All Collections
Serialized items and parts
Enabling Serialized Item Tracking When Checking In Items
Enabling Serialized Item Tracking When Checking In Items
Martin avatar
Written by Martin
Updated over a week ago

Enabling Serialized Item Tracking When Checking In Items

Purpose:

Efficiently look up, create, and link serialized items to work orders using a custom check-in form.

Steps:

  1. Locate and edit your custom form from the sidebar's shortcut menu (Plus icon at the top of the side navigation bar). If you don't have a custom form, follow the guide below to create one for your board.

  2. Scroll down to the "Serialized Items" module option and check the checkbox.

  3. Save your changes.

If you want to create a custom check-in form to stream line your job booking process follow this guide


Guides

Enabling the Serialized Item Module in Your Work Orders

Streamline your workflow by activating the Serialized Item Module for precise tracking.

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

Unlock insights and data-driven decisions through serialized item reports.

Did this answer your question?