Viewing Item Details and History

A serialized item including its history can be viewed anytime from the point of purchase or manufacture until years after the item is sold.

The individual items can be viewed from the customer record by clicking on the Serialized Items tab as show below:

Various tabs appear with history on the serialized item.

• The Costs tab lists the purchase details as well as other costs added to the serialized item. Review the Serialized Item Overview > Purchasing Or Manufacturing an Item > Adding Parts and Other Costs to a Serialized Item section for details.

• The History tab lists all the transaction history for the serialized item. This includes the purchase or manufacturing document, any transfers to different locations, and the sales document if it was sold.

• The Tasks tab will appear if the optional Tasks & Work Order module is present. The Task tab would display on the work orders related to the specific serial number. Review the Tasks section of the Sales documentation for more details on tracking work orders for a serialized item.

• The Invoice tab will appear if the Serialized Item Specifications module is included. Review the Serialized Item Specifications and other Item Details section for more details on this option.

The Memo can be used to record miscellaneous information.

The Website and Images tab will only appear if the EBMS e-Commerce module is present. Review [Sales] E-commerce > Creating Content > Template Options > Serialized Items for more details on showing the serialized item within a website.