Prepare Getting Started Guide Revised: 07/10/2015 Table of Contents 1. Product Import...1 2. Listing SKU Import...2 3. Vendor SKU Import...4 Integrate 1. Warehouse...5 2. Warehouse Inventory Spreadsheet........6 3. Stock Minimums Spreadsheet.....7 4. Auto-Reorder Rules Spreadsheeet...8 5. Shipping Provider...9 6. Vendor...10 7. Orderbots...... 11 8. Email Templates...... 12 9. Packing Slip Templates...... 13 10. Sales Channel........ 14 11. User Administration.... 15 Import 1. Product Import......16 2. Listing SKU Import... 18 3. Vendor SKU Import..19 4. Warehouse Inventory Import..20 5. Stock Minimums Import..21 6. Auto-Reorder Rules Import....22 7. Channel Allocation & Excluded Warehouse 23
1 Prepare 1. Product Import Create your Master SKUs to become the foundation for your products a. Navigate to Products Import/Export b. Select Import Products c. On the pop-out, click Download the Excel Template for Product Import d. Complete the Product Import spreadsheet e. Save the spreadsheet until the Import phase
2 2. Listing SKU Import Link Master SKUs to the shopping cart and marketplaces listing SKUs a. Navigate to Products Import/Export b. Select Import Listing SKUs c. On the pop-out, click Download the Excel Template for Listing SKU Import d. Complete the spreadsheet by matching your marketplace listing SKUs to your Master SKUs e. Save the spreadsheet until the Import phase (Files cannot be imported until sales channels are connected) MARKETPLACE LISTING SKU STEPS TO PULL YOUR LISTING SKUS 1. Inventory Inventory Report 2. Select Report Type: Active Listings Report Seller SKU 3. Download Open the file with Excel 4. Match Column D named seller-sku to your Master SKUs Seller SKU* Custom Label (Required for all ebay listings) 1. Inventory Inventory Report 2. Select Report Type: Amazon-fulfilled Inventory Report 3. Download Open the file with Excel 4. These Seller SKUs should be FALSE for the column Push Inventory in your completed Amazon Listing SKU spreadsheet from the instructions above 1. My ebay > File Exchange or File Management Center Download Files 2. Listing and record: Active Download Format: File Exchange Revise Price and Quantity Select a Date Range Save 3. Completed Downloads Download the completed file 4. Match Column B named Custom Label to your Master SKUs
3 Manual Sales Channel Product ID Seller Part# Product ID/ Rakuten.com Shopping SKU SKU Product Code/SKU Variant SKU Master SKU 1. Product Product MGMT Download Catalog 2. Select Column A named Item ID, Find the symbol and Replace with a blank 3. Match the Item ID to your Master SKUs 1. Manage Items Item List 2a. Less than 1000 products, click the to download your item list 2b. More than 1000 products, email datafeeds@newegg.com for your full item list 3. Match Seller Part # to your Master SKUs 1. Manage Products Download listings 2. Version 3 Type File Request Export Download 3. Click ListingDownload.zip Open the zip file 4. Match Column B named Product ID to your Master SKUs 1. System Import/Export Export 2. Entity Type: Products Export File Format: CSV 3. Check unnecessary attributes to exclude from file Continue 4. Match the Column named sku to your Master SKUs 1. Products Product Export 2. Select your export template Export my to a CSV file 3. Download my file 4. Match Column E named Product Code/SKU to your Master SKUs 1. Admin > Products Product List Export 2. Export Products: All products > Export Your Products as a: CSV for Excel 3. Export Products Check your email for the file 4. Match Column N named Variant SKU to your Master SKUs Best Practices: make your Listing SKU for manual sales channel(s) equal your Master SKU. *Amazon FBA Listing SKUs are given the value FALSE for the push inventory functionality because it is not necessary to update your Amazon FBA listings with your real-time inventory as it is updated by Amazon. Skubana will continue to sync one-way from Amazon to Skubana to show your real-time FBA inventory level.
4 3. Vendor SKU Import Link the Master SKUs to your vendors product SKUs a. Navigate to Products Import/Export b. Select Import Vendor Products c. On the pop-out, click Download the Excel Template for Vendor SKU Import d. Complete the spreadsheet by matching your vendor s SKUs to your Master SKUs e. Save spreadsheet until the Import phase
5 Integrate 1. Warehouses a. Navigate to Settings Warehouses b. Press Select Direct (in-house) fulfillment or 3PL c. Fill in the warehouse s basic information Continue d. Click the wrench icon to set your Inventory Allocation Shipping Zone (After setting up your second warehouse, a pop-up will appear to configure these settings.) e. Press to dropdown your warehouse settings Complete ALL FIELDS a. Document Print Settings* In-house b. Communication Settings* 3PL * Key differentiating field between 3PL and In-House Fulfilment
6 2. Warehouse Inventory Spreadsheet a. Navigate to Inventory Import/Export b. On the pop-out, select your warehouse* c. Press d. Click to download the Inventory Import template e. Complete the Inventory Import file f. Save the spreadsheet until the Import phase *A 3PL and In-House warehouse have different templates. Make sure you are using the correct template.
