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  1. WorkMate Feature Guides
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  3. Serials

Change Serials

PreviousAllocate Serials to an Online OrderNextImporting Serials

Last updated 4 months ago

If you need to change a serial in an online order, or one created through WorkMate, you can do so through our Line Item Serial Numbers action.

Demo:

Documentation:

Online Orders:

1. Access your online order

  • Access the order you'd like to change serials for.

Example Order #1048:

  • The product's original serial:

Example: Crewneck product, Serial = CREWSERIAL1

  • To change the serial, click the More actions dropdown.

  • Then click on the Line Item Serial Numbers action.

Example: Changing from CREWSERIAL1 > CREWSERIAL2

  • Then click Save.

2. Review your serials

  • To review the serials you have allocated to your products, click the + App block button.

  • Once you click the + App block button, click WorkMate's Line Item Serial Numbers App block.

  • In this App block, you'll be able to view the product's new serial number.

Tip: To view this App block in each online order, you can pin it by clicking the pin icon in the upper right-hand corner.

WorkMate Work Order:

1. Access your online order

  • Access the order you'd like to change serials for.

Example Order: #1056, CREWSERIAL3

  • To change the serial, click the More actions dropdown.

  • Then click on the Line Item Serial Numbers action.

  • A prompt will appear explaining that orders imported from work orders must be edited through the work order page.

  • Click the word order page link to be redirected to the original word order.

Example: WO-#108

  • To change the serial, click on the serialized item.

  • Then, click the Change serial button.

  • Then, select the new serial number you'd like to switch to.

Example: CREWSERIAL3 > CREWSERIAL4

  • After selecting your new serial, click Save.

  • Your work order will now be updated with the new serial.

  • Lastly, Save your work order.

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