When creating sales or purchase orders that require approval before execution, the salesperson may not initially know the serial numbers of the items. Another user—such as the warehouse person—typically enters them later. This scenario often occurs in both sales and purchase workflows.
To address this, “Edara” allows users to add serial numbers to saved and approved documents without clicking the “Edit” button, ensuring that critical data like prices and quantities remain unchanged.
This article walks you through the steps.
Adding Serial Numbers to Saved Documents
1- Enable the “Allow editing stock items serials in work orders” Setting
Go to Settings.
Open the “Module Settings” page.
Select the “Warehouse” module.
Enable the “Allow editing stock items serials in work orders” option under the “Transaction Details” section.
Click on “Save”.
2- Add Serial Numbers to Sales/Purchase Orders
For example, you can add serial numbers to a Sales Order without clicking “Edit”, and the entered data will be reflected in the linked issue offerings document once it’s saved. Follow these steps:
Go to the Sales module.
Open the “Sales Order” page.
Use the 🔍 icon to search for the desired order.
Click on the “
” icon in the “Serial” field for the relevant item.
Enter the serial number.
Press “Enter” on the keyboard.
Click on “Save”.
Note: You can also use the “Operation Mode” feature to bulk add or modify serial numbers across multiple documents.
Note: This setting also applies to purchase orders, allowing you to open the serial entry window and make changes without clicking “Edit”.
If you encounter any challenges or have any questions during these processes, you can contact our technical support team, which is ready to assist you.