Customize a Verified Record and compare to the original

Paul Boken

Last Update 9 months ago

Overview:

In this tutorial, we’ll guide you through the process of customizing a verified product record and comparing it to the original to check for any changes made by the manufacturer. This is a crucial feature that ensures your customized records stay up-to-date with the latest manufacturer information

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Step 1: Open the Verified Record

  1. Select the Product:
    Navigate to the verified product you wish to customize. For example, "Pilot Exterior (PEX) Color Changing."

  2. Click "Edit":
    To begin making changes, click the "Edit" button.


Step 2: Customize the Record

  1. Add Notes:
    In the editable fields, add notes about the product’s uses or preferences. For instance, you might note, "Great for Backlighting. Use the 30x60 Optics."

  2. Review Available Optics:
    Take a look at the available optics, such as "10°X10°, 10°X30°, 10°X60°, 15°X15°, 15°X30°, 15°X60°, 30°X30°, 30°X60°, 100°X100°, Asymmetric."

  3. Select Preferred Optic:
    If you have a preferred option, such as "30°X60°," narrow down the selection to this specific optic.

  4. Add Confidential Information:
    Because the product is in your collection or workspace, you can add confidential information like pricing. This allows you to track important details specific to your needs.

  5. Click "Update":
    Once you’ve made all desired changes, click "Update" to save your customized record.


Step 3: Understand the Verification Status

  1. Notice the Verification Badge:
    After updating, you may notice that the green verification badge has turned red. This indicates that the verified record has been modified.

  2. Understand the Implications:
    It’s important for you and your team members to recognize that a modified verified record may differ from the manufacturer’s latest version.


Step 4: Compare with the Original Verified Record

  1. Click "Compare with Verified":
    A new button labeled "Compare with Verified" will appear. Click this to compare your customized version with the live information from the manufacturer’s workspace.

  2. Review the Comparison:
    On the left side, you’ll see the manufacturer’s current information, while your customized version will be on the right. Scan through both versions to identify any differences.

  3. Confirm Modifications:
    If your modifications, such as optic changes, are still valid, you can confirm them. For example, if the "30°X60°" optic is still available, your customization is up-to-date.


Conclusion:

Congratulations! You now understand how to customize a verified record in Sourcery and how to compare it with the original to ensure accuracy. This process is essential for maintaining up-to-date product information while allowing for personalized adjustments. Now let’s start saving time!

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