Serials (OMS)

The Serials page lists serialized units tied to your products (SKU, bin, location, status, and related order or process). Use it to review what the warehouse recorded, add OMS Notes, attach attributes, and download history for reporting or support.

Who sees this page?

The table and scripts load only when the logged-in user has OMS seller. You also need list permission on the All Orders user level in the app security check.

How to open Serials

1. Sign in to the OMS

   Use an OMS Account

2. Open Inventory

   In the main navigation, click Inventory.

3. Open Serials

   In the Inventory view, click Serials. The page title in the header is Serials (barcode icon).

How Shipedge handles serial workflows

Each SKU has a Serial attribute that sets how serial numbers are controlled. Choose one of these workflows (or No if you do not need serial tracking):

1. Out — There are no special rules on incoming inventory. Serial control happens when the product is shipped: the warehouse team enters serial numbers at shipping time.

2. In/Out — Serial numbers must be registered before an item can ship. You can define serials when you create a replenishment, or the warehouse can assign them when they receive the inventory.

3. Out in Bulk — Serials are handled in bulk at shipping (exact behavior depends on your account setup).

If serial tracking does not apply, leave the attribute as No.

Serial statuses

Statuses show where a serial is in its lifecycle. Serial records stay in the system; the status reflects the current stage.

Status	Description
Out	The serial has been shipped, and inventory has decreased.
Hold	The serial is in a reserved BIN (may be blocked or staged). Contact your warehouse team for details.
Imperfect	The serial is in a BIN used for damaged or hurt inventory.
Ready	The serial is in a BIN and ready to be shipped.
Reserved	Used when a serial is reserved in the workflow (your warehouse can explain how this appears for your account).
Incoming	The serial was requested when a replenishment was created and is expected to be received by the warehouse team.

Important rules for serials on SKUs

• Serial settings affect how inventory is counted, so they must be set before stock is added.
• After you configure serials for a SKU, you cannot change the serial workflow unless the SKU again has no inventory.
• Only the warehouse can change a serial’s status in the system. Changing status affects inventory levels (adding or removing units), so it is limited to warehouse operations.

Set the Serial attribute on a SKU (manual)

Use this when you edit one product at a time (not bulk upload or bulk attribute edit).

1. Open Inventory and find the SKU

   In the OMS, go to Inventory and search for the SKU you want. Click the SKU name to open the product details view.

2. Set the Serial field

   Find the Serial attribute and choose the workflow (Out, In/Out, Out in Bulk, or No) as required for that SKU.

3. Save

   Click Save.

Replenishments with serials

Replenishment behavior is different mainly for In/Out SKUs, because serials must exist before shipping. For Out and Out in Bulk SKUs, creating a replenishment works like a standard replenishment.

Keep in mind:

• This extra serial work applies to In/Out SKUs.
• The full replenishment flow is documented in Replenishment Overview.
• Defining serials in the OMS is optional: your warehouse can register serials when they receive the replenishment instead.
• If you create serials for the replenishment, the warehouse must use the same serial numbers when they receive it.

System-generated serials (In/Out)

The system creates serial numbers for you. You cannot change those generated serial values afterward.

1. Start a replenishment

   Go to Replenishment in the OMS and choose Add Replenishment

2. Add SKUs and save

   Select the SKUs and quantities, add them to the replenishment, then click Insert.

3. Generate serials (while status is Incomplete)

   While the replenishment is still Incomplete, select all lines that should get generated serials, then click Generate Serials.

4. Use the popup

   A popup opens. From it you can download all serials or download serials for one SKU, and generate serial labels for all SKUs or for one SKU.

5. Submit the replenishment

   Finish by clicking Submit Replenishment

6. Confirm in Serials

   Open Inventory → Serials. New serials appear in Incoming status, in the same quantity as the units requested, and are tied to the replenishment ID.

7. Warehouse receiving

   Your warehouse processes the replenishment. You can give them the generated serials or they can access them on their side. After the replenishment is received, those serials move to Ready status.

You can skip generating serials in the OMS and let the warehouse create or assign serials on their side instead.

