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Features (Full Detail) — Serialization & Track-and-Trace
Current version: v1.0.0
Serial number registry, generation rules, and chain-of-custody traceability for Perfex CRM
This page explains module capabilities in depth so new users understand what each feature does, why it matters, and how to use it inside Perfex CRM.
Feature catalog (explained)
Every major capability below is explained in plain language — what it is, why it helps, and how to use it.
1. Serial number registry with generation rules and sequence templates
In plain words: Serial number registry with generation rules and sequence templates
Why it matters: This helps your team complete the work faster with fewer mistakes and a clear audit trail inside Perfex CRM.
How to use it: Open Serialization & Track-and-Trace in the admin sidebar, then use the related menu screen for this capability.
2. Chain-of-custody trace events and activity audit log
In plain words: Chain-of-custody trace events and activity audit log
Why it matters: This supports compliance, audit readiness, and on-time operations so nothing important is missed.
How to use it: Open Serialization & Track-and-Trace in the admin sidebar, then use the related menu screen for this capability.
3. Product recalls and quarantine holds with email notifications
In plain words: Product recalls and quarantine holds with email notifications
Why it matters: This reduces manual work so agents can focus on exceptions and high-value customers.
How to use it: Open Serialization & Track-and-Trace in the admin sidebar, then use the related menu screen for this capability.
4. GS1 GTIN / SSCC / EPC identifiers and EPCIS JSON/XML export
In plain words: GS1 GTIN / SSCC / EPC identifiers and EPCIS JSON/XML export
Why it matters: This helps your team complete the work faster with fewer mistakes and a clear audit trail inside Perfex CRM.
How to use it: Open the list screen for this data, use Import / Export / PDF buttons (or the bulk actions menu), follow the template columns, then verify a few rows after upload.
5. Barcode / QR label printing
In plain words: Barcode / QR label printing
Why it matters: This helps your team complete the work faster with fewer mistakes and a clear audit trail inside Perfex CRM.
How to use it: Open Serialization & Track-and-Trace in the admin sidebar, then use the related menu screen for this capability.
6. REST API, API keys, rate limiting, and customer portal verification
In plain words: REST API, API keys, rate limiting, and customer portal verification
Why it matters: This helps your team complete the work faster with fewer mistakes and a clear audit trail inside Perfex CRM.
How to use it: Enable credentials in Serialization & Track-and-Trace → Settings (API keys, webhooks, sandbox/production). Test with a sample record, then monitor the module log or sync screen.
7. Optional Inventory / GRN / WMS / Manufacturing / EDI integration hooks
In plain words: Optional Inventory / GRN / WMS / Manufacturing / EDI integration hooks
Why it matters: This keeps stock quantities accurate across warehouses so sales and purchasing decisions stay reliable.
How to use it: Enable credentials in Serialization & Track-and-Trace → Settings (API keys, webhooks, sandbox/production). Test with a sample record, then monitor the module log or sync screen.
8. Role-based permissions and dashboard widget
In plain words: Role-based permissions and dashboard widget
Why it matters: This helps your team complete the work faster with fewer mistakes and a clear audit trail inside Perfex CRM.
How to use it: Go to Serialization & Track-and-Trace → Reports / Dashboard (or the matching analytics screen), set filters (date, status, warehouse, staff), then run or export the report.
Screens map — what each menu is for
These are the admin screens registered by Serialization & Track-and-Trace. Click a name in the Knowledge Base for a full how-to, or open the path in admin.
| # | Screen | Admin path | Guide |
|---|---|---|---|
| 1 | STT Dashboard | admin/serialization_track_trace | How to use |
| 2 | Serial Numbers | admin/serialization_track_trace/stt_serial_numbers | How to use |
| 3 | Serial Generation Rules | admin/serialization_track_trace/stt_serial_rules | How to use |
| 4 | Trace Lookup | admin/serialization_track_trace/stt_trace_lookup | How to use |
| 5 | Product Recalls | admin/serialization_track_trace/stt_recalls | How to use |
| 6 | Quarantine Holds | admin/serialization_track_trace/stt_quarantine_holds | How to use |
| 7 | EPCIS Export | admin/serialization_track_trace/stt_epcis | How to use |
| 8 | REST API | admin/serialization_track_trace/stt_api_keys | How to use |
| 9 | Settings | admin/serialization_track_trace/stt_settings | How to use |
Features & workflows from documentation
Features
- Serial number registry with generation rules and sequence templates
- Chain-of-custody trace events and activity audit log
- Product recalls and quarantine holds with email notifications
- GS1 GTIN / SSCC / EPC identifiers and EPCIS JSON/XML export
- Barcode / QR label printing
- REST API, API keys, rate limiting, and customer portal verification
- Optional Inventory / GRN / WMS / Manufacturing / EDI integration hooks
- Role-based permissions and dashboard widget
Permissions
Assign capabilities under Setup → Staff → Roles for dashboard, serial numbers, rules, trace lookup, recalls, quarantine, EPCIS, API, and settings.
