Serialised stock

Owned by Julie Hanlon
Last updated: Jul 10, 2023
3 min read

Overview

If your stock is serialised, you can flag it as such in Inventory Maintenance > Main tab:

This flag means that whenever you have a stock movement, the user will be prompted to enter or select the serial item they are selling or receiving. But even if you don’t have Use Serial/Batch Nos ticked doesn’t mean you can’t enter a serial number anyway.

To enter a serial or batch number against non-serialised items, double-right mouse click on the Quantity column. E.g. Quantity Ordered in Sales Orders, or Qty This Del on receivals, or Quantity On This Book In in shipment bookins.

Serial numbers and batch numbers are used interchangeably in version 7, however watch this space: [DEV-8991] Distinguish between serial and batch tracked items - Jiwa Service (atlassian.net)

Serial Number Tracking

Jiwa’s standard Serial Tracking form shows the user the movements in and out for a serial number.

  1. Inventory > Serial Number Tracking

  2. Use the Ranges to limit the results to just the serial no you are looking for. Or limit the ranges to a part no, to show all the serial movements for a part no.

  1. Then click Go on the right of the form

  1. The stock movements here also include work orders from manufacturing.

Picking serialised items

If a serialised item is added to a sales order, then the Serial Selection form will automatically load if there is stock. Right-mouse click on Quantity SOH to move that value to the Each Quantity column for selection. Or just manually enter the quantity you want in that column.

Click Use Inventory to finish your selections and return to the sales order lines.

 

Receiving serialised items

The Serial Numbers form will pop-up when a serialised item is being received on GRNs and bookins, at the time of entering a quantity. You can either manually add the serial numbers in the ‘Selected Serial Numbers' grid using a barcode scanner or keyboard. Or you can let Jiwa generate them for you if they’re in a sequential range.

  1. Enter the first and last serial. Click Calculate Quantity to make sure you have the correct range.

  1. Click Add and the serials will populate the grid below.

  1. Click OK to accept those serials.

Identifying serialised items in the system

Serialised items on a sales order, service manager job and work order will appear with a underline in the Quantity column.

Serialised items on a quote will appear in bold in Quantity.

Serialised items on a stock take appear as blue, with an underline.