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:
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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.
