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Serial Number Setup and Process
Serial Number Setup and Process

How the serial number tracking parameters function based on their true/false status and how serial number tracking will function for a user

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Written by Stephanie Kelley
Updated over a week ago

There are 5 parameters that manage serial number tracking in our system:

  • Track Serial Number

  • Both Receiving and Packing

  • Only Packing

  • Skip Scan Serial Number

  • Scan Secondary Serial Number

The below scenarios all assume that Track Serial Number is enabled (set to True), while the other toggles available may be true or false, depending on the scenario. These scenarios can help you understand how enabling/disabling these toggles will change the serial number process for your users.

You can learn more about our general serial numbers processes and setup from this article or setting these parameters during product setup here.

Tracking Method

Process

Scenario 1

  • Track Serial Number: True

  • Both Receiving and Packing: True

  • Only Packing: False

  • Skip Scan Serial Number: False

  • Scan Secondary Serial Number: False

  • Serial number tracking will be enabled for the product.

  • During the receiving process, the mobile receiving screen will ask for the serial number for this product.

    • This will appear on the bottom-of-screen menu; the user cannot complete receiving without entering this information.

    • Note: The Receive PO button cannot be used if the PO contains products that have this product setup.

  • After receiving is completed, the entered Serial Number can be found in the Serial Number Report, and the Serial Number Status will be Received.

  • After receiving is completed, the entered Serial Number can be found in the Serial Number Receiving History.

  • The Packing screen will ask for the serial number when the product is scanned to be packed. The Serial Number entered should be in the Serial Number Report in the Received status.

    • Packed or Shipped serial numbers cannot be scanned on the Packing screen with this product setup.

    • Serial numbers that are not in the system cannot be scanned on the Packing screen.

  • After successfully packing the order, the Serial Number Status becomes Packed in the Serial Number Report.

  • Once the order is shipped, the Serial Number Status becomes Shipped in the report and the number can be found in the Serial Number Shipment History.

Scenario 2

  • Track Serial Number: True

  • Both Receiving and Packing: False

  • Only Packing: True

  • Skip Scan Serial Number: False

  • Scan Secondary Serial Number: False

  • Serial number tracking will be enabled for the product.

  • During the receiving process, the mobile receiving screen will not ask for the serial number for this product.

    • Note: The Receive PO button can be used if the PO contains products that have this product setup.

  • The Packing screen will ask for the serial number when the product is scanned to be packed.

    • Packed or Shipped serial numbers cannot be scanned on the Packing screen with this product setup.

  • After successfully packing the order, the Serial Number Status becomes Packed in the Serial Number Report.

  • Once the order is shipped, the Serial Number Status becomes Shipped in the report and the number can be found in the Serial Number Shipment History.

Scenario 3

  • Track Serial Number: True

  • Both Receiving and Packing: True

  • Only Packing: False

  • Skip Scan Serial Number: False

  • Scan Secondary Serial Number: True

  • Serial number tracking will be enabled for the product.

  • During the receiving process, the mobile receiving screen will ask for two serial numbers for this product.

    • This will appear on the bottom-of-screen menu; the user cannot complete receiving without entering this information.

    • Note: The Receive PO button cannot be used if the PO contains products that have this product setup.

  • After receiving is completed, the entered Serial Numbers can be found in the Serial Number Report. One line in the Serial Number Report will contain two Serial Numbers (Primary and Secondary), which belong to a single product. The Serial Number Status will be Received.

    • After receiving is completed, the entered Serial Numbers can be found in the Serial Number Receiving History.

  • The Packing screen will ask for one (either the primary or secondary) serial number to be scanned. The Serial Number entered should be in the Serial Number Report in the Received status.

    • Packed or Shipped serial numbers cannot be scanned on the Packing screen with this product setup.

    • Serial numbers that are not in the system cannot be scanned on the Packing screen.

  • After successfully packing the order, the Serial Number Status becomes Packed in the Serial Number Report.

  • Once the order is shipped, the Serial Number Status becomes Shipped in the report and the numbers can be found in the Serial Number Shipment History.

Scenario 4

  • Track Serial Number: True

  • Both Receiving and Packing: False

  • Only Packing: True

  • Skip Scan Serial Number: False

  • Scan Secondary Serial Number: True

  • Serial number tracking will be enabled for the product.

