diff --git a/content/applications/sales/point_of_sale/shop.rst b/content/applications/sales/point_of_sale/shop.rst index bfff8654e..8a95fd7a3 100644 --- a/content/applications/sales/point_of_sale/shop.rst +++ b/content/applications/sales/point_of_sale/shop.rst @@ -13,3 +13,4 @@ Shop Features shop/multicashiers shop/reprint shop/cash_rounding + shop/serial_numbers diff --git a/content/applications/sales/point_of_sale/shop/serial_numbers.rst b/content/applications/sales/point_of_sale/shop/serial_numbers.rst new file mode 100644 index 000000000..6d8f69e61 --- /dev/null +++ b/content/applications/sales/point_of_sale/shop/serial_numbers.rst @@ -0,0 +1,60 @@ +======================= +Serial numbers and lots +======================= + +Working with **serial numbers** and **lots** allows tracking your products' movements. When products +are tracked, the system identifies their location based on their last movement. + +To enable traceability, go to :menuselection:`Point of Sale --> Products --> Products`. Then, +select a product and check the :guilabel:`Tracking By Unique Serial Number` or the +:guilabel:`Tracking By Lots` box in the :guilabel:`Inventory` tab. + +.. image:: serial_numbers/product-form-traceability.png + :align: center + :alt: Enable traceability settings + +Serial numbers and lots importation +=================================== + +You can import serial numbers in Point of Sale. To do so, select a **sales order** or a +**quotation** containing tracked products. Then, agree to load the **Lots or Serial Numbers** linked +to the :abbr:`SO (sales order)`. + +.. image:: serial_numbers/importing-sn.png + :align: center + :width: 480 + :alt: Pop-up window for serial number import + +The imported tracking numbers appear below the tracked products. You can modify them by clicking on +the list-view button next to the products. + +.. image:: serial_numbers/pos-sn-imported.png + :align: center + :width: 480 + :alt: Pop-up window for serial number import + +.. seealso:: + - :doc:`../shop/sales_order` + +Serial numbers and lots creation +================================ + +If a tracked product is available in your POS, adding the product to the cart opens a pop-up window +where you can type or scan the product's serial or lot numbers. To add more than one of the same +tracked products, click on **enter** to validate and start a new line. + +.. image:: serial_numbers/create-change-sn.png + :align: center + :width: 480 + :alt: adding new serial and lots numbers + +.. note:: + - Changing a tracked product's quantity using the numpad turns the list-view button red. Click on + it to add the missing lot and serial numbers. + - :guilabel:`Lot & Serial Number(s)` are :guilabel:`required` on tracked products but not + mandatory. Meaning that not attributing some or any does **not** prevent from completing the + sale. + +.. seealso:: + - :doc:`/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/serial_numbers` + - :doc:`/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/lots` diff --git a/content/applications/sales/point_of_sale/shop/serial_numbers/create-change-sn.png b/content/applications/sales/point_of_sale/shop/serial_numbers/create-change-sn.png new file mode 100644 index 000000000..c7a01eac7 Binary files /dev/null and b/content/applications/sales/point_of_sale/shop/serial_numbers/create-change-sn.png differ diff --git a/content/applications/sales/point_of_sale/shop/serial_numbers/importing-sn.png b/content/applications/sales/point_of_sale/shop/serial_numbers/importing-sn.png new file mode 100644 index 000000000..5680bcb52 Binary files /dev/null and b/content/applications/sales/point_of_sale/shop/serial_numbers/importing-sn.png differ diff --git a/content/applications/sales/point_of_sale/shop/serial_numbers/pos-sn-imported.png b/content/applications/sales/point_of_sale/shop/serial_numbers/pos-sn-imported.png new file mode 100644 index 000000000..3fdbeba0e Binary files /dev/null and b/content/applications/sales/point_of_sale/shop/serial_numbers/pos-sn-imported.png differ diff --git a/content/applications/sales/point_of_sale/shop/serial_numbers/product-form-traceability.png b/content/applications/sales/point_of_sale/shop/serial_numbers/product-form-traceability.png new file mode 100644 index 000000000..4f8cc6e80 Binary files /dev/null and b/content/applications/sales/point_of_sale/shop/serial_numbers/product-form-traceability.png differ