Create Serialized Inventory

Understanding Serialized Inventory

Serialized inventory tracks individual units with unique serial numbers, essential for warranty management, compliance, and high-value items.

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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

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Setting Up Serialized Products

Step 1: Enable Serialization

On the Product record:

1. Navigate to product needing serialization
2. Check Serialized checkbox
3. Set Serial Number Format: Manual or Auto
4. Save product record

Step 2: Create Serialized Inventory

Access Serialized Inventory

1. Navigate to Serialized Inventory tab
2. Click New

Basic Information

• Product: 5 Ton AC Compressor
• Serial Number: COM-2024-789456
• Location: Central Warehouse
• Status: Available

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Serialized Inventory Workflows

Installing Serialized Items

Installation Workflow

1. Consume from Inventory
   • Select serialized item
   • Assign to job
   • Update status to “Installed”
2. 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