Item Serial Scheme

Use Item Serial Numbers in Infoplus to easily identify and keep accurate track of 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 items are set up, the Receiving & Shipping warehouse apps will then prompt a record of these values when 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. (To enable the use of additional fields, please contact Infoplus Support to add them to your site.)

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 the new scheme.

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

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

6. Decide if a unique identifier is required. 

7. Decide if 'Allow Unique Serial Returns' is required.

After you have created your Item Serial Schemes, they must be assigned to the 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.  

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 any orders they are associated with. Any additional fields the user chooses 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 the Receipt Quantity, Infoplus will request the serial numbers. This step will ask you to identify serial numbers and IMEIs as you receive the product. For example, if you receive in a quantity of 10 of a product that requires serial number capture, the system will prompt the scan of the 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 are set to 'Optional' or 'Required'.

2. Navigate to the Mobile App.

3. Select the Orders dropdown on the left hand side then select Serial Numbers.4. Enter the Order Number 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.