Table of Contents
Understanding Serialized Inventory #
Serialized inventory tracks individual units with unique serial numbers, essential for warranty management, compliance, and high-value items.
When to Use Serialization #
Required for:
- Equipment under warranty
- High-value components
- Regulated items
- Customer-owned equipment
- Rental equipment
Benefits:
- Warranty claim processing
- Theft prevention
- Service history tracking
- Compliance documentation
- Accurate asset management
Setting Up Serialized Products #
Step 1: Enable Serialization #
On the Product record:
- Navigate to product needing serialization
- Check Serialized checkbox
- Set Serial Number Format: Manual or Auto
- Save product record
Step 2: Create Serialized Inventory #
Access Serialized Inventory
- Navigate to Serialized Inventory tab
- Click New
Basic Information
- Product: 5 Ton AC Compressor
- Serial Number: COM-2024-789456
- Location: Central Warehouse
- Status: Available
Serialized Inventory Workflows #
Installing Serialized Items #
Installation Workflow
- Consume from Inventory
- Select serialized item
- Assign to job
- Update status to “Installed”
- Update Installation Details
- Install Date: Current date
- Installed By: Technician name
- Customer: Link to account
- Job Number: Installation job
- Location: Customer address
Serial Number Tracking #
Movement History Track complete lifecycle:
Date Action Location
05/01/24 Received Central Warehouse
05/15/24 Transferred Van-1234-Trunk
05/16/24 Installed 123 Main St
05/16/24 Warranty Started Customer Site
06/20/24 Service Call Cleaned coils
