FieldEx makes it easy to manage large inventories and serialized items through batch uploads and serial number tracking. These tools ensure you can quickly onboard spare parts or assets in bulk, while maintaining traceability for high-value or regulated equipment.
Tip: Use batch uploads during initial system setup, warehouse intake, or when migrating historical records into FieldEx. Always validate your CSV using the sample template to avoid import errors. |
What Is a Batch Upload?
Batch upload allows you to add multiple items (assets or spare parts) to the system using a CSV file, saving time compared to manual entry.
Use batch uploads when:
Receiving bulk inventory
Migrating from a previous system
Setting up initial inventory during onboarding
Batch uploads are done from the web dashboard.
How to Upload in Bulk
Path: For spare parts: Settings > Import/Export > Spare Parts
Path: For assets: Settings > Import/Export > Assets
Steps:
Download the CSV template provided
Fill in required fields such as:
Item name / Asset name
Part number / Serial number
Quantity (for parts) or count (for assets)
Bin assignment
Additional metadata (type, status, supplier, etc.)
Upload the completed file
Review and confirm the import
FieldEx will validate the file. Any errors will be flagged with guidance for correction.
Serial Number Tracking for Assets
Use Cases for Serial Numbers
Assets that require inspections, calibration, or certification
Customer-owned equipment or rentals
Warranty tracking or service history
Regulatory compliance (e.g., medical, electrical, safety)
How Serial Tracking Works in FieldEx
Each asset gets:
A unique serial number
Its own asset record in the system
A traceable history of:
Location and ownership
Service and job activity
Movements between bins or sites
Condition and status updates
Where to Enter or Upload Serial Numbers
Manual Entry: Assets > New Asset > Enter serial number
Batch Upload: Use the
Serial Numbercolumn in the import CSV template (one row per serial)Scanning Option: FieldEx Mobile > Scan QR > View or verify serial during jobs
Viewing Serial Number History
You can view the full history of any serialized asset:
Path: Assets > Select Asset > History
Includes:
Creation and import date
Transfers between bins
Jobs performed
Checklist results
Condition changes
User or technician actions
Real-World Tip: Use serial number tracking for anything that will be returned, serviced repeatedly, or audited for warranty like compressors, laptops, or customer-loaned equipment.
Summary
Feature | Purpose |
Batch Uploads | Add multiple spare parts or assets in one action via CSV |
Serial Numbers | Track individual units of high-value or regulated equipment |
Individual Asset Records | Each serial-tracked item has its own asset card and history |
Lifecycle Tracking | Follow the movement, status, and service of every serial unit |
By using batch uploads and serial number tracking in FieldEx, you improve operational efficiency, reduce manual work, and gain complete visibility into your most critical inventory.