Support Center

Adding New Serialized Inventory

Last Updated: May 31, 2017 03:34PM CDT
Do you have pieces if inventory that you would like to keep usage and income separately but are part of a group?  For example, you might have four trenchers but you want to keep the usage for all four units separate but don’t want to have four different inventory items of the same product.  Let us show you how you can keep all of your trenchers together but yet the income separately. 
 
From your inventory list, click + New Item. Now, you want to choose what type of item you want to add.  In order to keep all of your trenchers under the same group but income separately, you want to select Serialized Item as this item type.
 

 
From the Basic Information screen, you will enter the main information for this item.  For example, the name might be Trencher Series 1548 and the category might be Earth Moving Equipment.   *Note: Name and Category are the only two fields that are required on this page. 
 

Once all of the desired information has been completed, you want to go to the Pricing Tab to set up the base rate of what you will be charging to rent this item, any deposit required and replacement cost, if desired.

Once all of the desired information is entered, don’t forget to click Save.  Now, we want to click the Stock tab to add each specific unit with its serial number.  The easiest way to add all units at the same time is to click the + Quick Add Serialized Item button.  This will allow you to add each unit onto a list and then be added to the main item record at the same time. Once you complete the Model Name, Serial Number and Price you paid, you want to click the + Add button to add this unit to your list of units to be added.  As you add your units to your list, you can see the list populate with each unit you’ve added. 

Once you have all of the units in your list, you want to click Save .  All of your units will now appear under the main item on the stock tab.
 
When you add this item on a transaction, you will be adding the main item name and will see a TBD times the quantity under the item name on the transaction.  This means that the specific unit(s) hasn’t been assigned yet.  You can either click on the TBD  and choose an available unit  by checking the box next to the unit you will be sending out or when you send out  the transaction, you can select the specific unit from the list of available units. 
 

 
Once the specific unit has been selected, it will appear on the transaction and contract for you and the customer to see.
 

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