SERIAL AND
LOT NUMBER TRACKING
Do more
with your system.
Serial number tracking is beneficial to any business that
sells big-ticket items, tracks product warranties, or deals
in regulated commodities.
Serial number
tracking provides a detailed record of each piece of
merchandise--when it was received, what it cost, which
customer bought it, when it was bought, warranty expiration,
etc.
Serial
numbers can be entered in inventory adjustments, quick
receivings, purchase order receivings, quick transfers,
transfers, and ticket entry (including same-day sales and
returns).
Detailed
historical activity is retained for each serial number
transaction (receiving, sale, etc.). Historical transaction
detail is available on reports, views, and Zooms.
Serial Number Tracking
Items may be
defined as "Always serialized" or "Sometimes serialized."
"Always
serialized" tracking allows you to exercise tight management
control over the movement of quantities for the item. Serial
numbers must be specified for every transaction (receiving,
transfer, sale, etc.). You may only sell serial numbers that
are actually in stock. Always serialized tracking ensures
that there is a serial number associated with each item on
hand.
"Sometimes
serialized" tracking provides looser management controls.
Recording of serial numbers during receiving (or other
transactions) is optional. To ensure that you keep good
records, you may specify for each item whether serial
numbers are required when selling and returning. The
sometimes serialized tracking method is useful for
businesses that don't track in-stock serial numbers, but may
want to record serial number information at the time of
sale.
Serial Prompts
Serial
prompts allow you to collect additional information. For
example, you could define a serial prompt code to be used in
receivings that requests the classification and optionally
requires the user to enter either "New" or "Used."
You may use
the same prompt codes for all serialized items, or you may
associate different prompt codes with different items.
Serial prompt information is retained with the transaction
detail and is available for viewing and reporting.
Costing Method
For
accounting purposes, you may use the serial cost to account
for the specific cost of each individual serial number or
the average cost.
CounterPoint
supports serial costing for Always serialized items.
Zooms
From Item
Zooms, you can display a list of serial numbers and the
current status of each serial number. From the Serial Number
Zoom, you can display basic information for the serial
number as well as historical transaction detail.
Reports
The Serial
Numbers report may be printed for sold, missing, or unsold
items, and may be organized by vendor, item, or customer.
Individual
serial numbers and the associated reference information may
be printed on applicable inventory reports.
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