# Create Sales Order for Serialised Item

Use this guide to sell and despatch an item that NexWave tracks by serial number. The Sales Order records the demand. The Delivery Note makes the stock movement and records the serial number that you send.

## Before you start

Confirm that:

* The Item has **Maintain Stock** and **Has Serial No** enabled.
* The Item uses a whole-number stock unit of measure. Each serial number represents one unit.
* The required serial numbers are in stock in the dispatch warehouse.
* You have permission to create and submit Sales Orders and Delivery Notes.

Do not create a Serial No record and set its warehouse by hand. Receive or manufacture the item through a stock transaction, such as a Purchase Receipt or Stock Entry. NexWave then creates or updates the Serial No record and its warehouse.

## 1. Check the Item serial settings


1. Open the Item.
2. Select the **Inventory** tab.
3. Expand **Serial Nos and Batches**.
4. Confirm that **Has Serial No** is enabled.
5. Review **Serial Number Series**. NexWave can use this series when an inward stock transaction creates serial numbers automatically.

 ![Item serial number settings](https://docs.nexwaveapp.com/api/files.get?sig=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJrZXkiOiJ1cGxvYWRzL2YxMTg5ZTEzLTdlMTQtNDA1ZC04MDI1LWMxZmI0Y2Y2MTg0ZC82YTBkNTJjNi1kMDIxLTQ4ZDAtODJjZS00Nzc5ZWUzMGY1NTMvMDEtaXRlbS1zZXJpYWwtc2V0dGluZ3MuanBnIiwidHlwZSI6ImF0dGFjaG1lbnQiLCJpYXQiOjE3OTI2MjA5MDAsImV4cCI6MTc5MjcwNzMwMH0.nLGmTAVOLSKTCuG_0nSclwDr7kWzCj6ro-Jbw_NvV2Y)

Do not change serial tracking after you have submitted stock transactions for the Item. This can make the stock history inconsistent.

## 2. Create the Sales Order


1. Open **Selling** > **Sales Order**.
2. Select **Add Sales Order**.
3. Select the **Customer**.
4. Set the **Delivery Date**.

 ![Sales Order details](https://docs.nexwaveapp.com/api/files.get?sig=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJrZXkiOiJ1cGxvYWRzL2YxMTg5ZTEzLTdlMTQtNDA1ZC04MDI1LWMxZmI0Y2Y2MTg0ZC8yNTAwYThkYi1jMWVhLTRhYTctYjdiMi01MWUzMDdjODU4MTQvMDQtc2FsZXMtb3JkZXItZGV0YWlscy5qcGciLCJ0eXBlIjoiYXR0YWNobWVudCIsImlhdCI6MTc5MjYyMDkwMCwiZXhwIjoxNzkyNzA3MzAwfQ.jKP9U-9nLYviQa2Git-b-Ie-ybOkZQ7d-0hBQVajsMI)


5. In **Items**, select the serialised **Item Code**.
6. Enter the **Quantity**. The quantity must be a whole number.
7. Set the source **Warehouse** if the field is available in your configuration.
8. Check the price and taxes.
9. Select **Save**, then select **Submit**.

 ![Serialised item on the Sales Order](https://docs.nexwaveapp.com/api/files.get?sig=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJrZXkiOiJ1cGxvYWRzL2YxMTg5ZTEzLTdlMTQtNDA1ZC04MDI1LWMxZmI0Y2Y2MTg0ZC8xNzEzNTI1My02MWM0LTRjNmMtYjc5OC05MzdjNDA0N2FkZjIvMDUtc2FsZXMtb3JkZXItaXRlbS1kZXRhaWxzLmpwZyIsInR5cGUiOiJhdHRhY2htZW50IiwiaWF0IjoxNzkyNjIwOTAwLCJleHAiOjE3OTI3MDczMDB9.7K3ffaJPdubXb1XpPU5ylMDbo6wyrF2uAVezONdWhpU)

A submitted Sales Order does not move stock. If stock reservation is enabled, NexWave can reserve stock against the order. The serial number that you despatch is still confirmed on the stock transaction.

## 3. Check that serial numbers are available


1. Open **Stock** > **Serial No**.
2. Filter by **Item Code**.
3. Check that the required records have **Status** set to Active.
4. Check that each record is in the warehouse that will supply the Delivery Note.

