Prep An Item
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Preparing an Item
All item prep & allocation is done in the opportunity's Detail View,
Bulk Items
For Bulk Items, you should be in the "Functions" tab Select the item you want to prep and use the Action > Prepare. They will switch to Prepared.
Serialized Asset
Anything serialized is done under the Allocate Tab. Make Sure "Mark as prepared" is Yes.
Scan (or type in) the asset tag
The Asset is not prepared on the order:
Serialized Container
When you scan a serialized container, all the content of the container is also allocated in one fell swoop
