VIDEO TUTORIAL

V9 - Serialized inventory on transactions

Video transcript: Serialized inventory on transactions

In this video, we're going to focus on three key areas where you'll see changes to how you work with your serialized inventory in version 9 of SOS inventory.

The biggest update is the interface. It's more streamlined, more user friendly, and I think you're really going to like it. We'll start on the Purchasing side, looking at the updated item receipt and how serialized inventory is brought in. Next, we'll move to the Production area to see how you'll use that serialized inventory when creating a build. If you're on the Pro plan, the interface for processes will be the same when you're working with your serialized inventory. Finally, we'll head over here to Sales, starting with the sales order and then on to the shipment transaction. Now if you're using pick tickets, the interface there will match what you see on the shipment screen.

So let's go ahead and get started.

I'm going to come over here to Purchasing on my Operations menu and go into my purchase orders. And here I have a PO that is ready to go, and you'll note here that you'll see I have a Samsung 23 on here. So this is a serialized inventory item for me. As usual, it is not going to be on the PO. I'm not going to put the number on that. We don't deal with the serial inventory numbers until we're receiving.

So we're going to pretend that that phones have come in. Now it's time for me to go to the drop-down menu and receive the goods. When you receive them, you're going to see here that your serial number looks a little bit different with this new interface.

To add the serial numbers, I just click on these lines. It opens up. I can type in, type the number, hit Enter. I can put my cursor in here, scan the barcodes, tab off, and it keeps going in. I also can upload a CSV here. So I could come in, choose my serial number file, and click on Import. And I think this is one thing you guys are really going to like is, notice as I try and import that file, it's automatically telling me, hey, you've got the wrong number here. So I know immediately that I've got some checking to do so that I can get that corrected. But all you've got to do then is just come in, delete the one that's wrong, and then say done. It will add them all in there.

You also still could have done just an auto-serial number by clicking right here in this box. And it would use your auto settings and your Inventory settings to create that number. And then save and close.

Let's come over here to Production now, and I'm going to walk you through doing a build, because everybody has builds. Those of you on the Pro account, just be aware that the interface is going to look the same when you're doing your processes as well.

But I add my build. And I have a motorboat here that is a serialized inventory item. So I'm going to create my motorboat. And I come in and say, what quantity do I want to build? I'll say 1. Now to get your bill of materials in, you still click on Update inputs. That has not changed.

And you'll notice here that I've got three items that have serialized inventory in them. They're serialized themselves. So I'm going to come in here again, select the one that I'm going to be using in this build. I also could have typed it in, but notice it says selected 1 of 1, and it grays out. I can't over select. I say done, and it adds it to the system, or to the ticket rather.

And I say done on this second one.

And then over here on the bucket seeding, I select them again, so I can't choose the same one more than once any longer. And I could have also done the CSV. The same situation would occur when you're inputting that CSV. If the count is wrong, it will show you that in the system. But I simply just say done here.

And then up here, my motorboat still needs its serial number. So I'm going to say auto serial number and let it do it that way.

And then down here, because I'm working in a Pro account, don't forget to make sure that that Work center is set to Finished goods. And then you save that, and that's how your serialized inventory is going to look on your builds and processes.

Now also on the Sales side, again, the process of working with serialized inventory is the same. It just looks a little bit different on the transaction itself. So if I come over here to a sales order, right here on sales order 27, you'll note that I am selling a phone now. So let's go ahead then and go to Fulfillment.

Now whether we are doing that as a pick ticket, for those of you that are using pick tickets and putting serial numbers on, or if you're doing it as a shipment, when you're adding serial inventory, the implementation with the interface is going to be the same.

So I just come in here, click on those lines again, select the two that I'm going to be selling, and I say done. Then when

I say save, of course because it's a shipment, it alleviates the inventory.

And then I just need to come in, complete the sales workflow by creating the invoice and Save and close those, get everything emailed out to my customer.

So that's how the interface has changed when you're working with serialized inventory and SOS inventory. The process is familiar, like I said, but now it's more intuitive and easier to manage across your purchasing, production, and sales.