How To

Using the All Products View

The All Products page in ChannelAdvisor will serve as the central hub for managing your products and inventory in ChannelAdvisor. This page highlights the different tasks that can be completed from this view.


Customizing the All Products Page


The All Products page can be customized to allow each user the ability to view only the information that is essential to their task.


Viewing Variations and Bundles

At the top left of the grid there are three buttons: All , Variations , and Bundles .

Or if you are using a smaller screen, like a tablet or mobile device, the buttons will be displayed in a drop-down list.

Click on the Variations button will limit your view to only Parent and Child products that are in a variation relationship. The parent products row will show with a slightly grey background and all children will display below. Each relationship can be collapsed to show only the parent by clicking on the arrow icon in the far left column.

Click on the Bundles button to see only products that are bundles or components of bundles. Similar to the Variations view, bundle products can be collapsed to show only the Bundle by clicking on the arrow in the column on the far left.


Customizing Columns

The columns on the All Products Page can be customized by showing or hiding specific columns or rearranging the order of the columns.


Column Configurations

You can select which columns show and in which order on the All Products Page by clicking the edit button next to Custom Columns on the top of the grid.

From the edit dialog box you can select which columns you would like to display by clicking the plus or minus button next to the column name. The list of available columns can be filtered using the Search box at the top of the page. The order of the columns can be changed by clicking on the icon to the left of the column name and dragging the column up or down in the list.

Once you have selected and ordered your columns, you can click the Save As… button at the bottom of the dialog to give your configuration a name so it can be reused later, or you can click Apply to see the changes without saving.

Once you have saved a column configuration, it will be available in the Custom Columns drop-down so you can easily switch between configurations.

If you are on a small screen like a tablet or mobile phone, the custom columns drop-down will appear only with the icon:

Columns can also be rearranged directly on the page by dragging the column left or right.


Filtering and Sorting


The All Products Page offers several methods for filtering or sorting your product data. Combining column top filters and Advanced Filters allow you both speed and flexibility in viewing your product data.


Column Top Filters

Each column has a filter input directly at the top. By entering values into the filters at the top of columns you can quickly see only the products you are interested in working with. Multiple columns can be filtered at the same time. Multiple filters will be combined so that the resulting products must meet all filter criteria.


Advanced Filters

The advanced filter system allows you to create complex expressions for filtering your data, and then saving those filters to be reused and easily accessed.

  1. Clicking on the Advanced Filter drop-down near the top of the grid allows you to access any previously created or system filters in your account.
  2. Click on the Edit link next to the Advanced Filter drop-down. This will expand the expression builder tool and allows you to create filters using AND or OR expressions and nested groups.
  3. Click Apply to run the filter.
  4. Click Save As to save the filter into your account.

Any column top filters that are applied will be added to your advanced filter, so that only SKUs that meet BOTH criteria will be shown.

If you had previously created advanced filters on the original all products page, those filters have been automatically imported into your list and prepended with the term Legacy . These filters are read-only, but can be saved under a new name and then edited by clicking the Save As... button.


Sorting Columns

Columns can be sorted by clicking on the header in the grid if the column is sortable. Clicking the header the first time sorts in ascending order. Clicking the header a second time sorts in descending order.


Creating and Editing Products



Creating New and Editing Existing Inventory

You can easily create inventory items one at a time or edit existing inventory via the All Products view simply by selecting the Create New button to add a new item or by selecting the SKU name to edit an existing item. It is recommended as you are getting started with ChannelAdvisor to understand how to perform these actions via the All Products view. As you become more comfortable with ChannelAdvisor you will eventually want to learn how to perform these actions in bulk via a spreadsheet.

See the Uploading Inventory page to learn more about the different options for creating and editing your inventory.


Inline Editing

Certain fields on the All Products page can be edited directly in the grid without leaving the page. Fields that are editable are highlighted when you mouse over the product row. Most fields and attributes, including Title , Available Quantity and Price are editable.


Additional Actions


After selecting an inventory item, you can also perform these additional actions.


Creating an Individual Sale

Many retailers have 'offline' sales that may occur and they would like to appropriately decrement inventory quantity and maintain an invoice in the ChannelAdvisor order management system. To create an invoice directly in the ChannelAdvisor system, follow these steps:

  1. From Inventory > Products > All Products Beta , select the item(s) to include on the invoice.
  2. Select More and then Create Sale in the toolbar.
  3. Complete the information required to generate an invoice, including buyer information and item price.
  4. Click Save and Exit .

After completing this process an invoice will appear in the Sales > Orders and Transactions > All Sales view. You can use the automated email notifications system to request the buyer complete checkout online to complete their order, or you can edit the order status to include the buyers payment and shipping information and complete the order directly in the All Sales view.

