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Tracking serialized inventory

For equipment, a product is not enough: you need to know which specific unit is with which customer. Serialized inventory tracks every individual item, from the catalog through to any eventual return.

Recording a unit​

For a product or variant tracked by serial number, each unit in stock is recorded with its own identifiers:

  • serial number,
  • IMEI (mobile equipment),
  • MAC address (network equipment),
  • a QR code generated for quick scanning,
  • a storage location.

Statuses and customer assignment​

Each unit carries a status: rented, sold or returned. When a unit goes out to a customer, it is assigned to them — the assignment appears on the contact's or the company's record, and the history is kept even after a return.

Sale AND rental​

Serialized inventory covers both use cases:

  • in a sale, the unit moves to the sold status and its actual purchase cost stays tracked for margin calculation;
  • in a rental, a rental period and a rate apply to the unit, which becomes available again (or moves to the returned status) once the rental is over.
tip

Useful for equipment rental companies and installers: at any moment you know which specific unit is with which customer, since when, and for how long.

What's next?​