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Part serials

Part serials are used for tracking, reporting, warranty and inventory purposes and are a collection tied to a Part.

Serials entered here are available for selection on a work order, however you can also enter serial numbers "on the fly" in a work order however accuracy and tracking may suffer.

Authorization Roles required

Many roles can select this object on other records where approriate. Editing or viewing this object in detail is only available to Users with the following roles:

Full access

  • Accounting
  • Business administration
  • Inventory

Read only access

  • Business administration - restricted
  • Inventory - restricted
  • Service manager
  • Service manager - restricted

How to access Part serials

Part serials form is accessed in the following ways:

part menu serials item

How part serials work

Part serials are stored in a collection for each Part, are not tied to inventory and are selected (or added if desired) on Work orders when entering a part.

Serial numbers can also be added from purchase orders in addition to this Available serial numbers form.

Available serial numbers edit form

part menu serials form

The Part serials edit form provides all the standard edit form functionality and the following fields:


The Part field at the top is read only and used to indicate which Part is having it's serial numbers collection edited. You can also use the quick link beside the part name to return to the part's main edit form.


The Add box is provided to enter new serial numbers to be added to this Part's serial number collection.

You can enter (or paste) multiple serial numbers here at once to save time in entry in which case each serial number should be separated by a comma or appear on their own line.

Once you have entered the serial numbers to be added, click on the + add icon to the right of the Add box to have the raw serial numbers parsed into separate items and moved to the available serial numbers list to the right.

Any changes made here do not take effect until this form is saved.

Available serial numbers

This area lists the serial numbers in the system (or just added here locally). You can remove a particular serial number by clicking on the trash icon to the right of it.

Any changes made here do not take effect until this form is saved.