If you need to sell a serialized item, there are a couple of extra steps compared to selling a standard item.
1) First, add the item to your transaction. Refer to this article for further guidance: How do I add Items to a transaction?
2) When you add a serialized item, you will be taken to the Enter/Select Serial Number screen. If an available serial number has already been added to the item card in the Cloud POS Back Office, you will be able to select it from the grid. To do this, use the green Select button on the left.
If no available serial numbers have been added to the item card in the Back Office, you can manually add the serial number in the box shown below:
3) Click the Set Serial Numbers button to return to the Point of Sale screen. You can now proceed with your transaction.
The transaction receipt will show the serial number as below:
Adding serialized items to customer orders and quotes
You won't be prompted for a serial number when you add a serialized item to a customer order or quote. This is because you might not know yet which serial number the customer will eventually purchase. Instead, you will be prompted to enter/select the serial number when you tender the item for pickup.
Frequently Asked Questions
Why are there multiple serial numbers available?
For each serialized product, you can enter up to three serial numbers. Most of the time, just Serial Number 1 will be sufficient. For example, for a bike, this would usually be the frame number. However, you may have other ID numbers that you want to add for that bike, for example, the battery serial number on an ebike.
If you had two ebikes of that model and size, then the item record might look something like this:
How do I enter the serial numbers for items I have in stock?
There are two ways to do this.
1) Record the serial numbers when you receive the stock at Goods In
This is the most popular option. When you receive a delivery of serialized item, you can scan or enter the serial number(s) at that stage. These will then be added to the item record.
2) Add the serial numbers into the item record
Open the item record in the Back Office, and look for the ‘Serial Items’ section. If you have stock On Hand of the product, you will be able to add the serial numbers by clicking ‘New’.
Please see the related articles for further guidance on both options.
