Difference between revisions of "Serial and Lot Numbers"
Jump to navigation
Jump to search
Posokhina.a (talk | contribs) |
Posokhina.a (talk | contribs) |
||
Line 3: | Line 3: | ||
=Adding Serial/lot numbers in Build Assembly= | =Adding Serial/lot numbers in Build Assembly= | ||
HandiFox allows assigning Serial/Lot numbers to items while creating Build Assembly. | HandiFox allows assigning Serial/Lot numbers to items while creating Build Assembly. | ||
− | #In the app, go to | + | #In the app, go to Main→Inventory→Build Assembly. |
− | #Choose any item from Assembly Item drop-down menu. | + | #Choose any item from '''Assembly Item''' drop-down menu. |
− | #Tap Serial Num. button, type a number in the field, and tap OK button. | + | #Tap Serial Num. button, type a number in the field, and tap '''OK''' button. |
− | #Choose bin in Bin drop-down menu. | + | #Choose bin in '''Bin''' drop-down menu. |
− | #Type needed quantity in the field Qty to Build and tap Build. | + | #Type needed quantity in the field '''Qty to Build''' and tap '''Build'''. |
=Searching Transactions by Serial/Lot numbers= | =Searching Transactions by Serial/Lot numbers= | ||
− | #In QB, go to | + | #In QB, go to File→HandiFox>Serach by Serial/Lot number. |
− | #Choose item with assigned serial/lot number in Item drop-down menu. | + | #Choose item with assigned serial/lot number in '''Item''' drop-down menu. |
− | #Type serial/lot number or range of numbers needed in Look for Serial/Lot number field and tap Find button. | + | #Type serial/lot number or range of numbers needed in '''Look for Serial/Lot number''' field and tap '''Find''' button. |
=Changing Serial/Lot number for Item in transactions= | =Changing Serial/Lot number for Item in transactions= | ||
− | #In the app, go to | + | #In the app, go to Main→Sales. |
− | #Tap customer's name in Look for Customer field. | + | #Tap customer's name in '''Look for Customer''' field. |
− | #Tap Customer Orders/Open Orders/Invoice/Open Invoices. | + | #Tap '''Customer Orders'''/'''Open Orders'''/'''Invoice'''/'''Open Invoices'''. |
− | #Open transaction by tapping it or tap New button to create new one according to your needs. | + | #Open transaction by tapping it or tap '''New''' button to create new one according to your needs. |
#Choose item and long-tap it. | #Choose item and long-tap it. | ||
− | #Tap Edit button and then tap S button to change Serial/Lot number. | + | #Tap '''Edit''' button and then tap '''S''' button to change '''Serial/Lot number'''. |
− | #Type the number and tap OK to save it. | + | #Type the number and tap '''OK''' to save it. |
=Change Serial/Lot number in Fill Transfer= | =Change Serial/Lot number in Fill Transfer= | ||
− | #In the app, go to | + | #In the app, go to Main→Transfer. |
− | #Choose any transfer in the list you want to change serial number for and tap Edit button. | + | #Choose any transfer in the list you want to change serial number for and tap '''Edit''' button. |
− | #Tap S button to assign Serial/Lot number for the transfer. | + | #Tap '''S''' button to assign Serial/Lot number for the transfer. |
− | #Long-tap on any item in the list and tap Edit to change number only for the item. Type Serial/Lot number in the field and tap OK. | + | #Long-tap on any item in the list and tap '''Edit''' to change number only for the item. Type Serial/Lot number in the field and tap '''OK'''. |
Revision as of 17:04, 23 September 2020
In HandiFox you can use Serial/Lot numbers which allows you to track items while getting products from manufacturer to consumer. A serial number is a unique number which let you identify a specific item. A lot number is an unique number of products, indicating the lot of the product.
Contents
Adding Serial/lot numbers in Build Assembly
HandiFox allows assigning Serial/Lot numbers to items while creating Build Assembly.
- In the app, go to Main→Inventory→Build Assembly.
- Choose any item from Assembly Item drop-down menu.
- Tap Serial Num. button, type a number in the field, and tap OK button.
- Choose bin in Bin drop-down menu.
- Type needed quantity in the field Qty to Build and tap Build.
Searching Transactions by Serial/Lot numbers
- In QB, go to File→HandiFox>Serach by Serial/Lot number.
- Choose item with assigned serial/lot number in Item drop-down menu.
- Type serial/lot number or range of numbers needed in Look for Serial/Lot number field and tap Find button.
Changing Serial/Lot number for Item in transactions
- In the app, go to Main→Sales.
- Tap customer's name in Look for Customer field.
- Tap Customer Orders/Open Orders/Invoice/Open Invoices.
- Open transaction by tapping it or tap New button to create new one according to your needs.
- Choose item and long-tap it.
- Tap Edit button and then tap S button to change Serial/Lot number.
- Type the number and tap OK to save it.
Change Serial/Lot number in Fill Transfer
- In the app, go to Main→Transfer.
- Choose any transfer in the list you want to change serial number for and tap Edit button.
- Tap S button to assign Serial/Lot number for the transfer.
- Long-tap on any item in the list and tap Edit to change number only for the item. Type Serial/Lot number in the field and tap OK.