How to Set Up and Sell a Serialized Part Number

In certain cases, parts require serial number tracking before they can be sold. The system allows for this functionality by linking the part to an equipment record. Below are the steps to set up and sell a serialized part.

Marking a Part as Serialized

1. Navigate to General > Parts Setup.
2. Locate or create the part that requires serial tracking.
3. Under the General tab, check the Serial # Required checkbox.
4. Click Save.
   

Linking the Part to an Equipment Record

1. Navigate to General > Equipment and open the equipment record.
2. Go to the Serial # tab.
3. In the Part # field, enter the serialized part number.
4. Click Save.
   

Selling a Serialized Part on an Invoice

1. Create or open a sales invoice.
2. Add the serialized part to the document.
3. The part will be highlighted in green, indicating that a serial number selection is required.
4. Double-click on the part line to open the Serial Numbered Parts window.
5. In the Available Serial #s in Inventory section, select the serial number to be sold.
6. Click Add to assign the serial number to the document.
7. Complete and process the invoice as usual.