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Managing inventory items by serial number

Set items to use serial numbers, then enter or scan them when booking stock in, view them in stock locations, and pick them on jobs and delivery notes.

Zigaflow can record and manage your stock using serial numbers.

When it is Entered

You have the choice of entering an item's serial number when:

  • It is received into stock

  • When it is in stock

  • When it is picked for delivery

This gives flexibility to work in the way that best serves your processes.

Setting an Item to use Serial Numbers

This is done on a product-by-product basis. On the item edit screen tick "Store with Unique Reference":

Edit Item screen with the Is Stock Item and Store with Unique Reference checkboxes ticked and highlighted

Note that when an item is set to use a serial number/reference, it cannot be changed back. If you made a mistake, fully delete the item (including from the "Deleted" items page) and start from fresh.

Booking into Stock From a PO/Supplier Delivery

You can enter the serial number when booking. Zigaflow will recognise items with serial numbers.

Items Available to Book in table with the empty Reference fields highlighted for two StockToReference rows to enter serial numbers

The number can also be scanned using this button:

Barcode scanner icon button used to scan a serial number instead of typing it when managing inventory items

Stock View

Serial numbers can be viewed and edited in Go To-> Stock -> Locations

Stock Locations search results for StockToReference with the Ref (Serial Number) column highlighted, showing three serial numbers

Allocating on a Job/Sales Order

If a serial number item is added to a job/sales order with a quantity of more than one, it is still shown on one line. However, when allocating stock to that, you can choose by serial number:

Allocate/Reserve SerialNumberItem from Stock dialog with the serial numbers in the Reference column highlighted for each location

Booking out on a Delivery Note

When picking on the delivery note, it is possible to select by the serial number or enter it at this point:

Delivery note pick table with serial numbers entered in the Reference fields for Default and London locations highlighted
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