Serial Number Tracking
Give every unit of a product its own serial number and follow it from the day it is received or made to the customer it was delivered to. Serials are scanned at receiving, picking, production and stock adjustments, every unit can be labelled, and a warranty claim or recall is answered in seconds instead of from a paper register.
- Every unit traced to its customer
Each unit's page shows where it came from, which lot it belongs to, the order it shipped on and the customer it was delivered to. A sales order lists every unit it sent.
- Scan serials as you work
Serials are captured on the screens people already use (receiving, picking, production, stock adjustments) by scanning the maker's barcode or pasting a list. No separate register to keep up to date.
- The right unit, every time
A serial-tracked product can't be received, picked, built or written off without naming its units, so the record never drifts from what is on the shelf.
- Label a whole delivery or run
Print a scannable label for one unit, for every unit on a goods receipt, for a production order's output, or for a page of units from the register.
What it does
Adds a register of individual units for products marked "Track serial numbers". Each unit is recorded once, when it is received from a supplier, made on a production order, or added through a stock receipt or adjustment, and it carries its serial number, an optional label code, its product, variant and lot. From then on every stock path that moves the product asks which units: picking scans the units going out, a stock issue or write-off chooses the units leaving, and production scans both the units made and any serial-tracked components consumed. The register lists every unit with its state (in stock, dispatched or retired) and opens each one to its full history, including the customer it was delivered to. Units can be labelled singly or in bulk, existing units can be imported from a spreadsheet when a business switches serials on, and stocktakes flag any unit that is counted differently from the register.
What it replaces
Replaces the paper or spreadsheet serial register kept beside the system, where someone copies serial numbers off delivery notes and job cards after the fact. When a customer calls about a faulty unit, or a component supplier issues a recall, the answer today is a search through filing and email to work out which units went where.
Who it's for
Manufacturers of equipment, devices and assemblies that carry a serial number, particularly in regulated or warranty-driven markets such as medical devices, electrical and electronic equipment, and machinery. Also distributors and wholesalers of serialised goods (appliances, tools, IT hardware) who must record which unit went to which customer. It works alongside lot tracking, so a unit can also belong to a batch, and it is switched on product by product, so serialised and non-serialised stock live side by side.
What problems it solves
- "Which unit did we send this customer?" Open the sales order's Fulfillments tab for the units it shipped, or open any unit to see the order it went out on and who it was delivered to.
- A recall needs a list of affected units, now. Filter the register by product, lot, goods receipt or production order, then export the list with each unit's customer.
- The serial register is always behind. Serials are captured on the receiving, picking and production screens as the stock moves, so the register is never a separate job someone forgets to do.
- The wrong units go out. The picker scans each unit as it is picked, and the system refuses a unit that is already shipped, belongs to another product, or is not in stock.
- Units arrive without our label. Print one label per unit straight from the goods receipt, or label a production run's output in one go. A maker's own barcode can be used as-is when it already carries the serial.
- Switching on serials means retyping history. Load the units already in stock, or already with customers, from a spreadsheet using the import template.
- A count doesn't match the units on record. A stocktake that finds more or fewer units than the register shows a serial discrepancy, with a link to fix it.