There are 2 main methods for removing serials from inventory: 

  • Create a Credit Purchase Order
  • Use the Shelf Count process


Refer to the below sections for details.



Method 1:  Create a Credit Purchase Order 

To remove serials from inventory via a Credit PO: 

  1. From the Inventory module, select the Purchase Orders button from the top navigation bar.




      2. The Purchase Orders screen will open.  Click the New button from the bottom navigation bar.




      3. The New PO window will open.  Set the fields as described in the table below, then click OK to create the new header for the Credit PO.   




Field

Description

Select Vendor

Select the vendor you are creating the purchase order for.

Order Type

Select the purchase order type:  

Total Company Order:  Includes all company branches.  

Multi Branch Order:  Create the PO for a selected branch set.  If selected, a Select Branch Set dropdown will appear.

Single Branch Order:  Create the order for a single branch.  If selected, a Select Branch dropdown will appear.

Create Blank PO

Check this box to create a blank PO for the selected vendor.    

PO Mode

Set this dropdown to Credit.




      4. Next, you must add items to the Credit PO.  Refer to Create New PO (Inventory Module) for full details on how to add items to a PO.  

      5. When items are added to the Credit PO, the quantity is set to a negative number – when the Credit PO is received, the item will be removed from inventory. 




Method 2:  Use the Shelf Count Process

To remove serials from inventory via the Shelf Count process: 

  1. From the POS module, select the Stock Control button from the top navigation bar. 




      2. The Stock Control menu will open.  Select the Count heading to expand it, then click Items Not Counted. 




      3. The Reports window will open.  Set the parameters for the count as described in the table, below, then click OK to generate the report.




Option

Description

Create Inventory Count Report

Select this option if you would like a list of the items and quantities that were added to the batch to display.

Create a Batch

Select this checkbox.

Item Type to Include

Set this dropdown to Serialized Inventory.  

Locations to Include

The Shelf Count Batch can be set up to pull stock for any of the inventory locations that are not temporary holding locations.  

Select the inventory location to include (e.g. A- New, B- Used, etc.).  

Missing Location

Set to Remove from System.


NOTE:  You may have to scroll to the top of the list to see this option.

Set Count to Original Quantities

Select this option so the system will add the serials found in the count location (or leave unchecked to manually add the serials).





      4. The Batch report will appear.  This report can be saved for later reference or closed.  Next, the shelf count batch needs to be opened to address any changes that are needed prior to updating.  

      5. Navigate back to the POS module and click the Stock Control button from the top navigation bar.  

      6. The Stock Control menu will open.  Select the Count heading to expand it, then click Open. 


      7. You will be prompted to select the batch to open - select the batch that was just created from the top of the list, then click OK.

      8. The Batch screen will open:

  • Remove Items from Batch:  Remove all other items from the batch except for the item that has serials you want to remove – highlight the items for removal and click the Delete icon at the bottom of the screen to remove the items from the batch.




  • Remove Serials from Batch:  Click the Serial Number button from the bottom navigation bar to view all serials for the item and mark all the item’s serials as “Found” except for the serials you wish to remove from the system.  Click the Back button once complete to return to the Batch screen. 




      9. Once all adjustments have been made to the batch, select the Reports icon at the bottom of the screen, then select Unverified Report.  

      10. A report will appear listing all the serials that will be removed from inventory that can be saved as a reference.  Verify they are all correct, then close the report.

      11. A prompt will open asking if you’d like to mark all unverified serials as “Missing” – click OK to proceed.  

      12. The “Count” column on the batch report will update to reflect the required adjustments.  

      13. Click the Update button at the bottom of the screen to complete the stock removal.




      14. You will be prompted to confirm if you’d like to update inventory quantities – click OK.

      15. The serials will be removed, and a Shelf Count Shrinkage/Overage report will be produced for the inventory change.