Auto-register equipment from sales

Auto-register equipment from sales

Equipment can be created automatically when a tracked product is sold, fulfilled, or installed, so your asset registry stays current without manual entry.

Mark a product as trackable

1. Open the product under Settings → Products & Services (or edit the product).
2. Tick Track as customer equipment.
3. Save the product.

When equipment is created

• Fulfillment — when a serialized tracked product ships, a unit is registered for each serial.
• Invoice — when a tracked, non-serialized product is invoiced, a unit is registered per quantity.
• Work order — when a job that installed a tracked product is completed (and is not tied to an invoice), a unit is registered.

Registration is de-duplicated — a serial is never registered twice, and re-saving the same sale will not create duplicates. Only products you mark as trackable are registered.