Serial and Lot Numbers and Expiration Dates
Frequently Asked Questions about Serial/Lot Numbers and Expiration Dates
1. How to Enable Tracking by Serial/Lot Numbers and Expiration Dates There are two ways to enable tracking for an inventory item: Via the Edit Item Page: Open the item for editing. Check the Tracking box. Select the appropriate tracking method from ...
Writing Expiring (or Expired) Products Off
HandiFox gives you the ability to write off tracked products with expiration dates. To write products off, In the Web app, go to Inventory → Serial/Lot Numbers and click Expiring Products. Here you can filter your list of tracked products with ...
Transactions by Serial / Lot Numbers
Example of a Transaction by Serial/Lot Number Report If you need to trace the path of a specific piece or lot through your company, you may use our Reports functionality. Go to Reports → Transactions by Serial / Lot numbers. First, choose the item ...
Adjusting Quantity (Serial and Lot Numbers)
Once the lot numbers are set up, it is impossible to edit their quantities. If you want to change the quantities of your lot numbers, you need to count your inventory. You can read more on adjusting quantity here: Inventory Counting. The process of ...
Products with Tracking in Transactions
You can track Serial/Lot numbers and Expiration dates across the following transactions: Invoice, Pick Invoice, Pick Order, Sales Receipt, Credit Memo, Item Receipt, Transfer, and Inventory Counting. When creating transactions, extra steps are ...
Viewing Tracking Information for Products on Hand
For any product that is tracked by serial/lot number and/or expiration date, this tracking information can be viewed both in the Web app and Mobile app. In the Web app An example listing of tracking info for a product tracked by serial numbers By ...
Initial Entry of Tracking Information
This guide explains how to use the Serial / Lot / Expiration Dates for Item page. This page allows you to: Enter tracking information (serial or lot numbers and expiration dates) for inventory items to minimize or eliminate unassigned inventory. Edit ...
Enabling Tracking for Products
Tracking must be enabled for each product individually. There are 2 ways to do so: you can enable tracking while creating or editing items from the Item List, or through the Serial/Lot numbers page. Either way, the process is basically the same, ...
Overview (SLED)
This article describes the capabilities Serial/Lot Number and Expiration date tracking for products in HandiFox. Capabilities and Prerequisites Serial/Lot Numbers page of the Web app Capabilities HandiFox allows to record tracking information for ...