Overview
Serial management is often operational, not just setup. Users need screens that help them collect serials, check what happened, and review problem cases.
Where To Find It
Path: Inventory > Serials
Use the serial screens when serial-controlled items need collection, review, assignment, or troubleshooting.
How It Works
QBM provides serial collection, serial enquiry, serial status, and unassigned-serial review screens so users can manage serial-controlled items after they enter live workflow.
Main Areas
| Area | What It Means | When To Use It |
|---|---|---|
| Serial collection | Captures serials during the relevant stock or document process. | Use it when the serial must be assigned correctly at the point of work. |
| Serial enquiry and status | Shows what happened to the serial and where it stands now. | Use it when investigating a serial-tracked item. |
| Unassigned or problematic serials | Supports follow-up where serial handling was incomplete or inconsistent. | Use it when cleanup is required. |
Recommended Workflow
- Use the serial collector when the live workflow requires serial capture.
- Open serial enquiry or status screens when follow-up is needed.
- Review unassigned or problematic serials and clean them up according to business control rules.
- Confirm the corrected serial state before moving on.
Best Practice
- Collect serials at the correct point in the workflow rather than trying to remember them later.
- Use serial enquiry before assuming a serial is lost or missing.
- Treat unassigned serials as a control issue that should be resolved promptly.