Overview

Serial and Batch Number Reporting and History features allows you to track the lifecycle of serialized and batched items, from the moment they enter the inventory to their final delivery or expiry. This article will help you generate and interpret reports related to serial and batch numbers, as well as track their history in iVendNext.

Why is Reporting and History Important?

Tracking the history and generating reports for serial and batch numbers offer several benefits:

• Enhanced Traceability: Provides a complete audit trail for each serialized or batched item, helping businesses track their movement and status.

• Regulatory Compliance: Ensures that businesses can meet industry regulations that require detailed tracking of inventory.

• Improved Decision-Making: Offers insights into inventory levels, expiry dates, and transaction history, enabling better inventory management.

• Efficient Recall Management: Allows businesses to quickly identify and isolate defective or recalled items.

Step 1: Generating Serial Number Reports

iVendNext provides several reports to help you track the history and status of serial numbers. Here’s how to generate and interpret these reports:

1.1 Serial No Ledger

• Purpose: This report provides a complete history of all transactions related to a specific serial number.

• How to Generate:

1. Navigate to Stock > Standard Reports > Serial No Ledger.

2. Select the serial number you want to track.

3. The report will display all transactions involving the selected serial number, including Purchase Receipts, Delivery Notes, and Stock Entries.

• Key Information:

• Transaction Type: Indicates whether the transaction was a Purchase Receipt, Delivery Note, or Stock Entry.

• Date: The date of the transaction.

• Quantity: The quantity of items involved in the transaction.

• Status: The current status of the serial number (e.g., Available, Delivered, Expired).

1.2 Serial Number Status Report

• Purpose: This report shows the current status of all serial numbers in your inventory.

• How to Generate:

1. Navigate to Stock > Standard Reports > Serial Number Status.

2. The report will display the status of each serial number, such as Available, Delivered, or Expired.

• Key Information:

• Serial Number: The unique identifier for each serialized item.

• Item Code: The item associated with the serial number.

• Status: The current status of the serial number.

• Warranty/AMC Details: Information about the warranty or Annual Maintenance Contract (AMC) for the serialized item.

Step 2: Generating Batch Number Reports

iVendNext also provides reports to help you track the history and status of batch numbers. Here’s how to generate and interpret these reports:

2.1 Batch-wise Stock Balance Report

• Purpose: This report provides a detailed view of stock levels for each batch.

• How to Generate:

1. Navigate to Stock > Standard Reports > Batch-wise Balance History.

2. Select the batch number you want to track.

3. The report will display the stock levels, expiry dates, and transaction history for the selected batch.

• Key Information:

• Batch Number: The unique identifier for the batch.

• Item Code: The item associated with the batch.

• Expiry Date: The expiry date of the batch (if applicable).

• Stock Levels: The current stock levels for the batch in each warehouse.

2.2 Batch Expiry Report

• Purpose: This report shows batches that are nearing their expiry date, helping you manage stock levels and reduce waste.

• How to Generate:

1. Navigate to Stock > Standard Reports > Batch Expiry Report.

2. The report will display batches that are close to their expiry date, allowing you to take proactive measures.

• Key Information:

• Batch Number: The unique identifier for the batch.

• Item Code: The item associated with the batch.

• Expiry Date: The expiry date of the batch.

• Stock Levels: The current stock levels for the batch.

Step 3: Tracking Serial and Batch History

In addition to generating reports, iVendNext allows you to track the history of serial and batch numbers directly from the Serial No and Batch List views.

3.1 Tracking Serial Number History

2. Navigate to Home > Stock > Serial No to access the Serial Number List.

3. Search for the serial number you want to track.

4. Click on the serial number to view its details, including all transactions and status changes.

3.2 Tracking Batch Number History

1. Navigate to Home > Stock > Batch to access the Batch List.

2. Search for the batch number you want to track.

3. Click on the batch number to view its details, including stock levels, expiry dates, and transaction history.

Step 4: Best Practices for Serial and Batch Reporting

1. Regularly Review Reports:

• Periodically generate and review serial and batch reports to ensure accurate inventory tracking and compliance.

2. Monitor Expiry Dates:

• Use the Batch Expiry Report to identify batches that are nearing their expiry date and take proactive measures to reduce waste.

3. Maintain Accurate Data:

• Ensure that all serial and batch numbers are entered correctly in stock transactions to avoid discrepancies in reports.