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Serial Kits

Serial Kits are individual – unique - Serial Numbers within an Item.  Each Serial Kit can comprise of one or more Items that may vary in their individual attributes (Colour, Size, Batch, Serial Number, Expiry Date, etc).  When a Serial Kit Item is received into stock, and given a Serial Number, Ostendo will attach a ‘Template’ Kit ‘Content’ List as defined against the Serial Kit Item record.

 

This screen allows you to view each generated Serial Kit and its associated Kit List and then allow you to add, change, or delete the Kit content.

 

 

List Tab

 

This tab shows the Serial Kits that have been generated when the Serial Kit was received into stock.  It is display only and data cannot be amended.  However you can define which fields are displayed by clicking 'Right Mouse' in the centre of the screen and selecting 'Customize Fields'

 

Display fields

 

Item Code: Display only showing the Serial Kit Item Code.

 

Status: Display only showing the current status of the Serial Kit Item Code.  The display options are:

 

Description: Display only field showing the Description of the Serial Kit Item Code

 

Serial Number: Display only field showing the specific Serial of the Serial Kit Item

 

Unit: Display only field showing the base Unit of Measure of the Serial Kit Item Code

 

Lines: Display only field showing the number of Kit content lines that are held within the Serial Kit.  These can be viewed and amended in the ‘Lines’ tab

 

Lines Incomplete: Any Kit content line that that has variables (Colour, Size, Serial Number, etc) should have those variables defined via the ‘Lines’ tab,  This field shows the number of ‘variable’ Lines that have not been completed

 

(Checkbox) Include Issued: The basic display will only show those Serial Kits that are currently in stock.  ‘Check’ this checkbox to also view ‘Issued’ Serial Kits.

 

 

Buttons

 

Close: This will close the Serial Kits screen.  If you have any unsaved data then you will be asked if you wish to save it before the screen is closed.

 

Add: Not active in this view

 

Save: Not active in this view

 

Cancel: Not active in this view

 

Delete: Not active in this view

 

Related: This will bring up a list of functions that are related to the Serial Kit.  You may open and maintain information in those screens whilst still remaining in the Serial Kit screen.

 

Reports: This will bring up a list of Reports that are related to the Serial Kit.  You can immediately run the report whilst still remaining in the Serial Kit screen.

 

 

Detail Tab

 

This tab shows details of the selected Serial Kit.  It is display only except for the ability to add ‘Notes’ to the Serial kit

 

Input and Display fields

 

Item Code: Display only showing the Serial Kit Item Code.

 

Status: Display only showing the current status of the Serial Kit Item Code.  The display options are:

 

Description: Display only field showing the Description of the Serial Kit Item Code

 

Serial Number: Display only field showing the specific Serial Number of the Serial Kit Item

 

Unit: Display only field showing the base Unit of Measure of the Serial Kit Item Code

 

Total Number of Content Lines: Display only field showing the number of Kit Content  lines that are held within the Serial Kit.  These can be viewed and amended in the ‘Lines’ tab

 

Number of Content Lines missing tracked info: Any Kit Content line that that has variables (Colour, Size, Serial Number, etc) should have those variables defined via the ‘Lines’ tab,  This field shows the number of ‘variable’ Lines that have not been completed

 

Create Warranty Record for Contents: If this is 'checked' then, when the Serial Kit is sold, any Item in the Kit that is flagged as having a linked Warranty reference will have a Warranty record generated

 

Notes: Open format field into which you can add notes that are specific to this record

 

 

Buttons

 

Close: This will close the Serial Kits screen.  If you have any unsaved data then you will be asked if you wish to save it before the screen is closed.

 

Add: Not active in this view

 

Save: This will save the current data without exiting the screen

 

Cancel: Any changes made since the screen was opened or the last time the ‘Save’ Button was pressed will be lost.

 

Delete: Not active in this view

 

Related: This will bring up a list of functions that are related to the Serial Kit.  You may open and maintain information in those screens whilst still remaining in the Serial Kit screen.

 

Reports: This will bring up a list of Reports that are related to the Serial Kit.  You can immediately run the report whilst still remaining in the Serial Kit screen.

 

Lines Tab

 

This tab allows you to add, change, or delete the Kit Contents in addition to including any specific attributes about each line such as Colour, Length, Expiry Date, etc.

 

 

Input and Display fields

 

At the top of the panel

 

Item Code: Display only showing the Serial Kit Item Code.

 

Serial Number: Display only field showing the specific Serial Number of the Serial Kit Item

 

 

In the multi-line panel

 

Component Code: The Item Code that is included in the Serial Kit.

 

Description: Description of the Item Code taken from the Item record.

 

Unit: The Unit of Measure of the Item Code.  This is prefilled with the base unit for the Item but can be amended to any other unit applicable to the Item by selecting that Unit from the drop-down list.

 

Qty: Enter the Kit Content quantity for the Unit of Measure.  This can only be 1 if the Item is Serial Controlled

 

Serial Number: If the Item is Serial Controlled then enter the Serial Number here

 

Expiry Date: If the Item is Expiry Date Controlled then enter the Expiry Date here

 

Batch No: If the Item is Batch Number Controlled then enter the Batch Number here

 

Rev No: If the Item is Revision Number Controlled then enter the Revision Number here

 

Size: If the Item is Size Controlled then enter the Size here

 

Colour: If the Item is Colour Controlled then enter the Colour here

 

Grade: If the Item is Grade Controlled then enter the Grade here

 

Notes: Enter any additional notes that are specific to this line such as Length, Width, etc

 

Buttons

 

Close: This will close the Serial Kits screen.  If you have any unsaved data then you will be asked if you wish to save it before the screen is closed.

 

Add: This will send the cursor to a new line for entry of a new Content Item Code

 

Save: This will save the current data without exiting the screen

 

Cancel: Any changes made since the screen was opened or the last time the ‘Save’ Button was pressed will be lost.

 

Delete: This removes the current highlighted Content Line record

 

Related: This will bring up a list of functions that are related to the Serial Kit.  You may open and maintain information in those screens whilst still remaining in the Serial Kit screen.

 

Reports: This will bring up a list of Reports that are related to the Serial Kit.  You can immediately run the report whilst still remaining in the Serial Kit screen.