Audience: Suppliers

Brands truly harness the power of the platform when they choose to integrate with multiple retailers through our system. The Assortment feature can help manage this one-to-many integration model. Assortments allow brands to segregate inventory and only share specific items with specific retailers. For instance, a brand may have a one assortment for major retailers and a specialty assortment for smaller retailers. The Assortment feature allows you to pass only designated items to your retail trading partner. 

The Assortment feature works well with the pricing tiers feature. Creating pricing tiers allows you to set various pricing tiers for each item and share only one of those pricing tiers with your retailer partners. See Using pricing tiers for more information on that feature. 

Creating the assortment

Using the web application

Step 1: Click the navigation menu and select Workflows > Inventory

Step 2: The Inventory page is displayed with a list of all your SKUs. Select the + next to Assortments to create a new assortment.  

Step 3: In the Add Assortment pop-up, enter your assortment name and click Submit.  

Step 4: Back on the Inventory page, select the checkboxes to the left of the items that you want to add to the assortment. Once each item has been selected,  click the Actions drop-down, select Add to Assortment(s), and then select the assortment name.

Uploading a spreadsheet

Similar to creating the assortment directly in the portal, assortments can also be created by uploading a spreadsheet. Just download the catalog template from the Inventory Upload page, add the appropriate assortment name to the assortments column on the spreadsheet, and then re-upload the catalog file to the Inventory Upload page. Use the "^^" convention shown below to add the item to multiple assortments. 

Sharing a Assortment with a Trading Partner

When you have created your assortments:

  1. Click the navigation menu and select Partners > Trading Partners.
  2. Click the name of the trading partner with which you want to share the assortment.
  3. Click the Settings tab.
  4. In the Inventory section, click Edit.
  5. Select the trading partner name, then click Save Changes.

A message confirms the Visible Assortments has been updated.

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