Introduction

Reserving a serial number (asset) means that a specific product unit is pre-assigned to an order and will automatically be linked to the subscription once it's created. This ensures better inventory control, traceability, and operational efficiency.

Enabling this feature in circuly allows serial numbers to be automatically reserved—removing the need for manual assignment during subscription creation.

‍

Why reserving serial numbers matters

Here are a few key reasons to reserve serial numbers in circuly:

1. Inventory management
Reserving a serial number ensures the specific product required for the order is set aside and not mistakenly allocated to another customer. This helps maintain accurate inventory levels.

2. Product traceability
With unique serial numbers assigned to each order, you gain clear traceability. If there’s ever an issue or product recall, you can easily identify and track the affected items.

3. Warranty & support
A reserved serial number simplifies support. When a customer needs assistance, your team can quickly retrieve relevant order and product details using the serial number.

Overall, it contributes to operational accuracy, faster service, and better organisation throughout your order and subscription processes.

How to enable serial number reservation in circuly

To enable automatic reservation of serial numbers:

1. Go to your circuly Hub
2. Navigate to:
   Settings > Checkout > End checkout
3. Enable the setting “Reserve serial number”

Once this switch is enabled, circuly will:

• Automatically reserve a serial number from the Asset List
• Assign the reserved asset to the order item when creating a subscription
• Update the asset’s status from “in stock” to “reserved”
• Once a subscription is created, change the asset status from “reserved” to “rented out”

When you create a subscription, the serial number will already be pre-assigned to the order item—saving you an extra step.

‍

How to add assets to circuly

To use the serial number reservation feature, your assets need to be added to circuly and marked as “in stock”.

Steps to Import Assets:

1. Download and fill out the asset import template.
2. Make sure each asset has the correct status set to “in stock”—only assets with this status can be reserved.
3. Go to the Assets tab in your circuly Hub.
4. Click the CSV icon to upload your asset file.

Once imported, circuly will use these assets to fulfill orders with automatic serial number reservation.