Product traceability by Batch Number or by Serial Number

Serial Numbers are used for individual product. Batch numbers are used for lots of a product sharing some properties like production and “best before” date.

b Enterprise enables you to choose which products to handle Batch/Lot numbers and which products to handle serial numbers like smartphones, computers, and automobile parts.

Avoid losses due to produce validity and warranties issues, while meeting common standards and best practices in produce traceability.

Gestix offers two methods for tracking products:

Serial Number Tracking

Each unit in stock is assigned a unique id along with other information related to that particular unit or piece (see here an example of application in aircraft parts trading).

Batch Number Tracking

A unique id file is assigned to a particular quantity of product, along with other information relating to that batch of product, including product date and expiration date.

To enable one of the methods, edit the Product Traceability field in the article record, and choose Batch Number.

batch-number-tracking-in-gestix

Enter purchases, manufacture orders, and stock receipts with batch numbers being assigned by the operator or generated by the application.

entering2-batch-of-purchased-products-in-gestix

On sales, identify the batch of each tracked product by selecting it from the drop list.

invoice-with-serial-numbers-in-gestix

The final bill shows the relevant information for each item including batch id and dates.

sales-with-batch-numbers

 

Installing Gestix on a brand new Ubuntu LTS 14.04 (Trusty Tahr)

This article covers the installation of Gestix on a new server, Ubuntu LTS 14.04 in this case, without any software installed on it but the core operating system.

First we install the prerequisites, MySQL, Apache2, and Htmldoc. Gestix does not require PHP to be installed, yet PHP, as well as other languages, can be used to interact with the Gestix Corporate edition, to implement custom reports, collaboration portals, etc. In this example PHP is not required at all.

Let’s do it.

sudo apt-get install mysql-server
sudo apt-get install apache2

Add some modules to Apache, but not too many. Enable mod_cgi to permit the execution of the gestix binaries instead of downloading them. The Apache module mod_env is also enabled here, in order to support setting environment variables from the Apache options or configuration files.

Apache recommends using a2enmod to enable Apache modules by name, so we do:

sudo a2enmod cgi
sudo a2enmod env

Then, htmldoc, a open source solution for rendering the PDFs in Gestix.

sudo apt-get install htmldoc

In order for htmldoc to work properly with Gestix, some environment variables need to be set. We’ll do it using the Apache’s options:

SetEnv TMPDIR /tmp
SetEnv PATH_INFO /usr/share/htmldoc
SetEnv HTMLDOC_NOCGI 1

Install some stuff needed by Gestix

sudo apt-get install libssl0.9.8

sudo get-get install libmysqlclient.so.16.0.0

Finally, we install the Gestix tar ball  (file type tar.gz). Using the tar ball instead of the Debian package allows to install Gestix on the default web, by extracting in the selected spot. In this case, we’ll create a subnet http://localhost/gestix so we create this gestix folder in the web folder, and get the contents of the package copied there. It will create the gnet folder with all gestix’s stuff in there.

cd /var/www/html

sudo mkdir ./gestix

cd ./gestix

sudo tar xf ~/my_downloads/gestix_erp_web_amd64.tar.gz

sudo sh ./gnet/install.sh mysql_user mysql_pw database_name

It should be ready now. Open Gestix from the browser (replace 10.0.0.11 by your server’s IP):

http://10.0.0.11/gestix/gnet/cgi-bin/gestix.cgi

Is it working fine? Good. Otherwise, please post/comment about it here. We’ll help of course.

Protect your Gestix with daily database backups

In production servers it’s advisable to install AutoMySQLBackup:

apt-get install automysqlbackup

To backup all databases invoke automysqlbackup from the command line or add it through crontab -e:

# Edit this file to introduce tasks to be run by cron.
#
# Each task to run has to be defined through a single line
# indicating with different fields when the task will be run
# and what command to run for the task
#
# To define the time you can provide concrete values for
# minute (m), hour (h), day of month (dom), month (mon),
# and day of week (dow) or use '*' in these fields (for 'any').#
# Notice that tasks will be started based on the cron's system
# daemon's notion of time and timezones.
#
# Output of the crontab jobs (including errors) is sent through
# email to the user the crontab file belongs to (unless redirected).
#
# For example, you can run a backup of all your user accounts
# at 5 a.m every week with:
# 0 5 * * 1 tar -zcf /var/backups/home.tgz /home/
#
# For more information see the manual pages of crontab(5) and cron(8)
#
# m h dom mon dow command

55 3 * * * automysqlbackup /home/company/mysql_backup/

More about Gestix at Gestix.com.

Resetting the stock of all warehouses

When maintaining a large base of articles during several years, it may be convenient to tell the system to ignore past moves relative to a user-specified date.

This procedure will modify the stock readings in article records and inventory reports without removing or modifying any records in the database.

Open the Admin | Parameters menu and edit the usr_stock_date parameter.

inventory-stock-date-zero

Specify the Inventory Beginning Date, in the form YYYY-MM-DD.  This will be the date from which the transactions are to be taken into account for inventory purposes.

In this example, we have a database with about four years of stock transactions and want to make the system consider only transaction from 2014-04-01 onward.

Save the parameter and open the Consistency Check menu.

