Serial Numbers
Serial Numbers
Keeping records of serial numbers determines the way item's are received or issued. Using serial numbers PANTHEON enables precise monitoring of movements of individual items.
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Warning
- For more information on serial number tracking see topic Why Serial Numbers?
- Data on acquired serial numbers (from purchase and sales orders) are NOT included in this panel since they have not been received (they are not in stock)!
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Table of contents
- Available Serial Numbers
- Serial Number Tracking
- Basic Three Statuses
- Special Three Methods Used in Generating Serial Numbers
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1. Available Serial Numbers
| Refresh Ser. No. |
Clicking this button you can refresh the item's serial number status across all warehouses (see refresh stock). |
| Warehouse |
Displays in which warehouse the serial numbers are stored. |
| Product Key |
Displays item's serial number (individual or batch). It cannot exceed 100 characters. You can assign serial numbers of the following type: simple, non-transparent (see assigning batch serial numbers and assigning serial numbers for individual products)
. On the other hand, it can consist of parts showing for example year of production, manufacturing date, color, product's confection number etc. (see example of composite serial number ).
You can set method used in assigning serial numbers in Serial Number Templates. |
| Available |
If checked, item assigned this serial number is in stock. That is, were the item issued (the stock thus being 0) the field will not be checked! |
| Stock |
Displays the amount of items with this serial number. |
| Valid Until |
If checked, a field showing period of serial number validity is displayed below. |
If in a database an item with serial numbers exists and on serial numbers date due is selected, then there is not possible to change setting for date due.
If we try to remove the setting, a varning apears:
You can display also serial number history (see report) for the currently selected item. In this way you can view and print the entire development of individual serial number or in other words you can observe the progress of how the individual item was received, issued, returned on repair, or how a complaint was issued for it, etc.
2. Serial Number Tracking
Enter or select the method used in serial number tracking in the above section. You can change it here or in the General panel.
You cannot change value if stock is different than zero!
Each item can be assigned three basic statuses (these do not require a link to the Serial Numbers Templates) and three special statuses for which you have to determine the method in which serial numbers are generated in the Product Variants register or Serial Number Templates.
In the General panel select the method of serial number tracking.
| Valid Until |
Check it, to specify validity of individual serial numbers. |
| Months |
Displays number of months of the period of validity. It is added to date of receiving. You can change validity date upon receiving. |
3. Basic Three Statuses
| N - No Tracking |
Serial numbers tracking is not done for products of this type. They are received and issued by quantity (e.g. number of screws or number of hours needed for product repair). |
| S - One S/N Is One Piece |
Each piece has its own unique serial number (e.g. chassis number or motor engine number with cars). |
| K - One S/N Are Multiple Pieces (Batch) |
For products of this type it holds good that they come in lots meaning that multiple products share the same serial number (e.g. lots or batches/series with medicine or foodstuffs, where one batch can include for example 100 pieces). |
4. Special Three Methods Used in Generating Serial Numbers
Three special methods of generating serial numbers can be found in the Serial Number Templates.
| P - Product Variations (batch) |
Whenever using batch serial numbers, you can keep track of stock by product variants. Here you can select the column using which you can define item stock. After selecting type P for serial number tracking, you have to select corresponding ID in Product Variants. |
| E - Compound Serial (one piece) |
Just as with products which have S - One s/n Is One Piece serial number status, it holds good for products of this type that each piece comes with its own unique serial number. However, you can select how the serial number will be generated in Serial Number Templates. You can also set default values. After selecting type P for serial number tracking, you have to select corresponding ID in Serial Number Templates. |
| O - Compound Serial (batch) |
Just as with products which have K - One S/N is Multiple Pieces (batch) serial number status, it holds good also for products of this type that multiple products are assigned the same serial number. But you can select how the serial number will be generated in Serial Number Templates. When selecting type O for serial number tracking, you have to select corresponding ID in Serial Number Templates. |
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Warning
- Using the Customs Warehouse module, serial number, which is equivalent to the number of receiving document and document line number, is assigned for each receiving or issuing! You must use serial numbers when using Re-Export module!
- You can determine the way used and available serial numbers are displayed in the Administration Panel | Program Parameters | Goods | Serial Numbers.
- Entry method or type of serial number can be determined at category level in Item Categories.
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