Serials
Last updated
Last updated
Serial numbers in WorkMate help track individual products and ensure accurate inventory management. Merchants can easily create and assign serial numbers through the Serials module or directly within Purchase Orders. This streamlined process enhances product tracking and simplifies inventory management.
1. Access the Serials tile on POS
Click on the Serials tile from the main dashboard.
2. Add a new serial
After clicking the Serials tile, click the New serial button.
The products that populate this page will be products that have the "True" metafield marked in the Line Item Serial Numbers "More Action". For more information on this, click here: Serials
Click the product you'd like to add a serial to.
Enter your Serial number, Location, and optionally a Note.
Example: Bike with serials, SN: B4321
Then click Save.
A confirmation prompt will appear.
You will then be able to view the serial you created on the main page of the Serials tile.
1. Create serials through Purchase Orders
If you'd like to save a new serial as you are receiving a purchase order, you can do so through the Purchase Orders tile as well.
Tip: You are able to create a new serial number through a purchase order to ensure that each item received can be inventoried and tracked accurately.
Access the Purchase Orders tile from the main dashboard.
Select the Purchase Order you are receiving.
Example: PO-#100
Select the products in your purchase order that you'd like to serialize.
Example: Budweiser 12oz 6PK Btl
After selecting the product, you'll be redirected to another page where you can enter in your serial number.
Example: Serial Number BW2933
Click Save.
After saving the purchase order, you will be able to view the serialized product in the Serials module.
