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COUNTERPOINT
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The 6 Biggest Challenges Facing Retailers Today - retail whitepaper


 
 


 

SERIAL AND LOT NUMBER TRACKING

Do more with your system.

Serial number tracking is beneficial to any business that sells big-ticket items, tracks product warranties, or deals in regulated commodities.

Serial number tracking provides a detailed record of each piece of merchandise--when it was received, what it cost, which customer bought it, when it was bought, warranty expiration, etc.

Serial numbers can be entered in inventory adjustments, quick receivings, purchase order receivings, quick transfers, transfers, and ticket entry (including same-day sales and returns).

Detailed historical activity is retained for each serial number transaction (receiving, sale, etc.). Historical transaction detail is available on reports, views, and Zooms.

Serial Number Tracking

Items may be defined as "Always serialized" or "Sometimes serialized."

"Always serialized" tracking allows you to exercise tight management control over the movement of quantities for the item. Serial numbers must be specified for every transaction (receiving, transfer, sale, etc.). You may only sell serial numbers that are actually in stock. Always serialized tracking ensures that there is a serial number associated with each item on hand.

"Sometimes serialized" tracking provides looser management controls. Recording of serial numbers during receiving (or other transactions) is optional. To ensure that you keep good records, you may specify for each item whether serial numbers are required when selling and returning. The sometimes serialized tracking method is useful for businesses that don't track in-stock serial numbers, but may want to record serial number information at the time of sale.

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Serial Prompts

Serial prompts allow you to collect additional information. For example, you could define a serial prompt code to be used in receivings that requests the classification and optionally requires the user to enter either "New" or "Used."

You may use the same prompt codes for all serialized items, or you may associate different prompt codes with different items. Serial prompt information is retained with the transaction detail and is available for viewing and reporting.

Costing Method

For accounting purposes, you may use the serial cost to account for the specific cost of each individual serial number or the average cost.

CounterPoint supports serial costing for Always serialized items.

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Zooms

From Item Zooms, you can display a list of serial numbers and the current status of each serial number. From the Serial Number Zoom, you can display basic information for the serial number as well as historical transaction detail.

Reports

The Serial Numbers report may be printed for sold, missing, or unsold items, and may be organized by vendor, item, or customer.

Individual serial numbers and the associated reference information may be printed on applicable inventory reports.


 

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