Viewing Serialized Item Details and History

A serialized item, including its transaction 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:

Double-click on any listed Serial Number to pull up the Serialized Item record:

Various tabs appear with history on the serialized item.

• The Costs tab lists the purchase details as well as any cost batches added to the serialized item. Review the Adding Costs within 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 Tasks tab would display on the work orders related to the specific serial number. Review Linking Tasks to a Serialized Item to record the connection between a task and 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 field can be used to record miscellaneous information connected with the serial number.

The Website and Images tabs will only appear if the EBMS e-Commerce module is present. Review e-Commerce Serialized Items for more details on showing the serialized item within a website.