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How to Fix Incorrectly Entered Serial Numbers

Occasionally, there comes a time when you fat finger a number or just scan the incorrect number into the wrong item line.  Or maybe you selected the wrong serial number. It’s ok, things happen.  In Total Office Manager, you can update this information on your purchases until the bill has been paid. You will first locate the serial number using the Serial Number List under Company | Inventory Adjustment.  Right click on the serial number and choose the option View History.  Click on the Purchased tab.

On an Item Receipt

  1. Open the item receipt.
  2. Click on the Items tab and click the Serial # button.
  3. Change the entered serial number to the correct serial number.
  4. Save & close the transaction.

When Bill is Unpaid

  1. Open the bill.
  2. Click on the Items tab and click the Serial # button.
  3. Change the entered serial number to the correct serial number.
  4. Save & close the transaction.

When Bill has been Paid

  1. From the main menu, click Company > Inventory Adjustment > Serial Number List.
  2. Search for the serial number you are looking for.
  3. Right click on that serial number and choose the option Adjust Serial Number.
  4. Select the serial number in drop down and check the Remove checkbox.
  5. Save & Close the adjustment.
  6. Right click on the Serial Number List and choose the option Add Serial Numbers.
  7. Create a new serialized adjustment to enter the correct serial number with the same cost which was removed in Step #2.
  8. Save & close the transaction.

On an Invoice or Sale

  1. Open the invoice, locate the serialized item, select the correct serial number, and save. You will need to select another serialized item. Be sure that the item is in the system before you open the invoice.
  2. Make sure the total invoice amount has not changed (unless you need it to).
  3. Total Office Manager might ask if you want to create Customer Equipment (depends of your settings). If you have already have created one, answer no. Open that equipment and update the serial number to the correct one.

Tips

  1. You cannot delete a bill that has been paid, when that bill includes serialized items.

Related Topics

Inventory Item Adjustment (Serialized)

How to Return a Serialized Item

Handling Serialized Items That Are Lost