ZigaForm version 5.5.1

Correcting Serial Numbers Entered

By |2021-11-14T20:02:38-06:00October 18th, 2021|0 Comments
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Occasionally, there comes a time when you fat finger a number or just scan the incorrect number into the wrong item line.  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.

When Bill is Unpaid

  1. Open the bill or 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 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.

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

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HVAC Electrical Plumbing Software

Aptora delivers a true All-In-One services software solution including CRM, accounting, payroll, inventory, vendors, sales, marketing, dispatch, flat rate pricing, and more. NO 3rd party plugins or integrations required. Created by contractors for contractors, we know what it takes to grow your services-based businesses.

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