Contents
- Steps to create a serial policy.
- 1. Go to the Setup Module.
- 2. Under ‘Structure’ click on ‘Policies’ from the left menu.
- 3. Click on the options menu (3 dots) from the top right.
- 4. Click on ‘Add Serial Policy’
- 5. Enter the policy name and select if the policy needs to be attached to the products or material. Make sure the policy is enabled to use it in the products.
- 6. Click on ‘Add Products’ to associate products with this policy. Once a serial policy is associated with a product, all the SKU’s under that product will have the same serial policy associated with them.
- 7. Filter the products with parent and child and select the products. Click on ‘Add’ to associate the selected products with this policy.
- 8. Select the ‘Serials’ tab.
- 9. There are pre-built attributes for the serial policy select the ones which you need.
- 10. Additionally you can add the required custom attribute by entering the attribute key details and attribute type under the custom attribute section.
- 11. Click on ‘Save’ to add the serial policy.