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Understanding the serialized item overview

Read time: ~5 minutes

Applies to: Admin Portal


What you’ll learn

Understand how to use the Serialized item overview in the CRIBWISE Admin Portal to monitor every serial number’s condition, location, and service status across all devices.


Overview at a glance

The Serialized item overview displays every item in the system that is set as Serialized. For each item, all serial numbers are listed with their current condition, stock location, and service life information.

Unlike the standard item overview, the serialized overview shows items regardless of their status. This makes it the go-to screen for tracking individual tool instances across their full life cycle.

How to open the overview

  1. In the sidebar, click Overviews.
  2. Click Serialized items.
  3. Click the expand arrow next to an item to see its serial numbers.
Step 1: Click Overviews in the sidebar. Step 2: Click Serialized items. Step 3: Expand an item row. Step 4: The serial numbers with condition and location.
Step 1: Click Overviews. Step 2: Click Serialized items. Step 3: Expand an item with the arrow. Step 4: Serial numbers with their condition and location.

Toolbar actions

Action What it does
Open item Opens the detail of the selected item so you can make changes directly from the overview. Only available when an item row is selected.
Collapse all Collapses the list to the item level, hiding all serial numbers.
Expand all Expands the list to show every serial number for every item.
Export Exports the current view to a file.
Refresh Reloads the overview with the latest data.

Filtering the list

Use the Advanced filter to narrow the overview to specific devices, vendors, statuses, or other criteria.

  1. Click the filter icon in the toolbar.
  2. Set one or more filter criteria in the Advanced filter panel, then click Apply.
Step 1: Click the filter icon. Step 2: The Advanced filter panel with options for Stock, Device, Vendor, Manufacturer, Assembly, Status, Category, and Condition.
Step 1: Click the filter icon. Step 2: The Advanced filter panel with criteria including Stock, Device, Vendor, Status, and Condition.

Filter What it filters
Stock Limit to serial numbers in a specific stock
Device Limit to serial numbers in a specific device
Vendor Filter by item vendor
Manufacturer Filter by item manufacturer
Assembly Show all items, only assemblies, or exclude assemblies
Own classification Filter by the item’s own classification value
Status Filter by item release status (e.g., Released, Blocked)
Category Filter by item category
GTC classification Filter by GTC classification code
Quoted item Show all items, only quoted, or only non-quoted
Serviced item Show all items, only serviced, or only non-serviced
Condition Filter by serial number condition (New, Used, For service, etc.)

Tip: Click Clear filter to reset all filter criteria and return to the full list.


Available columns

You can choose which columns are visible by clicking the columns icon in the toolbar. Toggle columns on or off, and drag the handle to reorder them.

Step 1: Click the columns icon. Step 2: Drag the handle to reorder columns. Step 3: The Lot number column can be toggled on or off.
Step 1: Click the columns icon. Step 2: Use the drag handle to reorder. Step 3: Toggle additional columns like Lot number.

Column What it shows
Condition The current state of the serial number. Changes automatically based on actions performed on the instance (see condition reference below).
Location Where the instance is right now. Shows stock, device, and location address when in stock. Shows In production when picked, or In service when picked for service.
Service will trigger at If automatic service rules are configured, this shows the date when the instance will be sent to service. Based on Due date, Time after first use, and Time interval rules — the closest date is shown.
Time picked remaining Remaining picked time before automatic service triggers, based on the Time picked rule and total picked time.
Remaining # of picks Remaining number of picks before automatic service triggers, based on the Number of times used rule.
Last service Date of the most recent service (the date the instance was restocked from a service order).
Loan time ends When the loan period for a picked instance expires.
Tool life remaining Remaining tool life for the instance (if tool life tracking is enabled).
Tool life consumed How much tool life has been used so far.
Tool life status Current tool life status of the instance.
Lot number The lot number assigned to the serial number, if applicable.

Serial number conditions

Each serial number has a condition that updates automatically based on actions performed on it.

Condition What it means
New The instance has not been used yet. Assigned right after creation by restock or new assignment.
Used The instance has been picked and returned as used.
For service The instance has been returned for service, or automatically flagged by service rules.
Refurbished The instance has been restocked from a service order.
Scrap The instance has been scrapped by a user or automatically by the system (based on loan time and automatic scrap rules).
In assembly The instance has been picked to create an assembly composition.

Saved views

If you frequently use a specific combination of filters and columns, save it as a named view so you can restore it later.

  1. Click the saved views icon in the toolbar.
  2. Use the action buttons to Open an existing view, Save as new view, Restore defaults, or Delete a saved view.
  3. Give the view a descriptive name (for example, “All columns only Device1”).
Step 1: Click the saved views icon. Step 2: Actions include Open, Save as new view, Restore defaults, and Delete. Step 3: The saved view name.
Step 1: Click the saved views icon. Step 2: Choose an action (Open, Save as new view, Restore defaults, Delete). Step 3: The saved view name.

Tip: Saved views are user-specific. Other administrators see their own saved views only.


Common confusion

People often think… But actually…
The serialized overview shows all items It only shows items that have the Serialized property enabled. Non-serialized items appear in the standard Item overview instead.
Conditions are set manually Conditions update automatically based on actions (pick, return, restock from service, scrap). You cannot change a condition directly.
Scrapped instances disappear Scrapped instances remain visible in the overview with the Scrap condition. They are not deleted from the system.

Take action

Need to create serialized items? Go to How to create and assign a serialized item for the step-by-step guide.

Want to set up automatic service triggers? See How to set up tool life tracking and automatic service triggers.


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