Serial numbers and lots¶

Working with serial numbers and lots allows tracking your products’ movements. When products are tracked, the system identifies their location based on their last movement.

To enable traceability, go to Point of Sale ‣ Products ‣ Products. Then, select a product, go to the Inventory tab, enable Track Inventory, and set the tracking method to By Unique Serial Number or By Lots.

screenshot: pos-serial-numbers-product-tracking

menu: Point of Sale ‣ Products ‣ Products ‣ (a product) ‣ Inventory
shows: The "Inventory" tab of a product form with "Track Inventory" enabled and tracking set to "By Unique Serial Number".
highlight: The tracking selection (red frame).
module: point_of_sale, stock
notes: English UI, light theme, 1440px width, centered, crop to the traceability block.

Serial numbers and lots importation¶

You can import serial numbers in Point of Sale. To do so, select a sales order or a quotation containing tracked products. Then, agree to load the Lots or Serial Numbers linked to the SO.

screenshot: pos-serial-numbers-import-popup

menu: (POS interface) ‣ Quotation/Order ‣ (a sales order)
shows: The popup asking whether to import the serial or lot numbers recorded on the sales order into the POS order.
module: point_of_sale, pos_sale
notes: English UI, light theme, centered, 480px wide.

The imported tracking numbers appear below the tracked products. You can modify them by clicking on the list-view button next to the products.

screenshot: pos-serial-numbers-imported-cart

menu: (POS interface) ‣ Register screen
shows: The cart after importing a sales order, with the serial numbers listed under the tracked products.
module: point_of_sale, pos_sale
notes: English UI, light theme, centered, 480px wide.

Serial numbers and lots creation¶

If a tracked product is available in your POS, adding the product to the cart opens a pop-up window where you can type or scan the product’s serial or lot numbers. To add more than one of the same tracked products, click on enter to validate and start a new line.

screenshot: pos-serial-numbers-edit-popup

menu: (POS interface) ‣ Register screen ‣ (list-view button on a tracked product)
shows: The popup used to enter or edit serial and lot numbers, with one number per line.
module: point_of_sale, pos_sale
notes: English UI, light theme, centered, 480px wide.

Note

Changing a tracked product’s quantity using the numpad turns the list-view button red. Click on it to add the missing lot and serial numbers.
Lot & Serial Number(s) are required on tracked products but not mandatory. Meaning that not attributing some or any does not prevent from completing the sale.