Has anyone ever had to go through the process of c...
# general
m
Has anyone ever had to go through the process of converting inventory items to serialized items? What worked best for you?
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m
Hi @Matt Carter I've never had to convert a large amount of items to serialized items so I mostly just did it manually for the couple that was needed. However, I have had to convert thousands of items from Inventory to Non-Inventory items, or Avg Cost items to Standard Cost items. All require a similar process as you just have to completely remake the item record with using the new type. Some best practices I've found is to 1. Export out the items from a saved search with all the fields/attributes you want or use 2. Import the list back in but only updating the Item name/number field to be the original number with a "-OLD" at the end. (Or some other identifier that is unique and makes sense to your organization) 3. Then Import that same list back in accept this time creating new item records with the correct type. 4. Lastly, sometimes it's nice to set the NEW item as a parent of the OLD item so you can see them rolled up in reports and also link them together for historical analyisis.
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Hope that helps