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Serial Generation Rules
Module: Serialization & Track-and-Trace
Where to open in admin
- Log in to Admin.
- Open sidebar menu Serialization & Track-and-Trace.
- Click Serial Generation Rules.
- Direct route (for admins):
admin/serialization_track_trace/stt_serial_rules
What this screen is for
Financial reporting for management and compliance.
How to use — step by step
- Select company (if multi-company) and date range/period.
- Choose report parameters (basis, detail level).
- Generate report and review totals against trial balance.
- Export PDF/Excel and share with management.
- Use comparative view for period-over-period analysis.
Common buttons & actions
- Generate
- Export PDF
- Export Excel
Required permissions
Staff need the stt_serial_rules feature with: view, create, edit, delete.
Assign under Setup → Staff → Roles → Permissions.
Tips from module settings
- Automatically generate serial numbers from selected rule when creating new records
- Each serial number must be unique across the system
- Mirror serial numbers to inventory_batches_serials table
- Create STT records when a GRN is posted
- Generate serial numbers when GRN lines have qty but no serial
- Create STT records when production receipts are posted
- Generate serial numbers when manufacturing receipt has no serial list
Related guides
See the Serialization & Track-and-Trace overview for module-wide workflows, API, and setup.