Serialized Items

17 articles

About Serialized Items

The Serialized Items page is used to add, view, maintain, and update unique tools and other individually tracked assets.

Updated by Cheryl Wallace

General tab for Serialized Items

The General tab is the default view for the Serialized Items page and contains the basic identifying information for a serialized item and its Last Seen location.

Updated by Cheryl Wallace

Purchase Rental information tab for Serialized Items

The Purchase Rental Information tab on the Serialized Items page 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 manually entering the data.

Updated by Cheryl Wallace

Alternate IDs tab for Serialized Items

For serialized items, the list of alternate IDs such as UPC codes from different vendors, internal bar codes, brass tags, or engraved numbers is maintained on the Alternate ID tab for the serialized item. Adding an Alternate ID...

Updated by Cheryl Wallace

Notes tab for Serialized Items

The Notes tab of the Serialized Items page can be used to add, edit or delete notes using a rich text editor for a particular item. A note can be added to serialized items at any point. Look up the item, then enter the note in the Notes tab before saving.​

Updated by Cheryl Wallace

Transaction History tab for Serialized Items

The Transaction History tab for Serialized Items is used to view all transactions and documents related to the selected serialized item.

Updated by Cheryl Wallace

Service Requirements tab for Serialized Items

Visible only when the Service module is in use. Use this tab to maintain the details of service requirements based on tasks inherited from the part number. Initial readings and last service dates can be entered to establish when future service is due.

Updated by Cheryl Wallace

Setting Initial Service Details for Serialized Items

Click the Service Requirements tab for the appropriate item record. Select the Task to be updated...

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 service requirement directly to a single serialized item is only required for exceptions to the standard preventative maintenance for the part.

Updated by Cheryl Wallace

Removing a Service Requirement for a Serialized Item

Click Inventory > Serialized Items. Select the Service Requirements tab. Click ​to the left of the row for the service task requirement to be removed.…

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 on the Serialized Items page displays a read-only service history summary, listing all preventative maintenance and emergency repair work orders for the item including the dates and current state of each work order.

Updated by Cheryl Wallace

Meter Readings tab for Serialized Items

Use the Meter Readings tab on the Serialized Items page to view historic meter readings for the item which might or might not be related to a service requirement.

Updated by Cheryl Wallace

Custom Fields tab for Serialized Items

The Custom Fields tab on the Serialized Items page is only visible if custom fields have been created that apply to serialized items. The number and type of fields depend on what has been define by your organization.

Updated by Cheryl Wallace

Adding a Serialized Item

There are multiple methods of adding a new serialized item ID. To add a new serialized item most efficiently...

Updated by Cheryl Wallace

Looking Up a Serialized Item

Click Inventory > Serialized Items. Enter the search criteria by typing in one or more text fields and / or selecting values from lists. Click Search  in the edit tool bar to search for the inventory or equipment.

Updated by Cheryl Wallace

Editing a Serialized Item

Edit a serialized item to add a serial number, record the Bin Shelf storage area, update service tasks, add costs, or any other information.

Updated by Cheryl Wallace

Deleting a Serialized Item

Deleting a serialized item sends it to the Recycle Bin. Serialized items with any type of associated history cannot be permanently deleted from the Recycle Bin.

Updated by Cheryl Wallace