Serial No Status

Overview

Serial No Status Report – Business Explanation

Module: Stock
Report Type: Report Builder
Reference Document: Serial No

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What Business Information This Report Provides

The Serial No Status report gives a clear, up-to-date view of all serial-numbered items in your organization. It shows where each serial number is, its current status, and who it is associated with (warehouse, customer, supplier, or asset).

This report helps businesses maintain full traceability of high-value, regulated, or warranty-sensitive items across their entire lifecycle—from purchase to sale, transfer, return, or disposal.

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When and Why to Use This Report

You should use the Serial No Status report when you need to:

• Track the current location and ownership of serialised products
• Verify stock availability at a serial number level
• Support after-sales service, warranty, or recalls
• Investigate missing, mismatched, or disputed stock
• Prepare for audits, physical stock checks, or compliance reviews

It is especially valuable for businesses dealing in electronics, machinery, medical equipment, or any item where each unit must be individually tracked.

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Key Columns and Their Business Meaning

Common columns in this report include:

• Serial No
  The unique identity of the item. This is the most critical reference for traceability.

• Item
  The product to which the serial number belongs. Helps group and analyze serial numbers by product.

• Status
  Indicates the current business state of the serial number, such as:

  • Available
  • In Stock
  • Delivered
  • Issued
  • Under Maintenance
    This tells you whether the item can be sold, is already with a customer, or is otherwise engaged.

• Warehouse
  Shows the physical or logical location of the serial number. Useful for inventory planning and internal transfers.

• Company
  Identifies which legal entity owns the serial number, important in multi-company setups.

• Customer / Supplier (if applicable)
  Indicates whether the serial number is currently with a customer or was received from a supplier.

• Purchase Document / Delivery Document
  Provides transaction references, supporting audits and dispute resolution.

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Available Filters and Their Business Purpose

Typical filters and how they help business users:

• Item
  Focus on serial numbers for a specific product.

• Status
  Identify only available, sold, or issued serial numbers for operational decisions.

• Warehouse
  Review serial numbers at a specific location or branch.

• Company
  Separate inventory visibility by legal entity.

• Customer
  See which serial numbers are currently with a specific customer, useful for support and service teams.

• Serial No
  Quickly locate one specific unit during investigations or customer queries.

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How to Interpret the Results for Business Decisions

• Stock Planning
  If many serial numbers are shown as available in a warehouse, sales teams can confidently commit to deliveries.

• Service & Warranty Management
  Delivered serial numbers linked to customers can be used to validate warranty claims or schedule maintenance.

• Loss Prevention & Control
  Serial numbers with unclear or unexpected status can indicate process gaps, mis-postings, or potential losses.

• Audit Readiness
  Matching system status with physical stock strengthens audit confidence and compliance.

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Common Use Cases and Scenarios

• Sales Team
  Confirms whether a specific serial number is available before promising it to a customer.

• Warehouse Team
  Performs serial-level stock reconciliation during cycle counts or audits.

• Customer Support
  Checks if a reported serial number was actually delivered to the customer and when.

• Management
  Reviews how many high-value items are in stock versus deployed in the market.

• Compliance & Quality Teams
  Tracks serial numbers for recall management or regulatory reporting.

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Summary

The Serial No Status report is a critical business tool for organizations that require precise control, visibility, and accountability over individual inventory units. It enables informed decisions across sales, operations, service, and compliance—reducing risk and improving customer trust.

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Report Information

• Module: Stock
• Related DocType: Serial No
• Report Type: Report Builder
• Standard: Yes