Serialized Item Search

Within ServiceWorks, you can now access the serialized items search feature, which combines the functions of the Serial Number Search, Serial Numbers Available, and Serialized Items Sold reports all in one easy-to-use menu. Here’s how to view this within your account:

To begin, log into your ServiceWorks account, then hover over the Inventory tab on the toolbar. From the drop-down menu that appears, select Serialized Item

In the Serialized Items Search menu, you’ll have the following options:

1. Search Type – The search type field can be used to generate a search query based on the type selected: All Search Type, Serial Numbers Available, and Serialized Items Sold
2. Manufacturer – Search for serialized items by the items assigned manufacturer
3. Brand – Search for serialized items by the item’s assigned brand
4. Product Family – Search for serialized item’s by the product family assigned
5. Product Details – Search for serialized items by the product’s detail tree
6. Location – View results based on a serialized item’s current inventory location
7. Item Number – Search for serialized items by their item number
8. Model Number – Search for serialized items by their model number
9. Serial Number – Search for serialized items by their serial number

You can use one or as many of these parameters needed to search for serialized items within your ServiceWorks account. Once finished with entering your search criteria, click Search to continue.

Once generated, you should see the listing of serialized items in the table below, including parameters such as Date Received, Date Sold, Customer Name, Invoice Number, and the item’s cost and price. Within this table, the Item Number and Invoice columns will also have links to the item and the invoice it’s attached to, respectively.

In addition to generating your search results, you can also use the Export button to create an Excel file of all the serialized items shown.

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Phone: 636-220-4363 Ext #1