Note: Number series can be set up both before and during the process of making purchase orders.

A number series can be used for individual inventory items. Use the navigation panel to go to Vendor/Purchase orders.

Add an order using F2, or by clicking on the ‘Add’ button in the toolbar/ribbon.

Select the vendor account and the relevant fields will be filled in automatically from the current vendor information. These fields can be edited as required.

Click on the ‘Save & go to lines’ button in the toolbar/ribbon to enter the inventory items to be ordered.

(Click on the screnshot to enlarge.)

Click on the ‘Batch/serial numbers’ button in the toolbar/ribbon.

The top half of the screen will now list the ‘Linked’ items. This will be blank by default. The user can then enter new lines for the items to be purchased.

The bottom half of the screen shows the unlinked batch/serial numbers, set up for the item selected.

Note that if the series number is not already set up in the bottom half of the screen, then the date, expiry date and the number can be entered in the new inventory item in the top half of the screen.

(Click on the screnshot to enlarge.)

It is also possible to add the inventory items purchased directly from the order line.

Create the number of items to be purchased, one line at a time, by using F2 or clicking on the ‘Add Record’ button in the toolbar/ribbon.

Enter a check mark in the left hand column for the inventory items that should be linked.

There may be more unlinked lines than linked items. If there are more linked lines than unlinked lines, however, this means that not all batch/serial numbers have been set up. These batch/serial numbers need to be added prior to completing the purchase.

Click on the ‘Link’ button in the toolbar/ribbon and the inventory items at the top of the screen will be linked to the batch-/serial number created.

Click on the ‘Save’ button in the toolbar/ribbon. The relevant series number will now appear on the invoice upon purchase.

Use the navigation panel to go to Inventory/Items and select the items that have been purchased.

Click on the ’Batch/serial numbers’ button in the toolbar/ribbon.

The purchase will now be recorded on the lines.