Begin by going to the Inventory Form View and clicking the New Product icon in the toolbar. A Serialized item is created in inventory by setting the Inventory Type to Serialized. The very first field in the form view is Inventory Type, which if clicked, will list the different types of items that can be added to inventory. Select Serialized to set the type - this will open a new tab in the middle of the screen for adding serial numbers (where the product sales graph displays).

Fill in the required fields for adding a new product to inventory, such as the Product Code, Supplier Number, Description, Department, Supplier, Cost and Retail, QOH and the Reorder Method, (not all of these fields are required to save the product, but are recommended).

Save the product record by clicking the Save icon in the toolbar. Now begin adding serial numbers in the Serial number window located in the middle of the Form View. Use the small plus sign to insert a blank row, which will default the transaction sold information to "Not Sold - In Stock" . Fill in the serial number field to complete the entry. Add more serial numbers as needed and remember to click the Save icon in the toolbar to store the numbers on the product record.

Upon selling a serialized product at the POS, a window with the available serial numbers will be listed for the sales associate to select from. And the product detail in inventory will be updated in the serial number detail window to display the transaction number, customer name and date of sale to maintain a complete history.

*Serial numbers can be added at the time of receiving and TBA numbers can be created at the Point of Sale when a serialized item is sold and no serial numbers exist. TBA numbers are automatically generated and can be edited in the serial number window on the Inventory Form View.