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            Knowledge Base Echo Mobile Categories Products and Product Serials Product Serials

            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”
            3. This will open up the Products List window.
            4. Click on the desired product
            5. Under the selected product, click on "Serials". This will open up the Serials List window 
            6. 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”
                  3. This will open up the Products List window.
                  4. Click on the desired product
                  5. Under the selected product, click on "Serials". This will open up the Serials List window 
                  6. Click on the Add icon add serials icon.png to load the Serial Add options

                  7. Click on “ Upload Serial Batch”.

                  8. Create an excel spreadsheet and add in a column with ID as the header.

                  9. 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.

                  10. 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.

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



                    Updated: 18 Dec 2018 01:34 PM
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