Overview
Serial list and unassigned serial screens help users review serial-tracked stock and identify serial numbers that still need assignment or follow-up.
Where To Find It
Path: Inventory > Serials > Serial lists and unassigned serials
Access depends on the module, company setup, and security permissions assigned to the user.
How It Works
Users open serial list or unassigned serial review screens, search by item or serial, then inspect or correct serial information according to the active workflow.
Main Areas
| Area | What It Means | When To Use It |
|---|---|---|
| Filters and search | Limits the list to the records the user needs to review. | Use it before opening records from a busy list. |
| Result list | Shows matching records with key dates, references, names, and amounts. | Use it to identify the correct record and compare activity. |
| Open and follow up | Opens the selected record or leads to the next action. | Use it when the list result needs more detail or action. |
Recommended Workflow
- Open the serial list or unassigned serial screen.
- Search by item, serial number, or transaction context.
- Review the serial status and related item information.
- Assign or follow up on missing serials according to the transaction workflow.
- Recheck the serial status after changes are saved.
Best Practice
- Resolve unassigned serials before closing related transactions.
- Use exact serial numbers where possible.
- Keep serial status aligned with physical stock.