1. Legacy
  2. Troubleshooting

Unlink Serial Number From Customer Account

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

Solution:
We recommend to follow the process below for correcting serialized Items that display as belonging to a customer:

  1. Go to the Customer’s Account > Equipment > Remove the Item details > Un-check the Active Box to inactivate the Equipment from the Customer's Account so it will no longer display. Click OK to save.

  2. Go to the Item Profile Inventory Tab > Locate Item > Double Click to Open > 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. Select Options > Add > Click OK to Save.