Changing Serial Registration Dates

Changing Serial Registration Dates

Once serials have been registered, the registration dates can be changed so as to suit the current sales process of the products. You can change the serial registration dates manually or via an upload file.

Manually Changing Registration Date

To manually change the registration date, 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 desired serial, this will open up the Serial Details page. Under the current registration date, click to select the new date and click on “save changes” to update the date.

        Changing Registration Dates via Upload

        You can upload a historical registration date in the upload batch file for products serials. This means you would populate the serial upload file with the serial ID, the corresponding contact's phone number and the registration date.

        To upload product serials with their respective registration dates, 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. Next, add in a new column with the column Id as "registration_date” . This column will be used to capture the date that the product was registered.

        10. Once the upload is complete; the serial numbers, the corresponding contacts and registration date will be updated accordingly



            • Related Articles

            • Group Product Serial Registration

              Group Product registration comes in handy when an organization are looking to register a product via SMS and their Short Code as opposed to relying on instructions on the product. Example: An organization advertises registration of product warranty ...
            • Survey Product Serial Registration

              Survey product registration comes in handy when an organization are looking to instruct a customer on how to register a product via SMS as opposed to relying on instructions on the product. Example: An organization advertises registration of product ...
            • Product Registration

              Product registration is a feature that allows your customers to register products that they purchase from you. This allows you to track your products and know who has bought your products and how many of your products have been purchased. Your ...
            • 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 ...
            • Manually Registering a Serial

              You can manually register a serial with a contact number. To manually register a serial, 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 ...