If the answer is no, or if you have to check a spreadsheet to find out, your inventory setup is not working. We implement serial number tracking from purchase receipt through to customer delivery and fixed asset conversion.
Serial numbers assigned at goods receipt. From that moment every movement is recorded: from Head Office warehouse to Demo/Pilot to Operational Deploymentd at Customer. The timeline on the right shows the full history of one unit.
Unit going from warehouse to demo site to operational deployment is not a manual note. It is a transfer order in the system with date, quantity, source, destination and transferred status. Full audit trail.
Custom Deployment Activation module in CRM links the deployment contract to the serial number, sets the monthly rental and deployment term, connects to the recurring invoice in Books and tracks Asset Conversion Status and Depreciation Status per unit.
When a unit transitions from inventory to an operational deployment, an inventory adjustment removes it from stock and it is capitalised as a fixed asset in Zoho Books with depreciation starting from conversion date.
All unit purchases must first enter the system through the Main Warehouse, even if the vendor ships directly to the customer. This ensures serial numbers exist in the system, inventory valuation is correct and traceability is maintained end to end.