All-In-One Field Service Management Software by Aptora

Item Reservations

Can we skip selecting a serial number for serialized items when creating Estimates?

Serialized Items on Item Reservations


No. Users must select a serial number to reserve (place on hold so no one can grab it) a serialized item. The idea is that we must tell the software which one of the five condensing units is being held. The paper bookkeeping process (before software) was to tape a sign on the unit marked “Sold by James” or something like that.

One reason for this is that serial numbers tie specific item attributes to that item, such as direct cost.

The software will present a list of possible serial numbers. Select any one of them. The next person who comes along will not be able to select that serial number for another transaction or reservation. When an invoice is created, only that serial number will be used.

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