If you are using, or are thinking of using, serial or lot (batch) number tracking on your stock items then what are the best ways to answer these questions?
Customer is on the phone with a serial number, how can you quickly see which serial numbers you sold to them?
How can you see what serial numbers a vendor sent you?
How can you see all the transactions for a single serial number or stock item?
Customer & Vendor Query
Open the Customer (Vendor) record
Select Related – History – item Tracking Entries
You will then see the list of all tracked items with their numbers, using Entry on the menu you can see the serial/lot information cards as well.
Search for “Item Tracing”
The tracing screen then allows you to filter on Serial Number, Lot Number, Item Number
You can also decide whether to sort the list as Usage to Origin (sales then purchase or vice versa).
Once you have your filters select
Process – Trace
You are then presented with a list of transactions.
If you select a transaction and then use
Related – Line – Show Document
You can get to the Purchase/sale Document itself.
Using these two processes above then all your tracking requirements are quickly obtained.
If you have any questions about this or need assistance, then please contact the GCC Group Support Team on 0345 260 1151 or firstname.lastname@example.org