Item Tracking Options

Items units tracked in the system can be setup to be tracked as serialized or as tracked by a quantity.

SERIAL TRACKED
Units that are serial tracked inherit a quantity of 1 and are individually identified in the system with assignment of a unique handle ID. When selected in a transaction, the quantity and location details are not required to be entered since the unit can only be in one location. When adding new serial-tracked item units, the Handle can be system-generated, or the user may enter a number. Numbers can be alpha-numeric and contain certain characters such as a dash or period.

Example of Serialized unit records

Handle PST.1001, Item 123456 is located in Area A01-S01

Handle PST.1002, Item 123456 is located in Area A01-S01

Handle PST.1003, Item 123456 is located in Area B02-S01


QUANTITY TRACKED
Quantity tracked units will be tracked by the Item Master as the Handle ID. There may be multiple records for the same handle based on location, ownership, and any unit-level attributes set up to differentiate the items. When items are moved or updated, quantity-tracked records may be merged or updated. When a quantity tracked item is selected on transactions, the area (or movable container) needs to be selected as well as any unit attributes defined to identify the record. Available quantity will be displayed once the record is selected and a quantity to process for the transaction must then be entered.

Example of record merges for quantity-tracked units.

Record 1: Handle ABC123 Quantity 10 EACH in Area A01-S01

Record 2: Handle ABC123 Quantity 12 EACH in Area B03-S01

Transaction: Move Quantity 12 of ABC123 from Area B03-S01 to A01-S01

Record 2 will be merged with Record 1 and Handle ABC123 for Area A01-S01 will be updated to 22 EACH

If Handle ABC123 records also included unit attributes, the records would only be merged and updated if the record attributes matched completely. Unit attributes on quantity tracked units are considered filtering attributes. When unit attributes exist on quantity tracked units, additional selection is required to be able to select the correct record in the system.

Example of quantity-tracked item records with unit attributes.

Record 1: Handle XYZ987 Quantity 10 EACH in Area A01-S01 with unit attribute of Color = BLUE

Record 2: Handle XYZ987 Quantity 12 EACH in Area B03-S01 with unit attribute of Color = YELLOW

Transaction: Move Quantity 5 EACH of XYZ987, Color = YELLOW from B03-S01 to A01-S01

Record 2 will be updated to a quantity of 7 EACH (Color = YELLOW) in Area B03-S01

Record 1 will remain as is.

A new record will be created for XYZ987, Color = YELLOW, Quantity 5 EACH in Area A01-S01

The unit quantity moved could not be added to the existing item XYZ987 in Area A01-S01 since the unit attributes are different.

Quantity tracked units can be serialized by assignment to a movable container. Movable containers can be set up to hold a single Item Master with matching attributes. Assignment to a movable container then supports the ability to easily select a quantity tracked unit the same as a serialized unit.

A standard move of Quantity 200 EACH would require the user to select the Handle, the move from location, the quantity to move, and the move to location.

By assigning it to a movable container, the move would require scan of the container and the scan of the move to location.

Item Handle ABC123 Quantity 200 EACH are assigned to a Container Handle C10001 which is placed in Area A01-S01

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