Understanding Serialized Databases and Applications
The Serialized module includes multiple databases and applications designed to help you monitor your information.
When you first purchase and receive items in the Purchase Order Entry window, the items are automatically assigned to the Serial customer that you set up in the Customer window. After you sell an item to a customer, the item transfers to the customer’s record and the sale information updates in the Serial Item window. This window also provides basic information about the item, including the vendor from whom it was purchased and the purchase price and date.
In addition to the serial item database, the Serialized application includes several other databases:
The Customer Machines tab. This tab displays information specifically for serialized inventory, such as the territory code and service times.
The Salesperson Technician This tab contains information about your technicians, order-writers, and salespersons. (Only those technicians set up in this window can be dispatched on service calls.)
The Contract Types, Contract Detail, and Machine Detail windows. These contract databases contain information for each service contract. These contract records include the terms of the contract, including meter information. They’re set up so you can easily generate billings, monitor preventive maintenance, track and bill meters, and track profitability.
In addition to these databases, the serialized module also includes several applications, including:
Call logging in the Work Orders window. In this window, you can quickly log and dispatch your service calls.
Call monitoring in the Machine Monitor window lets you view all your existing calls and your call responses. The Machine Monitor Schedule tab lets you monitor your technicians’ work schedules.
Serialized order entry in the Serialized Order Entry window. In this window, you can sell machines and contracts.
Contract, meter, and lease billing in the (EZY) Serial Maintenance Report Selection screen. This screen can greatly automate your billing process.