The system has the facility to scan or log serial and batch info at the packing stage automatically when dispatching an order. A serial is usually unique to every unit of stock, whereas a batch code can be shared across multiple units of stock. You'll need to have Barcode Verified Picking enabled for the client(s) for this to get logged correctly on order history.
Note: To select Specific Stock when manually inputting an order please review this Article.
Setting up Batch and Serial numbers
If you want to add serial numbers or batch numbers for products you can do this either when you first create the product or you can enable it afterwards. To add these attributes in bulk please follow our help guide, alternatively, if you want to add them on a product-by-product basis, please do the following:
Click Products then Overview.
Next, click Actions then Edit.
Within product details click the Attributes tab.
Toggle either or both to ON:
Product has Serial No Information - Set LogSerialInbound and LogSerialOutbound to True also.
Product has Batch Information - Set LogBatchInbound and LogBatchOutbound to True also.
Finally, click Save.
Now that this has been enabled, each time stock for that product is booked in or out, the expiry date will need to be provided.
Reporting on Batch and Serial numbers
If you wish to view all orders containing an attribute, please do the following:
Click Reports then Overview.
Next, click Barcode Verification Report.
Another report you can use is the Product Usage Report and turn on Include Extra Info.
You can search for specific batch codes or serial numbers.
If you are not using barcode scanning to track serial numbers or batch codes, to view the relevant information, open the order history, click Orders, Overview, Search for the order, View order, and click the History tab.
If you want to see all Products currently booked in with their Attributes (Serial Number, Batch Number or Expiry Date) please use the Products In Locations report. This will show you all the products currently booked in along with their Attributes.
Click Reports then Overview.
Next, click Products In Locations.
You can search for specific batch codes or serial numbers.
Batch and Serial Numbers - FAQ
Can we log attributes on the inbound but not on the outbound?
To use Product Attributes (Batch and/or Serial Number), both inbound and outbound settings must be set to TRUE. If a product is booked in with attributes, it must also be booked out with attributes.
Scanning barcodes and logging Batch/ Serial numbers
After you have successfully scanned a barcode and a product has a serial/batch flag, you will be required to scan or log this also. The data is then stored in the order history.
What picking methods are supported?
The ability to log Batch / Serial numbers via the Access Mintsoft App is only supported using the Flexi Pick method.
Booking in inventory with Serial Numbers
Serial Numbers can be added to products when booking in via the following methods:
ASNs on the Mobile App but not on Frontend Mintsoft (om.mintsoft.co.uk).
Book Inventory on the Mobile App and Frontend Mintsoft (om.mintsoft.co.uk).
Add missing attributes to existing stock
Once stock has been booked into Mintsoft, the Batch/Serial Number cannot be added or modified. To correctly update the attributes of the stock record, you must first book the stock out and then book it back in with the appropriate Batch/Serial Number.