 ![Active serial numbers in the dispatch warehouse](https://docs.nexwaveapp.com/api/files.get?sig=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJrZXkiOiJ1cGxvYWRzL2YxMTg5ZTEzLTdlMTQtNDA1ZC04MDI1LWMxZmI0Y2Y2MTg0ZC85NTllMzU4Yi1kZGYyLTQxZjYtYmQ0ZC04N2Q2NWU2MWMxYmIvMDItYWN0aXZlLXNlcmlhbC1udW1iZXJzLmpwZyIsInR5cGUiOiJhdHRhY2htZW50IiwiaWF0IjoxNzkyNjIwOTAwLCJleHAiOjE3OTI3MDczMDB9.0S4XvcLla3MtTb3KR4bx4caqFv0pO0v6VBOMKU-9Bgw)

A serial number will not be available for selection when it belongs to another Item or warehouse, is disabled, or has already been delivered or moved.

## 4. Create the Delivery Note


1. Open the submitted Sales Order.
2. Select **Create**.
3. Select **Delivery Note**.

 ![Create a Delivery Note from the Sales Order](https://docs.nexwaveapp.com/api/files.get?sig=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJrZXkiOiJ1cGxvYWRzL2YxMTg5ZTEzLTdlMTQtNDA1ZC04MDI1LWMxZmI0Y2Y2MTg0ZC9kZTJiZjhiOS01YTJkLTQ4MDUtYmZlNS1kM2M4OTAxMGU3YzIvMDMtY3JlYXRlLWRlbGl2ZXJ5LW5vdGUuanBnIiwidHlwZSI6ImF0dGFjaG1lbnQiLCJpYXQiOjE3OTI2MjA5MDAsImV4cCI6MTc5MjcwNzMwMH0.5_oXDO75TPvtJ-XIy2S1V85l710O2d66PAog-_vpNFc)


4. Check the **Customer**, **Posting Date**, and **Posting Time**.
5. Check the source **Warehouse** on each item row.
6. Remove any item or quantity that you will not despatch now.

 ![Delivery Note details and items](https://docs.nexwaveapp.com/api/files.get?sig=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJrZXkiOiJ1cGxvYWRzL2YxMTg5ZTEzLTdlMTQtNDA1ZC04MDI1LWMxZmI0Y2Y2MTg0ZC8wOTZiZWYyYS03NTVkLTRkYmItYTk3YS0wNmY5NWM4M2Q5OTMvMDYtZGVsaXZlcnktbm90ZS1kZXRhaWxzLmpwZyIsInR5cGUiOiJhdHRhY2htZW50IiwiaWF0IjoxNzkyNjIwOTAwLCJleHAiOjE3OTI3MDczMDB9.hH0LgB3zJdB8n75B3Ldd-LGL2SORUyW_9lDkGyKxM8U)

## 5. Select the serial numbers


1. In **Items**, open the serialised item row.

 ![Serialised Delivery Note item row](https://docs.nexwaveapp.com/api/files.get?sig=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJrZXkiOiJ1cGxvYWRzL2YxMTg5ZTEzLTdlMTQtNDA1ZC04MDI1LWMxZmI0Y2Y2MTg0ZC9lZjJiZDk4Ny1jOWU4LTQ1NzktYWZhYi0wMTVlMjNiYmI0NDUvMDctZGVsaXZlcnktbm90ZS1pdGVtLWRldGFpbHMuanBnIiwidHlwZSI6ImF0dGFjaG1lbnQiLCJpYXQiOjE3OTI2MjA5MDAsImV4cCI6MTc5MjcwNzMwMH0.ElvktElqnnNJEAvyiRAtepKXFXQyQAcZZ4GjhHOr__c)


2. Check the source **Warehouse**.
3. If **Use Serial No / Batch Fields** is enabled, enter one serial number per line in **Serial No**.

 ![Empty Serial No field on the Delivery Note item](https://docs.nexwaveapp.com/api/files.get?sig=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJrZXkiOiJ1cGxvYWRzL2YxMTg5ZTEzLTdlMTQtNDA1ZC04MDI1LWMxZmI0Y2Y2MTg0ZC82ODgzYTkyYi1hZmZhLTRkZDItODE2OS00ZDZjY2ZjYjMwOTUvMDgtZGVsaXZlcnktbm90ZS1zZXJpYWwtZmllbGRzLmpwZyIsInR5cGUiOiJhdHRhY2htZW50IiwiaWF0IjoxNzkyNjIwOTAwLCJleHAiOjE3OTI3MDczMDB9.bfzjsSirId9V4JFxYOFNKJD-QN2FhqORAH5d5ta_7yw)


