Tracking Products by Serial Number

Products Tracking Option

Enerpize software provides you the capability to track your products on a unit level through multiple methods, such as by serial number, lot number, or expiration date. This is accomplished by selecting the type of tracking for the product during its definition within the account through “Adding a new product“.

 

To activate this feature, click on the checkbox “Track Products Using Serial, Lot or Expiry Date” in the inventory settings. For more details, refer to the guide “Activating the product tracking system”.

Tracking Products by Serial Number

1. Click on “Inventory” from the main menu.
2. Click on “Product Tracking“.
3. Click on the card titled “Serial Number“.
   • Notes:
     • There must be products that have already been tracked by serial number in your account for the “Serial Number” option to appear. For more details, refer to the guide “Add a Product/ Add Service“.
     • A quantity must be added to the product and its serial number set in “Requisitions Management“.
4. Use the search options located above the product list to search for the desired product as follows:
   • Search by Product: Enter the desired product name in the search box.
   • Search by Warehouse: Select the warehouse containing the desired product from the dropdown menu.
   • Search by Serial Number: Enter the serial number of the desired product in the search box.
5. To view available products, click the “Available” button.
6. To view out-of-stock products, click the “Out Of Stock” button.
7. Click on the desired product to view it.

Viewing the Inventory Transactions of a Serial number-tracked Product

1. Click on “Inventory” from the main menu.
2. Click on “Product Tracking“.
3. Click on “Serial Number“.
4. Click on the desired product to view its inventory movement.
   • In the “Details” tab, the system will display product details such as name and serial number.
5. Click on the “Stock Transactions” tab to view the product’s movement details.
   • The system will display the stock transaction details for the product.