Serialized Items

14 articles

About Serialized Items

Serialized items are unique assets, sometimes having serial numbers, that are tracked individually. Service and preventative maintenance can only be tracked for serialized inventory. Each part number…

Updated by Cheryl Wallace

General tab for Serialized Items

This tab is the default view for the Serialized Items page and contains the basic identifying information for a serialized item. Fields on this tab include: Serial Number Enter the serial number of u…

Updated by Cheryl Wallace

Purchase Rental information tab for Serialized Items

This tab contains the information related to the purchase or rental of the item from a third party. This information can be populated by the Purchasing module, when the item is imported, or by manual…

Updated by Cheryl Wallace

Alternate IDs tab for Serialized Items

All inventory in ToolHound can be referenced by multiple unique IDs such as UPC codes from different vendors, internal bar codes, RFID chip, brass tags or engraved numbers. In the case of serialized…

Updated by Cheryl Wallace

Notes tab for Serialized Items

Add, edit or delete notes using a rich text editor for a particular serialized item on the Notes tab. A note can be added to part number records at any point. To do so, look up a serialized item reco…

Updated by Cheryl Wallace

Transaction History tab for Serialized Items

Use this tab to view all transactions and documents related to the selected serialized item. ​ Double-click on any row to view the details of the transaction or document. Fields on this tab include:…

Updated by Cheryl Wallace

Service Requirements tab for Serialized Items

Visible only when the Maintenance module is in use. Use this tab to maintain the details of service requirements based on tasks inherited from the part number and any additional tasks for each specif…

Updated by Cheryl Wallace

Setting Initial Service Details for Serialized Items

Generally tasks for service requirements are set on the part number. The details of the last service for each unique tool or piece of equipment is then entered on the item in order to forecast the da…

Updated by Cheryl Wallace

Adding a Service Requirement for Serialized Items

Best practice is to assign the required service task to the Part Number to ensure consistency. Each serialized item will inherit the service requirement from the part when it is added. Adding a servi…

Updated by Cheryl Wallace

Work Order History tab for Serialized Items

Visible only when the Maintenance module is in use. The Work Order History tab displays a read-only summary list of all work orders for the item including the dates and current state of each work ord…

Updated by Cheryl Wallace

Adding a Serialized Item

There are multiple methods of adding a new serialized item ID for a tool or piece of equipment that is tracked individually. Three are listed below. Regardless of the method, the part number must exi…

Updated by Cheryl Wallace

Looking Up a Serialized Item

Click in the edit tool bar. Enter the search criteria by typing in one or more text fields and / or selecting values from lists. Click in the edit tool bar to search for the inventory or equipment. I…

Updated by Cheryl Wallace

Editing a Serialized Item

Edit a serialized item to add or change serial number, update service tasks, add costs, or any other information. Look up the serialized item as described in looking up a serialized item. Select the…

Updated by Cheryl Wallace

Deleting a Serialized Item

Deleting a serialized item sends it to the Recycle Bin. Consider retiring the item instead of deleting it if the item has any history associated with it. Look up the serialized item under Inventory >…

Updated by Cheryl Wallace