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Americas (2)
Español Español Português Português

Europe (8)
Deutsch Deutsch English English Français Français Italiano Italiano Español Español Nederlands Nederlands Polski Polski Čeština Čeština

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Europe (8)
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EPG ONE WMS Specialist Courses

WMS Serial Number Handling

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EPG ONE WMS Specialist Courses – Serial Number Handling

Learn how serial numbers are stored and processed in EPG’s WMS and how they interact with standard warehouse processes. This course explains the basic data model for serial numbers, shows where they appear in inbound, outbound, and stock‑related processes, and demonstrates how to analyze and troubleshoot serial‑number‑related issues, based on the WMS “Data Flow and SQL Basics” material covering serial numbers in the wider process context.

Who This Course Is For:

  • EPG ONE WMS key users responsible for process design and data quality
  • Warehouse and inventory control staff working with serial‑tracked products
  • IT / support staff who analyze serial‑number‑related problems in WMS
  • Project and implementation team members defining serial number concepts

What You’ll Learn

By the end of this course, you will be able to:

  • Understand how serial numbers fit into the WMS data model and data flow (master vs. transaction data, COM vs. DAT libraries)
  • Explain where serial numbers are captured and used in goods receipt, putaway, picking, shipping, quality control and stocktaking processes
  • Configure and check the relevant settings so that serial numbers are required and validated where needed
  • Retrieve and analyze serial‑number data for troubleshooting (e.g. “Where is serial X now?”, “Through which processes has it passed?”)
  • Use queries/SQL or standard overviews as appropriate, aligned with the Data Flow & SQL concepts used for other WMS data objects
  • Apply best practices for clean serial‑number handling to avoid inconsistencies and follow audit and compliance requirements

Built for Smarter, Faster Shipping Operations

Our Course Content

Participants work through practical examples and guided exercises to apply each concept directly in the system.
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Module 1: Serial Numbers in the WMS Data Flow

  • Overview of WMS files and processes, and where serial numbers come into play (based on the Data Flow overview: goods in, goods dispatch, additional data like serial numbers)
  • Master data vs. transaction data for serial‑tracked articles
  • How serial‑number information moves through the goods‑in and goods‑dispatch flows alongside items, quantities and statuses

Module 2: Master Data & Configuration for Serial‑Tracked Items

  • Item master settings for serial‑number‑relevant products (in combination with variants, batches, BBD where applicable)
  • Company/warehouse and key settings that influence serial‑number handling (activation, mandatory entry, checks)
  • Typical design decisions: which items need serial tracking, at which process steps, and how this affects operations

Module 3: Serial Numbers in Goods Receipt & Putaway

  • Where and how serial numbers are captured during goods receipt
  • Interaction of serial‑number capture with standard goods‑in data flow (purchase orders, GR, putaway, open transports, confirmations)
  • Practical examples: recording and validating serial numbers on inbound; dealing with missing/incorrect serials

Module 4: Serial Numbers in Picking, Shipping & Additional Processes

  • Use of serial numbers in the goods‑dispatch flow (work packages, picking, RF retrieval, packing, loading)
  • Ensuring that only valid serial numbers are picked and shipped
  • Serial numbers in quality control, returns, and stock corrections

Module 5: Evaluation, Troubleshooting & SQL/Query Support

  • Typical questions: “Where is serial number X?”, “Which delivery did serial Y belong to?”, “Why is serial Z blocked?”
  • Using standard WMS overviews and lists to locate and check serial‑number data
  • Applying Data Flow & SQL concepts to serial numbers: identifying relevant tables/files and building simple queries for analysis
  • Common error patterns (duplicate serials, missing links, wrong status) and how to correct them

Module 6: Best Practices & Compliance

  • Process and data‑quality rules for clean serial‑number handling
  • Aligning warehouse procedures and system settings to meet audit and traceability requirements
  • Checklist for setting up and maintaining serial‑number processes in EPG ONE WMS
  • Q&A and discussion of scenarios

Course Format and Details

Level

Intermediate WMS users / key users

Format

Instructor‑led training with demonstrations and hands‑on exercises in EPG’s WMS and, where applicable, SQL/query tools

Duration

1 day

Delivery

On‑site or virtual

Prerequisites

  • EPG ONE WMS Foundation or comparable practical experience with WMS basics
  • Basic understanding of the WMS Data Flow & SQL concepts is helpful but not mandatory

Why Take This Course

  • Increase traceability for serial‑tracked products throughout the warehouse
  • Reduce manual search and support effort by enabling users to answer serial‑number questions themselves
  • Avoid inconsistencies and errors in serial‑number data through correct configuration and process integration
  • Strengthen compliance and customer trust with transparent, system‑supported serial‑number tracking
Efficient and flexible warehouse management

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