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🎞️ Set up temporary and permanent serialised containers

When assets are housed together, set them as a serialised container to speed up the allocation process.

Matthew James Finkel avatar
Written by Matthew James Finkel
Updated yesterday

Serialised containers let you link stock levels together. They’re generally used for pre-packed items in a case or assets that are rented as a complete unit, helping to speed up prepping in the warehouse.

  • Temporary containers are emptied on check-in, making them great for pre-packing flight cases.

  • Permanent containers are booked out and checked in as a unit, ideal for assets that are semi-permanently housed together.

Do you need a temporary or permanent serialised container? Check out our guide: Differences between temporary and permanent serialised containers

Get started

Head to Resources > Serialised Containers to see a list of your serialised containers.

Scan or type an asset number into the “Asset” field to bring up a container’s contents or start making a container. Serialised containers must be serialised stock levels.

Set container mode

Toggle the “Container mode” to either TEMPORARY or PERMANENT, depending on the kind of container that you’d like to make. 

If you create temporary containers, save yourself time by setting your default container mode in System Preferences.

If you’re working with an existing container, you can’t change the container if it’s currently allocated to an opportunity. 

Add components

Check the “Scan mode” is set to IN, and type or scan the asset number or product barcode that you’d like to include in this container. 

Stock types

  • Permanent containers may only contain serialised stock levels

  • Temporary containers may contain serialized, bulk, and non-stock items.

Container nesting

  • Permanent containers may contain other permanent containers, but can’t contain temporary containers.

  • Temporary containers may not contain other containers, neither permanent nor temporary.

Components are listed in the table below. Continue adding stock levels until you’re done.

Matched components

Where a product is both an accessory with the type “component” and has an asset in a permanent container, you’ll see a green “matched component” label in the list.

Matched components behave differently from non-matched components on the basis of opportunity. As product accessories, they’re added to the opportunity order view, and Current will automatically allocate to those lines instead of adding new lines on the detail view for them.

Remove components

Set the “Scan mode” to OUT and type or scan the asset number or barcode that you’d like to remove from the container. If something isn’t in the container, Current will let you know.

You can also choose to delete a stock level using the blue arrow to the right of a component in the list.

Empty container

Remove all components from a container by clicking the Empty box under Actions.

Review container

Walking through the warehouse and want to check what’s in a temporary container? Scan or type the asset number in Resources > Serialised Containers. Current will show you what’s inside the container.

On a product page, Current includes a “container” label next to any assets that are serialised containers in the stock level list.

Where an asset is in a serialised container, you’ll see the container name in the stock level list.

Common questions

Why can’t I add a serialised component?

Check that the component asset you’re struggling to add:

  • Is not on a future-dated opportunity or quarantine

  • It is a rental stock level

  • It is on an active product

  • It is at the same store as the serialised container

  • isn’t already a component of another serialised container

  • doesn’t have a stock transaction that makes it unavailable now or in the future (e.g. it has been written off).

Temporary containers are emptied when completed, so you must finalise check-in against your opportunities.

Why don’t I see “matched component”?

You’ll see the green “matched component” label when a product is both an accessory with the type “component” and has an asset in a permanent container. 

If you don’t see “matched component”, make sure that the accessory is configured with the type “component” – matches aren’t found for accessories or safety items.

Matched components don’t apply to temporary containers.

Can I add bulk stock to my serialised containers?

Temporary containers can include serialised, bulk, and non-stock, but permanent containers can only have serialised stock.

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