Item Serial Scheme

Use Item Serial Numbers in Infoplus to easily identify and keep accurate track of your inventory as it moves from received to put away to picked and shipped.

Item Serial Schemes is a table in Infoplus that allows users to set up how serial numbers and other item identifiers can be captured and stored in Infoplus.  Based on how your items are set up, the Receiving & Shipping warehouse apps will then prompt you to record these values when you are receiving goods and/or shipping orders.

Users can set up schemes for different types of items/serials that they want to configure. The Item Serial Scheme table can be used to create unique receiving and shipping behaviors for different items.  Additional fields can be added to be captured along with the serial number as well.  For example, certain products may have more than just 1 unique barcode on them, such as IMEI or ICCID numbers on cell phones.

Create a New Item Serial Scheme:

1. Open up the Item Serial Scheme page.

2. At the top right, click 'Create New'.

3. On the 'Creating New Item Serial Scheme' page, enter a name for your new scheme.

4. Select a Receiving Behavior. Your options are Disabled, Optional, or Required.

5. Select a Shipping Behavior. Your options are Disabled, Optional, or Required.

6. Decide if you require a unique identifier.

7. To enable the use of additional fields, please contact Infoplus Support to add them to your site.

After you have created your Item Serial Schemes, they must be assigned to your Item records. This can be done by editing an item, navigating to the Operations tab, and modifying the Item Serial Scheme field.  After that, the Receiving and Shipping apps will allow you to enter these values.  

Note: When adding Serial Numbers to a Quick Receipt, Receiving Behavior = Required, Shipping Behavior = Required and Required Unique = Yes

Once serials have been captured, they are stored in the Item Serial table.  The Item Serial entries are tied to corresponding item receipts, ASNs, and orders that they have associated with. Any additional fields that the user has decided to require from the Item Serial Scheme will be under the additional fields tab. The Item Serial table has all of the same filtering and reporting capabilities as all other Infoplus tables.

Receiving Item Serials:

1.  Navigate to the Receiving Criteria global setting (Item Serial Scheme >> Behavior >> Receiving Behavior). From there, you can add serial capturing as 'required'.

2. Open up the Receiving App (beta) by using the quick action dot (.) menu and selecting 'Receiving App'.

3. Once you've selected a warehouse, navigate to Inventory >> Receiving.

4. The app will walk you through the normal steps for receiving. Once you arrive at Receipt Quantity, Infoplus will ask you enter serial numbers. This step will ask you to identify serial numbers and IMEI's as you receive in product. For example, if you receive in a quantity of 10 of a product that requires serial capture, the system will prompt you to scan a serial/IMEI 10 times in a row.

5. Fill everything in and complete put away to finish.

Fulfilling Item Serials:

Serial Numbers that have been picked for an order are captured AFTER the fulfillment pick work is completed and BEFORE an order ships. Unless paired with Product Id Tags (PITs), Infoplus will not instruct the user to pick specific Serial Numbers. Rather, the Serial Numbers are captured when the order is prepped to ship out. 

1. Ensure the Shipping Criteria on the Item Serial Scheme is set to 'Optional' or 'Required'.

2. Navigate to the Mobile App.

3. Select the Orders dropdown on the lefthand side then select Serial Numbers.4. Enter the Order Number you are wishing to capture the Serial Numbers for.

5. Select the correct Line Item.6. Enter the corresponding Serial Numbers for the chosen Line Item.7. Once all Serial Numbers have been accounted for, Infoplus will close out the process. You can now proceed to the Ship Station to ship your order.