- 26 Aug 2021
- 5 Minutes to read
- Updated on 26 Aug 2021
- 5 Minutes to read
ShopCtrl offers new functionality on registering and managing more details for products that are kept in stock.
Now it is possible to add a Lot number, Serial number, and Expiration date to each stock item at a warehouse.
Setting up an advanced product
To change the product type to an Advanced product, please check the product settings of the respective product.
In a product menu, choose Stock > Stock Settings.
Product property registration
Here you can define whether the product requires a Lot number, Serial number, or Expiry date.
Once the expiry mode is on for a product, an Expiry date should be set while provisioning it.
For each product with an expiry date, it is possible to set two Expiry warnings. Once the product receives a status First expiry warning or Second expiry warning, the stock item status will be changed to Almost expired for this particular stock Item.
|Expire Warning Unit||Day or month|
|First Expiry Warning||Please set the first warning date the product status will be changed to almost expired|
|Second Expiry Warning||Please set the second and last warning date before expiry. Please leave the field blank if a second warning is not required.|
First Expiry Warning should be issued before the Second Expiry Warning.
Setting up warehouse labels for advanced products
On the shop owner level, it is possible to specify which labels to use for printing.
Shop owner details page > Warehouse settings
|Product label template||a template used for basic stock items (products)|
|Stock item label template||a template used for advanced stock Items (which require Lot / serial number or expiry date)|
|Warehouse location label template||a template used to define a specific location for a stock item in a warehouse.|
Label templates are provided by ShopCtrl and could be changed in templates configuration.
The default document templates use conditional merge fields to hide fields if not available.
It is also possible to assign another type of label which is specific to a product.
You could define this label in a Product Stock Settings
Product details page > Stock > Stock Settings > Warehouse
So for this particular product, this exact label will be used.
These settings will override the shop owner settings.
Purchasing advanced products
To purchase advanced products to your warehouse, please follow these steps:
- Create a purchase order and add an advanced product as you would normally do.
- Once the purchase order is delivered, please proceed to Provision. A window similar to this will be shown:
The Specify button will be displayed for the advanced products, offering to specify an exact lot number, serial number, or expiry date for each stock Item received.
- Click the Specify button. A new Receive Now window will be opened.
Please check the select all checkbox to set an expiry date and lot number for all products received. Enter the data manually, or scan the items.
It is also possible to change the entered data for the specific items and change the number of items received.
ShopCtrl system doesn't allow to provision of already expired items.
- Click Ok once finished entering data.
- On a provision page, click Save, Close and Print Labels.
Now each stock item in the warehouse will be labeled accordingly.
Stock items overview for an advanced product
Once advanced products are provisioned to stock, it is possible to check the Stock Level for a particular product in product settings. Product > Stock > Stock Items.
Expired products will be marked with a red exclamation icon . Stock items that received a nearly expired warning will be marked with a yellow triangle .
It is also possible to filter and search through the Stock Items. By default, the filter is set to Only Available Stock Items.
Please click the pencil in the stock items grid to edit the particular stock Item.
Once a stock item receives a status Expired, it could no longer be allocated for the sales order.
Stock items received with a particular purchase order could be viewed within a specific purchase order. Purchase order details page > Stock Items.
You could also apply all the filters listed above here.
To reprint the labels, click the Print All button. Or please select certain stock items for which the new labels should be printed and click the Print Selected button.
Shipping advanced products to a customer
Once you receive a new sales order for the allocated advanced product, please proceed to the Order details page > Fulfilment > Create Shipment.
The new Shipment page will be opened in a new tab.
The Interactive Pick List window is intended to use only with a barcode scanner. Scanning the correct label will pick a specific stock item. This will help eliminate mistakes with manually picking the wrong stock item.
If the sales order contains one or more advanced products, an Interactive Pick Button is available. Please save the shipment and click the Interactive Picklist button. A new pop-up window will be opened.
The Interactive Pick List window will be opened automatically after scanning the picklist barcode.
Scanning the specific stock item labels will also help to eliminate the errors associated with shipping a wrong product to the customer.
Here one can scan the specific stock items with a particular expiry date shown in the picklist. After scanning, the products are picked, and the Ok button is enabled.
If a stock Item with a later expiry date is scanned, an error warning message will appear.
Therefore, products that have an earlier sell-by date will be shipped first.
The stock items are swapped the moment the shipment is created. That guarantees that the products with the nearest expiry date will be first to be shipped.
It is also possible to pick an alternative for a specific stock item. Select a stock item that needs to be replaced and click a Pick Alternative button.
A list of items available in stock will be displayed grouped by expiry date and lot number.
It is always possible to check which exact stock items were shipped for a particular customer.
Open shipped sales order for editing. In the topic menu, select Stock Items
Product stock expiration report
The Product Stock Expiration Report gives a clear visualization of what is going on with the management of the products with a set of expiry dates.
In the Reporting section, please select a Product Stock Expiration Report
Here the products are grouped based on the expiration date.
The products are listed in the following order:
- Already expired products.
- Almost expired products, i.e., products that received the first expiry warning.
- Products that are about to expire, i.e., products that received the second expiry warning.