Assigning serial numbers to orders during shipping

A serial product is a stock item that has a unique identification number that is used to track it from manufacturing to its final sale to the customer. The serial number can be assigned to the product at any stage in the process, from receipt to shipping. If Force Serial/Lot Input in SA Administrator Options-Documents-Sales Orders-Entry Settings is selected, you must specify serial numbers in Sales Order Entry. If serial numbers are not assigned in Sales Order Entry, the product is picked without regard to serial numbers. You must then assign the serial numbers during shipping before the order can be invoice processed.

Sales orders with serial products that are tied to a non-direct warehouse transfer can also require serial number assignment during shipping. If you select Require Serials at Shipping in SA Administrator Options-Products-Defaults, serial number assignment for non-direct warehouse transfers tied to a sales order is required when the order is shipped in Sales Entry Shipping Feedback Report. The tied sales order is automatically shipped after the serial numbers are assigned. This option can only be selected if the Require Serials on non-Direct WTs option is selected.

The Serial Number Entry field in SA Administrator Options-Documents-Sales Orders-Entry Settings determines how you select serial numbers.

Select Sales > Entry > Shipping Feedback.
Search for the order, and then open the record.
In the Line Items view, open the record for a line that requires serial numbers.

Note: If a line requires serial numbers, Serial is displayed in the Message column in the grid.
In the Serial section, select the serial numbers to assign to the products. Use one of these methods:
- To automatically select the oldest products, click Oldest.
- To specify a new number or select an existing number, scan or manually specify the serial number in the Serial # field, and then click Add/Select Serial. Optionally, use the lookup to select an existing serial number.
- To manually select a serial number, select Assigned for a serial number in the grid.
- To create a new serial number, click New.
Click Save after the quantity is fully allocated.

If the Quantity to Allocate is not zero, you can decrease the quantity shipped. Click Yes to reduce the shipped quantity to the number of products that have been assigned serial numbers. Click No to assign serial numbers for the remaining products.
On the Shipping Feedback Entry window, select the order and then click Ship/Unship to ship the order.