Syrinx^® - Create a Sales Item - Individual

Overview: This guide is designed to help you create a new individual sales item in Syrinx.

By default, sales items are implicitly bulk items – i.e. the stock number represents a number of identical or similar items, and the system holds the quantity in stock at each depot. 

A sales item can, however, be flagged as Number Items Individually which instructs the system to create a set of individually numbered sales stock items whenever a quantity of this item is purchased. This way, you can enter serial numbers against each of the items being sold, and the system can track to who each item is sold. This may be useful for high-value items, or where you are likely to later service or repair the equipment for the customer.

This feature is turned off by default. To enable the feature, go to the ‘ISIs' tab of the System Options - Sales screen, and tick the Allow Individually Numbered Sales Items box. A second option Must Enter Serial Numbers lets you enforce that a serial number is recorded against each individual item prior to sale.

To number sales stock items individual, you amend the stock item, and within the Options tab select the number individual items flag.

When you confirm a purchase receipt for a sales stock item flagged as Number Items Individually, the system will create an individually numbered stock item for each of the quantity received. You can also amend the stock item qty from the stock list screen.

Once there are Qty available against the stock code, you can now create the individual stock item. Use the -H/S button at the bottom and select create new individual stock item.

The system allocates stock numbers using the bulk item’s code as the prefix, followed by a sequential number. This numbering is enforced by the system, and it ensures that all like items are sorted together in the sales stock items screen, and that the link between an individual item and its ‘parent’ bulk item is obvious and implicit.

Now by amending the stock item, you can add the serial number of the new stock item under the individual tab within the stock item details.