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Serial Numbers and Lot Recall

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Written by Hayko

Serial Numbers and Lot Recall

With serial tracking every single unit of an item has its own serial number. QrX asks for it when the unit is received and again when it is packed, so you always know which unit went to which order and a unit can never ship twice. For items that you track per lot, the recall list shows every order that shipped units of one lot. Serial tracking needs Full WMS with the module Serial numbers switched on in Settings > Warehouse > Stock. The recall list needs the module Lots and expiry dates.

Where to Find It

  • The stock item (Warehouse > Stock, Open item): the Lots and expiry tab holds the Tracking choice and the Lots table with the recall list, and the Serial numbers tab lists the serial numbers of the item.

  • Warehouse > Inbound: the receive screen asks for the serial numbers.

  • Warehouse > Pack station: the serial prompt while packing.

  • Warehouse > History: the card Trace a serial number.

Switch an Item to Serial Tracking

Open the stock item, go to the Lots and expiry tab and choose under Tracking: Serial (every unit has its own serial number, scanned at receipt and when packed) or Lot and serial (every receipt needs a lot code and every unit its own serial number).

  • A serial number has 1 to 100 characters and is unique per item. Capitals do not matter. Two different items may use the same serial number.

  • You can switch serial tracking on for an item that already has stock. The units on the shelf get their serial number the first time they are scanned at the pack station.

  • You cannot switch serial tracking off while the item still has serial numbers in stock or reserved. Ship, scrap or remove them first.

Scan Serial Numbers When Receiving

Open the receipt in Warehouse > Inbound and enter the quantity of the line. A serial-tracked line shows the button Serials 0 / 5 (scanned / needed). Click it and scan the serial number of every unit, or type it and press Enter. When every unit has a serial number, confirm the line as usual.

  • One serial number per single unit: a box of 10 pieces needs 10 serial numbers. Confirm, the damaged booking and Add to stock stay off until every unit has one. Damaged units need one too (button Damaged 0 / 2). They go to quarantine and their serial numbers are blocked.

  • A serial number that the item already has is refused and marked in the list. If you scan the product barcode by mistake, QrX tells you it is not a serial number. A GS1 barcode that contains the serial number is read correctly.

  • A shipped serial number can only be received again after the unit came back (a return, or the action Back in stock). Quick receive on the stock list asks for one serial number per unit in the same way.

  • Stock that comes in another way (opening stock, import, a correction, a transfer) gets no serial numbers at that moment. Those units get their serial number when they are packed.

The Serial Prompt at the Pack Station

Scan the product as usual. For a serial-tracked item the station shows Scan the serial number with "unit 1 of 3". The next scan is the serial number on the unit. Press Esc or Cancel to stop the prompt. A barcode that holds both the product and the serial number books both in one scan. The scanned serial numbers show under the order line. Every unit needs its own scan, and the manual "+1" is not available on these lines.

  • "Serial number ... cannot be packed: it is unknown, blocked, or already reserved or shipped": take another unit, or check the serial number on the Serial numbers tab.

  • "Serial number ... belongs to another product": you hold the wrong item.

  • "... is a product code, not a serial number. Nothing was counted.": the scan was the SKU, EAN or barcode of a product. Scan the serial number on the unit.

  • "Needs serial numbers, but the quantity is not a whole number": correct the order before you pack it. Nothing is printed.

  • When two stations scan the same serial number for two orders, only the first one gets it.

Some pack stations only accept scans. When the serial label is worn or does not scan, a colleague whose role allows pack overrides sees the field Serial number does not scan? Type it here. Type the serial number and confirm with Use this serial number. The typed serial number is checked exactly like a scanned one. Colleagues without that permission ask a team lead.

When the order ships, its serial numbers get the status Shipped. When you abandon the order at the station or the order is cancelled, the serial numbers go back in stock.

The Serial Numbers Tab

The Serial numbers tab of the stock item lists all serial numbers, the newest first. Search by the start of a serial number and filter by status: In stock, Reserved (scanned for an order that has not shipped yet), Shipped, Returned or Scrapped. A serial number in stock can also be Blocked. Click a serial number to see its history with the date and the user. Actions per serial number:

  • Block: the serial number stays in stock but cannot be packed. Unblock makes it packable again.