 

consistency-check

 

Press the “Check all items” button.

check-finished

Press the Progress button to check the progress.

gestix-checking-consistency

 

When finished, get the inventory report. It will show the expected results.

stock1

There are two ways to enter the counting into the system on the new Inventory Beginning Date. One is by entering warehouse receipts or purchases. Another one is to import an excel-csv file with inventory count for each article, using the Data Import menu of the Gestix Enterprise. In this case the default warehouse will be used to enter the stock counts.

Please contact our technical support for more information: http://www.gestix.com

 

 

 

From the lead to order to purchase to payment: Gestix ERP with CRM

Management

Define the budget for the company

 

Operations

Minimize stock/storage of goods.

Sales Routine:

Capture the lead (manage it, follow it up, and so on up to the quote/cost estimate phase)

Send the quote or cost estimate

Follow up the customer (call him, take note of any comments, gather team to discuss negotiation, and so on.)

Get the order

Purchasing Routine:

Estimate the replenishment needs

Place the purchase order to the supplier/vendor (PO)

On reception of the goods:

Receive the goods from the vendor (validate against the PO)

Deliver to customers

On collection from customers

On payment to suppliers, commissioners, payroll

Conclusion. The preliminary study of the activities of the company is focused in identifying critical factors and providing training guidelines for an efficient coverage of the various activities of the business.

 

How to load item data from CSV file into your ERP software

This example shows how to import data as Attributes assigned to each Article record. Attributes are user-defined fields that extend the ones included in the article record, and can be used in data-analysis and reporting.

Using Attributes to classify items
Using Attributes to classify items

Problem:

Transfer 600 thousand items into Gestix, with part-no, description, and condition, among other data that will be discarded.

The original file looks like this:

article-data-import-the-CSV-file

The PN field is to be stored as the Supplier’s Item Code. The value of the DESCRIPTION column goes to the field with the same name in the Gestix’s Article record, and the value of the MFG field goes to the Family field in Gestix.

The field COND, representing the condition of the part (Factory New, Repaired, etc), is to be stored as an Attribute of the item. The possible values in this case will be:

FN – Factory New

RP – Repaired

AR – As Removed

In order to assign attributes to articles using the Data Import menu of Gestix, the data has to be rearranged so each attributes comes in its own column in the worksheet. The column name will become the attribute name, and the column value for each item will be 1 if the attribute is to be assigned to the item, 0 or blank otherwise. We use the worksheet formulas to aid in this task, and the resulting, modified file looks like this:

Data rearranged
Data rearranged

Then, after saving this file as CSV again, open it from the Gestix, Articles, Data Import menu. Add a new layout for this CSV file (tap the plus sign +).

The Data Import menu in Articles
The Data Import menu in Articles

Then, save it and open it by clicking the row or the small arrow in it.

Finally, set the destination table and fields for each import field (each import field corresponds to a column in the input worksheet). Press the update button between steps, whenever necessary.

aticles-data-import-edit

 

Then press the Test button to preview the results.

Preview the results pressing the Test button
Preview the results pressing the Test button

If the data displayed look correct, go back and press the Import button. Then check the results. Here we listed the new family EMBRAER, and checked it was alright.

Listing the Embraer family of items just transferred from the CSV file
Listing the Embraer family of items just transferred from the CSV file

The Attributes menu display the new attributes just created during the data import process.

The new Attributes were created
The new Attributes were created

And it’s done.

article-details

 

Using Gestix in a Bookstore

The purpose of this article is to show how to configure Gestix in order to process quotes, orders, and subsequent invoices optimized for book publishers and bookstores.

bookstore-pro-forma-print

First, ensure the Admin | Configuration menu has the “Handle Cover Price” option selected.

bookstore-config

Check the article record Cover Price.

bookstore-item

Make a pro-forma invoice

Gestix for Publishers and Bookstores

 

The whole process handles the cover price independently of the transaction price.

 

Using your Gestix in global trading – example: Aviation Parts

The purpose of this article is to show how to configure Gestix in order to process quotes, orders, and subsequent invoices optimized for global trading.

gestix-for-aeronautics-order

This is a personalized version of Gestix’s “US” invoice layout that uses the Industry-specific option “Ship date by item” to enable entering the ship date for each item, and the “Article Options Set 1” as the table of “Parts Condition Codes”. All these parameters are found in the Admin menu.

Choosing the Industry-specific option “Ship date by item”.

gestix-for-aeronautics-01

Activating Article’s Options Grid. Fill the first data field with “Conditions” and leave the other field empty)

gestix-for-aeronautics-02

Entering Part Conditions Codes:

gestix-for-aeronautics-03

Configuring the order and similar documents to use the personalized version of the invoice layout (doc_template_aero.html)

gestix-for-aeronautics-template

 

After likewise checking all other involved document series, as needed, the configuration is complete.

Now, the every-day kind of tasks. Before entering the order into the system, lets checking the item file:

gestix-for-aeronautics-partnumber

And go on to entering the quote:

gestix-for-aeronautics-quote-draft

 

Then, the order and finally the invoice.

gestix-for-aeronautics-invoice

Send the PDF directly by email if you wish,

Invoice layout "Aviation Parts"
Invoice layout “Aviation Parts”

For more information call us at tel. (00 351) 213 477 410 or mail us through sales@gestix.com. Thank you.