7 3. Stock Minimums Spreadsheet a. Navigate to Inventory Import/Export Import Stock Minimums b. On the pop-out, select your warehouse c. Press d. Click to download the Min. Inventory Levels Import template e. Complete the Inventory Import spreadsheet f. Save the spreadsheet until the Import phase
8 4. Auto-Reorder Rules Spreadsheet a. Navigate to Inventory Import/Export Import Reorder Rules b. Click to download the Auto-Reorder Rules Import template c. Complete the Auto-Reorder Rules Import spreadsheet d. Save the spreadsheet until the Import phase
9 To efficiently integrate with Skubana, postpone connecting your sales channels until after creating your fulfillment settings (Step 10). 5. Shipping Provider a. Navigate to Settings Warehouses b. Press c. On the pop-out, select a shipping provider to integrate with Skubana d. Follow the unique steps provided per shipping provider to properly integrate
10 6. Vendors a. Navigate to Settings Vendors b. Press c. On the pop-out, complete the vendor s Basic Info and P.O. Defaults d. Select the vendor s Services e. Press
11 7. Orderbots: Create if / then statements to automate repetitive tasks a. Navigate to Settings Orderbots b. Press c. On the pop-out, name your Orderbots d. Press i. Create AND conditions e. Press i. Automate actions for your filter Since sales channels have not been connected, orderbots filtered by sales channel cannot be created. It is recommended to document those orderbots for reference after integration.
12 8. Email Templates a. Navigate to Settings Email Templates b. Press c. On the pop-out, customize your email template i. Use the WYSIWYG Field Replacements ii. Click to design in HTML d. Press
13 9. Packing Slip Templates: Create 8.5 x 11 or 4 x 6 templates a. Navigate to Settings Packing Slip Templates b. Press c. On the pop-out, customize your packing slip template i. Use the WYSIWYG Field Replacements ii. Click to code in HTML d. Press to test your packing slip e. Press
14 10. Sales Channel a. Navigate to Settings Sales Channels b. Press c. On the pop-out, select a Sales Channel to integrate d. Follow the unique steps listed per sales channel or marketplace integration e. Press * f. Select the appropriate sales channel and press g. On the pop-out, navigate each tab and complete all of the order fulfillment mappings *Your orders will immediately flow into Unresolved in the orders tab, as your products and inventory have not been created yet. Once the spreadsheets are imported in the Import phase, Skubana will automatically update the unresolved orders with the new information.
15 11. User Administration (Optional) a. Navigate to Settings User Administration b. Press c. On the pop-out, add the New User information i. Enter their Login Info ii. Assign Access Permissions d. Press e. Check the e-mail provided in Login Info to activate the account
16 Import the documents you prepared during the Prepare phase and Step 2 of Integrate 1. Product Import a. Navigate to Products Import/Export Import Products b. Press and find the Product Import file from Step 1 of Prepare c. Press and wait for the import to complete
17 d. The next pop-out, Product Import Summary, will be a summary of your Product Import: i. No Errors in Excel File: Press ii. Errors in Excel File: Press and fix products from the error log
18 2. Listing SKU Import a. Navigate to Products Import/Export Import Listing SKUs b. Press and find the Listing SKU Import file from Step 2 of Prepare c. Select the Sales Channel from the dropdown and press e. The next pop-out, Listing SKU Import, will be a summary of your import: i. No Errors in Excel File: Press ii. Errors in Excel File: Press and fix listing SKUs from the Error Log
19 3. Vendor SKU Import a. Navigate to Products Import/Export Import Vendor SKUs b. Press and find the Vendor SKU Import file from Step 3 of Prepare c. Select the Vendor from the dropdown and press d. The next pop-out, Vendor Product Import, will be a summary of your import: i. No Errors in Excel File: Press ii. Errors in Excel File: Press and fix listing SKUs from the Error Log
20 4. Warehouse Inventory Import a. Navigate to Inventory Import/Export b. On the pop-out, select your warehouse c. Press d. Press and find the inventory import file for the respective warehouse from Step 2 of Integrate e. Press Wait for the import to complete f. The next pop-out, In-House Inventory Import, will be a summary of your import i. No Errors in Excel File: Press ii. Errors in Excel File: Press and fix listing SKUs from the Error Log
21 5. Stock Minimum Import a. Navigate to Inventory Import/Export b. On the pop-out, select your warehouse c. Press d. Press and find the warehouse min. stock level import file for the respective warehouse from Step 3 of Integrate e. Press Wait for the import to complete f. The next pop-out, will be a summary of your import i. No Errors in Excel File: Press ii. Errors in Excel File: Press and fix min. stock levels from the error log
22 6. Auto-Reorder Rules Import a. Navigate to Inventory Import/Export Import Reorder Rules b. Press and find the auto-reorder rules import file from Step 4 of Integrate c. Press Wait for the import to complete d. The next pop-out, will be a summary of your import i. No Errors in Excel File: Press ii. Errors in Excel File: Press and fix auto-reorder rules from the error log
23 7. Channel Allocation & Excluded Warehouse a. Navigate to Inventory Import/Export b. Click c. Click d. In the tab, select the allocation rule per sales channel, per stock value i. Green: Above Min. Stock Level ii. Red: Below Min. Stock Level e. In the tab, select the warehouse to exclude from inventory updates to your sales channels