  • During the receiving process, the mobile receiving screen will not ask for the serial number for this product.

    • Note: The Receive PO button can be used if the PO contains products that have this product setup.

  • The Packing screen will ask for two serial numbers when the product is scanned to be packed.

    • Packed or Shipped serial numbers cannot be scanned on the Packing screen with this product setup.

  • After packing the order, the entered Serial Numbers can be found in the Serial Number Report. One line in the Serial Number Report will contain two Serial Numbers (Primary and Secondary), which belong to a single product. The Serial Number Status will be Packed.

  • Once the order is shipped, the Serial Number Status becomes Shipped in the report and the number can be found in the Serial Number Shipment History.

Scenario 5

  • Track Serial Number: True

  • Both Receiving and Packing: True

  • Only Packing: False

  • Skip Scan Serial Number: True

  • Scan Secondary Serial Number: False

  • Serial number tracking will be enabled for the product.

  • During the receiving process, the mobile receiving screen will not ask for the serial number for this product.

  • After receiving is completed from the mobile device, the PO Status will change to Completed.

  • Once this process is complete, the user proceeds to the Purchase Order screen and chooses the Import Serial Numbers option.

    • In the Excel sheet, the columns Warehouse, Client, PO Number, SKU, and Primary Serial Number are required.

    • The quantity received for the product must match the number of serial numbers entered in the Excel sheet.

    • The Excel sheet does not need to contain all serial numbers at once, but the total imported Serial Number quantities should align with the received quantity.

  • After this process, the entered Serial Number(s) can be viewed in the Serial Number Report with the Received status and from the Serial Number Receiving History screen.

    • Please note: If there is an error on the Excel sheet post-import, there is a Remove Serial Numbers option that can be used to eliminate all imported serial numbers from the selected Purchase Order.

  • The Packing screen will not ask for the serial number when the product is scanned to be packed.

  • After packing is completed and the shipment order is in the Ready to Ship status, the user proceeds to the Shipment Order screen and selects Import Serial Numbers.

    • In the Excel sheet, the Warehouse, Client, SO Number, SKU, and Primary Serial Number columns are required.

    • The packed quantity for the product should be equal to the number of serial numbers entered in the Excel sheet. The Excel sheet does not have to contain all serial numbers at once, but in total, imported serial number quantities should match the packed quantity.

    • The Serial Number entered must exist in the Serial Number Report and should be in the Received status.

    • Packed or Shipped serial numbers cannot be scanned from the Packing screen with this product setup.

    • A serial number that doesn't exist in the system cannot be scanned from the Packing screen with this product setup.

  • After the serial numbers are bulk imported, the Serial Number(s) can be found in the Serial Number Report and the Serial Number Status will be Packed.

    • Note: In case there is an error during import, use the Remove Serial Numbers option from the Shipment Order screen to remove all imported serial numbers to the selected shipment order.

  • Once the order is shipped, the Serial Number Status becomes Shipped in the report and the number can be found in the Serial Number Shipment History.

Scenario 6

  • Track Serial Number: True

  • Both Receiving and Packing: False

  • Only Packing: True

  • Skip Scan Serial Number: True

  • Scan Secondary Serial Number: False

  • Serial number tracking will be enabled for the product.

  • During the receiving process, the mobile receiving screen will not ask for the serial number for this product.

  • There is no need to import serial numbers for the Purchase Order.

    • Note: The Receive PO button can be used if the PO contains products that have this product setup.

  • The Packing screen will not ask for the serial number when the product is scanned to be packed.

  • After packing is completed and the shipment order is in the Ready to Ship status, the user proceeds to the Shipment Order screen and selects Import Serial Numbers.

    • In the Excel sheet, the Warehouse, Client, SO Number, SKU, and Primary Serial Number columns are required.

    • The packed quantity for the product should be equal to the number of serial numbers entered in the Excel sheet. The Excel sheet does not have to contain all serial numbers at once, but in total, imported serial number quantities should match the packed quantity.

    • The Serial Number entered must exist in the Serial Number Report and should be in the Received status.

    • Packed or Shipped serial numbers cannot be scanned from the Packing screen with this product setup.

