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.
The Serial Numbers Enquiry is only accessible when the Serialized Products configuration settings.
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.
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:
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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
The Serial Numbers Enquiry transforms basic inventory tracking into a sophisticated business intelligence tool that supports operational excellence, regulatory compliance, and strategic decision-making across your entire organization.
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 Batch Information
The Export 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, transforms your enquiry's data, including transaction history in to a comprehensive CSV document. This detailed export capability 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.