In OE's Company Profile, I can set Serial Entry mode to "Auto" or "Prompt" to remind us to add the serial numbers as we're invoicing. However, this only works if you enter an item that is set up to use serial numbers and immediately invoice it in OE. If we enter a Picking Slip first or a Back Order (in other words post the order without any quantities shipped), then later reopen the order and enter in the quantities shipped, it will not prompt us to the serial numbers.

We rarely print immediately to invoice and rather almost always create orders without quantities shipped first. Is there a way to get OE to prompt or remind us to add a serial number on orders that have been posted without quantities shipped initially?

Hi, Susan,

You're also able to insert these lines in the order when you go back and later ship the items.

Or, you could turn on the 'Quantity shipped on orders' option which would allow you to ship the items but not post the invoice (you would change the radio dot to position beside Order). The serial line(s) will be added. If, later, it turns out you only ship 5 of an item and not the full 6, you can edit the order and change the number shipped before invoicing the first five. The serial number lines for all 6 will still be available though.