Webinar - Lot & Serial Number Features

Lot & Serial Number Features - Traceability

Setting an Item for Serialization
- On a New Item you check Track Lot or Serial Numbers in the General Tab
Opening the Serial and Lot Number List
- Go to the Open Full List drop-down and click Lot or Serial Numbers, this opens that special list
Admin Section > Company Preferences > Lot / Serial #s
- To get to the preferences for changing the Serial Number Incrementation
- Edit Duplicates
- Edit the Getting Available
  - This is the number it should increase by and what that is based on.
Admin Section > Company Preferences > Shipping
- Uncheck the first checkbox for quantities if you DON'T want the system to pick the lot or serial number of the item that will be Shipping out.
Company Preferences - Lot Numbers & Serial Numbers
- https://help.ordertime.com/help/company-preference-lotserial-s
Video - Lot & Serial Number Tracking Demo
- https://help.ordertime.com/help/lot-serial-number-tracking-demo
Import Lot & Serial Numbers Onto Receiver Line Items
- https://help.ordertime.com/help/import-receiver-line-items-from-a-csv
For a Custom Report on Valuation with Serial Numbers
- Choose Ledger Type Report
- Choose these Tables
  - Docs
  - Bin and Lot or Serial Nos
  - Items
  - Bin
- Choose these Columns
  - Name/Number
  - Lot / Serial
  - Date
  - No.
  - Tran Type
  - Bin
  - Movement Quantity
  - Total Movement Quantity
  - Value Amount
  - Total Value Amount
- (We can help you out with this, just contact us)

Past Webinars
- Head here to see all Past Webinars: https://help.ordertime.com/help/past-webinars

Review Us!
- QuickBooks App Store
  - Click on Reviews and then the button that says Write a Review
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  - This takes you directly to the review form
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For sales inquiries email: kimk@numbercruncher.com

Toll Free 866-278-6243 X 335

Direct Line 954-302-6335

If you have any questions you'd like answered or topics for future webinars, send them to me at michael@ordertime.com

As always, direct support-related queries to: support@ordertime.com

Webinar - Lot & Serial Number Features - Traceability