Serialize Transaction Upload

Serialize Transaction Upload

Note: This transaction requires the Acquire or Dispose Template

Using the Acquire or Dispose Template, fill in the following data fields:

  1. Item No./SKU - Required
  2. Importer (if applicable)
  3. Manufacturer - Required
  4. Country of Manufacture (only required if Importer was indicated)
  5. Model - Required
  6. Caliber/Gauge - Required
  7. Type - Required (Must be selected from available options)
  8. Serial Number - Required
  9. Acquisition Date - Required MM/DD/YYYY format
  10. Acquisition Name
  11. Acquired From FFL Complete 15 character FFL, no dashes or spaces
  12. Acquired From Address Must match premises address as indicated on ATF issued License
  13. Acquired From City Must match premises address as indicated on ATF issued License
  14. Acquired From State Must match premises address as indicated on ATF issued License
  15. Acquired From Zip Must match premises address as indicated on ATF issued License
  16. Acquired from Country Must match premises address as indicated on ATF issued License
THE FOLLOWING FIELDS MUST BE LEFT BLANK:
  1. Disposition Name
  2. Disposed To FFL
  3. Disposed To 4473 Number
  4. Disposed To Address
  5. Disposed To City
  6. Disposed To State
  7. Disposed To Zip
  8. Disposed To Country
The Notes field is available for any notes related to the serialized items.

Once the template has been filled out with the above information, the file can be uploaded using the steps below.

UPLOADING SERIALIZE TRANSACTIONS

  1. Under the Standard Transactions heading click Upload Transactions, or, from any other screen click on Standard Transactions, and select Upload Transactions from the dropdown menu.
  2. Under the heading Select Bound Book to Upload Transactions, select the eBound Book to which you would like to post the transactions.
  3. Under the heading Select Transaction Type to Upload, select Serialize.
  4. Select the Choose File button, the select the file that was filled out using the transaction data above.
  5. Click Upload to execute the data upload. Do not refresh the page. Once data upload is complete, the page will refresh and repopulate Serialize Upload History area.
The Upload History area contains the following information regarding data upload(s):
  1. Date/Time: Date and time of processing of data upload
  2. File Name: Name of file processed for data upload.
  3. Acquisitions: Count of rows of data successfully posted as acquisitions to the selected eBound book
  4. Dispositions: Count of rows of data successfully posted as dispositions to the selected eBound book 
  5. Errors: Count of rows of data not processed via the upload due to errors
  6. Results: Click to view exact results for data upload by row

EXPORT RESULTS OF SERIALIZE TRANSACTION UPLOADS
  1. Under the Standard Transactions heading click Upload Transactions, or, from any other screen click on Standard Transactions, and select Upload Transactions from the dropdown menu.
  2. Under the heading Select Bound Book to Upload Transactions, select the eBound Book that your recent transactions were uploaded to.
  3. Under the heading Select Transaction Type to Upload, select Serialize.
  4. The Upload Transaction screen will update and display the results for historic data uploads. Click the Results button next to the specific upload you wish to view the results of.
  5. Upload results will download as CSV export file.

If any data fields (e.g. Serial Number, Zip Code) in the report contain leading zeroes (e.g., 001, 00900ADE, etc.), simply double clicking the file to open in most spreadsheet programs will drop those leading zeroes. This is a function of data in the spreadsheet program, not Orchid eBound Book. To avoid losing the leading 0's in Microsoft® Excel®, follow the steps below:
  1. Open Microsoft® Excel®.
  2. Open the Text Import Wizard.
  3. When the dialog box opens prompting the User to select the file to import, select the .csv file of the eBound Book export.
  4. Select the Delimited radio button. Click Next.
  5. In the Delimiters list, deselect the default delimiter (if applicable), and select Comma. Click Next.
  6. In the screen which prompts the User to select the data format of each column, select the Serial Number column and click the Text radio button to format Serial Numbers as text.
  7. Click Finish.
Other spreadsheet programs will require different steps, please research these steps BEFORE opening the file in your program.

The Serialize Results file will contain the Import information as provided in the data upload document, as well as a Results column to indicate the results of the upload.  If the data was rejected, the specific reason will be listed in the Results column.

INSTRUCTIONAL VIDEO

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