All Collections
Serialized items and parts
Enabling the Serialized Item Module in Your Work Orders
Enabling the Serialized Item Module in Your Work Orders
Martin avatar
Written by Martin
Updated over a week ago

Purpose:

Enable the Serialized Item Module on any board, such as your Work Orders board, to link serialized items efficiently.

What it Allows You to Do:

  • Log and meticulously track serialized parts and items.

  • Maintain a comprehensive historical record of repairs, warranties, and item statuses.

  • Expedite item check-ins through serial number lookup, ensuring data consistency.

  • Enjoy centralized storage for photos, files, and essential documents like warranty cards and service certificates.

Steps:

  1. Navigate to the desired board where you want to enable the Serialized Item Module. You can do this by clicking "Show menu" and selecting "Board Set-up" or by going to the settings area, selecting "Boards" from the settings menu, and clicking the settings icon for the appropriate board in the list.

  2. Under the "Board Set-up" tab, scroll down to the "Modules" section and locate the "Serialized Items Module."

  3. Turn on the switch.

  4. Click "Save" to apply your changes and reload your application.

Useful guides

Enabling Serialized Item Tracking When Checking In Items

Effortlessly link and manage serialized items during check-ins.

Automating Status Updates for Serialized Items in Work Orders

Simplify tracking with automated status changes when serialized items are added to work orders.

Mastering the Serialized Item Module in Work Orders

A comprehensive guide on using the Serialized Item Module for efficient work order management.

Accessing Serialized Item Reports with Ease

Did this answer your question?