Fulfilling a Sales Order with a Serialized Item

If a serialized inventory item is selected on a sales transaction, you must enter a serial number to fulfill the items from inventory.

For example, you create a sales order that includes a serialized item, but you do not enter the serial number for that item. Later, when you fulfill that sales order, you are required to enter the serial number for the serialized item.

To fulfill a sales order that contains a serialized item:

1. Go to Transactions > Sales > Fulfill Orders.

2. On the Fulfill Orders page, in the Customer field, select a single customer or All.

3. Beside the sales order you want to fulfill, check the Fulfill box.

   To select all orders, click Mark All.

4. On the Item Fulfillment page, click the line that shows the serialized item.

5. In the Serial Number field, enter the serial number of the item.

   The quantity of serial numbers entered must match the quantity of serialized items on each transaction line. For example, if you are fulfilling three serialized items, you must enter three serial numbers.

   1. To choose multiple serial numbered items on transactions, beside the Serial/Lot Numbers field, click the Select Multiple.

   2. In the popup list, click items from the left pane to add to the right pane list.

   3. Click Done.

      All items in the right pane of the popup window are added to the transaction.

   Note:

   You can enter a maximum of 4000 characters in this field.

6. Click Save.

   The items are fulfilled from your inventory.

For information about fulfilling serialized inventory using Multiple Units of Measure, see Using Item Records.

For information about fulfilling kit items that include serialized inventory, see Entering Serial and Lot Components on the Item Record for the Kit.

Bulk Fulfillment

To bulk fulfill a batch of sales orders, sales orders with serialized items must include the corresponding serial numbers. If a serialized item on a sales order does not have a serial number, you cannot bulk fulfill. You must fulfill the sales order individually to enter the serial number.

Related Topics

• Enabling Serial Numbered Inventory
• Entering Serialized Inventory Records
• Track Serialized Inventory on Item Records
• Add New Serial Numbers to Inventory
• Searching for Serialized Inventory
• Receiving a Purchase Order With a Serialized Item
• Serialized Items on Sales Transactions
• Memorizing Transactions with Serialized Items
• Building a Serialized Assembly
• Adjusting Serialized Inventory
• Removing Serial Numbers on Case Forms
• Serial Numbered Items

General Notices