How to filter and search

Column headers include filter controls (YADCF) tied to each column:

Column / area	Filter behavior (from code)
SKU	Text; filter placeholder Sku (partial match on SKU)
ProdID	Text; placeholder ProdID (matches ProductIDWH or ProductID)
BIN	Text; placeholder Bin
Location	Text; placeholder Location
Serial	Text; placeholder Serial
Status	Dropdown (default Select…): Out, Hold, Imperfect, Ready, Reserved, Incoming
WMS Notes	Text (placeholder Note)
OMS Notes	Text (placeholder Note)
ProcessType	Dropdown (default Select…): Order, Replenishment, Return, Re-count, Move
ProcessID	Text; placeholder ProcessID
Order#	Text; placeholder Order# (matches Opt2 / internal order number)
Update	Date range (yyyy-mm-dd)

Work with serials on the Serials page

Select rows and use Actions

1. Select rows

   Use the Select All checkbox in the first column header, or check individual rows.

2. Open the Actions menu

   In the first column header, click Actions (check-square icon). Options:

   • Download Serial History — exports CSV for all checked serials (see below).
   • Add Attributes — opens a popup to enter one attribute name and value and apply it to all selected serials at once.
   • Add Attributes By CSV — for bulk work where each serial can get different attributes. See Add attributes by CSV below.

3. Per-row menu

   Click the vertical ellipsis on a row and choose Attributes to open the same attributes experience for that serial only. There you can view, edit, or delete attributes; click Save when you are done.

If you choose Download Serial History with no rows checked, the app shows a dialog titled Alert with the message You must check at least one.

Add attributes by CSV

1. Open the dialog

   In the header row, open Actions and click Add Attributes By CSV.

2. Template and overwrite

   In the popup, click Download Template. If you need to replace existing attribute data, use the overwrite option in the dialog when your site shows it.

3. Fill the file

   Enter SKU, Serial, attribute name, and attribute value. You can add several rows for the same serial (multiple attributes) or for different serials.

4. Upload

   Return to the popup, upload the file, and complete the upload action. The system shows a confirmation when attributes are applied.

Expand serial history

1. Find the serial and open history

   Use search or column filters to find the serial. In the row, use the expand control in the first column after the checkboxes plus (+) icon to open the child row.

2. Review SERIAL HISTORY

   The panel lists processes the serial has gone through, such as Order, Replenishment, Return, Recount, and Move. It shows SERIAL HISTORY with columns: SKU, ProdID, BIN, Serial, Status, WMS Notes, OMS Notes, ProcessType, ProcessID, Order#, Update.

3. METADATA

   When the serial has attributes, a METADATA table lists Attribute and Value pairs.

Edit OMS Notes

1. Click the pencil next to OMS Notes

   In the OMS Notes column, click the pencil icon on the row you want to edit.

2. Update the modal

   The modal title is Update. The form label is OMS Notes:. Edit the text and click Update. On failure, you may see Please try again..

Status, serial value, and WMS notes

In this OMS view, you do not get pencil icons to edit Status or Serial in the table. WMS Notes are read-only in the grid. Only the warehouse can change serial status in the system.

Why use OMS Serials?

One place for every serial

See SKU, ProdID, bin, location, serial value, status, WMS and OMS notes, process type, process ID, order number, and last update in a single sortable table.

History and exports

Expand a row for SERIAL HISTORY and optional METADATA, or download CSV history for selected serials—including attribute columns when present.

Notes and attributes

Edit OMS Notes from the grid, open Attributes per row or in bulk, or import attributes from CSV using the Actions menu.

Best practices

Filter before bulk actions

Narrow the list with column filters or the global search before selecting rows for Add Attributes or Download Serial History so you export only what you need.

Use OMS Notes for context

Use OMS Notes to share context with your warehouse without changing WMS Notes.

CSV attributes

Download the template from the CSV dialog, match the expected format, and decide whether to overwrite existing attributes before uploading.

Troubleshooting

Problem	What to try
Page is blank below the header	Confirm you are on an OMS Account. The serials table is only rendered for that level.
You must check at least one	Select at least one row checkbox before Download Serial History.
Please try again.. after saving OMS Notes	Save again; if it persists, contact support (server update may have failed).
error processing csv file	Confirm the file format and that you chose a valid CSV; try a smaller file.
Attribute CSV upload succeeds	A short Success dialog appears (then closes).

Related links

Next steps: Product attributes · Metadata management · Catalog overview