5 identifying tracking needs – Wasp Barcode Inventory Control User Manual

Page 29

Advertising
background image

InventoryControl Printable Help

2.5 Identifying Tracking Needs

Sometimes it is important to be able to associate an exact item or range of items with an exact customer,
serial number, date code or shipment date. This can be important for support and maintenance purposes
or for recalls. Often larger cost items that have a warranty or support contract are tracked by serial
number so that if the item is sent back for maintenance you can be sure you are not fixing a product that
is out of warranty. Some items need to be tracked by lot or date code because the batch they are in is
important or they are perishable.

InventoryControl allows you to specify up to four required tracking fields (Serial Number, Lot, Date Code
and Pallet) and three optional tracking fields (PO, Supplier and Customer). Selecting a tracking field
means that when you process an add, remove, move, audit, pick or receive for this item you will be forced
to specify a value for the tracking fields you specified. The three optional tracking fields are always
available when Adding and Removing items and can be filled out as needed. You can also select to
make these optional fields required on the

Create New Item

screen. When you select to use one of the

optional fields by selecting it on the Create New Item screen the field becomes required for that item. You
can select tracking fields on the Edit Item screen as long as no inventory has been added to the item.

Serial Number is the most common and is different from the rest of the tracking fields. Serial Numbers
must be unique for each piece of inventory. When an item is tracked by serial number, a unique serial
number must be entered for each individual piece of that item you enter into inventory. When the item is
removed or moved, the system will also require the serial number. This allows the location and
movement of the item to be tracked exactly. The other tracking fields are not required to be unique. If you
are tracking by lot you could add 100 items with lot number 206.

Date Code is used if the item has an expiration date or production date that is important for recalls or
tracking. Do not use the Date Code field to track when an item is added to InventoryControl. Each Add
transaction in InventoryControl is time-stamped to allow you to track when an item was added. To track
when an item is added, view the

Transaction List

(Main Screen > Lists > Transactions) or run the

Transaction Report

.

There are also three optional tracking fields: PO, Supplier and Customer. As mentioned above, these
fields are special fields for the Add and Remove functions that can be filled out but are not required
unless you make them required when the item is created.

The required and optional track by fields can be renamed to reflect the names you use. For more
information, please refer to the topic

Editing Field Names

.

After inventory is added to an item, the selections you made to the four tracking fields cannot be changed
without first removing all inventory from that item.

Tracking Fields Best Practices:

 Make sure you specify what you want to track before adding inventory.

 Make sure you print a label for each track by field you have selected to use

and attach them to each item. If the labels are not physically attached to
each item, it will be very difficult for you to keep track of which items should
be tracked by a specific field.

14

Advertising