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 which allows identifying a specific item. A lot number is an identification number of products, which indicating the lot of the product manufactured.
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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 Main>Inventory>Build Assembly.
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#In the app, go to Main Inventory Build Assembly.
#Choose any item from Assembly Item drop-down menu.  
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#Choose any item from the '''Assembly Item''' drop-down menu.  
#Tap Serial Num. button, type a number in the field, and tap OK button.
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#Tap the '''Serial Num.''' button, type a number in the field, and tap the '''OK''' button.
#Choose bin in Bin drop-down menu.
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#Choose a bin in the '''Bin''' drop-down menu.
#Type needed quantity in the field Qty to Build and tap Build.
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#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 File>HandiFox>Serach by Serial/Lot number.
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#In QB, go to File HandiFox Serach by Serial/Lot number.
#Choose item with assigned serial/lot number in Item drop-down menu.
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#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.
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#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 Item in transactions=
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=Changing Serial/Lot number for Items in transactions=
  
#In the app, go to Main>Sales.
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#In the app, go to Main Sales.
#Tap customer's name in Look for Customer field.  
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#Tap the customer's name in the '''Look for Customer''' field.  
#Tap Customer Orders/Open Orders/Invoice/Open Invoices.  
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#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.
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#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.
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#Choose an item and long-tap it.
#Tap Edit button and then tap S button to change Serial/Lot number.
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#Tap the '''Edit''' button and then tap the '''S\L''' button to change '''Serial/Lot number'''.
#Type the number and tap OK to save it.
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#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=
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#In the app, go to Main → Transfer.
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#In the list, choose any transfer you want to change the serial number for and tap the '''Edit''' button.
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#Tap the '''S\L''' button to assign Serial/Lot number to the transfer.
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#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'''.

Latest revision as of 18:34, 22 June 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.

Adding Serial/lot numbers in Build Assembly

HandiFox allows assigning Serial/Lot numbers to items while creating Build Assembly.

  1. In the app, go to Main → Inventory → Build Assembly.
  2. Choose any item from the Assembly Item drop-down menu.
  3. Tap the Serial Num. button, type a number in the field, and tap the OK button.
  4. Choose a bin in the Bin drop-down menu.
  5. Type the necessary quantity in the field Qty to Build and tap Build.

Searching Transactions by Serial/Lot numbers

  1. In QB, go to File → HandiFox → Serach by Serial/Lot number.
  2. Choose the item with an assigned serial/lot number in the Item drop-down menu.
  3. 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

  1. In the app, go to Main → Sales.
  2. Tap the customer's name in the Look for Customer field.
  3. Tap Customer Orders/Open Orders/Invoice/Open Invoices.
  4. Open the transaction by tapping it or tap the New button to create a new one according to your needs.
  5. Choose an item and long-tap it.
  6. Tap the Edit button and then tap the S\L button to change Serial/Lot number.
  7. Type in the necessary number and tap OK to save it.

Change Serial/Lot number in Fill Transfer

  1. In the app, go to Main → Transfer.
  2. In the list, choose any transfer you want to change the serial number for and tap the Edit button.
  3. Tap the S\L button to assign Serial/Lot number to the transfer.
  4. 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.