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When Serial Numbers are Required

By |2021-07-09T02:17:01-05:00March 18th, 2020|Comments Off on When Serial Numbers are Required
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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.

Tips

  1. To save keystrokes, create a PO from the estimate or invoice. All line items are copied to the PO.
  2. If you create the invoice from the estimate (a best practice), each serialized line item will be copied over.
  3. You can use the Items Reservations feature to “reserve” the serial numbers for a customer or job.

Related Topics

Selling Out of Stock Serialized Items

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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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