Serial Number Register

As items are received against the employee, you have the option to add a serial number if required.

To learn more about Ordering, please click here. 

When setting up your product under Customer Admin / Products / Maintenance, you will need to ensure that the Allowable Serial No field is set to 'Yes', otherwise the serial number function will not be available for that product when ordered. 

Once an order has been placed and approved, you can pop to Orders / View Orders and receipt the product once it has arrived. On receipting, there will be a pop up prompt that asks for the serial number (if applicable). 

If you wanted to record this at a later stage, or make changes to an existing serial number, you will see a Serial No button that replaces the Receipt Item button on the product order line. 

Please note that if you are looking for a specific order that was placed, the default view on the order listing screen shows any orders from the last 3 months. If the order was placed prior to this, you may need to adjust the date range filters to find it. 

Once a serial number has been saved, the records are kept in the Serial Number Register, which is available under Orders / Serial # Register. 

When the termination report is generated, the serial number of any returnable items will also be displayed on this report.

If you have any further queries about Engage or using the Serial Number Register, please email support@engagesolutions.co.nz and we will get back to you as soon as we can.