Activation

In osFinancials / TurboCASH:

Go to the Setup ribbon tab, select Tools -> Plugins -> Stock plugins -> Location serials and batches

You will see the setup screen for the plugin : Set Activate to on and press save.

You may add Locations (Bin, Isle number row) as the place where you keep the stock items in your shop, store, warehouse, if necessary.

If locations were added, remember to click on the Save button.

Close the Set of Books or restart osFinancials or TurboCASH!

Activate in Stock items

Go to Stock items (on the Action ribbon tab). If you select any Stock item a new tab "Location batches and serials" is added.

You can select 3 different types of tracking.

Serial : Always 1 serial per item ideal for phones, computers, etc.

Batch location : Enter batch numbers and quantities and have the possibility to move between locations.

Location : Just location management.

Press Add to add a new record to enter products you already have like a start position. Do not enter products you still are going to purchase and enter in documents.

Batch / location

Also you can move and correct quantities here, if the need arises.

The quantities adjusted will reflect on then quantity on hand for the stock item after saving the stock item.

Serial

Location

Processing documents

Purchases

If you do a purchase you can enter new batches or serials after selecting the product.

The number of items (products) with serial numbers will automatically update the quantities in the document lines field.

A similar lookup screen will be displayed for serial input when processing supplier returns.

Sales

At sales you can select from the list of locations serials and batches of the product selected.

A similar lookup screen will be displayed for serial input when processing credit notes.

Printing documents

The serial numbers will print on Invoices, Credit notes, Delivery notes, Purchases and Supplier returns.

Search for Serial numbers

On the Action ribbon, select Search. 

Enter the serial number, etc. in the Search for field.

Type

• Document - The document details will list all documents matching your Search criteria. If you double-click on it (or right-click and select Show details option on the contexty menu), you may print the selected document.
• Stock - The Stock items matching your Search criteria will be listed. If you double-click on it (or right-click and select Show details option on the contexty menu), the selected Stock item form will be opened.

Reports

On the Reports ribbon, select Reports -> Plugins -> Locations-Batches-Serials.

On hand report

Stock movement report