What is the best way to correct a serial number that has been linked to the wrong customer's account under Equipment?



We recommend to follow the process below for correcting serialized item's that display as belonging to a customer:

  1. Go to the Customers Account > Equipment > Remove the Item details > Uncheck the Active Box to inactivate the Equipment from the Customer's Account so it will no longer display.
  2. Go to the Item Profile (Inventory Tab > Locate Item > Update) > Serial Numbers > Select the Serial Number >Options > Delete >
  3. Re-add the Serial Number so you can now use this Serial Number again to sell to another customer or the correct customer.