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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.

Updated over 2 weeks ago

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

Matched components refer to serialised accessories or items that are explicitly linked to a permanent container in Current RMS. These are components designated as essential parts of the parent item, ensuring they are allocated together when the parent container is allocated or scanned. For instance, when a parent container is allocated, the linked matched components are automatically included, whereas non-matched components are grouped separately as "spares."

Matched components behave differently from non-matched components on an opportunity. They’re added to the opportunity order view, and Current automatically allocates to those lines without creating new ones in the detail view. This ensures precise inventory tracking, systematic allocation, and prevents confusion by maintaining clear associations between items and their parent container.

See: Work with temporary or permanent serialised containers on an opportunity. Matched components can be configured by ensuring the accessory type is marked as "component" and linking assets correctly. This configuration allows for smooth operation and allocation during order processing.

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:

  • It 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”?

To set up matched components, include the item as an accessory to the parent container, set the accessory type as "component," and ensure the designated item has an assigned asset in the container. Once set up, you'll see the green "matched component" label when a product meets these conditions.

If you don’t see “matched component,” ensure that the accessory is marked with the type "component" and that the item's assets are correctly linked to the container. This applies only to serialised permanent containers and not temporary containers or safety items.

Matched components don’t apply to temporary containers. Remember, matched components are primarily meant for systematic allocation in quoting and order processing, ensuring every essential item is precisely tracked and included.

Can I add bulk stock to my serialised containers? How do matched components affect quoting and allocation? Matched components enhance operational efficiency by ensuring that serialised accessories allocated to parent containers are automatically included during quoting, reducing manual adjustments and errors.

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

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