How To

Copy Account Assets

ChannelAdvisor allows you to copy settings from one account to others using the Copy Account Assets page. To begin, navigate to My Account > Utilities > Copy Account Assets. You can use this utility to copy Classifications, Inventory Attributes, Labels, Variation Relationships, Lookup Lists, Business Rules and Inventory Templates.

Note: Only users who have the Group Admin module and access to all Accounts for a given client have the ability to copy account assets.

Step One: Choose the source account from which you would like to copy and the destination accounts to which you would like to copy.

Step Two: Choose which assets you would like to copy from the menu on the left. Note that you do not have to copy these in order—you may jump between them as needed.


Step Three: Choose what to copy. For each type of asset (i.e. Inventory Attributes), you have the option to copy all of them, or chose specific ones to copy.

 

  • For Inventory Attributes you can also choose to copy the default values and option lists associated with each Inventory Attribute. Any Classifications required by a selected Inventory Attribute will also be copied.
  • For Labels using an Advanced Filter, the Advanced Filter and Schedule will not be copied.
  • For Variation Relationships, any Inventory Attributes required by a selected Variation Relationship will also be copied.
  • For Business Rules, any other Business Rules, Lookup Lists, Inventory Attributes or Classifications required by a selected Business Rule will also be copied.
  • For Inventory Templates, any Business Rules, Lookup Lists, Inventory Attributes or Classifications required by a selected Inventory Template will also be copied.

Step Four: Select “Copy and Continue” to begin the copy process. A message will be placed in the destination account when the copy process is complete.

ChannelAdvisor allows you to copy settings from one account to others using the Copy Account Assets page. To begin, navigate to My Account > Utilities > Copy Account Assets. You can use this utility to copy Classifications, Inventory Attributes, Labels, Variation Relationships, Lookup Lists, Business Rules and Inventory Templates.

Note: Only users who have the Group Admin module and access to all Accounts for a given client have the ability to copy account assets.

Step One: Choose the source account from which you would like to copy and the destination accounts to which you would like to copy.

Step Two: Choose which assets you would like to copy from the menu on the left. Note that you do not have to copy these in order—you may jump between them as needed.


Step Three: Choose what to copy. For each type of asset (i.e. Inventory Attributes), you have the option to copy all of them, or chose specific ones to copy.

 

  • For Inventory Attributes you can also choose to copy the default values and option lists associated with each Inventory Attribute. Any Classifications required by a selected Inventory Attribute will also be copied.
  • For Labels using an Advanced Filter, the Advanced Filter and Schedule will not be copied.
  • For Variation Relationships, any Inventory Attributes required by a selected Variation Relationship will also be copied.
  • For Business Rules, any other Business Rules, Lookup Lists, Inventory Attributes or Classifications required by a selected Business Rule will also be copied.
  • For Inventory Templates, any Business Rules, Lookup Lists, Inventory Attributes or Classifications required by a selected Inventory Template will also be copied.

Step Four: Select “Copy and Continue” to begin the copy process. A message will be placed in the destination account when the copy process is complete.

0
Your rating: None
0
Your rating: None
Tags