Author: Kiu Global

Serial Number Tracking is used to track products with serial numbers on every transaction. You can track the current location of the product with serial numbers. When the products are moved from one location to another location, the system will automatically identify the current location of the product based on last movement of the product. So you can get the last location where the products are moved.

• Configuration: 

You need to activate the tracking of serial numbers in the settings. Go to Inventory -> Configuration ‣ Settings, select Track lots or serial numbers. Then click on Apply

• Product Configuration:

Go into Inventory Control ‣ Products, and open the product of your choice. Click on Edit, and in the Inventory tab, select By Unique Serial Number, then click on Save.

Manager serial numbers:

• Transfer

In order to process a transfer of a product tracked by serial number, you have to input the number(s). In order to be able to assign serial numbers to products with tracking features enabled you will first need to mark your transfer as to do. Click on the Mark as TODO button to display the Lot Split icon.

Click on the serial number icon:

A window will pop-up. Click on Add an item and fill in the serial numbers.

• Inventory adjustment:

Inventory of a product tracked by serial numbers can be done in 2 ways:

• Classic inventory by products
• Inventory of a serial number

When doing a classic inventory, there is a Serial Number column. If the product has already been assigned with a number, it is already pre-filled.

Click on Add an item if the product has not been inventoried yet. You can easily create serial numbers, just type in a new number in the column.

The quantity should be 1 for each line. You can also just do the inventory of a serial number. In this case, you will have to fill in the serial number. You can also create a new one from here. Just type in the number, a window will pop out to link it to a product.

• Serial number traceability: 

The serial number given to these items allow you to keep track of where they were received, put in stock, to whom they were sold and where they were shipped to.

To track an item, open the Inventory module, and in Inventory Control ‣ Serial Numbers/lots, click on the serial number corresponding to your search.

Lots correspond to a certain number of products you received and store altogether in one single pack.

Serial numbers are identification numbers given to one product in particular, to allow to track the history of the item from reception to delivery and after-sales.

• When to use:

Lots are interesting for products you receive in great quantity and for which a lot number can help in reportings, quality controls, or any other info. Lots will help identify a number of pieces having for instance a production fault. It can be useful for a batch production of clothes or food.

Serial numbers are interesting for items that could require after-sales service, such as smartphones, laptops, fridges, and any electronic devices. You could use the manufacturer’s serial number or your own, depending on the way you manage these products

• When not to use:

Storing consumable products such as kitchen roll, toilet paper, pens and paper blocks in lots would make no sense at all, as there are very few chances that you can return them for production fault.

On the other hand, giving a serial number to every product is a time-consuming task that will have a purpose only in the case of items that have a warranty and/or after-sales services. Putting a serial number on bread, for instance, makes no sense at all.

Scheduling only validates procurements that are confirmed but not yet started. These procurement reservations will themselves start production, tasks or purchases depending on the configuration of the requested product.

You take into account the priority of operations when starting reservations and procurements. Urgent requests, those with a date in the past, or requests with a date earlier than the others will be started first. In case there are not enough products in stock to satisfy all the requests, you can be sure that the most urgent requests will be produced first.

→ Run the scheduler manually

You can also start the scheduler manually from the menu Inventory ‣ Schedulers ‣ Run Schedulers. The scheduler uses all the relevant parameters defined for products, suppliers and the company to determine the priorities between the different production orders, deliveries and supplier purchases.

→ Configure and run the scheduler (only for advanced users)

You can set the starting time of the scheduler by modifying the corresponding action in the menu Settings ‣ Technical ‣ Automation ‣ Scheduled Actions. Modify the Run mrp Scheduler configuration.

Some suppliers can sometimes offer you to store and sell products without having to buy those items: this technique is called consignee stock. Consignee stock is a great way for manufacturers and suppliers to launch new products. As resellers may be reluctant to buy a product that they are not sure to be able to sell, consignee stock will allow them to propose an item to check its market without having to pay for it in the first place. Kiu BMP has the ability to manage consignee stocks through the advanced settings.

