Add serial-numbered stock

Record one physical unit of a serialized item, such as a furnace or a compressor, with its serial number, tag and location, and retire it when it is gone.

In the sidebar, open Inventory, then Serial-Numbered Stock. The page address is /inventory/serialized. The page heading reads Inventory Assets.

Before you start

• The item has to exist first with Item type set to Serialized (or Bookable unit). See Add a product or part. The Inventory item list offers every active item, but Nova refuses to save a unit against a plain quantity item.
• This page is for stock you sell or install. Equipment already installed at a customer's home is a service asset instead; see Track a service asset.
• Your role needs permission to create serialized stock. Otherwise Add asset is missing.

Steps

1. Press Add asset. A drawer opens.
2. Under Inventory item, search and pick the serialized item this unit belongs to. It is the only required field.
3. Under Linked inventory unit, pick the matching bookable unit only if you set one up for the schedule (Add a bookable unit); otherwise leave it empty.
4. Under Location, pick where the unit is right now, or leave None. The location has to be in the same branch as the item.
5. Leave Status on Active, or choose Out of service if it is not ready to go out. Retired is greyed out; use the Retire action instead.
6. Type the Serial number from the unit, and an Asset tag if you label stock with your own tags.
7. Under Bookable, tick Available for booking if this unit can be reserved on the schedule, for example a rental. For a Bookable unit item you must tick it.
8. Leave Operational management off for stock you will sell or install. Turn it on only for equipment your own company keeps and maintains; Nova then also creates a matching asset under Equipment & Fleet.
9. Add Notes, then press Create asset. The drawer closes and Nova shows "Inventory asset created."

What you see

• The list shows Item, Asset tag, Serial, Status, Inventory unit, Location, Bookable and Updated. Search with Search assets; Filters narrows by item, location, status and whether it is bookable.
• Press a row to edit it, or use its menu: Edit and Retire. A retired unit shows Return to service instead.
• Columns lets you add Notes and other fields to the table.

If something looks different

• The list reads "No inventory assets found.": nothing has been added yet.
• Saving fails with "Assets can only be created for serialized or bookable_unit inventory items": the item you picked is a plain Quantity item. Change its Item type or pick another item.
• Saving fails with "bookable_unit assets must be bookable": tick Available for booking.
• Operational management is greyed out with a note about operational asset access: your role cannot create operational assets, so leave it off. It is also locked on when the linked unit is already managed that way.
• Retire asks you to confirm. The unit keeps its full history and stops being bookable. Nova refuses to retire a unit with Operational management on while it is still linked to its equipment record.
• Adding a unit does not change the item's stock count. If you also track the count, record a Receipt for it (Record a stock movement); moving the unit with a transfer is refused with "Insufficient stock for requested transaction" until the source location shows stock.

Open Serial-numbered stock