How to Add Serial Numbers to Adjustment Invoices and Returns

Problem

You want to clear out an invoice by adding a negative quantity on an equipment but you're required to enter a serial number to enter that equipment.

Solution

Once a serial number is used on an invoice along with the item, it can no longer be added to any transaction including return or adjustment invoices.

To add serial numbers to adjustment invoices and returns:

Step 1: Create an adjustment invoice

1. Find and go to the invoice.

2. On the invoice screen, click Add an adjustment invoice.

3. On the adjustment invoice screen, add a non-inventory equipment/material with the same cost but in negative quantity.

This pushes the job cost down with the corresponding values. Any non-inventory equipment/material can be used in this case, however, we recommend keeping a separate non-inventory item in your Pricebook for these kinds of issues.

Step 2: Create an inventory adjustment

1. On the navigation bar, click Inventory.

2. In the side menu, click Adjustments.

3. On the Adjustments screen, click Create New.

4. On the Create adjustment screen, add the item used on the original invoice.

5. On the Serial Numbers column, add the same serial number but change a few of the characters so it's not exactly the same number.        

   Note: You cannot add the same exact serial number.

This brings back the item quantity as well as the serial number back to Available in the warehouse.