Go to Inventory -> Configuration -> Settings and in the Product Owners section, select Manage consignee stocks (advanced), then click on Apply.

In the Inventory’s Dashboard, open the Receipts and create a new reception. You can see that in the right side of the page, a new Owner line has appeared. You can specify the partner which owns the stock or leave it blank if you are the owner.

Scrap means waste that either has no economic value or only the value of its basic material content recoverable through recycling. In your warehouse you sometimes find products that are damaged or that are unusable due to expiry or for some other reason. You often notice this during picking or physical inventory. Since you cannot normally sell or store these products, you have to scrap product. When goods are scrapped they are not reflected in the system as a part of the inventory. The scrapped material will be physically moved to scrap area.

• Configuration

When you install inventory management, the system automatically creates one default scrap location, namely Virtual location/Scrapped.

To create an extra scrap location, Go to Inventory ‣ Configuration ‣ Settings and check Manage several warehouses, each one composed by several stock locations, then click on Apply.

Then you can create a new scrap location in Configuration ‣ Warehouse Management ‣ Locations. To define a scrap location, you have to check Is a scrap location? on location form view

• Different ways to scrap product

Scrap from Receipt : To scrap product from incoming shipment , go to Inventory -> Dashboard -> Receipts

Open the incoming shipment and click on the Scrap button 

Scrap from delivery order : To scrap product from outgoing shipment, go to Inventory -> Dashboard -> Delivery orders

Open the outgoing shipment and click on the Scarp button

Scrap from internal transfer : Go to Inventory -> Dashboard -> Internal transfer

Open the internal transfer and click on the Scarp button

 

Kiu BMP gives you the possibility to cancel a delivery method whether it has been validated too fast, or it needs to be modified or for any other reason. Some carriers are more flexible than others, so make sure to cancel your delivery order as fast as possible if it needs to be done so you don’t have any bad surprise.

Go to Sales -> Sales -> Sales order. Then click on the sale order you want to cancel. Click on the Delivery button, in the upper right corner of the sale order.

Click “Cancel” button to cancel delivery

To make sure that your delivery is cancelled, check the history, you will receive the confirmation of the cancellation.

Kiu BMP gives you the possibility to change the default packaging type and adapt the packaging the way you want it, depending on the weight of the order.

Go to Inventory -> Configuration -> Setting -> Traceability -> Packages. Choose Record packages used on packing

In the Sales module, go to Sales and click on Sale Order. Create your new Sale Order, and Confirm the Sale.

Once you’ve confirmed the Sale, you need to click on Delivery, to be redirected to the Delivery order. Click on Edit, and you can now change the packaging.

In the Operations tab, in the last column, change the 0 and put the number of products that you want to pack together. Then click on Put in Pack.

Choose the type of packaging that you want. You can also see that the weight has been adapted to your package, and you can change it manually if you want it to be more precise. Then click on Save. Repeat the operation until all the products are put in pack.

Finally, click on Validate to confirm the delivery.

 

Please refer to Article 3.4.2 by clicking here.

Configuring lead times is a first essential move in order to compute scheduled dates. Lead times are the delays (in terms of delivery, manufacturing, …) promised to your different partners and/or clients.

Configuration of the different lead times are made as follows:

• At a product level

• Supplier lead time:

Is the time needed for the supplier to deliver your purchased product. To configure the supplier lead time select a product, and go in the Inventory tab. You will have to add a vendor to your product in order to select a supplier lead time.

Note: Do not forget that it’s possible to add different vendor and thus different delivery lead times depending on the vendor

Once a vendor is selected, just open its form and fill its Delivery lead time. In this case security days have no influence, the scheduled delivery days will be equal to: Date of the purchase order + Delivery Lead Time.

