Installation tracking

The Installed products tab is the record of what is actually on the wall, in the rack and behind the screen. It is the difference between what you sold and what is really there, and it is what you fall back on two years later when a unit dies.

The counters

Four tiles sit at the top: Ready to install (collected for this project and still missing from the bill of materials), Units installed, In RMA, and Warranty ending within 90 days. The last two turn orange when they are not zero.

Installing what you collected

Install from BOM, labelled Install N collected when stock is waiting, opens a list built from the project bill of materials. Each row shows what the job needs, how much was collected for it, and how many to install now. Rows that were collected are ticked and prefilled with the collected quantity; rows still with the supplier start unticked. Adjust the quantity per row if you are installing in passes, set a warranty date per row or use the control at the bottom to fill every ticked row at once, including the plus one, two and five year shortcuts. Installing issues the stock from the reservation, so the collect overview follows along.

Rows that are already fully installed are dimmed and cannot be ticked again.

Adding something by hand

Add item opens a two tab dialog. On Details you pick a catalog product, which fills in the name, SKU and category, or you type a free text name for anything not in the catalog, plus a quantity and a location such as Rack A or Bar. On Serial and warranty you record the serial number, the install date, the warranty end date and any notes.

A quantity row and a serialised unit are different things. If you give a serial to a row with a quantity above one, that single unit is split off as its own row and the rest stay grouped. The dialog warns you before it does this. You can also click the small plus serial link in the table to jump straight to that field.

Status and lifecycle

Click the status badge on a row for the actions that apply.

Start RMA marks the unit In RMA and opens an RMA ticket recording the supplier, your RMA reference and the fault description. Back from RMA sets it to installed again.

Replace takes the old unit out, keeps it in the history with the reason Replaced, and puts a new unit of the same product in with its own serial and warranty. The two are linked. Replace works on single units only, not on grouped quantity rows.

Mark removed asks for a reason and keeps the row in the history. Delete removes the row permanently and is only there for mistakes.

Finding things

Search covers names, SKUs, serial numbers and locations. Filter by category when there is more than one. The Current and History tabs switch between what is there now and everything ever recorded, including removed units.

Limits

Warranty is a date you set, not something fetched from a supplier. Nothing is checked against a serial number registry, and the warranty tile only counts units expiring within 90 days or already expired.