How To

Using the Beta Inventory All Products View

Please Note: The All Products feature described here is currently in Beta. The goal of this Beta is to gather feedback on this new approach and design to viewing and managing inventory within ChannelAdvisor. We encourage you to try this new page and please give us Feedback using the Feedback link in the top right hand corner of the page.

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


Tasks to Complete


Below are all the tasks that can be performed using the All Products view.

  1. Create New and Edit Existing Products
  2. Customize the All Products View
  3. Additional Actions
  4. How to Create a Sale

All Products Beta


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.


Customize the All Products View

There are various options for customizing your All Products view that will allow you to easily view only the relevant data from your inventory. Below are your customization options:

  • Customizing Columns – You can pick and choose the columns that are visible on your All Products view by following these steps: 
    1. Select the Columns button.
    2. You will be taken to a view where you can see all of the available columns. They will be separated by Hidden Columns and Visible Columns.
      1. Adding Columns – Under Hidden Columns select the + sign next to the column name that you wish to add to your view.
      2. Hiding Columns – Under Visible Columns select the X sign next to the column name that you wish to remove from your view.
    3. When done select Apply Changes to save your settings.
    4. Reordering Columns – Drop and drag any column name and place in the position you wish to view that column in your view.
    5. Be sure to review all the options for columns. You can add and remove columns whenever you feel you will benefit from viewing additional information.
       
  • Sort and Filter
    1. Sorting Columns – By clicking the column name you can sort from A - Z or from least to greatest.
    2. Filtering Columns – For any column you can filter for a specific value by selecting a value or an expression from the drop down and if applicable typing in a value to be filtered by. You can then save this filter for future use by following the steps below.
    3. Filter Variations – If you have variations in your inventory you can easily filter for your child items, parent items or your parent/child groups by selecting the appropriate button.
       
  • Creating Custom Filters – You can easily create and apply custom filters to your All Products view by following these steps:
    1. Filter your All Products view according to your criteria.
    2. Select the Save Filter button.
      1. Create a New Filter – Enter a descriptive name.
      2. Replace an Existing Filter – Select that filter from the dropdown.
    3. Once your filter has been saved you can apply this filter at any time by selecting it from the dropdown menu left of the Save Filter button.


Additional Actions

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


How to Create 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.

Please Note: The All Products feature described here is currently in Beta. The goal of this Beta is to gather feedback on this new approach and design to viewing and managing inventory within ChannelAdvisor. We encourage you to try this new page and please give us Feedback using the Feedback link in the top right hand corner of the page.

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


Tasks to Complete


Below are all the tasks that can be performed using the All Products view.

  1. Create New and Edit Existing Products
  2. Customize the All Products View
  3. Additional Actions
  4. How to Create a Sale

All Products Beta


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.


Customize the All Products View

There are various options for customizing your All Products view that will allow you to easily view only the relevant data from your inventory. Below are your customization options:

  • Customizing Columns – You can pick and choose the columns that are visible on your All Products view by following these steps: 
    1. Select the Columns button.
    2. You will be taken to a view where you can see all of the available columns. They will be separated by Hidden Columns and Visible Columns.
      1. Adding Columns – Under Hidden Columns select the + sign next to the column name that you wish to add to your view.
      2. Hiding Columns – Under Visible Columns select the X sign next to the column name that you wish to remove from your view.
    3. When done select Apply Changes to save your settings.
    4. Reordering Columns – Drop and drag any column name and place in the position you wish to view that column in your view.
    5. Be sure to review all the options for columns. You can add and remove columns whenever you feel you will benefit from viewing additional information.
       
  • Sort and Filter
    1. Sorting Columns – By clicking the column name you can sort from A - Z or from least to greatest.
    2. Filtering Columns – For any column you can filter for a specific value by selecting a value or an expression from the drop down and if applicable typing in a value to be filtered by. You can then save this filter for future use by following the steps below.
    3. Filter Variations – If you have variations in your inventory you can easily filter for your child items, parent items or your parent/child groups by selecting the appropriate button.
       
  • Creating Custom Filters – You can easily create and apply custom filters to your All Products view by following these steps:
    1. Filter your All Products view according to your criteria.
    2. Select the Save Filter button.
      1. Create a New Filter – Enter a descriptive name.
      2. Replace an Existing Filter – Select that filter from the dropdown.
    3. Once your filter has been saved you can apply this filter at any time by selecting it from the dropdown menu left of the Save Filter button.


Additional Actions

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


How to Create 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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