How to Convert a Part to Serialized WITH Inventory

  1. 1. Click on Inventory Management

    Click on Inventory Management

  2. 2. Find the desired part to Serialize and click on it to open the part detail

    Find the desired part to Serialize and click on it to open the part detail

  3. 3. Once in the part detail click on Convert Serial. When we did this with no parts in inventory we were not required to enter a serial number. However, in this case we already have a quantity on hand, so in the next step we will be prompted to add the corresponding serial number

    Once in the part detail click on Convert Serial. When we did this with no parts in inventory we were not required to enter a serial number. However, in this case we already have a quantity on hand, so in the next step we will be prompted to add the c

  4. 4. Click on Confirm to Serialize the part

    Click on Confirm to Serialize the part

  5. 5. You can see now we are being asked to enter a serial number. The reason you are doing this is to tie a serial number to the in-stock quantity. It would be a best practice to make a list of serial numbers to simplify the process

    You can see now we are being asked to enter a serial number. The reason you are doing this is to tie a serial number to the in-stock quantity. It would be a best practice to make a list of serial numbers to simplify the process

  6. 6. Enter the serial number

    Enter the serial number

  7. 7. Add a note if needed

    Add a note if needed

  8. 8. Click on Save

    Click on Save