Tracking Serial Numbers in MYOB & ABSS Premier

MYOB AccountRight & ABSS Premier do not include the ability to track serial numbers on Items. However a clever trick to let you track serial numbers by item when they are sold is to use the MYOB Jobs function.

Create a Job for each unique Serial number and then allocate the sale of each item to the corresponding Job number (serial number) on the Sales Invoice.  This will let you keep track of which serial numbers are associated with which customers.

1. Create a New Job for each Serial number

When you receive in serialised products:

  • setup a new Job in MYOB for each serial number
  • use the serial number as the Job number ( up to 15 characters) or
  • use Job name for the serial number (up to 30 characters)
  • enter in other details about the item on the Job card
  • use job header to group the same items together

Setup_Job_number.png

Job List in MYOB will then appear with all of the Serial numbers for each item listed together

Job_List.png

 

2. Allocate the Serial Number to each Item Sold

When the item is sold:

  • allocate the item sold to the serial number in the Job field on the sales invoice
  • if selling multiple items each item will need to be on a single row on the invoice
  • note you could setup the Job and enter all details at this time using the New button when choosing the Job number

Sales_Invoice.png

3. Update Job card 

  • Enter warranty period using the Job Start and End dates
  • Enter the Customer in the Linked Customer field on the Job card

Job_Details.png

4. Job Reports from MYOB

Job List report shows which Serial numbers have been sold

Job_List_Report.png

Job Activity Report Linking Serial number to Invoice Customer and showing End date

Job_Activity.png

On the Customer Card see all Linked Jobs ( Serial numbers)

SN_on_Customer_Card.png

5. Job Reports from Bi4Cloud

If volumes of serial numbers grow then use Bi4cloud Business Intelligence flexible Jobs reports to be able to filter by Invoice date, Warranty periods etc.

BI4Cloud_Job_Report.png

Bi4Cloud.com

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