Serialized Sales/Inventory : How to Add Serialized Inventory into TRS

Knowledge Base Article

Knowledge Base Index : Serialized Sales/Inventory

How to Add Serialized Inventory into TRS

This knowledge base article will describe how to add Serialized Inventory into TRS.
In order for TRS to properly keep track of Serialized Inventory you need to add the item to your POS Products Inventory, then Add the item to Edit Lists -> Models and lastly add any specific serial numbers into the Serialized Inventory tab.

If you are starting to add Serialized Inventory for the first time, here is the easiest way to do it.

1. Go to Inventory -> POS Products and added all of the items just as you would any other item in your store. Make sure to have a separate department/departments for your serialized inventory.

2. Next print a list of all of the items you just entered, this will make entering the barcodes in the next step a lot easier. To get a printed list in POS Products click on Quick Search and enter the department number for your Serialized Inventory. Then click on Find. Once you have the found set in the lower left hand corner of the screen click on Inventory Report and then click on Standard. Print the list that appears. If you have more then one department with serialized inventory then repeat this step for each department number.

3. Click on Edit Lists -> Makes. Make sure that you have a Make added to this list for each type of Serialized Inventory that you will be adding.

4. Click on Edit Lists -> Models. Add each model into this list. It is very important that in the Item ID field you put the barcode number in for each item just the way it appeared when you entered it into POS Products. This is what links the Serialized Items to your POS Products inventory.

5. Once you have added all your makes go to the Serialized Inventory Tab and select the Make and Model for the serial numbers you want to add from the pull down lists. Next click on Add New Serial #’s. In Version 10 you will receive a window and can type one serial number on each line. In Version 9 and earlier you will need to add each serial number individually.

Article Details

Date Created October 09, 2009

Author Robert Pirone

Article Options [e-Mail this Article] [Print this Article] [Bookmark Article]

© Copyright JMM Software, Inc.
http://www.jmmsoftware.com/

How to Add Serialized Inventory into TRS
This knowledge base article will describe how to add Serialized Inventory into TRS. In order for TRS to properly keep track of Serialized Inventory you need to add the item to your POS Products Inventory, then Add the item to Edit Lists -> Models and lastly add any specific serial numbers into the Serialized Inventory tab. If you are starting to add Serialized Inventory for the first time, here is the easiest way to do it. 1. Go to Inventory -> POS Products and added all of the items just as you would any other item in your store. Make sure to have a separate department/departments for your serialized inventory. 2. Next print a list of all of the items you just entered, this will make entering the barcodes in the next step a lot easier. To get a printed list in POS Products click on Quick Search and enter the department number for your Serialized Inventory. Then click on Find. Once you have the found set in the lower left hand corner of the screen click on Inventory Report and then click on Standard. Print the list that appears. If you have more then one department with serialized inventory then repeat this step for each department number. 3. Click on Edit Lists -> Makes. Make sure that you have a Make added to this list for each type of Serialized Inventory that you will be adding. 4. Click on Edit Lists -> Models. Add each model into this list. It is very important that in the Item ID field you put the barcode number in for each item just the way it appeared when you entered it into POS Products. This is what links the Serialized Items to your POS Products inventory. 5. Once you have added all your makes go to the Serialized Inventory Tab and select the Make and Model for the serial numbers you want to add from the pull down lists. Next click on Add New Serial #’s. In Version 10 you will receive a window and can type one serial number on each line. In Version 9 and earlier you will need to add each serial number individually.
Article Details
Date Created	October 09, 2009
Author	Robert Pirone
Article Options	[e-Mail this Article] [Print this Article] [Bookmark Article]
© Copyright JMM Software, Inc. http://www.jmmsoftware.com/