Serial Number Tracking
Overview
You can use GoldFinch to track serial numbers for all outbound and inbound transactions.
Processes
Set up a Numbering Series.
Assign the numbering series to all items that require serial tracking.
Check the Serial Tracked field.
Base Unit of Measure, Sales Unit of Measure, and Purchase Unit of Measure should all be EA for items that are serial-tracked.
Follow the standard process to create a Purchase Order and then create a Whse. Receipt.
Click Enter Receiving Lots button to enter serial numbers.
If you wish to rename the button, you can follow the steps below.
GoldFinch will use the pre-defined numbering series to populate Serial No. column.
You can override these numbers with the actual serial numbers assigned by the Vendor.
Follow the standard process to create a Sales Order. Allocate the inventory and then create a Whse. Shipment.
Click Enter Shipping Lots to enter serial numbers. You can also create a Pick Ticket to pick serial numbers if the Warehouse is set up to be “pick enabled.”
On the Enter Shipping Lots page, click the search button to select serial numbers.
Follow the standard process to create a Work Order and then create a Production Journal.
Click Enter Consumption Lots to enter serial numbers for component items that are serial-tracked.
Click Edit on the Production Journal, then click Output Tracking Lines. Click Add Tracking Lines.
GoldFinch will use the pre-defined numbering series to populate Serial No. column.
You can override the serial numbers if required.
