Serial Numbers Home

Clicking the Serial Numbers tab displays the serial numbers home page. .
  • In the View section, select an appropriate list view from the drop-down list to go directly to that list page, or click Create New View to define your own custom list view. List views let you display a list of records that match specific criteria.
  • In the Recent section, select an item from the drop-down list on the right to display a brief list of the top records matching that criteria. The choices are listed in the table that follows.
  • From the list, you can click any serial number or name to go directly to its detail.
  • Click New to create a new serial number.
Recent Choice   Description
Recently Viewed   The last 10 or 25 records you viewed, with the most recently viewed item listed first. This list is derived from your recent items and includes records owned by you and other users.
Recently Created   The last 10 or 25 records you created, with the most recently created item listed first. This list only includes records owned by you.
Recently Modified   The last 10 or 25 records you updated, with the most recently updated item listed first. This list only includes records owned by you.

If your organization tracks inventory items by serial numbers, you can do so on the Serial Numbers tab. Each serial number has a lookup to the item to which it relates. You can use serial numbers to:

  • track acquisition information relating to an item.
  • record shipping information for an item.
  • record whether you made any profit for an individual item when that particular item is sold.
  • record returns and inspection information for an individual item. For instance, if a customer returns an item and wants a refund, you may want to record inspection information for that item.

When creating a receipt for an item that is subject to serial number tracking, Order and Inventory Management prompts for a serial number for each incoming item.

You can also assign serial numbers from a production order.

Note:

The recommended maximum character length for a serial number in Lightning Experience and Salesforce Classic is 15. If this maximum is exceeded the serial numbers may not display correctly.