Manage items on the admin order page
Initial setup
Learn more about adding blocks to your Shopify admin
1. On any order page in Shopify admin, locate the Blocks section.
Click + Block and select "Tracked items" block with the app's logo
(Optional) Click Pin to page for all staff (top right corner of the block) to keep the block for all members of staff.
Making changes
Click Manage items button (bottom right of the block), or Manage items action (via More actions dropdown at the top right of the order page), or the the little pencil button (top right of the block).
A popup window should open with the list of unique item input fields
Fill in the fields. The steps differ, based on the item tracking method.
Individual entry
Fill in the input fields for each item.
Bulk entry
Collapse the order line and enter values separated by commas, spaces, or new lines.
Important: after entering a value into an input field, press space, comma or Enter to capture it. View captured value tags above the input field.
When a variant has multiple tracked fields, values are matched by position. For example, if you enter three serial numbers and three custom field values, the first serial number and first custom field value are assigned to Item 1, the second serial number and second custom field value to Item 2, and so on.
Assign inventory items to order line(s). The serial number tags of the selected items appear above the Items field.
To filter items, enter a serial number or searchable custom field value
In case there are any inaccuracies in the inventory item(s), expand order line(s) and edit the values.
Once you're happy with the changes, click Save.
Once saved, the popup will close automatically. View the updated values in the admin block.
Items are saved in Serializer's database and Shopify's order metafield under the namespace "serializer" and key "properties".
Please do not add custom metafield definitions, or delete or edit existing metafields under the "serializer" namespace, as the app will not function as intended. Learn more about metafields.
Shopify Admin blocks are limited to 600px in height. Therefore, if the order contains many items and fields, values may be truncated. Currently, the top 3 filled fields' values (serial number, warranty duration, custom fields) are reflected in the app block. For large orders, you may prefer managing items in the embedded app.
Top-level items' status
As part of the update a few new app-specific status badges were introduced
Complete - all tracked items' fields have been filled - there is no additional input required.
Incomplete - all or a subset of tracked items' fields are empty
Removable - there are more tracked items in the app's database than the current quantity of items in Shopify. Learn more about why it happens. Click Manage items, select the items to remove (will be permanently deleted) or return to inventory and save.
Tracked - a total number of tracked items. Generally, only shown together with the number of "Incomplete" or "Removable" items.
Next steps
View all sold items on the centralized Sold items page in the embedded app.
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