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If my company have to save a copy of each SN certificate (pdf, jpg) and then send this document to customer when shipping .

were should we save this document 

in Warehouse receive operation 

or in the chatter of SN operation?


2nd case : we need to access this SN document , how can we search for it ?


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Best Answer

You can save the document in the chatter of your lot/serial number. Doing so, when you will have to find back the document, you will find it by opening the lot/serial number. In fact, you can't "search" for a document that is saved in a chatter, so you will have to search for the lot/serial number itself.


Otherwise, you can try to use the Documents app. Doing so, you will be able to create a workspace named "Serial Number" and use tags to quickly find each serial number.

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