Difference between revisions of "Serial, Lot Number and Expiration Date Tracking"
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== Initial Entry of Tracking Information == | == Initial Entry of Tracking Information == | ||
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+ | After enabling tracking for a product, you will see this notice when highlighting it in ''Inventory → Serial/Lot Numbers'': | ||
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+ | [[File:Web-sled-none-assigned.png]] | ||
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+ | This means the item is being tracked, but there isn't any tracking information in the system yet — no serial/lot numbers or expiration dates are known for any of the stock currently on hand. | ||
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+ | For such items the ''Unassigned Qty'' field will show how many pieces are missing this tracking information. | ||
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+ | It is a good idea to enter this information next after enabling tracking for an item. To do so, click ''Assign Numbers''. | ||
Revision as of 17:15, 24 January 2020
This article describes the capabilities Serial/Lot Number and Expiration date tracking for products in HandiFox.
We also have a video on the subject, if you wish to see these features in action:
Contents
Overview
Capabilities
HandiFox now allows to record tracking information for stock entering or leaving your inventory (e.g. when it is sold). As stated, serial numbers, lot numbers and expiration dates can be tracked for products, as well as certain combinations of the above (not all combinations are possible).
Tracking can be selectively enabled only for specific products, without complicating the work with other items for which it is not required.
Once tracking is enabled for a product, the users can enter tracking information for the existing stock as well as for any new stock arriving or leaving (e.g. when receiving inventory or fulfilling orders). Also, at any moment a list of serial/lot numbers and/or expiration dates currently on hand can be viewed both in the web app and mobile app.
Barcode labels can be printed containing both the product code and all tracking information applicable to this product.
When counting, receiving or selling inventory, both manual input and barcode scanning can be used to enter tracking information.
Prerequisites
Tracking can be enabled for items of type Inventory (a.k.a. Inventory Part), but not for Non-Inventory or Service items, since quantity on hand is not tracked for them.
In order for tracking to be enabled for an item, its quantity on hand must not be negative on any of your inventory sites.
Enabling Tracking for Products
Tracking must be enabled for each product individually. To do so, go to Inventory → Serial/Lot Numbers. In the left part of this page you will be shown a list of all Inventory type items for which tracking could be enabled.
If you highlight an item that is not being tracked yet, you will see the following settings in the right pane:
Here you can choose how the item will be tracked and enable tracking for it. A product can be tracked by:
- Serial number,
- Serial number and expiration date,
- Lot number,
- Lot number and expiration date,
- Expiration date alone.
Also, you can choose how the Auto-Pick function will work for this product:
- "First In - First Out" — the system will try to auto-pick items in the order they entered your inventory.
- "First Expired - First Out" — HandiFox will try to auto-pick items that expire the earliest.
- "None" — items will be auto-picked at system's discretion (typically in the alphabetical order of their serial/lot numbers).
Once you've made these two choices, click Enable Tracking to start tracking this item as configured.
Now you can repeat this procedure for your other products that require tracking.
Initial Entry of Tracking Information
After enabling tracking for a product, you will see this notice when highlighting it in Inventory → Serial/Lot Numbers:
This means the item is being tracked, but there isn't any tracking information in the system yet — no serial/lot numbers or expiration dates are known for any of the stock currently on hand.
For such items the Unassigned Qty field will show how many pieces are missing this tracking information.
It is a good idea to enter this information next after enabling tracking for an item. To do so, click Assign Numbers.