Serial Number Tracking

Overview

GoldFinch allows you to track serial numbers for all inbound and outbound transactions, ensuring accurate and streamlined inventory management.

Key Processes

Set Up Numbering Series

• Define a numbering series to be used for serial tracking.

• Assign this series to all items that require serial number tracking.

• Ensure the Serial Tracked field is checked for relevant items.

The Base Unit of Measure, Sales Unit of Measure, and Purchase Unit of Measure should all be set to "EA" (Each) for serial-tracked items.

Receiving Process

• Follow the standard process to create a Purchase Order, then generate a Warehouse Receipt.

• Click the Enter Receiving Lots button to input serial numbers.

You can rename this button by following the instructions here.

• GoldFinch will automatically use the pre-defined numbering series to populate the Serial No. column. However, you can manually override these numbers with the serial numbers provided by the vendor.

Shipping Process

• Follow the standard process to create a Sales Order, allocate the inventory, and then generate a Warehouse Shipment.

• Click Enter Shipping Lots to input serial numbers. If the warehouse is set up to be “pick enabled,” you can also create a Pick Ticket to manage serial number selection.

• On the Enter Shipping Lots page, use the search function to select serial numbers.

• On the Enter Shipping Lots page, use the search function to select serial numbers.

Production Process

• Follow the standard process to create a Work Order, then generate a Production Journal.

• Click Enter Consumption Lots to input serial numbers for component items being consumed in production.

• Within the Production Journal, click Edit, then select Output Tracking Lines and click Add Tracking Lines to manage serial numbers for finished goods.

• GoldFinch will pre-fill the Serial No. column using the pre-defined numbering series, though you can manually override the serial numbers if needed.