Serialized inventory is set up in the same location as your other inventory, in the Product Catalog.

When you buy or rent serialized parts from a vendor you’ll first add the serial numbers to your product catalog. To do this, locate the part and click the Serialized button, which has three dots “…”

Note: When a part is serialized, the three dots will have a number before it. This number reflects the total serialized parts (stocked and non-stocked) in your product catalog. In this example, there are 3 serialized parts:

Once you’ve clicked on the Serialized button, you will see a window in which you can add, edit, or delete serialized parts. (You can only delete a serialized part if it’s not in use). There are also various reports that you can print.

To add a serialized part, click the Add button. If you’re re-renting the serialized part from a vendor, be sure to set the “Owner‟ in the dropdown list.

The new part you add will have a “Stocked as” status of “Not stocked‟. Use a transaction to add this part to inventory (stock it).

Close the Product Catalog. From the Transactions tab, click on the Add button to create a new transaction.

On the Materials tab of the transaction look at the Serialized column; you’ll see serialized parts indicated by the button with three dots.

Click on the Serialized button to view the parts and add them to the transaction by checking the box next to the serial number(s) that you want to use.

Once you have stocked a serialized part via a transaction, it will appear on the Materials tab with a hyperlink.

Click on the link to see details about the serialized parts.

You can see the inventory you have in your laydown yard or at a job site at any time by selecting the location you want to view and the Materials tab.

If you want an inventory report for one or more locations, you can create a Quantity Pivot.

If you selected your company in the organization tree, all locations will be included in the report by default. To filter the locations included in the report, move your mouse over the Location button and click on the funnel icon in the right corner. Check/uncheck job sites you wish to include. 

Customize the report to your needs. To view quantities on rent, drag the On Rent control to the Grand Total column. If you also wish to see equipment for rent (at the branch office/laydown yard), drag the For Rent control here, too.

You can also remove a field you don’t want to include (such as Location Type) by selecting it and dragging it to the top of the window next to the other, unused controls.

Next click the Print Preview button in the upper left of the window to view and format, save or email your report.