Creating Serial Extra Fields
A serial number is a unique number used for identification and inventory purposes. A serial number allows a company to identify a product and get additional information about it, for replacement, or as a means of finding compatible parts.
You can create serial extra fields by uploading the product serials, the respective phone number and additional properties of a serial such as Manufacture date, Ship date or Distributor.
To upload serial extra fields, do the following:
- From the Left hand menu, navigate to More
- Click on “Products”, this will open up the Products List window.
- Click on the desired product
- Under the selected product, click on "Serials". This will open up the Serials List window
- Click on the Add icon to load the Serial Add options
- Click on “ Upload Serial Batch”.
- Create an excel spreadsheet and add in a column with ID as the header.
- On this spreadsheet, add in a new column with the column Id as "em_Register". This column will be used to capture the contact's phone number that registered the product.
- You can also add in the product serial registration dates if you do have this information by populating registration dates in the registration_date column.
- Add the Serial Extra Fields as column headers and then enter the corresponding values.
- Once you have populated the upload batch spreadsheet with the product serials, their corresponding contact phone number and the Serial Extra Fields, save it and upload it.
- Once the upload is complete the product serial, the corresponding contacts and Serial Extra Fields will be updated accordingly.
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