Assign Serial Numbers to a Quote
- Scott Zhuo
- Patricia Zhuo
- Becky Christiansen (Unlicensed)
Overview
There are 2 options to assign serial numbers.
Option 1- Assign Serial Numbers from the Edit Quote page.
Option 2 - Assign Serial Numbers from the Opportunity page.
Serial Number Assignment
Only Serial Tracked products will be displayed.
Yellow - Partially assigned
Green - Completely assigned
Pink - None assigned
Click the Product to assign or unassign serial numbers.
One Serial Number can be assigned to multiple Opportunities.
Click Assign Serial No.
You can Assign or Unassign Serial Numbers for the product.
You will only see Serial Numbers that are associated with the Dealer Account and are not sold to other opportunities.
Click Save to save the assignment.
When the Opportunity is Closed Won, the system will check to ensure all Serial Numbers are assigned.
The Series Number assignment to the Opportunity will be finalized by populating these fields on the Serial No. table
Sold to Opportunity
Sold to End User