Would you like to assign serial numbers to your products?
Do you manage your items by serial number and need to print each number linked to a sales order on your sales documents?
Do you need to trace your serial numbers to quickly find a document containing an item?
Use the "Serial Number Management" app to record and trace your items by serial number.
Identify item serial numbers on incoming and outgoing stock. Find the serial numbers assigned to each customer on quotations, work orders, delivery notes and invoices.
For tracking and traceability, use the "serial number" menu to easily search for a series, and access the history of movements linked to the numbers.
Activating the"Serial numbers and traceability" app enables you to enter and trace your items by serial number, and adds the following elements to the application:
- Entering serial numbers on receipt of stock
- Selection of serial numbers from stock
- Serial number" follow-up menu in the "Purchasing" tab
- Define your inventory management method: LIFO, FIFO.
- Display serial numbers linked to customer orders on your sales documents (work orders, delivery notes and invoices).
- Link between a customer and a series issued from stock. Find this information in the stock and stock movement tracking.
1/ Stock entry with serial number
When registering a stock entry, the module provides a line for adding a unique serial number.
If you have several serial numbers to register when entering stock for the same product, enter the first serial number, then click on "Add" to add the next.
Then enter as many serial numbers as you need, and confirm by clicking on the "Save" button. All your serial numbers will be stored on your product.
The application checks for identical numbers and alerts you:
- When entering a list of numbers: the application informs you and marks"double entry" parts in red, so that you can delete them before saving.
- When entering data in two different warehouses or two different entries: the application informs you and marks"already entered" parts in red, so that you can delete them before saving.
2/ Stock removal
During stock removal - which is automatically proposed when the quotation is converted into a delivery note or work order - the page that appears allows you to select the series to be removed from stock.
You can remove from stock as many series as the quantity indicated on your sales document. Click on "add" to integrate as many serial numbers as necessary on your stock removal.
If you create delivery or intervention orders directly, you'll find the "remove from stock" link on the sales document. Click on this link to access the stock removal page.
3/ Display of serial numbers.
Once you've defined the output series linked to the work order, delivery note or invoice, the serial number information will appear on your sales document.
On each product, the serial number(s) is displayed under the item designation.
4/ Definition of inventory management method
This App lets you define your organization model for stock removal.
To set this information, go to the App's "Home" page.
You can define a method to be applied to all your products or product categories.
This setting is also possible directly on each product sheet of your product catalog. In the "Stock" field of the product sheet, a new line allows you to activate stock management and define the method. To do this, check "serial number management for this product" and choose the method to be applied from the drop-down menu.
