Serialization in 6ixPOS

Setup

Users can create items with the serial numbers recorded. The item will have one of the following: not serialization, sometimes serialized, or always serialized.

When a sale takes place for an item that is always serialized, a predefined prompt will appear and require the cashier to input the mandatory information. (The prompt is defined on CAS)

If the cashier does not enter the mandatory information on a always serialized item, the sale cannot be completed

Items may be defined as "Always serialized", "Sometimes serialized" or "Not serialized".

The Serialization level is defined on CAS using the Master Item UI, Item Import, the enhanced item detail import, or an entire Classification or Attribute can have the serialization level designated.

"Always serialized" tracking allows you to exercise tight management control over the movement of quantities for the item. Serial numbers must be specified for every transaction (receiving, transfer, sale, etc.). You may only sell serial numbers that are actually in stock. Always serialized tracking ensures that there is a serial number associated with each item on hand.

"Sometimes serialized" tracking provides looser management controls. Recording of serial numbers during receiving (or other transactions) is optional. To ensure that you keep good records, you may specify for each item whether serial numbers are required when selling and returning. The sometimes serialized tracking method is useful for businesses that don't track in-stock serial numbers but may want to record serial number information at the time of sale.

Serial Prompts

Serial prompts will need to be defined to allow for the collection of additional information. For example, you could define a serial prompt code to be used in receiving that requests the classification and optionally requires the user to enter either "New" or "Used." Serial prompt information is retained with the transaction detail. Serial prompts are defined at the time an item/classification/attribute is set for serialization. They can be designated as text box inputs or to display information entered in a field associated with an item (description, Classification Attribute etc). Each field can be designated as a mandatory entry (based on transaction type if necessary)

How does Serialization Work on POS?

• In Console, users can create items with the serial numbers recorded. The item will have one of the following: Not Serialized, Sometimes Serialized, or Always Serialized.

• When a sale takes place for an item that is always serialized, a predefined prompt will appear and require the cashier to input the mandatory information.

• If the cashier does not enter the mandatory information on a always serialized item, the sale cannot be completed

• Items may be defined as Always Serialized, Sometimes Serialized, or Not Serialized.

Transactions with Serialized Items

1. Always Serialized Items:

   • The POS prompts for serial numbers before completing the sale.

   • The system validates that:

     • Serial numbers are in stock.

     • Serial numbers are unique and not sold previously.

   • If a serial number is missing or invalid, the system prevents the sale.

   • If an invalid or unrecognized serial number is entered, POS will display error message.

2. Sometimes Serialized Items:

   • The POS optionally prompts for serial numbers.

   • Transactions can proceed without serial numbers, depending on item settings.

3. Not Serialized Items:

   • No prompt or serial number validation is required.

Refund of Serialized Items

• 6ixPOS supports complete, partial, and unverified refunds for serialized items.

During refund:

• POS displays a confirmation prompt with item and associated serial numbers.
• Users must verify and confirm before proceeding.

After confirmation:

• Refund can be completed successfully.
• Refunded items (with serial numbers) are returned to inventory and become available for resale.
• For Sometimes Serialized Items, users have the option to remove serial numbers during refund if required.

Articles in this section

• Phone Order Checkout in 6ixPOS
• FreedomPay in 6ixPOS
• ValorPay Integration on 6ixPOS
• CRM Capture in 6ixPOS
• Suspend & Resume Transaction
• Serialization in 6ixPOS
• Stripe Terminal Integration on 6ixPOS
• Using Cayan Gift Cards in 6IX POS
• Prevent Negative Stock Sales in 6IX POS
• All Items Discount in 6ixPOS

See more