Adding serial numbers to a purchased products allows you to assign a unique code to each received item, meaning you can later assign the same number on a sales order (SO). This gives you traceability from shipments to customers, to receiving from suppliers.
If serial number tracking is enabled for a product and a purchase order (PO) or outsourced purchase order (OPO) is created for the product, a Tracing column will be added to the Items table.
If no serial numbers have been added to the products you're receiving, the Tracing column will display an exclamation mark icon for the item row.
You can assign serial numbers to a PO or OPO when an order row is Not received or Received, but the amount of serial numbers can't exceed the row quantity.
Adding serial numbers to purchased products
Open a PO or OPO, and click the Traceability icon on the item row.
Enter each number manually (pressing "Enter" after entering) or copy and paste the numbers from a spreadsheet.
Note: Serial numbers can only contain numbers, letters, spaces, and special characters like - _ /,. There is a 32 character limit and only 1000 numbers can be added at a time.
Once you've entered the serial numbers, click Done and the numbers will be added to the order.
Note: If you added the same amount of serial numbers as row quantity, the icon will update to a green checkmark. If not, the warning icon will remain.
You can remove assigned serial numbers and add new ones by clicking the tracing icon.
Note: Editing assigned serial numbers is only possible on Not received rows.
Click the Bin icon to remove serial numbers and + Enter serial numbers to add them.
If you mark the order row as Received, a Received date will be given to the serial numbers you added. This will show as an Added date in the Stock screen > Serial numbers tab.
You can also upload serial numbers to fully received POs and OPOs in bulk by using the import template.
Your feedback is invaluable. Let us know your thoughts on this article or anything in Katana you'd like to see improved: [email protected]