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Serial Numbers Enquiry

Track every unit from receipt to dispatch with complete transactional visibility and compliance-ready audit trails.

Heather avatar
Written by Heather
Updated over 3 weeks ago

The Serial Numbers Enquiry is a comprehensive reporting tool that allows you to track and monitor individual serial-tracked stock units throughout their complete lifecycle. This powerful feature provides both current availability status and detailed transactional history for each serial number in your system.


Navigate to Reports > Inventory > Serial Numbers Enquiry from the main menu. Click the Run button in the top-right corner to generate a basic report with all serial-tracked inventory data, or apply filters first to focus on specific information.

Important: The Serial Numbers Enquiry is only accessible when the Serialized Products is enabled in Settings > Company > Configuration. And is not available to Lite subscriptions; upgrade to Core or Pro.


Filter your Serial Numbers Enquiry

Use filters to narrow your search and focus on specific serial numbers or conditions.

Serial Numbers Enquiry filters

Description

Warehouse

Use the drop-down menu to filter for the serial numbers of a specific warehouse.

Product Code

Filter for the serial numbers of a specified product by its product code.

Product Description

Filter for the serial numbers of a specified product by its product description.

Serial Number

Filter for a specific serial number. The enquiry will return all serials containing the entered text.

Serial Number Status

Use the drop-down menu to filter for serial numbers based on their availability status. The filterable options are:

  • All (blank)

  • Available: Use this when checking stock levels for order fulfilment or inventory counts.

  • Unavailable: Helpful for identifying serials that were fully consumed but may still appear in historical records.

  • Deleted: For audit trails and understanding what stock has been written off.


Understanding the Serial Numbers Enquiry

After setting your filters, click the Run button in the top right corner. The Serial Numbers Enquiry's grid will populate with matching results. If no results appear, verify your filter criteria and ensure you have serialized stock matching your parameters.

By default, the grid displays six key columns, described in the table below, each providing specific insights into your serials. The columns can be width-adjusted, rearranged and sorted by preferred order, but new columns cannot be added.

Serial Number Enquiry grid column

Description

Serial Numbers

Displays the product's serial number. Click on the serial number for a pop-up window displaying a detailed transaction history of the serial.

Product Code

Identifies the product that the serial numbers are for by the product code.

Product Description

Identifies the product that the serial numbers are for by the product description.

Warehouse

Displays the name of the warehouse the serial information is sourced.

Status

Indicates whether the serial number is available in your inventory or not (Unavailable or Deleted).

Date Added

Indicates the date the serial number was added to added to your Stock On Hand (SOH).


Using the Serial Numbers Enquiry

Only the Serial Number Enquiry is able to provide a comprehensive breakdown of the serial numbers that have been assigned to any given transaction in Unleashed. It transforms basic inventory tracking into a sophisticated business intelligence tool that supports operational excellence, regulatory compliance, and strategic decision-making across your entire organisation.

Serial transaction history

Click on a product's serial number in the enquiry, and a detailed transaction history pop-up will display, showing the complete lifecycle of that serial. The history includes the serial's transactional dates, reference numbers and transaction type, to establish a timeline of events for the unit of stock.

This comprehensive transaction view is essential for root cause analysis, compliance reporting, and providing detailed responses to customer or regulatory inquiries about specific products.

Export Serial Information

The Export Serial Information functionality in the enquiry transforms your enquiry data into portable formats for external analysis, reporting, and compliance documentation.

Go to Reports > Inventory > Serial Numbers Enquiry > Export drop-down > Export Serial Information to generate a CSV file providing a breakdown of each serial number's transaction history and data.

This detailed export transforms your serial number data into powerful business intelligence, supporting strategic decisions about suppliers, customers, and product performance while ensuring you can meet any regulatory or legal requirements for product traceability.

Alternatively, clicking the main "Export" button directly generates a CSV of the current Serial Number Enquiry's results without the transactional breakdown.

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