Serial Numbers Hold Serials mode

The Inventory Details window - Serial Numbers tab has four modes: Show Available, Show Sold/On Hold, Show Serials, and Serial History. By default it opens in the Show Available mode. Click [Hold Serials] to view a list of invoices that contain serialized items that have been sold, but where the serial number has not yet been selected, as shown in Figure 1.

The Hold Serials option is often used when the serialized item that is sold has to be shipped or picked up from another location such as a warehouse. The sales clerk does not know the serial number that the customer will eventually end up with and cannot select it when the invoice is printed (for example: when appliances are sold the shipper delivers the first appliance available and cannot sort through heavy boxes looking for a particular serial number). In this situation the shipper records the serial number, edits the invoice and selects the correct serial number (or the serial number is recorded on the packing list and returned to the clerk for editing).

Note: Hold Serials should be reviewed soon after the sale to ensure that all serial numbers are recorded accurately as it is difficult to reconcile errors long after the sale. To avoid creating Hold Serials, select the option Serial Number on Invoice must be Selected in the Setup Wizard. This option forces the selection of Serial Numbers to match the quantity sold.

 The Hold Serials Report is shown in Figure 1.

Figure 1: The Hold Serial Numbers Report

The columns in the Listing are detailed in table 1.

Table 1: The Hold Serial Numbers Report columns

Double-clicking a Line will open the listed Invoice.

See also: Inventory Details window

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