Tracking Serialized or Lotted Item Components

You can use Serialized Inventory and Lot Tracking to track component items of a kit.

In Inventory Control, you set up item records for the serialized and/or lotted items. You also add a kitting item record for the master item, to which you assign component items.

You can then use the Order Entry program to assign serial numbers and lot numbers to the components you want to track.

1. Open Inventory Control > I/C Items and Price Lists > Items.

2. For each component item of the kit that you want to track:

   1. Select the Serial Number or the Lot Number option (as needed).

      Note: Not all kit components require lot numbers – only those that require tracking.

   2. Click Save before selecting the next item.
3. After saving the change for the final component, close the I/C Items screen.
4. Open Inventory Control > I/C Items and Price Lists > Kitting Items.
5. Use the Finder or the navigation buttons to select the master item number for the kit.
6. In the Kitting Number field, assign a number, and then enter a description.
7. Click the Go button.
8. Enter a comment (optional).
9. If this kit is typical of the kits you will create, select the Use as Default option.
10. In the table:
    • Use the Finder for the Component Item Number column to select components for this kit.

      Components can be the items for which you selected the Serial Number option in step 2, or other items.

    • Enter the quantity and the unit cost for each component.
11. Click Add to add the kitting item, and then click Close.