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Inventory Linking

Overview

The Inventory Linking feature lets you synchronise your platform's inventory with your sales channels. By selecting each sales channel, you can view and link corresponding items using our product search functionality, ensuring accurate order despatch and simplified stock management. This feature also provides insights on linked products, such as the percentage of successful links, and offers auto-linking based on SKU matches to reduce manual effort. Additionally, custom linking formulas enable you to define specific criteria for automatic linking, optimising your inventory management tasks.

This document provides detailed instructions on using these tools to achieve quick synchronisation across all sales channels.

Efficient inventory linking: Maximise the benefits of the inventory linking feature to synchronise your platform's inventory with your sales channels. By selecting each channel and using the inventory search, you can quickly pair and link corresponding items, ensuring effective stock management and synchronisation, thereby simplifying your inventory workflow.

Accessing the Inventory Linking Page

To access the inventory linking page, click on the settings icon on the right-left-hand side of the screen. Then, select the "Inventory Linking" option, as shown in the highlighted picture below.

Managing the Inventory Linking

You have various options to efficiently manage and control your process in the inventory linking management section. To learn how this feature works, please follow the steps below carefully:

  1. View Synchronisation and Select Channels
    Begin by focusing on the top right field to view the current synchronisation rate, indicating how much of the inventory has been linked with the selected store. You can also choose between different sales channels and installed stores. This ensures that only the inventory related to the assigned sales channels is displayed, preventing any mixing up of data.
  2. Utilise Linking Settings
    Below, you'll find the linking settings section, where you can use powerful automation features:
    • Autolink on Perfect SKU Match: This option allows you to automate the matching SKUs for inventory linking when they are a 100% match.
    • Linking Formulas: You can create custom linking formulas to define SKU patterns for automatic inventory matching.
  3. Create Custom Linking Formulas
    To create a new formula, click the plus button next to "Linking Formulas," a popup window will appear, allowing you to define the filter using the following options. By utilising these filters, you can establish the necessary correspondence between the SKU codes from the sales channel and the SKUs in our platform, enabling the auto-match feature to function. Once you have created the desired formulas, click the "Confirm" button to save and activate the formula.
    • Channel SKU: This is the SKU defined in the sales channel.
    • Wild Card: This option matches any character.
    • Text: Allows you to enter a custom text filter.
  4. Manage Linked and Unlinked Inventory
    On the left side of the page, you will see all the unlinked inventory at the top and the linked inventory for the selected store and sales channel separately at the bottom. In the "Linked Products" section, you can review and manage all your currently linked inventory. Use the unlink button to unlink desired products. Once you have unlinked the selected entries, save your changes using the "Save Changes" button at the bottom right corner. The unlinked products will appear in the "Unlinked Products" section above, where you can pair them with new products based on your requirements.
  5. Search and Pair Inventory Items
    A product search popup window opens when you click the search button next to each inventory entry. This window allows you to search for and choose a product from your inventory. Once selected, the search button transforms into the unlink button, providing the option to unlink the product if you accidentally pick the wrong one or want to update the inventory match with a new item. After pairing up the desired inventory, save your changes using the "Save Changes" button at the bottom right corner of this section.

Automate with precision: Use the linking settings section to automate your inventory linking process. Activate features such as "Autolink on Perfect SKU Match" to save time. You can also create custom linking formulas to apply specific SKU filters for automatic inventory matching, allowing for greater inventory management flexibility.

 

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