Serialized Products

Serialized Products

These are types of products where each individual item/unit has one (or many) unique properties. This could include a serial number, the item’s weight, it’s condition etc. This is helpful when your product may have different values depending on packaging, condition, physical size/dimension, etc.

Currently Supported Properties 

  1. Serial Number
  2. ​Weight

General UI

A handful of new buttons and interactions can be found throughout the interface with the introduction of this new feature.

 

Generally isolated to quantity input boxes, when a line item includes a serialized product, a new button will appear. When clicked, it will open the editing window or selector window [both detailed below] depending on the active workflow. Another of the new buttons is a blue button with a barcode. This functions in exactly the same way, just used in locations where the previous implementation was not suitable.

These buttons will appear when additional information is required to handle the serialized products.

Editing Window



This window is used to enter/edit the unique properties of a product. This window is used in all inventory-in events which feature a serialized product.
There is a quantity indicator, generally this amount cannot be modified, and it is set during a previous step of the workflow. However occasionally when the workflow permits it, the quantity can be modified up or down in this window.

Below that features a table with a number of rows matching the quantity above. Each row contains input boxes for each unique property for the specified product. Each row has an ‘x’ button at the end which clears that row.

At the bottom there is the save button which confirms and verifies all entries and updates the data from the source the popup was generated from.

 

Selector Window


This window is used to select products for all inventory out events which feature a serialized product.

There is a quantity indicator which updates based on how many products are currently selected. With an alternate version for situations which require a fixed quantity.
There is a location/warehouse dropdown selector which allows you to view/select products from any location which has the desired product on hand. Occasionally the location selector will be locked when the location has been set as read-only in a previous step of the workflow.

Note: any selected products are reset when changing locations. This is the intended effect as it is not possible to have items from different locations in the same line item.

Below are the selected and available product tables. The window will display all products available at the current location and each of their unique properties. Select a product by clicking on the corresponding select button to the left of each entry. Once selected, a new section will appear at the top of the table which groups the selected products together. A selected product can be removed by clicking on the remove button to the left of the entry.

Tutorial

  1. Create a serialized product.



  2. Create a purchase order (identical to any other product)




  3. Receive the purchase order. Press the ‘edit’ button to open the input/editing window. A serial number and weight are required for all products, you will not be able to continue unless both are entered. The serial number and weight values can be modified after the receipt has been created in case of any mistakes during the input. It becomes locked and un-editable once the receipt has been marked as closed or after a product from the lot has been sold/consumed.

    The input/editing window can also be accessed from the regular receipt screen by clicking on the quantity box.
     


  4. Select a product for a POS sale, a Delivery, or any other inventory out event. When selected, the product will move into a separate list at the top to indicate which products are selected and which are still available.





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