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John Holton (hojo)
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[IMP] Inventory: add delivery slip setting to serial numbers
closes #11737 X-original-commit: 78b9c43 Signed-off-by: Samuel Lieber (sali) <[email protected]>
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content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst

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.. _inventory/product_management/incoming-outgoing-products:
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Create serial numbers to incoming or outgoing products
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------------------------------------------------------
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Create serial numbers for incoming or outgoing products
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-------------------------------------------------------
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Serial numbers can be assigned to both incoming and outgoing goods. The receipt and delivery order
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forms mirror one another; the instructions below can be followed to assign serial numbers in either
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When finished, click the receipt/delivery order's breadcrumbs, and the assigned serial numbers are
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automatically saved.
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Display serial numbers on delivery slips
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========================================
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When selling products tracked using serial numbers, it is possible to include the serial numbers on
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the delivery slips sent to customers. This can be helpful to customers in cases where serial numbers
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are needed, such as filing an RMA or repair request, or registering the product.
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To include serial numbers on delivery slips, open the :menuselection:`Inventory` app, and navigate
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to :menuselection:`Configuration --> Settings`. Scroll down to the :guilabel:`Traceability` section,
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tick the :guilabel:`Display Lots & Serial Numbers on Delivery Slips` checkbox, and click
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:guilabel:`Save`.
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After enabling the :guilabel:`Display Lots & Serial Numbers on Delivery Slips` setting, serial
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numbers are listed on delivery slips for products tracked by serial numbers, once the delivery order
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is validated.
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To view serial numbers on delivery orders and delivery slips, navigate to the
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:menuselection:`Inventory` app, click on :guilabel:`Delivery Orders`, and select an order containing
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a product tracked using serial numbers.
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To view the serial numbers of products included in the order, make sure the :guilabel:`Operations`
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tab is selected, then click the :icon:`oi-settings-adjust` :guilabel:`(adjust)` icon to the right of
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the tab. Ensure that the :guilabel:`Serial Numbers` checkbox is ticked, which causes a
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:guilabel:`Serial Numbers` column to appear. The serial number(s) for each product included in the
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order are displayed in this column.
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When the order is ready to be processed, click :guilabel:`Validate` to confirm the delivery and add
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product information to the delivery slip.
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At the top of the order's form, click the :icon:`fa-cog` :guilabel:`(Actions)` button, and select
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:menuselection:`Print --> Delivery Slip`. The delivery slip is then downloaded. Open the delivery
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slip using the device's browser or file manager. Serial numbers are listed next to their respective
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products in the :guilabel:`Lot/Serial Number` column.
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.. image:: serial_numbers/delivery-slip.png
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:alt: The order lines section of a delivery slip, showing a product and its serial number.
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Traceability & reporting
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========================
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