Group Units
The grouping feature lets you associate serial-tracked assets under a Group ID that corresponds to an ERP fixed asset record. This supports setting up a single financial asset tracking record to represent multiple assets while maintaining individual unit tracking in PanatrackerST.
In the example below, the ERP Fixed Asset Record Number is the Group ID Number (A). The individual item units listed are those grouped and associated with that group number for audit purposes.
Like all other grid views in the system, filters can be applied. The Mass Select option lets you filter on item, purchase order, receipt date, and more. All items returned by the filter can then be selected to apply the Group ID association.
Related Articles
Receive Item Units
There are multiple ways to add new item units to the system: Create Unit — Add a single item unit using a simple entry form. Receive New Unit — Receive items owned by customers or add multiple item units. Supports taking custody at receiving of items ...Release Notes December 2022
Group Assignment Feature The new grouping feature supports selecting a group of serialized units. Originally designed for reporting purposes — such as grouping individual units that represent a financial fixed asset record. Individual records in ...Attributes
About Attributes Attributes represent additional data to capture for a unit or on a transaction. PanatrackerST includes several pre-defined system attributes used for standard reporting. Attributes can be assigned to transactions, item templates, ...Shipping Functionality
The shipping functionality stages items into containers and/or staging areas for shipping to a facility (transfer) or customer address. Items shipped are marked as either In Transit (for items that will be received at the destination) or Shipped (for ...PanatrackerST Release Notes July 2023
New Features Changes to User Types The Community User type has been removed. Two new user types replace it: Custodian User — Can log into a custodian dashboard to view items in their current custody (checked out to them). Additional transaction ...