Difference between revisions of "Serial and Lot Numbers"

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=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.
+
#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 File>HandiFox>Serach by Serial/Lot number.
+
#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 Main>Sales.
+
#In the app, go to Main→Sales.
#Tap customer's name in Look for Customer field.  
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#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 Main>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.  
+
#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.

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 Assembly Item drop-down menu.
  3. Tap Serial Num. button, type a number in the field, and tap OK button.
  4. Choose bin in Bin drop-down menu.
  5. Type needed 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 item with assigned serial/lot number in Item drop-down menu.
  3. 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

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

Change Serial/Lot number in Fill Transfer

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