4. Check that the number of entries matches **Quantity**.

 ![Selected serial number on the Delivery Note item](https://docs.nexwaveapp.com/api/files.get?sig=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJrZXkiOiJ1cGxvYWRzL2YxMTg5ZTEzLTdlMTQtNDA1ZC04MDI1LWMxZmI0Y2Y2MTg0ZC81Yjk2ODdjOS0zNGQ4LTQ4Y2QtOGUyNS1lMzViMjMxNGVmYWIvMDktZGVsaXZlcnktbm90ZS1zZXJpYWwtc2VsZWN0ZWQuanBnIiwidHlwZSI6ImF0dGFjaG1lbnQiLCJpYXQiOjE3OTI2MjA5MDAsImV4cCI6MTc5MjcwNzMwMH0.3s31fFYz5aOENc-X_xLOEGKGvIOarDifp4Rr2aSaFTs)

Some sites use a serial bundle. On those sites, select **Pick Serial / Batch No**, select one serial number for each unit, and confirm the selection. NexWave stores the result in **Serial and Batch Bundle**.

The number of selected serial numbers must equal the item quantity. If a Pick List supplied the Delivery Note, check the serial numbers that came from the Pick List before you submit.

## 6. Submit the Delivery Note


1. Select **Save**.
2. Review the selected serial numbers and quantities.
3. Select **Submit**.

After submission, NexWave reduces stock in the source warehouse. The Serial No records show **Status** as Delivered and no longer show an active warehouse.

## 7. Check the result


1. Open **Stock** > **Serial No**.
2. Open one of the serial numbers from the Delivery Note.
3. Confirm that **Status** is Delivered.
4. Use **View Ledgers** to check the stock transaction history when you need an audit trail.

 ![Delivered serial numbers](https://docs.nexwaveapp.com/api/files.get?sig=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJrZXkiOiJ1cGxvYWRzL2YxMTg5ZTEzLTdlMTQtNDA1ZC04MDI1LWMxZmI0Y2Y2MTg0ZC83Y2NkYTYzZi1hYTIzLTRmZTktYTkxNS05NzkxNzA0MWU2ZDAvMTAtZGVsaXZlcmVkLXNlcmlhbC1udW1iZXJzLmpwZyIsInR5cGUiOiJhdHRhY2htZW50IiwiaWF0IjoxNzkyNjIwOTAwLCJleHAiOjE3OTI3MDczMDB9.p4UKAZ4rugqC7_5b3c4khIE87x81M-baGchv2a6J5yw)

Also check that the Sales Order shows the correct delivered percentage.

## Correct a mistake

For a draft Delivery Note, change the serial selection and save again.

For a submitted Delivery Note, do not edit the Serial No master record. Cancel or return the downstream stock transaction through the normal document flow:

* If the despatch did not occur, cancel dependent documents in reverse order, then cancel and amend the Delivery Note.
* If the customer returns the item, create a return Delivery Note and select the serial number that came back.
* Check the Serial No status and warehouse after the return is submitted.

## Troubleshooting

### The serial number is not available in **Pick Serial / Batch No**

Check that:

* The serial number exists through a submitted inward stock transaction.
* **Status** is Active.
* The Item matches the Delivery Note row.
* The serial number is in the source **Warehouse**.
* The serial number has not already been delivered, consumed, or moved.
* Your role has access to the company and warehouse.

### The selected count does not match the quantity

Select one serial number for each unit. If **Quantity** is 3, select three serial numbers.

### A manually created Serial No record cannot be selected

A new Serial No record cannot be assigned to a warehouse by hand. Receive or manufacture the stock through a submitted transaction so NexWave records the inward movement.

### NexWave selected serial numbers automatically

Your Stock Settings can allow automatic selection for outward transactions. Open **Pick Serial / Batch No** and check the selection before you submit the Delivery Note.

## Related guides

* [Serialised and Batch Inventory](/doc/67aee4b2-415f-4469-938a-ce26a627387d)
* [Sales Order to Despatch, Invoice & Payment Process](/doc/59df16cb-4c6f-4a5f-aacc-4c56739136ba)
* [Pick Sales Orders from Warehouse Bins](/doc/9922933e-6920-4a9d-abd1-9eace2cbcb83)
* [Inventory Item Record](/doc/fe202d8f-a9bf-4698-90d9-5e7be5b1e632)
* [Stock](/doc/42e81da0-a3bc-4f24-a596-63df62a260ae)