The All Products page in ChannelAdvisor will serve as the central hub for managing your products and inventory in ChannelAdvisor. This page highlights the different tasks that can be completed from this view.


Customizing the All Products Page


The All Products page can be customized to allow each user the ability to view only the information that is essential to their task.


Viewing Variations and Bundles

At the top left of the grid there are three buttons: All , Variations , and Bundles .

Or if you are using a smaller screen, like a tablet or mobile device, the buttons will be displayed in a drop-down list.

Click on the Variations button will limit your view to only Parent and Child products that are in a variation relationship. The parent products row will show with a slightly grey background and all children will display below. Each relationship can be collapsed to show only the parent by clicking on the arrow icon in the far left column.

Click on the Bundles button to see only products that are bundles or components of bundles. Similar to the Variations view, bundle products can be collapsed to show only the Bundle by clicking on the arrow in the column on the far left.


Customizing Columns

The columns on the All Products Page can be customized by showing or hiding specific columns or rearranging the order of the columns.


Column Configurations

You can select which columns show and in which order on the All Products Page by clicking the edit button next to Custom Columns on the top of the grid.

From the edit dialog box you can select which columns you would like to display by clicking the plus or minus button next to the column name. The list of available columns can be filtered using the Search box at the top of the page. The order of the columns can be changed by clicking on the icon to the left of the column name and dragging the column up or down in the list.

Once you have selected and ordered your columns, you can click the Save As… button at the bottom of the dialog to give your configuration a name so it can be reused later, or you can click Apply to see the changes without saving.

Once you have saved a column configuration, it will be available in the Custom Columns drop-down so you can easily switch between configurations.

If you are on a small screen like a tablet or mobile phone, the custom columns drop-down will appear only with the icon:

Columns can also be rearranged directly on the page by dragging the column left or right.


Filtering and Sorting


The All Products Page offers several methods for filtering or sorting your product data. Combining column top filters and Advanced Filters allow you both speed and flexibility in viewing your product data.


Column Top Filters

Each column has a filter input directly at the top. By entering values into the filters at the top of columns you can quickly see only the products you are interested in working with. Multiple columns can be filtered at the same time. Multiple filters will be combined so that the resulting products must meet all filter criteria.


Advanced Filters

The advanced filter system allows you to create complex expressions for filtering your data, and then saving those filters to be reused and easily accessed.

  1. Clicking on the Advanced Filter drop-down near the top of the grid allows you to access any previously created or system filters in your account.
  2. Click on the Edit link next to the Advanced Filter drop-down. This will expand the expression builder tool and allows you to create filters using AND or OR expressions and nested groups.
  3. Click Apply to run the filter.
  4. Click Save As to save the filter into your account.

Any column top filters that are applied will be added to your advanced filter, so that only SKUs that meet BOTH criteria will be shown.

If you had previously created advanced filters on the original all products page, those filters have been automatically imported into your list and prepended with the term Legacy . These filters are read-only, but can be saved under a new name and then edited by clicking the Save As... button.


Sorting Columns

Columns can be sorted by clicking on the header in the grid if the column is sortable. Clicking the header the first time sorts in ascending order. Clicking the header a second time sorts in descending order.


Creating and Editing Products



Creating New and Editing Existing Inventory

You can easily create inventory items one at a time or edit existing inventory via the All Products view simply by selecting the Create New button to add a new item or by selecting the SKU name to edit an existing item. It is recommended as you are getting started with ChannelAdvisor to understand how to perform these actions via the All Products view. As you become more comfortable with ChannelAdvisor you will eventually want to learn how to perform these actions in bulk via a spreadsheet.

See the Uploading Inventory page to learn more about the different options for creating and editing your inventory.


Inline Editing

Certain fields on the All Products page can be edited directly in the grid without leaving the page. Fields that are editable are highlighted when you mouse over the product row. Most fields and attributes, including Title , Available Quantity and Price are editable.


Additional Actions


After selecting an inventory item, you can also perform these additional actions.


Creating an Individual Sale

Many retailers have 'offline' sales that may occur and they would like to appropriately decrement inventory quantity and maintain an invoice in the ChannelAdvisor order management system. To create an invoice directly in the ChannelAdvisor system, follow these steps:

  1. From Inventory > Products > All Products Beta , select the item(s) to include on the invoice.
  2. Select More and then Create Sale in the toolbar.
  3. Complete the information required to generate an invoice, including buyer information and item price.
  4. Click Save and Exit .

After completing this process an invoice will appear in the Sales > Orders and Transactions > All Sales view. You can use the automated email notifications system to request the buyer complete checkout online to complete their order, or you can edit the order status to include the buyers payment and shipping information and complete the order directly in the All Sales view.

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