diff --git a/content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst b/content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst index b17045b3ec..7daaa6a2c1 100644 --- a/content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst +++ b/content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst @@ -140,8 +140,8 @@ serial number. .. _inventory/product_management/incoming-outgoing-products: -Create serial numbers to incoming or outgoing products ------------------------------------------------------- +Create serial numbers for incoming or outgoing products +------------------------------------------------------- Serial numbers can be assigned to both incoming and outgoing goods. The receipt and delivery order forms mirror one another; the instructions below can be followed to assign serial numbers in either @@ -297,6 +297,43 @@ the desired serial numbers for each individual product. When finished, click the receipt/delivery order's breadcrumbs, and the assigned serial numbers are automatically saved. +Display serial numbers on delivery slips +======================================== + +When selling products tracked using serial numbers, it is possible to include the serial numbers on +the delivery slips sent to customers. This can be helpful to customers in cases where serial numbers +are needed, such as filing an RMA or repair request, or registering the product. + +To include serial numbers on delivery slips, open the :menuselection:`Inventory` app, and navigate +to :menuselection:`Configuration --> Settings`. Scroll down to the :guilabel:`Traceability` section, +tick the :guilabel:`Display Lots & Serial Numbers on Delivery Slips` checkbox, and click +:guilabel:`Save`. + +After enabling the :guilabel:`Display Lots & Serial Numbers on Delivery Slips` setting, serial +numbers are listed on delivery slips for products tracked by serial numbers, once the delivery order +is validated. + +To view serial numbers on delivery orders and delivery slips, navigate to the +:menuselection:`Inventory` app, click on :guilabel:`Delivery Orders`, and select an order containing +a product tracked using serial numbers. + +To view the serial numbers of products included in the order, make sure the :guilabel:`Operations` +tab is selected, then click the :icon:`oi-settings-adjust` :guilabel:`(adjust)` icon to the right of +the tab. Ensure that the :guilabel:`Serial Numbers` checkbox is ticked, which causes a +:guilabel:`Serial Numbers` column to appear. The serial number(s) for each product included in the +order are displayed in this column. + +When the order is ready to be processed, click :guilabel:`Validate` to confirm the delivery and add +product information to the delivery slip. + +At the top of the order's form, click the :icon:`fa-cog` :guilabel:`(Actions)` button, and select +:menuselection:`Print --> Delivery Slip`. The delivery slip is then downloaded. Open the delivery +slip using the device's browser or file manager. Serial numbers are listed next to their respective +products in the :guilabel:`Lot/Serial Number` column. + +.. image:: serial_numbers/delivery-slip.png + :alt: The order lines section of a delivery slip, showing a product and its serial number. + Traceability & reporting ======================== diff --git a/content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers/delivery-slip.png b/content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers/delivery-slip.png new file mode 100644 index 0000000000..422dd948d2 Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers/delivery-slip.png differ