Serialized containers let you link serialized stock levels (i.e. assets) together.
- When you allocate a serialized container to an opportunity, any serialized components are automatically allocated.
- Easily swap out serialized components that aren’t working straight from the opportunity detail view.
- You can have serialized containers within serialized containers.
- Create as many serialized components on a serialized container as you like – there’s no limit.
When would you use serialized containers?
Serialized containers are used when one asset is generally rented with the same serialized components on a semi-permanent basis, for example:
- Cameras that are rented with a particular battery and memory cards.
- Wireless microphone kits in a rack that are rented with specific microphones, radio receivers, and power supplies.
- Bars of PAR lamps, where six lamps are ready-to-rent on a bar.
Not sure if you need accessories or a serialized container? Check out our guide: How do packages or kits work in Current RMS?
Serialized containers link assets together, so first make sure that you’ve created each product that you’d like to include in your serialized container, and that you’ve set up serialized stock levels for that product.
To make a serialized stock level into a serialized container, head to the product page for that stock level and click on the asset number in the list.
You can also use the Find by asset button the Resources > Products screen to jump straight to the stock level page.
Add serialized component
A serialized component is an asset that’s included with the serialized container. To add a serialized component, find the Serialized Components section and choose add a new serialized component.
Type or scan the asset number of the stock level that you’d like to include in this container.
Each time you add an asset, you’re brought back to the start so you can continue adding assets. Hit the
X icon or hit cancel when you’re done.
You’ll see any serialized components and their product in this container listed in the Serialized Components section.
Where a product is both an accessory with the type “component” and has an asset in this serialized container, you’ll see a green “matched component” label.
Matched components behave differently to non-matched components on the opportunity:
- As an accessory, a matched component will show up on the opportunity order view; non-matched components do not, they show on the opportunity detail view when allocated.
- Non-matched components do not affect the container price, weight or replacement charge. The serialized container product’s price, weight, and replacement charge should reflect all its constituent components.
View your serialized containers and components
Any assets set up as a serialized container have a “container” label in the stock level list.
Where an asset is in a serialized container, you’ll see the container name in the stock level list.
Why can’t I add a serialized component?
The most likely reason is that the asset has been booked on a future-dated opportunity (or quarantine). When you add a component to a serialized container, you’re specifying that this asset is a part of the container asset, so you can’t allocate it without the container in future.
If not, check that the component asset you’re struggling to add:
- is a serialized rental stock level.
- is on an active product.
- is at the same store as the serialized container.
- isn’t already a serialized component to another serialized container.
- doesn’t have a stock transaction that makes it unavailable now or in the future (e.g. it has been written off).
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 serialized 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.
Can I add bulk stock to my serialized containers?
Serialized containers links assets together, so it only works for serialized stock levels right now. Use accessories to specify that bulk stock products are included with a particular product.