  • Scrap: marks the serial number as scrapped. This changes the serial number only: write the unit itself off with Scrap stock.

  • Back in stock: for a shipped or returned serial number. Choose the warehouse. Book the unit itself with a return or a receive.

  • Release: a reserved serial number goes back in stock and its order is cleared. This only works when the order is not being packed right now.

  • Remove: for a serial number that was scanned by mistake and has no unit. This cannot be undone.

Trace a Serial Number

Open Warehouse > History and use the card Trace a serial number. Scan or type the serial number. You see the item, the status, the warehouse, the lot, the receipt it came in on, the order it was shipped with (with its order number, which opens the order in Transactions) and its history. A unit that came back and was sold again shows both orders.

Shipped Without a Serial Number: Report and Alert

A label printed outside the pack station, for example from the Transactions list, does not ask for a serial number. QrX never blocks such an order. It counts the units per item, so you can check them afterwards.

  • The report: open Warehouse > History, card Trace a serial number, and click the icon Shipped without a serial number. You see every item with its SKU, name and Units without serial.

  • Acknowledge: after you checked the orders, click Acknowledge and reset the counter on the row. The counter goes back to 0 and the item leaves the list. The reset is logged. This needs the permission Adjust stock.

  • The alert: in Settings > Warehouse > Stock, card Stock attention alerts, switch on Shipped without a serial number. QrX checks every hour and rings the bell of colleagues who can view stock.

Serial Numbers on a Return

When units of an item with serial numbers come back, you can scan which ones in Warehouse > Inbound, in the windows to receive a parcel under Returns to sender and to book a customer return to a stock item, field Serial numbers (optional). It never stops a return. Exactly the scanned serial numbers get the new status (back in stock, returned or scrapped, depending on the grade). A serial number that was not shipped with this order is refused and named at the field, and so are more serial numbers than returned units. Without a scan, QrX updates serial numbers of that order line without checking which physical unit came back.

Recall List of a Lot

Open the stock item, go to the Lots and expiry tab and click the action Recall list: orders that shipped this lot on the row of the lot. The list shows every order that shipped units of this lot, the newest shipment first, with the units and the first and last shipping date. An order whose units came back later stays on the list. Is the lot sold out? Switch on Show sold-out lots above the Lots table (at most the newest 200 sold-out lots). CSV downloads the recall list as a file, for example to write to the customers of those orders.

Permissions

  • Manage stock settings: set the tracking of an item.

  • Receive stock: scan serial numbers at receipt.

  • Use the pack station: scan serial numbers while packing.

  • View stock: see the Serial numbers tab, trace a serial number and open a recall list.

  • Adjust stock: block, unblock, scrap, put back in stock, release and remove a serial number, and acknowledge the shipped-without-serial counter.

  • Export stock history: download the recall list as CSV.

Limits

  • QrX keeps the status and the warehouse of a serial number, not its bin. Moves, transfers and counts do not ask for serial numbers.

  • A single scanned unit cannot be taken back at the pack station. Abandon the order to release its serial numbers, or use Release on the Serial numbers tab.

  • When a fulfilment partner holds your stock, the serial numbers are visible to the partner that runs the warehouse, not in your own account.

  • Serial numbers are not part of the public API yet. A serial-tracked item cannot be a component of a kit or an assembled item.

Frequently Asked Questions

Which order got serial number X?

Use Trace a serial number in Warehouse > History. The result shows the order the unit was shipped with.

The pack station refuses a serial number. What now?

Open the Serial numbers tab of the item and search the serial number. Blocked: unblock it when the unit is fine. Reserved for another order that is no longer packed: use Release. Shipped: the unit was already sent with another order, so check the unit in your hand.

I have to recall a batch that is sold out. Can I still see who got it?

Yes. Switch on Show sold-out lots on the Lots and expiry tab, open the recall list of the lot and download it as CSV.

An order shipped without a serial number. Can I add it afterwards?

No. The unit left without a scan, so QrX does not know which serial number it had. Check the order, then acknowledge the item in the report to reset its counter. To prevent it, pack items with serial numbers at the pack station.

When to Contact Our Support Team

Contact QrX support directly when the Tracking choice does not offer Serial although your plan includes it, when a serial number shows a status that does not match what happened, or when a recall list misses an order that shipped the lot. Mention the item SKU, the serial number or lot code, and the order number.

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