Serial Numbers


D

Daniel Vélez

We have a retail business, and need to have items with serial numbers and
keep tracking of them for warranty purposes. Is SBA going to support serial
numbers?

Danny
 
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R

Rick Miller

I think your request would make for a much better SBA product. Since there
is no Bin or Location tracking capability in SBA it would be hard to provide
the serial number ability. Currently you might as well make the the Serial
Number the Item number.

I would like to see the Bin/Location tracking capability, then as you place
Items in a Bin or Location you can identify them with Lot or Serial numbers.
Then you can easily incorporate FIFO priciples, and expiration dates, but to
be really effective you'd need to be able to specify which Bin, Lot or
Serial number you have selected for the sale so that the proper item can be
decremented from inventory. I imagine this would be significant development
by MS...but I also imagine it is achievable.

If developed, Bin/Loc tracking should be an option to turn on because some
people particularly small businesses may not need or want the overhead on
either the computer or the effort to support the feature, but would make SBA
a very powerful product.
 
S

SBA Team

Thanks for the feedback. The current version does not explicitly support
keeping track of individual serial numbers within each item. Custom fields
can be added to an inventory item type, but they are not sufficient for the
kind of individual item-specific identification required with serial numbers
(and the additional requirements for selecting serial numbers for sale, as
Rick mentions). The best workaround is probably to use the Description
field on an invoice line, or alternatively a Comment Line, to keep track of
which serial numbers are included in the sale.

-Elie
 
D

Daniel Vélez

Thanks both the replying...

Danny

SBA Team said:
Thanks for the feedback. The current version does not explicitly support
keeping track of individual serial numbers within each item. Custom
fields can be added to an inventory item type, but they are not sufficient
for the kind of individual item-specific identification required with
serial numbers (and the additional requirements for selecting serial
numbers for sale, as Rick mentions). The best workaround is probably to
use the Description field on an invoice line, or alternatively a Comment
Line, to keep track of which serial numbers are included in the sale.

-Elie
 
J

Jim Vierra

Since every industry handles serial numbers an logistics differently this is
probably an are for an industry specific add-in.

Accounting systems should not do inventory. Unfortunately most low end
accounting systems have provided this as a small business feature. If you
have a big enough inventory that you need to track by bin then you need to
consider a separate inventory system extension. From the SBA webcast I
gather that their are many companies working on this already. Given the
ease customizing SBA, I am sure there will be many solutions available when
SBA is released.
 
R

Rick Miller

I agree with you Jim...at least in principle...

The problem is you can't do sales unless you have something to sell...so I
believe accounting systems are obligated to do inventory, even if in
rudementary ways.

As soon as you do inventory though, along comes the need to do Serial
numbers, Lot Numbers and expiration dates and those things that lend
themselves well to a Bin and Location tracking function that allows the same
item to be tracked with multiple occurances of the same item number, i.e.
Item 123 Serial 0001 and Item 123 Serial 0002, then if you have two of these
items...where are they...on the sales shelf, or stored in the garage?

Anyone selling or distributing over the counter drugs or food products has
this need regardless of the size of their company.

Even so, I think SBA does a very good job...as with anything though we can
always want a little more.
 
J

Jim Vierra

And so they all do inventory in a rudimentary way. Serial numbers and
logistics are not rudimentary in most small businesses.

Since when do food products have serial-numbers. If you mean UPC that's
Point-of-Sales not accounting.

Inventory is not formally part of any accounting methodology. To accounting
systems inventory is just a dollar amount in and out.


I have hated every accounting system because they insisted on including
inventory instead of providing an interface. This always gel's my clients
into a hole that they can't design out of. Only in rare cases does the
built in inventory do more than just complicate the inventory maintenance.
 
R

Rick Miller

I don't mean UPC numbers, I'm speaking generically....Serial numbers, Lot
numbers, Expiration dates all have similar issues in my view...Food, Drugs,
anything ingested by the consumer, have one or more of these issues to track
with the inventory.

I agree with you though...most accounting systems that include inventory
never seem to finish the job so end up being frustrating to work with.
Reality may be, the software owner may always have to choose between well
integrated but incomplete functionality, or no integration and custom
integration to 3rd party advanced functionality...at least until the check
book is fat enough for an enterprise quality ERP system.
 
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J

Jim Vierra

Rick

I have worked with these things. It's not just a simple number issue. You
need to be able to search and sort on the field. Differences in format from
one industry to another create many subtle variations. What works for on
industry doesn't for another. Third party solutions are the only rational
way to address this. Each industry can handle it as it sees fit.

This is part of my argument for throwing Inventory back out of accounting
systems and just transmitting Inventory aggregates based on how the
accountant wants to see inventory. The process of Inventory needs it's own
separate methodology that doesn't ever work like an accounting system works.

My other pet peeve is doing time sheets in an accounting package. Same
issues as inventory.

Now don't ask me about my feelings on Purchasing.
 

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