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Serial Numbers Enquiry

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The Serial Numbers Enquiry is a report that displays the current availability for serial tracked stock as well as the transactional history of each serial number in Unleashed. The Serial Number Enquiry is ideal for users who want to track individual units of stock throughout the product lifecycle.

The Serial Number Enquiry is only available when the Serialized Products configuration setting is enabled in your Unleashed account. For more details, see Serialized Products.

Functional descriptions

Using the filters and action buttons available, use the Serial Numbers Enquiry to review how your batch numbers have been used and where any on hand quantities are currently being held.

Header button descriptions

In the top right corner of the Serial Numbers Enquiry, there are two action buttons available to select; Export and Run. Click on "Run" to populate the Serial Numbers Enquiry using the filters that have been selected. 

Click on the dropdown icon within the Export button to select one of the following export options:

  • Export Serial Information: Will generate an expansive CSV document, listing each serial number's transactional history in Unleashed. For more details, see Export Batch Information headers.
  • Export to CSV: Will generate a CSV document of the Serial Number Enquiry currently populated in the page. 

You can also click on the "Export" button to generate the current Serial Number Enquiry as a CSV document.

Filter field descriptions

At the top of the Serial Numbers Enquiry, the following fields are available to filter the populated results by:

  • Warehouse: Use the dropdown menu to filter the Serial Numbers Enquiry by a single warehouse. Leave the field blank to populate batch numbers across all warehouses. 
  • Product Code: Use the free text field to filter the results by product code. 
  • Product Description: Use the free text field to filter the results by product description. 
  • Serial Number Status: Use the dropdown menu to filter the Serial Numbers Enquiry by the following status options:
    • Blank: all serial statuses will populate.
    • Available: Only serial numbers with stock on hand will populate. 
    • Unavailable: Only serial numbers that no longer have any stock on hand, not due to be removed or deleted, will populate.
    • Deleted: Only serial numbers that have been stock adjusted out or removed will be populated. 
  • Serial Number: Use the free text field to filter the results by Serial Numbers that contain the text provided.

Grid column descriptions

The following headers are displayed in the Serial Numbers Enquiry page to provide the relevant detail per serial number:

  • Serial Number: Displays the serial number as a hyperlink that will display the serial number's transactional history in a pop-up window, see Serial Number history.
  • Product Code: Displays the serial number's product code as a hyperlink that will open the product record. 
  • Product Description: Displays the batch number's product description as a hyperlink that will open the product record. 
  • Warehouse: Displays the name of the warehouse where the product's serial is currently stored as a hyperlink that will open the Warehouse's setting page.
  • Status: Displays the serial number's current availability as either Available, Unavailable or Deleted.
  • Date Added: Displays the date the Serial Number was added into stock. 

The headers displayed in the grid columns of the Serial Numbers Enquiry can be width adjusted, re-arranged and sorted by preferred order, but new columns cannot be added. 

Export Serial Information headers

The following details, per serial number, product and transaction, will be populated in a CSV document when the "Export Serial Information" option is selected in the Serial Numbers Enquiry:

  • Serial Number
  • Product Code
  • Product Description
  • Warehouse
  • Transaction Date
  • Transaction Type
  • Transaction Reference
  • Customer Code
  • Customer Name
  • Supplier Code
  • Supplier Name
  • Status
  • Reason

The document generated by the "Export Serial Information" option in the Serial Numbers Enquiry is the ideal way to identify a serialized product's origin, the Supplier or Assembly it was received from and where it's subsequently been dispatched or assembled in. 

Use the Serial Numbers Enquiry

The Serial Numbers Enquiry allows you to review the transactional history per product's serial number, as well as identify the Customers and Suppliers involved with a serial's life cycle. 

Serial Number history

Click on a "Serial Number" in the Serial Number Enquiry to review the serial number's transactional history in Unleashed. The following details are displayed in a pop-up window, per Batch Number:

  • Transaction Date: The date the transaction was completed.
  • Transaction Reference: Displays the transaction's number as a hyperlink that will open the transaction.
  • Transaction Type: Displays the name of the transaction. 

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