removing Serialized Numbers

iii) Making Sales with Serialized Numbers

iv) Making a Sale With Serialized Numbers When Offline

v) Stock Management With Serialized Numbers

vi) Purchase Orders With Serialized Numbers

vii) Warranty Claims

i) Creating Serialized Products

With the ability to create products with serial numbers, you can add numerous serial numbers to your products should your business operations require it.

Here's how to set them up:

Step 1.
Go to your BackOffice > Products > Manage Products > Click a Product to edit.

Step 2.
Scroll down to Inventory > tick the Track Stock Level box > Save.

Step 3.
When the page reloads, scroll all the way down and at Inventory Type, choose Serialized. 

ii) Adding or Removing Serialized Numbers

If you'd like to add more or remove serial numbers, you can do so easily in the BackOffice. Here's how:

Step 1. 
Go to your BackOffice > Products > Manage Products > Click a Product to edit.

Step 2. 
Scroll down to Inventory > Click Manage Serial Numbers for the relevant store(s).

Step 3.
A 'Manage Serial Numbers' popup box will appear for you to enter the serial numbers, then Save. 

Note: Please make sure your serial numbers are unique for variants of each parent product.

If you'd like to remove serialized numbers, follow the steps above, but just delete them and Save:

iii) Making Sales With Serialized Numbers

To make sales on your iPad Register, perform the following steps:

Step 1.
Select the product so it appears on the checkout list on the right.

Step 2.
A popup will appear asking you to select a serial number (if you've created many in the BackOffice earlier).

Step 3.
Select the serial number and it will appear underneath the product in the checkout list.

iv) Making a Sale With Serialized Numbers in Offline Mode

To make sales on your iPad Register, do perform the following steps:

Step 1.
Select the product so it appears on the checkout list on the right.

Step 2.
A popup will appear asking you to manually type in a serial number (if you've created many in the BackOffice earlier)

Step 3.
Type in the serial number > press the + sign on the register and a popup will ask you to confirm the serial number. Select Yes and it will appear underneath the product in the checkout list.

v) Stock Management With Serialized Numbers

As this feature is still in beta, serial numbers will not work with all Stock Management features, except Purchase Orders.
 

vi) Purchase Orders and Serialized Numbers

When you create a Purchase Order and add a product with a serialized number, a popup will appear, stating the product is using the Serialized inventory type and will not update your stock levels when this purchase order is received and completed.

However, your stock quantity will be determined by the number of serial numbers saved when you go back to Manage Products and add the serial numbers in.

vii) Warranty Claims

Serialized numbers can help you when it comes to Warranty claims. Serial numbers can be assigned to your products and used as reference when transactions are made - particularly useful for products and services! Just type in the serial number at the search bar at the Transactions page, and you’ll see the transaction with that serial number number sold.

Need further assistance?
Contact our Customer Care Team

📧 care@storehub.com