The Serial Inventory Export now includes an Invoiced By column, allowing users to quickly identify the employee who invoiced a sold serial inventory item. This added visibility makes it easier to research transactions, answer questions, and investigate invoicing discrepancies or issues.
How to Export Serial Inventory and Review the Invoiced By Column
Objective
Use the Serial Inventory Export to identify who invoiced a sold piece of inventory. This SOP helps team members export the report, locate the new Invoiced By column, and use it to research transactions and resolve invoicing questions.
Key Steps
1. Open the Serial Inventory Export 0:00
Navigate to Inventory and open the Serial Inventory page.
Locate the Serial Inventory Export section.
Confirm the export now includes the Invoice By column, which shows who invoiced a sold item.
2. Review the inventory list before exporting 0:13
View the serial inventory list on screen.
If needed, focus on a single item or review multiple inventory pieces depending on the report you need.
Make sure the correct inventory records are visible before exporting.
3. Export the serial inventory report 0:26
Click the Export button next to the search field.
Wait for the file to download completely.
Save the file in the appropriate location for review or sharing.
4. Verify the Invoiced By column in the exported file 0:32
Open the downloaded export file.
Find the new Invoiced By column in the report.
Use this column to identify the employee associated with each invoice.
5. Use the export for research and issue resolution 0:40
Use the employee information to research transactions and discrepancies.
Refer to the export when answering invoicing questions.
Use the data to help resolve invoicing issues quickly and accurately.
Cautionary Notes
Ensure you are on the correct Serial Inventory page before exporting.
The Invoiced By column is only useful if the item has been sold and invoiced.
Verify the downloaded file opens correctly before using it for research or reporting.
Tips for Efficiency
Use the search field to narrow results before exporting if you only need specific inventory items.
Save exports with clear file names so they are easy to find later.
Keep the export handy when investigating invoice-related questions to speed up resolution.