← Back to Serialization & Track-and-Trace overview
Trace Lookup
Module: Serialization & Track-and-Trace
Where to open in admin
- Log in to Admin.
- Open sidebar menu Serialization & Track-and-Trace.
- Click Trace Lookup.
- Direct route (for admins):
admin/serialization_track_trace/stt_trace_lookup
What this screen is for
Work with **Trace Lookup** records inside Serialization & Track-and-Trace (list, create, edit, and process according to your role).
How to use — step by step
- Open the screen from the module sidebar menu.
- Use Search / Filters to find existing records.
- Click New or Add to create a record; fill required fields marked with *.
- Save as draft if the module supports drafts; otherwise save and continue editing.
- Use Edit on a row to update; use Delete only when policy allows and no dependencies exist.
- If an approval workflow exists, submit the record and ask an approver to approve/post.
- Use related Reports or Dashboard widgets to verify the outcome of your work.
Common buttons & actions
- New / Add
- Edit
- Delete
- Filter
- Export
- Approve/Post (if enabled)
Required permissions
Staff need the stt_trace_lookup feature with: view.
Assign under Setup → Staff → Roles → Permissions.
Tips from module settings
- Record trace events on pick, pack, ship, and receive workflows
- Create outbound EDI B2B Hub messages when trace events are recorded (requires EDI module)
- Look up trace information for a serial number linked to your products.
- Record manufactured / completed events from work orders
Related guides
See the Serialization & Track-and-Trace overview for module-wide workflows, API, and setup.