Serial Number Editing Form

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Serial Number Editing Form

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Here is the Form where you can edit Serial Numbers.




The Part number connects this serial number to a part in an RO or a part in inventory, or both.


If you  add a serial number to the inventory items first, then when you add the item to an RO, the serial numbers will already be there so you can just select one. You can always add a serial number at any point in time. In the Point of Sale if the Check Mark is turned on in the inventory item, the program will ask you for a Serial number. At that point you can just type one in or click on the lookup icon to select one. If that serial number has been sold before, the program will warn you about it.


The best way to use serial numbers is to add them to the parts BEFORE you sell them.


After an item is sold that has an attached serial number, the serial number record will get updated with the Date Sold, customer number, and order number (RO / Invoice#).


Master Unit


The master unit number is a number that comes from the Master Unit/Vehicle file. When you click on the lookup button you will see a list of Units/Vehicles that you have added previously. You cannot add them here. (Please don't ask why... it's a technical issue and you would be bored to tears if I explained it).


To add Master Unit/Vehicles, go to the main menu and click on Customers, Browse Master List.


Oh, and the reason for adding units/vehicles to the serial number is so you can sell whole goods. Let's say you sell lawn mowers, pressure washers, cars, motorcyles, computers, whatever. Anything you sell must be a part. What this does is let you create a part, then select the unit/vehicle in the master list. Then, when you actually sell that part (and select the serial number), when the transaction is completed, the unit/vehicle gets copied into the customer unit/vehicle list. Then, when they come back in, you can see what unit/vehicle they own and select it to be worked on.


You could be lazy and just create an item (say "Cars"), and hook up many units/vehicles with the serial numbers. However, it will not show up in the parts history with much precision. If you go through the trouble of creating the Master Units, then creating an inventory item with a description that matches, your history will look much better. Remember, you are selling the unit via the part, but merely copying the unit information to the customers unit information, so there will be no unit history, just a parts history.