{"id":1233,"date":"2025-07-10T13:44:00","date_gmt":"2025-07-10T13:44:00","guid":{"rendered":"https:\/\/help.fieldax.com\/?post_type=docs&p=1233"},"modified":"2025-07-10T13:44:00","modified_gmt":"2025-07-10T13:44:00","password":"","slug":"create-serialized-inventory","status":"publish","type":"docs","link":"https:\/\/document.fieldax.com\/?docs=create-serialized-inventory","title":{"rendered":"Create Serialized Inventory"},"content":{"rendered":"\n

Understanding Serialized Inventory<\/strong><\/h2>\n\n\n\n

Serialized inventory tracks individual units with unique serial numbers, essential for warranty management, compliance, and high-value items.<\/p>\n\n\n\n

\n\n\n\n

When to Use Serialization<\/strong><\/h3>\n\n\n\n

Required for:<\/strong><\/p>\n\n\n\n

  • Equipment under warranty<\/li>
  • High-value components<\/li>
  • Regulated items<\/li>
  • Customer-owned equipment<\/li>
  • Rental equipment<\/li><\/ul>\n\n\n\n

    Benefits:<\/strong><\/p>\n\n\n\n

    • Warranty claim processing<\/li>
    • Theft prevention<\/li>
    • Service history tracking<\/li>
    • Compliance documentation<\/li>
    • Accurate asset management<\/li><\/ul>\n\n\n\n
      \n\n\n\n

      Setting Up Serialized Products<\/strong><\/h2>\n\n\n\n

      Step 1: Enable Serialization<\/strong><\/h3>\n\n\n\n

      On the Product record:<\/p>\n\n\n\n

      1. Navigate to product needing serialization<\/li>
      2. Check Serialized<\/strong> checkbox<\/li>
      3. Set Serial Number Format<\/strong>: Manual or Auto<\/li>
      4. Save product record<\/li><\/ol>\n\n\n\n

        Step 2: Create Serialized Inventory<\/strong><\/h3>\n\n\n\n

        Access Serialized Inventory<\/strong><\/p>\n\n\n\n

        1. Navigate to Serialized Inventory<\/strong> tab<\/li>
        2. Click New<\/strong><\/li><\/ol>\n\n\n\n

          Basic Information<\/strong><\/p>\n\n\n\n

          • Product<\/strong>: 5 Ton AC Compressor<\/li>
          • Serial Number<\/strong>: COM-2024-789456<\/li>
          • Location<\/strong>: Central Warehouse<\/li>
          • Status<\/strong>: Available<\/li><\/ul>\n\n\n\n
            \n\n\n\n

            Serialized Inventory Workflows<\/strong><\/h2>\n\n\n\n

            Installing Serialized Items<\/strong><\/h3>\n\n\n\n

            Installation Workflow<\/strong><\/p>\n\n\n\n

            1. Consume from Inventory<\/strong>
              • Select serialized item<\/li>
              • Assign to job<\/li>
              • Update status to “Installed”<\/li><\/ul><\/li>
              • Update Installation Details<\/strong>
                • Install Date<\/strong>: Current date<\/li>
                • Installed By<\/strong>: Technician name<\/li>
                • Customer<\/strong>: Link to account<\/li>
                • Job Number<\/strong>: Installation job<\/li>
                • Location<\/strong>: Customer address<\/li><\/ul><\/li><\/ol>\n\n\n\n

                  Serial Number Tracking<\/strong><\/h3>\n\n\n\n

                  Movement History<\/strong> Track complete lifecycle:<\/p>\n\n\n\n

                  Date         Action              Location<\/p>\n\n\n\n

                  05\/01\/24     Received           Central Warehouse<\/p>\n\n\n\n

                  05\/15\/24     Transferred        Van-1234-Trunk  <\/p>\n\n\n\n

                  05\/16\/24     Installed          123 Main St<\/p>\n\n\n\n

                  05\/16\/24     Warranty Started   Customer Site<\/p>\n\n\n\n

                  06\/20\/24     Service Call       Cleaned coils<\/p>\n","protected":false},"excerpt":{"rendered":"

                  Understanding Serialized Inventory Serialized inventory tracks individual units with unique serial numbers, essential for warranty management, compliance, and high-value items. When to Use Serialization Required for: Equipment under warranty High-value components Regulated items Customer-owned equipment Rental equipment Benefits: Warranty claim processing Theft prevention Service history tracking Compliance documentation Accurate asset management Setting Up Serialized Products…<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"doc_category":[13],"doc_tag":[],"class_list":["post-1233","docs","type-docs","status-publish","hentry","doc_category-inventory-management"],"year_month":"2026-05","word_count":199,"total_views":0,"reactions":{"happy":0,"normal":0,"sad":0},"author_info":{"name":"admin","author_nicename":"admin","author_url":"https:\/\/document.fieldax.com\/?author=1"},"doc_category_info":[{"term_name":"Inventory Management","term_url":"https:\/\/document.fieldax.com\/?doc_category=inventory-management"}],"doc_tag_info":[],"_links":{"self":[{"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/docs\/1233","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=1233"}],"version-history":[{"count":1,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/docs\/1233\/revisions"}],"predecessor-version":[{"id":1234,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/docs\/1233\/revisions\/1234"}],"wp:attachment":[{"href":"https:\/\/document.fieldax.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=1233"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=%2Fwp%2Fv2%2Fdoc_category&post=1233"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=%2Fwp%2Fv2%2Fdoc_tag&post=1233"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}