  • After the serial numbers are bulk imported, the Serial Number(s) can be found in the Serial Number Report and the Serial Number Status will be Packed.

    • Note: In case there is an error during import, use the Remove Serial Numbers option from the Shipment Order screen to remove all imported serial numbers to the selected shipment order.

  • Once the order is shipped, the Serial Number Status becomes Shipped in the report and the number can be found in the Serial Number Shipment History.

Scenario 7

  • Track Serial Number: True

  • Both Receiving and Packing: True

  • Only Packing: False

  • Skip Scan Serial Number: True

  • Scan Secondary Serial Number: True

  • Serial number tracking will be enabled for the product.

  • During the receiving process, the mobile receiving screen will not ask for the serial number for this product.

  • After receiving is completed from the mobile device, the PO Status will change to Completed.

  • Once this process is complete, the user proceeds to the Purchase Order screen and chooses the Import Serial Numbers option.

    • In the Excel sheet, the columns Warehouse, Client, PO Number, SKU, Primary Serial Number, and Secondary Serial Number are required.

    • The quantity received for the product must match the number of serial numbers entered in the Excel sheet.

    • The Excel sheet does not need to contain all serial numbers at once, but the total imported Serial Number quantities should align with the received quantity.

  • After this process, the entered Serial Number(s) can be viewed in the Serial Number Report with the Received status and from the Serial Number Receiving History screen.

    • Please note: If there is an error on the Excel sheet post-import, there is a Remove Serial Numbers option that can be used to eliminate all imported serial numbers from the selected Purchase Order.

  • The Packing screen will not ask for the serial number when the product is scanned to be packed.

  • After packing is completed and the shipment order is in the Ready to Ship status, the user proceeds to the Shipment Order screen and selects Import Serial Numbers.

    • In the Excel sheet, the Warehouse, Client, SO Number, SKU, and Primary Serial Number columns are required. The user can enter either the Primary or Secondary Serial Number.

    • The packed quantity for the product should be equal to the number of serial numbers entered in the Excel sheet. The Excel sheet does not have to contain all serial numbers at once, but in total, imported serial number quantities should match the packed quantity.

    • The Serial Number entered must exist in the Serial Number Report and should be in the Received status.

    • Packed or Shipped serial numbers cannot be scanned from the Packing screen with this product setup.

    • A serial number that doesn't exist in the system cannot be scanned from the Packing screen with this product setup.

  • After the serial numbers are bulk imported, the Serial Number(s) can be found in the Serial Number Report and the Serial Number Status will be Packed.

    • Note: In case there is an error during import, use the Remove Serial Numbers option from the Shipment Order screen to remove all imported serial numbers to the selected shipment order.

  • Once the order is shipped, the Serial Number Status becomes Shipped in the report and the number can be found in the Serial Number Shipment History.

Scenario 8

  • Track Serial Number: True

  • Both Receiving and Packing: False

  • Only Packing: True

  • Skip Scan Serial Number: True

  • Scan Secondary Serial Number: True

  • Serial number tracking will be enabled for the product.

  • During the receiving process, the mobile receiving screen will not ask for the serial number for this product.

  • There is no need to import serial numbers for the Purchase Order.

    • Note: The Receive PO button can be used if the PO contains products that have this product setup.

  • The Packing screen will not ask for the serial number when the product is scanned to be packed.

  • After packing is completed and the shipment order is in the Ready to Ship status, the user proceeds to the Shipment Order screen and selects Import Serial Numbers.

    • In the Excel sheet, the columns Warehouse, Client, PO Number, SKU, Primary Serial Number, and Secondary Serial Number are required.

    • The packed quantity for the product should be equal to the number of serial numbers entered in the Excel sheet. The Excel sheet does not have to contain all serial numbers at once, but in total, imported serial number quantities should match the packed quantity.

    • Packed or Shipped serial numbers cannot be scanned from the Packing screen with this product setup.

  • After the serial numbers are bulk imported, the Serial Number(s) can be found in the Serial Number Report and the Serial Number Status will be Packed.

    • Note: In case there is an error during import, use the Remove Serial Numbers option from the Shipment Order screen to remove all imported serial numbers to the selected shipment order.

  • Once the order is shipped, the Serial Number Status becomes Shipped in the report and the number can be found in the Serial Number Shipment History.

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