You don’t need a serial number for an estimate or a purchase order. They are only required when you enter an item receipt, bill, credit, or invoice.
When you create an invoice (or sale), you can skip the process of selecting a serial number too. This is a preference. This is handy when you wish to sell something you do not yet have but need to prepare an invoice. The invoice allows you to collect a down payment and quickly order the item. That’s the main purpose of this feature.
- To save keystrokes, create a PO from the estimate or invoice. All line items are copied to the PO.
- If you create the invoice from the estimate (a best practice), each serialized line item will be copied over.
- You can use the Items Reservations feature to “reserve” the serial numbers for a customer or job.