Serial Tracking allows you to
track serialized items from the time they are received by means of a GRN or
supplier invoice through invoicing to a customer, issuing of a credit note or
returned to the supplier.
The system is multi-store
enabled so you can transfer serialized items from one store to another.
The system allows the user to
create all the normal customer and supplier documents without switching between
Serial Tracker and Pastel. It
allows for fast searches and re-printing of any document and provide for user
friendly screens to search for inventory items, whether serialized or not.
A history is kept of all
serialized items sold, to whom, when and on which document.
This is useful in dealing with customer queries or to track the warranty
period of sold items.
The system is flexible enough
to deal with situations where you have one serial number for each individual
item or where you have multiple quantities per serial number i.e. in the
pharmaceutical, paint or chemical industries.
Besides capturing the serial
numbers you can also capture additional information such as the expiry date,
length, width or thickness of each item.
Once serial numbers are
captured there are easy search facilities that allows you to search for specific
serial numbers. Where the items are
located, who it has been sold to, when and on which invoice number.
If you make use of the multi-store facility you can even transfer individual serialized items from one store to another.
The software also caters for
call logging whereby job cards can be created for the repair and service of
items. At the time of logging a
call you can allocate the job to a technician and once the job has been finished
you can invoice the customer directly from the job card screen.
All items invoiced against a
job card is recorded and if the item serviced is a serialized item you can print
a job card history for that item detailing all the work previously done to that
The outstanding jobs report provides the service manager with a quick view of what is outstanding and for how long. There is also a report available that details the number of jobs completed per technician over a specified period.
If you provide a service to
your customers that require those customers to be invoiced on either a monthly,
quarterly or annual basis the system allows you to capture these customer
This facility was originally
designed for the photocopier industry where customers are either charged rental,
service, insurance or per copy charges. You can however use these fields for any charges that you
might want to charge on a regular basis.
The customer contracts facility
also allows for escalation percentages, specifying the escalation month per
contract and specifying the invoicing interval per charge.
You can therefore have an annual service charge but have monthly copy
Linked to the customer contracts is a facility to capture the variable quantity that the customer must be charged for. In the case of the photocopier industry customers will be charged a monthly variable amount based on the number of copies that were made.
The system was designed in such
a way that the user does not have to switch between our software and Pastel
Accounting to do their work. Very
few users are responsible for cashbook and general ledger entries and their main
focus areas are on quotations, sales orders, stock receipting and other
documents. All of this is catered
for in our software.
Furthermore our software allows
for the reprinting, or mailing of any document, fast searches on stock items to
determine inventory levels and inventory location.
Inventory transfers from one store to another are also allowed for from
our software and you can even create or edit new stock items or customer
Our software provides for a
number of customized reports that are not found in Pastel Accounting.
Serial Tracker interfaces with either Pastel Accounting version 6 or 7. The interface is in real time, which means that no import or export of data is required. When you create a document in Serial Tracker that information is immediately visible in Pastel Accounting and vice versa.
One of the main benefits of our
software is that it can be customized to suit any unique requirement.
We have added numerous features based on customer requests and have
designed our software is such a way that different features are available for
Our product features are
continually growing. We cater for
barcode scanning, the printing of barcode labels, e-mailing of customer
statements in PDF format and many more.
We even cater for point-of-sale sales and allow sales to any debtor account and the payment of accounts at point-of-sales.
All electronic support is free.
The software has been deployed for approximately 2 years and is bug free,
fast, easy to install and easy to learn. Because
the screen layouts and functions are similar to that of Pastel Accounting there
is hardly any learning curve. Complete
help files are installed with the application.
If the software is correctly installed your workstations will automatically be updated once a new version is e-mailed to you. That means you never have to worry whether some users are working on an older version of the software, or walk from machine to machine to install the software.
All our applications are
available as trial versions, so you can try before you buy. Visit our
Downloads page for your own trial version.