Available in Sage 50 Premium Accounting and higher.

Serial Number Selection

The Serial Number Selection window appears when you select the Serial No. button for line items or transactions that remove items from your inventory. It allows to you to select and assign serial numbers to items that are being taken from inventory. For example, if you enter a sales invoice that includes a serialized inventory item, you must choose the serial numbers that will be associated with these items before you save the invoice.

Selecting a serial number

To select a serial number, click the check box next to the number you want. If you have a long list of serial numbers, you might use Find to search through the list. Type the serial number you're looking for in the field and select Find. If a match is found the serial number will be highlighted.

Sorting serial numbers in the list

You can sort the serial number list by either serial number or status. Click either the Serial Number or the Status button at the top of the list to sort. In addition to sorting, you can rearrange the placement of the columns. For example, you might want Status to be the first column in the list. To change the placement of the columns, click the heading and drag it to the new position and drop it. When you drop the heading into the new position, you’ll see a blue line indicating the placement.

Verifying the number of serial numbers selected

To make sure you have selected enough serial numbers, check the status line at the bottom of the window. The status line looks like this: Selected: Serial Number X of Y for item1, where X is the number of serial numbers you have selected and Y is the number of serial numbers you need. When X and Y are equal, you have selected enough serial numbers.

Saving serial number selections

After you have selected the serial numbers that you need, click OK to save and close the window. If the underlying transaction has more than one line item that contains serialized inventory, you can select the OK/Next button to save the current entry and move to the next serialized item. Using the OK/Next button will save you time by allowing you to enter/select all of the serial numbers you need, eliminating the need to go back and forth between the Serial Number Entry/Selection and the transaction window.