How to do Serial-wise Inventory tracking?

Whether you’re managing high-value items or need precise, unit-level traceability and control, Serial-wise Tracking helps you monitor every individual item with complete accuracy and confidence.

With serial tracking, you can track which serials are available, sold, reserved, or returned from customers.

Let's see how:

Creating Serials

While adding new items, you will see an option called “Tracking Method” under the “Stock Management” section:

You have four options: No tracking, Batch-wise tracking, Serial No. wise tracking, and Batch+Serial No. wise tracking.

When you select Serial-wise Tracking, you will see an option to add a new Serials:

Click on “Add Serials Numbers ” to add the Serials:

You can add Serials and also paste from here.

Once Serials are added, you will see the total stock is updated.

Viewing Serial Details & Transactions

To view serial details, go to the Serials tab in the item view page:

Here, you can see the availbale serials, sold serials, and reserved serials.

Adding Serial Details in Documents

While adding line items in invoices, proforma, and other documents, you will see an option to “Select Serial’ for the items where Serial-wise tracking is enabled:

Click on “Select Serials” to add Serials and Warehouse details of the item being transacted.

Once you save the document, you will be able to see the Serial Summary on the document preview page:

Managing Returns for Serialized Items

If a sold serialized item is returned by a customer, you can mark it as Returned from Customer directly from the Serials dashboard in two ways:

• Single return: Use the row action for a sold serial.

• Bulk return: Select multiple sold serials and use the bulk return action.

Once you select Return From Customer, a drawer will open where you can review the customer name and selected serial count:

Then select** Return condition and Warehouse.**

The return condition can be:

1) Reusable

Select this when the returned item can be sold again.

In this case, the serial will be added back to available stock.

2) Damaged

Select this when the returned item is damaged and should not be counted as available stock.

In this case, the serial will remain unavailable but will stay recorded for tracking.

3) Scrapped

Select this when the returned item is no longer usable.

In this case, the serial will remain unavailable but will stay recorded for tracking.

Once saved, the serial status and inventory movement will be updated based on the selected return condition.

Example

Suppose you sold an item with serial number SN-001 to a customer.

After a few days, the customer returns it.

If the item is in good condition, you can mark it as Reusable and move it back to the selected warehouse. It will become available in stock again:

If the item is damaged or scrapped, you can mark it accordingly. It will remain unavailable, but the return will still be recorded against that serial number:

That’s it!

If you still have questions, feel free to email us at care@refrens.com OR drop a message on live chat support for quicker assistance.

Updated on: 18/05/2026