Adding Serialized Inventory Stock/Quantities
1. Go to Inventory > Inventory and search for the serialized item you want to add the stock to. Click the edit icon next to the inventory item in question.
2. Click the Stock tab to see all of your already existing units and to add additional units.
3. Click + New Serialized Item to add an individual unit. Here you will add the basic information for the serialized item including the Model Name, Serial #, Condition (which is optional), Manufacturer, and Purchase Price.
Note: if you have tax-inclusive pricing turned on, this amount should include any taxes that you’ve paid on the item. If you do not have tax inclusive pricing turned on, you will need to add the tax to this amount.
4. You can also change from Basic to Advanced Mode and enter more detailed information such as the Model Number, Model Year, Barcode Number, Meter Reading (for your meter/hour metered items such as Excavators and Generators, etc.), and actual purchase date. Don’t forget to click Save.
5. Want to add the vendor information? Just change from Hide Vendor Info to Show Vendor Info icon in the Purchase Information section and enter the vendor information.
6. Have multiple serialized units to add to your existing unit? No problem. Instead of clicking the New Serialized Item, just click Quick Add Serialized Item. From here, you will complete the minimum required fields for the unit and click Add after each unit has been entered.
7. Once all of your units are added, click Save and this will add them to your list of serialized items and increase your quantity. You can edit any unit added by clicking the edit icon next to the unit you want to edit.
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