About Serial Number Tracking

You can pre-assign serial numbers to work in progress prior to the invoicing stage if you are moving stock on entry to the job. You can copy serialised lines from one job to another along with non-serialised lines by clicking the Copy button on the Quote and Cost tabs.

To use these features, your work in progress stock location must be a valid stock location.

You can set the mode of serial tracking on individual stock items. Job Costing supports tracking for Debtor Only (Out only), Creditor Only (In only) or Debtor and Creditor (In & Out Only).

Note: Job Costing has limited support for Fully Tracked serials. For a serialised item tracked internally (including Fully Tracked), Job Costing prevents a line moving from the Quote tab unless a serial number is pre-assigned.

To use these features, you must enable these company-level profile settings in Exo Business Configurator:

Enable serial number tracking - This setting gives control over the enabling of serial number tracking features in all modules.
Allow serial number assignment - If this setting is not enabled, Job Costing prompts you for serial numbers when you generate an invoice.

Using expiry dates is optional. Use them for warranty or shelf life limits.