• Customer lead time:

Customer lead time is the time needed to get your product from your store / warehouse to your customer. It can be configured for any product. Simply select a product, go into the sales tab and indicate your Customer lead time.

• Manufacturing lead time:

At the same page it is possible to configure the Manufacturing Lead Time as well. Manufacturing lead time is the time needed to manufacture the product.

Note: Don’t forget to tick the manufacturing box in inventory if you want to create manufacturing routes

• At route level

The internal transfers that a product might do due to the movement of stocks can also influence the computed date. The delays due to internal transfers can be specified in the Inventory app when creating a new push rule in a route.

Go to the push rules section on a route form to set a delay.

At sale order level:

• Requested date:

Kiu offers the possibility to select a requested date by the client by indicating the date in the other information tab of the sales order. If this date is earlier than the theoretically computed date, the system will automatically display a warning.

When an order goes to the shipping department for final delivery, Kiu BMP is set up by default on a one-step operation: once all goods are available, they can be shipped in bulk in a single delivery order. However, that process may not reflect the reality and your company may require more steps before shipping.

With the three steps process (Pick + Pack + Ship), the items are transferred to a packing area, where they will be assembled by area of destination, and then set to outbound trucks for final delivery to the customers.

A few configuration steps are necessary in order to accomplish Pick + Pack + Ship in Kiu BMP. These steps create some additional locations, which by default are called Output and Packing Zone. So, if your warehouse’s code is WH, this configuration will create a location called WH/Output and another one called WH/Packing zone

Goods will move from WH/Stock to WH/Packing Zone in the first step. Then move from WH/Packing Zone to WH/Output. Then finally it will be delivered from WH/Output to its final destination.

• Configuration: 

• Allow managing routes :

 Kiu BMP configures movement of delivery orders via routes. Routes provide a mechanism to link different actions together. In this case, we will link the picking step to the shipping step.

To allow management of routes, go to Configuration ‣ Settings

Under Location & Warehouse ‣ Routes, activate the radio button Advanced routing of products using rules. Make sure that the option Manage several warehouses,each one composed by several stock locations is activated as well.

• Configure the warehouse for Pick + Pack +Ship

Go to Configuration ‣ Warehouses and edit the warehouse that will be used.

For outgoing shipping, set the option to Make packages into a dedicated location, bring them to the output location for shipping (Pick + Pack + Ship).

• Create a sale order:

From the Sale module, create a sales order with some products to deliver. Notice that we now see 3  transfers associated with this sales order in the Delivery button above the sales order.

 

 

If you click the button, you should now see three different pickings:

• The first with a reference PICK to designate the picking process
• The second one with the reference PACK that is the packing process
• The last with a reference OUT to designate the shipping process.

Process a delivery

• How to process the picking step? 

Ensure that you have enough product in stock and Go to Inventory and click on the Waiting link under the Pick kanban card.

Click on the picking that you want to process. Click on Reserve to reserve the products if they are available. Click on Validate to complete the move from WH/Stock to WH/Packing Zone.

This has completed the picking Step and the WH/PICK should now show Done in the status column at the top of the page. The product has been moved from WH/Stock to WH/Packing Zone location, which makes the product available for the next step (Packing).

• How to process the packing step? 

Go to Inventory and click on the Transfer link under the Pack kanban card.

Click on the picking that you want to process. Click on Validate to complete the move from WH/Packing Zone to WH/Output.

This has completed the packing step and the WH/PACK should now show Done in the status column at the top of the page. The product has been moved from WH/Packing Zone to WH/Output location, which makes the product available for the next step (Shipping).

• How to process the shipping step? 

Go to Inventory and click on the  To Do link under the Delivery Orders kanban card.

Click on the picking that you want to process. Click on Validate to complete the move from WH/Output to the customer (Click Apply to assign the quantities based on the quantities listed in the To Do column).

This has completed the shipping step and the WH/OUT should now show Done in the status column at the top of the page. The product has been shipped to the customer.