Track your products with serial numbers

The serial number is a unique code that identifies a specific product, allowing to track its transfer history and post-sale activities. Viindoo software allows you to manage and track products with serial numbers with ease.

Requirements

This tutorial requires the installation of the following applications/modules:

Configure inventory management by serial numbers

Application configuration

To configure Inventory management software by serial numbers, you need to navigate to Inventory > Configuration > Settings > Traceability. After that, activate the Lots & Serial Numbers feature and click Save.

Lots & Serial Numbers

Product configuration

To manage goods by serial numbers, you need to activate the serial number tracking feature on products by navigating to Inventory > Products > Products and opening the product you want to configure. Click Edit and select tracking By Unique Serial Number at the Inventory tab. Then, click Save to save the settings.

Activate tracking by Unique Serial Number

Manage Serial numbers

Receipts

To stock a product traced by serial number, you need to specify its serial number by:

  • Assigning serial numbers manually;

  • Multi-assigning serial numbers;

  • Copying and assigning serial numbers from an Excel file.

First, you need to open the details operations of the receipt slip:

Details operations

Below are details on how to assign serial numbers to products.

Manually assign different serial numbers

You click Add a line in the Lot/Serial Number Name column on the Detailed Operations of the picking. Enter the product’s serial number. You can keep doing so until you have entered all the serial numbers.

Manually assign serial numbers

Multi-assign serial numbers

To assign multiple serial numbers, you need to enter the starting serial number in First SN and the number of products you want to assign in Number of SN. After entering the above data, click Assign Serial Numbers.

Input Serial Numbers

The system will automatically generate serial numbers in order based on the first serial number and assign them to the products.

Assign Serial Numbers

Note

With this input method, there should be at least 1 number anywhere in the serial code. The purpose is for the system to automatically increment by that number.

Copy and paste serial numbers from an Excel file

To copy and paste serial numbers, you open the sheet containing the serial numbers you want to import and copy the list. Then, paste the copied numbers into the Lot/Serial Number Name column.

Serial numbers sheet Paste serial numbers

The system will automatically create the lines you need.

Serial number lines

Delivery

In order to track the serial number of the product upon the delivery, you click on the 5-line icon to open the Detailed Operations window at the delivery slip.

Details Delivery

Here the system suggested products with corresponding serial numbers according to the Removal Strategy set up on the Product Categories.

Select the serial number

In case you want to select products with certain serial numbers to deliver, you can change the serial numbers right at this interface.

Change the serial number

Serial number traceability

After configuring Viindoo inventory management software, you can easily trace back the product’s origin based on its serial number information.

You can trace products by navigating to Inventory > Products > Lots/Serial Numbers and tapping on the corresponding serial number. Then, open Traceability. You will see the serial number information used here.

Serial numbers traceability Report of serial numbers traceability

To be informed of the product’s location and stock quantity, you can click the Location button on the right corner of the serial number view.

Location of serial numbers

The software will list the inventory location with the quantity corresponding to each serial number.

Location information of serial numbers

Tip

Providing serial numbers for every product is a time-consuming task. This should be used for items with warranties, after-sales services, asset management, etc. On the contrary, assigning serial numbers on toilet paper, and pens will not make sense.

Operation types

  • Create New Lots/Serial Numbers: If enabled, when you receive goods in stock, you will be allowed to create new serial numbers.

  • Use Existing Lots/Serial Numbers: If enabled, when you receive goods in stock, you can reuse the existing serial numbers in the system and can’t create new ones.

To set these options, go to Configuration > Operation Types in Inventory app.

For each type, you can create a new one or use an existing serial number. By default, the system selects to create a new serial number with the receiving operation type.

Activate serial number traceability

Tip

  • Create New Lots/Serial Numbers: Usually used in receiving or production operations.

  • Use Existing Lots/Serial Numbers: Usually used when transferring internally, delivery.