Using serial numbers, you can keep track of exactly which unit of a product is sold to which customer. This lets you record the movements of a specific product, seeing the moment it was received, sold, repaired, or refunded. Serial numbers also let you see if an item is still under warranty.

Adding a serial number to a product

Creating a serialized item

1. Navigate to Inventory.
2. Find an existing item, or add a new item.
3. On the item's Details page, check the Serialized box.

   

4. Click Save Changes. You will be redirected to the item's page.
5. Add your serial numbers.

Adding serial numbers

1. Click the Serial #s tab.
2. Type in your Serial #.

   

3. Optionally, type in the item's Color and/or Size.
4. Click + Add Serial.

Repeat until all serial numbers have been added.

Adding serial numbers to items received in a purchase order

If you have received items from a purchase order, you can add serial numbers as part of receiving the purchase order.

Selling a serialized product

To add a serialized product to a sale:

1. Begin a sale.
2. Once you've added your product, use the Scan or type a serial number dropdown to scan, type, or select an existing serial number.

   

   To add a new serial number, click Add New Serial. On the Add Serial Number page, type in the Serial Number, color and size (optional), and click Add Serial Number.

   

3. Complete the sale as usual.

Understanding the Serial Numbers page

In Retail POS, you can find the Serial Numbers page by navigating to Inventory > Serial Numbers.

This page lists all products and their serial numbers. If the product was sold, the Sale ID will be listed. If the product was sold to a customer added to the sale or one with a customer profile, their name will be listed. You can use the filters to narrow down your search.

Click Print to print your list of serialized items, or Export to download your list as a .CSV file.

Click a serialized item to access its Details page. You can edit the item and/or customer details, including adding notes to the sale.

Click the sale number under Original Sale to navigate to the specific sale's Details page, where additional information about the sale is listed. You can also edit the date/time the sale occurred, the customer's details, Sale employee, Register, and Shop, plus add notes to the sale.

The Workorders tab will direct you to the serialized item's Workorders page. Listed here are the details of any existing work orders. Click + New Work Order to start a new work order for the item.

Disabling serial numbers for an item

If you no longer want to record product serial numbers at the time of sale:

1. Navigate to Inventory and find the item, using the filters if necessary.
2. Click the Serial #s tab.

   

3. Click the trash can icon for each serial number. Click OK each time to verify.

   

4. When all serial numbers have been deleted, click the Details tab.
5. Uncheck the Serialized box.
6. Click Save Changes.

Once serial numbers are disabled, you won't be prompted for a serial number at checkout, and sales of this item will not be recorded on the Serial Numbers page.

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