REST API Quick Start
- Settings → enable REST API
- REST API menu → create API key (save token immediately)
GET /serialization_track_trace/api/serial/{number}with headerAuthorization: Bearer {token}
Listing highlights
Item Title
Serialization & Track-and-Trace — Serial Registry for Perfex CRM
Short Description (max ~160 chars)
Serial number registry, generation rules, chain-of-custody, recalls & GS1/EPCIS for Perfex CRM by Nasbix Technologies
Full Description
Paste HTML from: codecanyon_submission/html_description/description.html (Source mode).
Tags
perfex crm, serialization, track and trace, serial numbers, gs1, epcis, recall, quarantine, traceability, barcode, nasbix, inventory, manufacturing, product recall, chain of custody
Category
PHP Scripts > Add-ons > Perfex CRM
Images
| Field | File | Size |
|---|---|---|
| ------- | ------ | ------ |
| Thumbnail | codecanyon_submission/images/thumbnail-80x80.jpg | 80×80 |
| Inline Preview | codecanyon_submission/images/inline-preview-590x300.jpg | 590×300 |
Main File
releases/codecanyon/serialization_track_trace-v1.0.0-main.zip
Contains:
serialization_track_trace/(module)documentation/(index.html, HOW_TO_USE.txt, README, CHANGELOG, LICENSE)
Official HTML documentation (feature sections)
How to Use
1. Settings
Open Track & Trace → Settings. Enable the module, set serial prefix / padding, recall & quarantine prefixes, GS1 options, REST API, customer portal, and optional Inventory / WMS / Manufacturing hooks.
2. Serial Generation Rules
Create rules with prefix, suffix, sequence padding, and format template placeholders: {prefix}, {suffix}, {sequence}, {date}.
3. Serial Numbers
Register serials manually or auto-generate from a rule. Attach item, batch/lot, location, dates, and optional GTIN / SSCC / EPC.
4. Trace Lookup
Search any serial to view the chain-of-custody timeline and add events (received, shipped, sold, transferred, quarantined, recalled, etc.).
5. Recalls & Quarantine
Initiate product recalls by batch, item, serial range, or manual selection. Place quarantine holds and release them when cleared. Staff can receive recall email notifications.
6. EPCIS & Labels
Export GS1 EPCIS 2.0 JSON/XML documents and print barcode/QR labels from a serial record.
7. REST API & Portal (optional)
Enable REST API in Settings, create an API key, and call endpoints with Authorization: Bearer {token}. Enable Customer Portal for public /stt/verify and client-area trace lookup.
Also see HOW_TO_USE.txt in the package root.
Features
- STT Dashboard with KPIs and quick actions
- Serial registry + generation rules
- Chain-of-custody trace events
- Product recalls and quarantine holds
- GS1 identifiers and EPCIS export
- Barcode / QR label printing
- REST API keys with rate limiting
- Customer portal verification
- Optional Inventory / WMS / Manufacturing / EDI hooks
- Granular permissions and dashboard widget
- Clean install and uninstall
Permissions
Assign under Setup → Staff → Roles:
| Feature | Typical capabilities |
|---|---|
| Dashboard | view |
| Serial Numbers | view, create, edit, delete |
| Serial Rules | view, create, edit, delete |
| Trace Lookup | view, create |
| Recalls | view, create, edit, delete |
| Quarantine Holds | view, create, edit, delete |
| EPCIS Export | view, export |
| REST API | view, create, delete |
| Settings | view, edit |
REST API Quick Start
- Settings → enable REST API
- Track & Trace → REST API → create key (save token immediately)
GET /serialization_track_trace/api/serial/{number}- Header:
Authorization: Bearer {token}orX-STT-API-Key: {token}
Uninstall
- Deactivate the module in Setup → Modules.
- Click Uninstall.
Removes all stt_* tables, options, email templates, and uploads/serialization_track_trace/. Core Perfex CRM files are not modified.
Related: Quick Start · How to Install · FAQ & Tips · Version & Changelog