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There are 2 options to assign serial numbers.

Option 1- On the top section of the Related List, you will see a list of Serial Tracked productsAssign Serial Numbers from the Edit Quote page.

Option 2 - Assign Serial Numbers from the Opportunity page.

Only Serial Tracked products will be diplayed.

  • Yellow - Partially assigned

  • Green - Completely assigned

  • Pink - None assigned

Click the Product to assign or unassign serial numbers.

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Option 2 - Click the Product field on the Opportunity Product with Serial Tracked = true.

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Info

One Serial Number can be assigned to multiple Opportunities. When the Opportunity is Closed Won, the Serail Number assignment to the Opportuntity will be finalized.

Click Assign Serial No.

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You can Assign or Unassign Serial Numbers for the product.

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