Scheduling trading partner actions can be extremely useful for retailers. It allows you to get ahead of the game, plan for the future, and efficiently start or pause trading with one, a few, or many suppliers all at once. Below is an in-depth guide explaining how to use this feature.

Scheduling/Updating Trading Partner Actions in the Dsco Portal

  1. Click the Navigation icon and select PARTNERS.
  2. Click TRADING PARTNERS. On the Trading Partners page, you will see a list of all your trading partners.
  3. Click the Configure Settings button next to the trading partner for which to schedule/update actions.
  1. In the Scheduled Action section, click the Action drop-down menu and select Start or Pause.
  2. Click the Date field and specify when to start or pause the trading partner.
  3. Click the Reason field and enter a reason for starting or pausing the trading partner.
  4. Click SAVE SETTINGS.

Scheduling/Updating Trading Partner Actions in Bulk Using Excel

  1. Click the Navigation icon and select PARTNERS.
  2. Click TRADING PARTNERS. On the Trading Partners page, you will see a list of all your trading partners.
  3. Click SCHEDULED ACTIONS. On the Scheduled Actions page, you will see all currently scheduled actions.
  1. To schedule new actions, click UPLOAD SCHEDULED ACTIONS. The Upload Scheduled Actions page includes instructions on how to format the Excel file used to upload actions. Please review the instructions to make sure you understand how to format the file.
  1. Click DOWNLOAD TEMPLATE. This is the Excel template that you will fill out and use to upload actions. The template and upload process are case-sensitive. For example, if you type “Play” or “Pause” instead of “play” or “pause”, the upload process will fail. Also, dates must use the YYYY-MM-DD format.
  1. In the Excel template, complete each of the required columns listed in the instructions on the Upload Scheduled Actions page. These columns include:
    • dsco_account_id or dsco_trading_partner_id
    • scheduled_action_date (You can use today’s date instead of a future date. If you are using today’s date, the scheduled action will be completed at the top of the hour.)
    • scheduled_action
    • scheduled_action_reason (optional)
  1. When you are finished filling out the Excel template, click Choose File on the Upload Scheduled Actions page.
  2. Select the completed Excel file on your computer and click UPLOAD. The results for each line in your uploaded file display at the bottom of the page. The results indicate which actions were uploaded successfully. Make sure to check the status of each line in the file to ensure it uploaded successfully. If a line did not upload successfully, make sure you completed the Excel file correctly.
  1. Click VIEW SCHEDULED ACTIONS to view a list of your scheduled actions, including the actions you just uploaded. You can view the date of a scheduled action, the date and time the scheduled action was created, and the reason the scheduled action was created.

Using the Trading Partner History Page

You can use the Trading Partner History page to edit scheduled/completed actions.

  1. Click the Navigation icon and select PARTNERS.
  2. Click TRADING PARTNERS. On the Trading Partners page, you will see a list of all your trading partners.
  3. Click the History button next to the trading partner for which to edit scheduled actions. The Trading Partner History page opens. In the Scheduled Action section at the top of the page, you can view the trading partner’s scheduled actions.
  4. Click the Configure Settings button next to a scheduled action to edit the action, such as updating the reason for the scheduled action.
  5. In the Actions Taken section, you can view completed actions. To add notes to a completed action, click Set in the Additional Notes column next to the action.
  6. Click the Additional Notes box and enter any additional notes for the completed action.
  7. Click Save. The Trading Partner History page refreshes to display the Additional Notes.

Downloading Scheduled Actions

You can export all your scheduled actions in a CSV format.

  1. Click the Navigation icon and select PARTNERS.
  2. Click TRADING PARTNERS.
  3. Click SCHEDULED ACTIONS.
  4. Click DOWNLOAD ALL SCHEDULED ACTIONS.
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