V9 - Converting a non-serial-tracked item into a serial-tracked item

The steps required to convert an existing non-serial-tracked item to a serial-tracked item depend on whether its current stock level is at zero.

Converting a non-serial-tracked item with a stock level of zero

1. On the Items list (Operations > Inventory > Items), click the item name link to open its Edit page. 

2. Enable Track serial numbers setting. 

3. Select Save and close. 

4. No further action is needed.  
    

Converting a non-serial-tracked item with a stock level other than zero 

1. Disable syncing between SOS Inventory and QuickBooks Online.

   1. Go to the QuickBooks settings page (Tools & settings > Configuration > Connections > QuickBooks). 

   2. Uncheck the boxes for Sync SOS Inventory to QuickBooks and Sync QuickBooks to SOS Inventory. 

   3. In the top right corner, select Save.
       

2. Run the Inventory stock status report (Operations > Reports > Inventory > Inventory stock status).

   1. Under the Filters section:

      1. Select All for the Location.

      2. Enter the name of the item in the Item name contains filter.

   2. Under Retrieve your report, select Display. 

   3. In the report results, note the locations where the item is present and the quantities at each location. 
       

3. For each location with quantities of the item, create an adjustment (Quick add > Inventory > Adjustment). Change the quantity to zero for each item, noting the value of the item for that location.
    

4. Go to the Sync queue (Sync > Preview Sync). Scroll to the bottom of the list and delete the adjustment transaction from the queue. (This does not affect QuickBooks since serial numbers are merely added to existing stock in SOS Inventory.)
    

5. Go to the item’s record in the Items list (Operations > Inventory > Items) and click the item name link to open the item Edit page.

   1. Enable Track serial numbers.

   2. Select Save and close. 
       

6. Create an item receipt (Quick add > Purchasing > Item receipt) for each location in which you adjusted the item.  
    

   warningIMPORTANT: You MUST edit the item and set it as serial-tracked before loading quantities. A bulk edit cannot be used to change the quantity or value of serial items.  

    

   1. Select the vendor from which the items were purchased.

   2. Select the location to which you are reloading the now serial-tracked item.

   3. Add the serial-tracked item to the line items table and include for that location the following information.

      1. Quantity of the serial item.

      2. Appropriate serial number(s). For information on how to add serial numbers on an item receipt, refer to Adding serial stock into inventory.

      3. Total value of the serial item(s) in the Amount column. 

   4. Set the Payment option to None.

   5. Select Save and close. 
       

7. Once all locations have been restocked, check the Items list and the Serial inventory list to validate that the item is correctly serial-tracked. 
    

8. Restore syncing between SOS Inventory and QuickBooks Online.

   1. Go to the QuickBooks settings page (Tools & settings > Configuration > Connections > QuickBooks). 

   2. Check the boxes for Sync SOS Inventory to QuickBooks and Sync QuickBooks to SOS Inventory. 

   3. In the top right corner, select Save.