Use the Invoices > Serialized Inventory tab to create reports based on serialized inventory data including serial number, unit cost, item name, and more. A common serialized inventory report is serialized inventory by hub.Documentation Index
Fetch the complete documentation index at: https://fieldpulse.mintlify.app/llms.txt
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Create a Serialized Inventory Report
Date Range
Begin by selecting the start date range for which you’d like to report on. Click on the calendar icon to select a date range and click Load Data.
- Today: From 12:00 AM to the current time
- Yesterday: Previous day from 12:00 AM to 11:59 PM
- This Week: From Monday through Sunday of the current week
- Last Week: Previous week
- Last 7 Days: Previous seven days, including today
- This Month: From the first of the current month to the current day
- Last Month: Entire month before the current month
- Last 30 Days: Previous 30 days, including today
- Custom: Use the calendar to select start and end dates
Columns
- Item Name: Line item name
- Serial Number: Serial number
- ID Number: ID number
- Unit Cost: Unit cost for serialized item
- Reference Number: Reference number
- Received At: Date and time the serialized item was received
- Created At: Date and time the serialized item was created
- Hub: Hub where item is located
- Asset Template: Linked asset template
- Item Description: Item description
- Parent Unit Cost: Unit cost of parent line item
- Parent Unit Price: Unit price of parent line item
- Tax: Yes/No
- Type: Product - Inventory
- Item ID#/SKU: Item #/SKU
- UPC: UPC/barcode
- Tags: Tags on line item
Filters
- Item Name: filter by contents
- Serial Number: filter by contents
- ID Number: filter by contents
- Reference Number: filter by contents
- Received At: filter by date
- Created At: filter by date
- Hub: select hub
- Asset Template: select template
- Item Description: filter by contents
- Type: filter by contents
- Item ID#/SKU: filter by contents
- Tags: filter by contents
| Operator | Retrieves Data | Example | Data Retrieved |
|---|---|---|---|
| Equals | Equal to a specified value | Created By - Equals Tom Gause | For all records created by Tom Gause only |
| Not Equal | Different from a specified value | Tag - Not Equal to HVAC | For all records except those using the HVAC tag |
| Less Than | Lower than a specified value | #ID - Less than 1144 | For all records below #1144 |
| Less Than or Equal To | Lower than or equal to a specified value | Job Date/Time - Less than or equal to 12/13/2023 | For jobs scheduled before or on 12/13/2023 |
| Greater Than | Greater than a specified value | Job Duration - Greater than 60 minutes | For jobs in the In Progress status type for over 60 minutes |
| Greater Than or Equal To | Greater than or equal to a specified value | Job Date/Time - Greater than or equal to 1/1/2024 | For jobs scheduled on or after 1/1/2024 |
| In Range | Including and between two specified values | #ID - Between 1225 and 1236 | For all estimate records with #IDs between 1225 and 1236 |
| Starts With | Begins with a specified value | Title - Annual | For all job records beginning with Annual |
| Ends With | Ends with a specified value | Location - TX | For all job locations ending with TX |
| Blank | No values are in the field | Subtitle | For all job records with blank subtitles |
| Not Blank | Values in the field | Notes | For all job records with values in the notes field |
Common Serialized Inventory Reports
Serialized Inventory by Parent Line Item
Use this report to view each serialized inventory item grouped by the parent line item. Columns: Customize to your needs Group By: Item NameSerialized Inventory by Hub
Use this report to view each serialized inventory item and where each item is stored. Columns: Customize to your needs, but must include Item Name, Serial Number, and Hub. Group By: HubHave additional questions? Contact us at support@fieldpulse.com or use the chat feature in the bottom right corner of your screen.