How to Create a Serial/Lot # tracked Inventory Item

How to Create a Serial/Lot # tracked Inventory Item

Date: April 8, 2022
Author: Brian Rutledge
Source: Tango

1. Click on Accounting

Click on Accounting

2. Click on Items

Click on Items

3. Click on Add

Click on Add

4. Select Inventory from the Type dropdown:

Select Inventory from the Type dropdown:

5. Give your item a name

Give your item a name

6. Check Enable Serial Number Tracking

Check Enable Serial Number Tracking

7. Check Enable Lot Number Tracking

Check Enable Lot Number Tracking

8. Click on Save and Close

Click on Save and Close

This workflow was created with Tango.

It would be nice when you are adding an item to sale order or quote that you have the options to see the serial numbers in stock and not have to use a separate report to see what serial numbers are in stock.