Creating Serial Extra Fields

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:
  1. From the Left hand menu, navigate to More
  2. Click on “Products”, this will open up the Products List window.
  3. Click on the desired product
  4. Under the selected product, click on "Serials". This will open up the Serials List window 
  5. Click on the Add icon to load the Serial Add options
  6. Click on “ Upload Serial Batch”.
  7. Create an excel spreadsheet and add in a column with ID as the header.
  8. 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.
  9. 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.
  10. Add the Serial Extra Fields as column headers and then enter the corresponding values.
  11. 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.​
  12. Once the upload is complete the product serial, the corresponding contacts and Serial Extra Fields will be updated accordingly.


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