How To

Selecting Inventory to Include with Your Feed

If you're using the Inventory portion of ChannelAdvisor Complete, selecting your inventory to be included in your shopping and flex feeds is an important step in the feed creation process that involves the use of labels to assign your inventory . Before completing this step in the process you will want to be sure that you have successfully uploaded your inventory into ChannelAdvisor. To learn more about the inventory upload process please refer to the Inventory Getting Started Guide before moving forward with the feed creation process.

Regardless of your inventory source, also be sure to configure your Reference Field Mappings .

 

Prerequisites


 

Tasks to Complete


Complete the following tasks:

 

Select a Label

In this section you will simply need to select the inventory designated for this feed by selecting the appropriate label. The label selection will default to the 'All Inventory' label. To learn more about labels and how they are used in ChannelAdvisor please visit the Grouping Inventory Using Labels page.

Once you select a label from the dropdown, depending on where you created the label, you will be able to either edit the label with the Inventory Selector or in the ChannelAdvisor Inventory system.

 

Customize Your Label with the Inventory Selector

When you create or edit a label, a view will open up where you can choose inventory items on your label to exclude from the feed. Below is a breakdown of the functionality of the inventory selector. Once you have selected the items to exclude from this feed save your settings and move on to the next section of the guide; 

  • Excluding Inventory – By simply checking the box next to an inventory item you can choose to exclude an item from being sent with this feed. You are essentially creating your own custom filter by doing this. At any time you can choose to include an item you have excluded by simply unchecking the box.
     
  • Adding/Removing Search and Filter Columns – Within your Inventory Selector view you will have the option to customize what information is displayed by adding or removing columns. Follow the steps below to add/remove columns:
    • Hover your cursor over any column heading and select the dropdown carrot.
    • Check or uncheck column headings that you wish to add or remove from your view.
       
  • Sorting – The contents of each column can be sorted from ascending to descending order. Follow the steps below to sort the contents of your Inventory Selector view:
    • Hover your cursor over any column heading and select the dropdown carrot.
    • Select one of the sort options.
       
  • Search – The search functionality will allow you to search for and isolate a specific item in your view. Follow the steps below to use this function:
    • Under the column heading type in the value you wish to search for. (Not all columns will have the search option).
    • Select the Search button. If the value for the field you searched for is in your library only that item will be seen in your library view.
       
  • Filter – Filtering allows you to isolate a group of SKUs based on a specified criteria. Follow the steps below to use this function:
    • Under each column heading you wish to filter on either type in a filter range (From - To) or select an option from the dropdown menu. (Not all columns will have the filter option)
    • Select the Search button.

 

Using Advanced Filters

If you have previously created a label in the ChannelAdvisor inventory system, you will receive an Edit in Advanced Filters button to edit your feed. Clicking this button will navigate to My Account > Account Settings > Advanced Filter view to setup your advanced filter.

Advanced Filters allows you to create complex queries to identify and isolate specific subsets of data from your account information. These filters can be designed to look at specific fields of information and include or exclude results based on parameters that you specify. Depending on the type of data being examined, different fields are available for use by the filter. Once configured, these filters can be accessed directly in the view and even configured to be the default setting for that view each time you come to the page.

For additional information on using advanced filters view the Using Advanced Filters page of the Strategy and Support Center.

If you're using the Inventory portion of ChannelAdvisor Complete, selecting your inventory to be included in your shopping and flex feeds is an important step in the feed creation process that involves the use of labels to assign your inventory . Before completing this step in the process you will want to be sure that you have successfully uploaded your inventory into ChannelAdvisor. To learn more about the inventory upload process please refer to the Inventory Getting Started Guide before moving forward with the feed creation process.

Regardless of your inventory source, also be sure to configure your Reference Field Mappings .

 

Prerequisites


 

Tasks to Complete


Complete the following tasks:

 

Select a Label

In this section you will simply need to select the inventory designated for this feed by selecting the appropriate label. The label selection will default to the 'All Inventory' label. To learn more about labels and how they are used in ChannelAdvisor please visit the Grouping Inventory Using Labels page.

Once you select a label from the dropdown, depending on where you created the label, you will be able to either edit the label with the Inventory Selector or in the ChannelAdvisor Inventory system.

 

Customize Your Label with the Inventory Selector

When you create or edit a label, a view will open up where you can choose inventory items on your label to exclude from the feed. Below is a breakdown of the functionality of the inventory selector. Once you have selected the items to exclude from this feed save your settings and move on to the next section of the guide; 

  • Excluding Inventory – By simply checking the box next to an inventory item you can choose to exclude an item from being sent with this feed. You are essentially creating your own custom filter by doing this. At any time you can choose to include an item you have excluded by simply unchecking the box.
     
  • Adding/Removing Search and Filter Columns – Within your Inventory Selector view you will have the option to customize what information is displayed by adding or removing columns. Follow the steps below to add/remove columns:
    • Hover your cursor over any column heading and select the dropdown carrot.
    • Check or uncheck column headings that you wish to add or remove from your view.
       
  • Sorting – The contents of each column can be sorted from ascending to descending order. Follow the steps below to sort the contents of your Inventory Selector view:
    • Hover your cursor over any column heading and select the dropdown carrot.
    • Select one of the sort options.
       
  • Search – The search functionality will allow you to search for and isolate a specific item in your view. Follow the steps below to use this function:
    • Under the column heading type in the value you wish to search for. (Not all columns will have the search option).
    • Select the Search button. If the value for the field you searched for is in your library only that item will be seen in your library view.
       
  • Filter – Filtering allows you to isolate a group of SKUs based on a specified criteria. Follow the steps below to use this function:
    • Under each column heading you wish to filter on either type in a filter range (From - To) or select an option from the dropdown menu. (Not all columns will have the filter option)
    • Select the Search button.

 

Using Advanced Filters

If you have previously created a label in the ChannelAdvisor inventory system, you will receive an Edit in Advanced Filters button to edit your feed. Clicking this button will navigate to My Account > Account Settings > Advanced Filter view to setup your advanced filter.

Advanced Filters allows you to create complex queries to identify and isolate specific subsets of data from your account information. These filters can be designed to look at specific fields of information and include or exclude results based on parameters that you specify. Depending on the type of data being examined, different fields are available for use by the filter. Once configured, these filters can be accessed directly in the view and even configured to be the default setting for that view each time you come to the page.

For additional information on using advanced filters view the Using Advanced Filters page of the Strategy and Support Center.

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