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Some products need more than a quantity. A phone has a serial number. A loaf of

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bread has a use by date. In this episode we look at both in the back office.

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In the menu, under Inventory, choose Serials and lots.

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The first tab lists serial numbers. Every row is one individual unit: a bike frame,

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a ring, a phone. You see its product, its status, where it is, what it cost, and

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when it arrived. For items sold, there is a customer, and the date it was sold.

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Special details, such as a certificate or the condition, are shown on the right.

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You can filter by status or by store. If you have a serial number, type it into the

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search box. This is the I M E I of a phone.

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Click the row to open the unit.

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At the top you see the product, the status, when it was received, who bought it, and

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where it is now. Below are the details of the unit itself: its serial number, its

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cost, and details that belong to this kind of product. For a phone these are the

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carrier lock, the condition, the I M E I and the M A C address.

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Further down are the sales history and any repair jobs. This phone has not been sold

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yet. If it is sold, the sale appears here, so you can look up what was sold to whom,

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from the serial number alone.

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The status can be changed here. A unit can be in stock, reserved, sold, returned, in

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service, or written off. Moving a unit in or out of stock updates the stock count

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and is recorded.

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We leave it as it is, and close the unit.

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The second tab is for lots. A lot is a batch of the same product with the same use

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by date, like a batch of bread from one bake.

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The boxes at the top count the lots shown, the lots that have expired and still have

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stock, and the lots expiring soon. Below is each lot, with its number, its product,

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how many are in it, and when it expires. The coloured badge shows the days that are

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left.

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The buttons filter by how soon lots expire. Click seven days, to see the lots that

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need attention this week.

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We have two lots of sourdough bread, close to their dates. Click the history button

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on a lot, to see how it came in.

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Each movement is listed: what was received, how many, when, and by whom. When you

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close it, the Receive lot button at the top adds a new lot, with its number, expiry

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date and quantity.

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The bread that expires first has twelve loaves left, and it is past its best. Let us

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write it off. We do that with a stock adjustment. Go to Stock levels, and click

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Adjust stock.

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We choose Main Street, and the reason Damaged. Then add the sourdough loaf.

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We take off twelve, and say why in the note. When you remove stock from a lot

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product without choosing a lot, the system takes it from the lot that expires first.

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That is the one we want.

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Click Save adjustment.

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Now back to Serials and lots, and the lots tab.

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The old lot is gone from the list, because it is empty. Only the lot with a later

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date is left. If you want to see empty lots too, tick Include empty lots.

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The lot is there with a quantity of zero, so the history is kept.

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That is the end of the inventory season. In the next season, we look at customers

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and sales.