Difference between revisions of "Serial, Lot Number and Expiration Date Tracking"

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== Overview ==
 
== Overview ==
  
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==== Capabilities ====
  
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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).
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Tracking can be selectively enabled only for specific products, without complicating the work with other items for which it is not required.
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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 [[Purchasing#Creating_and_Receiving_a_Purchase_Order | receiving inventory]] or [[Picking_and_Packing | 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_and_Mobile_Applications#Web_application | web app]] and [[Web_and_Mobile_Applications#Mobile_application | mobile app]].
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Barcode labels can be printer containing both the product code and all tracking information applicable to this product.
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When counting, receiving or selling inventory, both manual input and barcode scanning can be used to enter tracking information.
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==== Prerequisites ====
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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.
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In order for tracking to be enabled for an item, its quantity on hand '''must not be negative''' on any of your [[Multi-Location | inventory sites]].
  
 
== Enabling Tracking for Products ==
 
== Enabling Tracking for Products ==
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== Initial Entry of Tracking Information ==
 
== Initial Entry of Tracking Information ==
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== Viewing Tracking Information for Products on Hand ==
  
  
  
 
== Products with Tracking in Transactions ==
 
== Products with Tracking in Transactions ==

Revision as of 17:39, 21 January 2020

This article describes the capabilities Serial/Lot Number and Expiration date tracking for products in HandiFox.

Warning-sign.png This article is a work in progress. If you are interested in its contents, keep an eye out for the removal of this notice.

We also have a video on the subject, if you wish to see these features in action:

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 printer 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

Initial Entry of Tracking Information

Viewing Tracking Information for Products on Hand

Products with Tracking in Transactions