Difference between revisions of "Serial and Lot Numbers"
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| − | 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 | + | In HandiFox you can use Serial/Lot numbers which allows you to track items while getting products from the manufacturer to the consumer. A serial number is a unique number that lets you identify a specific item. A lot number is a unique number assigned to a group of products, indicating the lot of the product. |
=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 the '''Assembly Item''' drop-down menu. |
| − | #Tap Serial Num. button, type a number in the field, and tap '''OK''' button. | + | #Tap the '''Serial Num.''' button, type a number in the field, and tap the '''OK''' button. |
| − | #Choose bin in '''Bin''' drop-down menu. | + | #Choose a bin in the '''Bin''' drop-down menu. |
| − | #Type | + | #Type the necessary 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 the item with an assigned serial/lot number in the '''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 the serial/lot number or a range of numbers needed in the '''Look for Serial/Lot number''' field and tap the '''Find''' button. |
| − | =Changing Serial/Lot number for | + | =Changing Serial/Lot number for Items in transactions= |
| − | #In the app, go to | + | #In the app, go to Main → Sales. |
| − | #Tap customer's name in '''Look for Customer''' field. | + | #Tap the customer's name in the '''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 the transaction by tapping it or tap the '''New''' button to create a new one according to your needs. |
| − | #Choose item and long-tap it. | + | #Choose an item and long-tap it. |
| − | #Tap '''Edit''' button and then tap '''S''' button to change '''Serial/Lot number'''. | + | #Tap the '''Edit''' button and then tap the '''S''' button to change '''Serial/Lot number'''. |
| − | #Type the number and tap '''OK''' to save it. | + | #Type in the necessary 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. |
| − | # | + | #In the list, choose any transfer you want to change the serial number for and tap the '''Edit''' button. |
| − | #Tap '''S''' button to assign Serial/Lot number | + | #Tap the '''S''' button to assign Serial/Lot number to the transfer. |
| − | #Long-tap | + | #Long-tap any item in the list and tap '''Edit''' to change the number only for the item. Type in the Serial/Lot number in the field and tap '''OK'''. |
Revision as of 22:27, 25 May 2021
In HandiFox you can use Serial/Lot numbers which allows you to track items while getting products from the manufacturer to the consumer. A serial number is a unique number that lets you identify a specific item. A lot number is a unique number assigned to a group 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 the Assembly Item drop-down menu.
- Tap the Serial Num. button, type a number in the field, and tap the OK button.
- Choose a bin in the Bin drop-down menu.
- Type the necessary 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 the item with an assigned serial/lot number in the Item drop-down menu.
- Type the serial/lot number or a range of numbers needed in the Look for Serial/Lot number field and tap the Find button.
Changing Serial/Lot number for Items in transactions
- In the app, go to Main → Sales.
- Tap the customer's name in the Look for Customer field.
- Tap Customer Orders/Open Orders/Invoice/Open Invoices.
- Open the transaction by tapping it or tap the New button to create a new one according to your needs.
- Choose an item and long-tap it.
- Tap the Edit button and then tap the S button to change Serial/Lot number.
- Type in the necessary number and tap OK to save it.
Change Serial/Lot number in Fill Transfer
- In the app, go to Main → Transfer.
- In the list, choose any transfer you want to change the serial number for and tap the Edit button.
- Tap the S button to assign Serial/Lot number to the transfer.
- Long-tap any item in the list and tap Edit to change the number only for the item. Type in the Serial/Lot number in the field and tap OK.
