Choose the serial numbers of your products that you want to take out of your inventory when placing a sales order, making a stock adjustment or launching a production. To do so, you can create your sales order, do a stock adjustment or launch a production.
Note : Depending on the mode of management of traceability on your account (FIFO / LIFO in the general preferences), Monstock proposes the batches and serial numbers according to their date of creation (the oldest in FIFO, the most recent in LIFO) but you can always select manually other batches and serial numbers
-
On the web
-
Access to the selection of a serial number from a sales order
To select serial numbers for the products in your order, in the preparation pop-up, click on "Select serial numbers", below the lot:
On sales orders, the button to the right of the lot (3 red lines) allows you to view the serial numbers that are pre-selected by Monstock, based on the FIFO / LIFO parameter of the account.
-
Access to the selection of a serial number from a stock adjustment
To select serial numbers for the products you wish to adjust inventory for, in the pop-up or on the inventory adjustment page, click on "Select Serial Numbers" below the batch:
-
Access to the selection of a serial number from a production
To select serial numbers for the input products of your production, in the pop-up, click on "Select serial numbers" at the level of your input product, below the batch:
The serial numbers can be managed by codes or by amplitudes (product settings), there are 2 ways to select them.
-
Select a serial number by code
When you click on "Select serial numbers", a pop-up window for managing serial numbers appears:
Depending on the quantity of the product to be consumed (quantity ordered or needed for production), Monstock pre-selects serial numbers on a batch according to the FIFO / LIFO parameter on the account. If the pre-selected serial numbers do not suit you, you can remove them from the selection by clicking on the red button to the far right of the serial number.
To select serial numbers to be removed from inventory, first select the batch from which you want to take your serial numbers:
In the "Code" drop-down menu, you can search for existing serial numbers related to this batch.
Note: With a product managed by serial numbers in code, you do not need to use the tabs "No. Start" and "Search existing serial numbers", which are only used for products managed by serial number amplitudes.
Once all your serial numbers have been selected, you can validate and finalize the preparation, adjustment or production. Your serial numbers are then removed from your inventory.
-
Select a serial number by amplitude
When you click on "Select serial numbers", a pop-up window for managing serial numbers appears:
According to the quantity of the product to be consumed (quantity ordered or necessary for the production), Monstock preselects amplitudes of serial numbers on a batch according to the parameter FIFO / LIFO on the account. If the pre-selected amplitudes do not suit you, you can remove them from the selection by clicking on the red button to the far right of the amplitude.
To select amplitudes of serial numbers to be taken out of stock, start by selecting the batch from which you want to take your serial numbers:
In the drop-down menu "No. Start", you can select amplitudes of serial numbers one by one, in particular by entering the beginning of the amplitude to find it more easily.
In the "Search existing serial numbers" drop-down menu, you can select mass serial number amplitudes by entering the start amplitude, the quantity to be selected (pre-entered order or production quantity) and possibly the end of the last amplitude to be selected.
Note: With a product managed by serial number range, you do not need to use the "Code" tab, which is only used for products managed by serial number range.
Once all your serial number ranges have been selected, you can validate and finalize the preparation, adjustment or production. Your serial number amplitudes are then removed from your inventory.
-
On the mobile app
-
Access to the selection of a serial number from a sales order
To select serial numbers for the products in your order, in the preparation pop-up, click on "Select serial numbers" :
-
Access to the selection of a serial number from a stock adjustment
To select serial numbers for the products you want to adjust inventory for, in the inventory adjustment pop-up, click on "Select Serial Numbers":
-
Access to the selection of a serial number from a production
To select serial numbers for the input products of your production, in the pop-up, click on "Select serial numbers" at the level of your input product (after clicking on the yellow pencil at the batch level):
The serial numbers can be managed by codes or by amplitudes (product settings), there are 2 ways to select them.
-
Select a serial number by code
When you click on "Select serial numbers", a pop-up window for managing serial numbers appears:
To select serial numbers for removal from inventory, start by selecting the batch from which you want to take your serial numbers:
In the "Code" drop-down menu, you can search for existing serial numbers related to this batch.
Note: With a product managed by serial numbers in code, you do not need to use the tabs "Start" and "Amplitudes", which are only used for products managed by serial number amplitudes.
Once all your serial numbers have been selected, you can validate and finalize the preparation, adjustment or production. Your serial numbers are then removed from your inventory.
-
Select a serial number by amplitude
When you click on "Select serial numbers", a pop-up window for managing serial numbers appears:
To select ranges of serial numbers for removal from inventory, first select the batch from which you wish to remove them:
In the drop-down menu "N° Start", you can select amplitudes of serial numbers one by one, in particular by entering the beginning of the amplitude to find it more easily.
In the drop-down menu "Amplitude range", you can select mass serial number amplitudes, by entering the quantity to be selected (quantity ordered or required for pre-entered production), the start amplitude and possibly the end amplitude of the last amplitude to be selected. Then click on "Search".
Note: With a product managed by serial number amplitude, you do not need to use the "Code" tab, which is only used for products managed by serial number amplitude.
Once all your serial number ranges have been selected, you can validate and finalize the preparation, adjustment or production. Your serial number ranges are then removed from your inventory.
Comments
0 comments
Please sign in to leave a comment.