User Manual -- Channel Creation
Contents
1. Individual SKU records that are stored in Catalogs Taxonomy Defines the structure of the catalog in terms of Categories and Attributes For example Fillpoint has a catalog FillpointMaster that holds all of your products FillpointMaster has several taxonomies that offer varying views into the products in the catalog For each taxonomy the products are classified differently the distinct features of a product are described by its attributes Category Classification of a product Attribute Description of a product Channel Transmits catalogs between a supplier and a single retailer Three steps are required for proper catalog transmission Preparation Approval and Delivery 1 Preparation The preparation stage creates a file that contains the products of a single catalog 2 Approval The approval stage declares that the file is in the correct format 3 Delivery The delivery stage sends the file to the retailer Depending on how you configure the channel the steps can occur either automatically or manually it s your choice The remainder of this document describes how to create and configure channels 2003 CommerceHub Page 2 Channel Setup User Manual commerce y hub U Creating and Configuring Channels Figure 1 shows the home page of the Channel Setup section You navigate here by clicking on the Channel Setup link on the navigation menu on the left side of the screen From here you see a list of your current ch2. O E nolim M x 9 Genre Genre String E O BH nolimie fy x 10 Sub Genre Sub_Genre H sting E O E Nolimt M x Mn Il lnumber of players m Exa da no limi M x 12 manos 2201 mw Numeric O no limie B x 13 PAE 0 length sss Numeric O MB Nolimt f x 14 Reghtofbox ss Regn N Numeric O E No limi x Figure 5 Output Attributes Properties When you have completed building the columns of the output file click on the Filter tab 2003 CommerceHub Page 10 Channel Setup User Manual PARR hub U TAB6 FILTER TAB The Filter tab allows you to create a filter that will export only a subset of the products contained in a catalog The subset is created by one of four ways Item List Search Rule Classification or Filtered Criteria Channel Properties FillpointGeneral Automation Notification External Connector Output Format Output Attributes Filter Delivery Protocol Roles Filter Products O all products in catalog From Item list Use search rule Products classified to FillpointProdType e M category Filtered criteria Equal Inactive_Flag N AND StringToDouble Last_Changed_Date gt 20030801 Figure 6 Filter Properties Page 11 2003 CommerceHub Channel Setup User Manual commerce y hub J e Item List Catalog Master allows you to create a list of products called an Item List You may choose to create
3. Channel Setup User Manual commerce hub Channel Setup User Manual INTRODUCTION cssssscscisssscseiiescsstcccesseesbeussosceauvaessdeucueseedeudsoscdeuvessscevssosscduveuesdeusbeus seuueedseevbeussevessesebbessessveedeeevbesseUevse ueviseeusdsvuv euse4susessesuuvesvessueceecs 2 CREATING AND CONFIGURING CHANNELG cc ccccsssssecesssscecssssssecesseeseceeseesecsensesecseneeseceeneeseceeseeseseneseeceesaeseceeneeseceeseeseceesaeseceeneeseeeenees 3 CREATE A NEW CHANNEL ws scisceassecion ssgodcessavceasvisaaacsvoseceascieseacev ssebdascsasvelav tavedaveea ovesesdeuedace da anidsszestonesdaasiasven iia 3 CONFIGURING A CHANNEL oei nee E A E iodo se ii tion 4 TCHS O CMGI RR NTE 5 TABZ AUTOMGTION ANA NOME HON iii eect snc saice sib a ha bh A in 6 TAB UPUT FONO A N sVagewe ba davies ONAN EE A daar a e A A A 8 TABS5 OQUIDUPATINDUIOS nesirgo aliada conri AENT EN ONE TEREA coladas coordina erosi n 10 VABO EMM a a tc 11 TABIDENVE APOT CU a a 13 A A NR A TN 14 RETURNING TO THE CHANNEL SETUP MENU isa 15 TESUND Y CURE Soda 15 Channel Setup User Manual commerce r hub Introduction CommerceHub s Catalog Master solution enables suppliers to transmit product content to their retail partners through a web based application This document describes how to configure Catalog Master to create the individual points of communication with your retail partners To begin we introduce several important Catalog Master concepts Products
4. Managers oO Figure 8 Roles Properties In general select the Catalog Manager group for all of the roles Click the Save button when you are finished with the channel 2003 CommerceHub Page 14 Channel Setup User Manual pene hub U Returning to the Channel Setup Menu Click on the Channel Setup link shown in Figure 9 to return to the channel menu Channel Setup gt Channel Properties Figure 9 Channel Setup Link TESTING YOUR RESULTS After you create or edit a channel make sure to test its results by clicking on the select box to the left of the channel s name and then clicking on the Prepare button at the top of the screen as shown in Figure 10 Channel Setup Showing 7 channels EUJS GAA New Channel PD FillpointGeneral FillpointMaster Excel Standard output to Fillpoint partners Copy as Properties Statistics FT FillpointKmart FillpointMaster Excel Output to Kmart e Properties Figure 10 Channel Display You can track the channel s status through its steps by clicking on the running activities link on the left menu bar Page 15 2003 CommerceHub
5. Manually Immediately after approving Notification Profile Notification profile all Completes al Show Workflow Figure 3 Automation amp Notification Properties 2003 CommerceHub Page 6 J Channel Setup User Manual commerce r hub Automation and notification configures parameters dealing with when and how files are prepared and delivered e Prepare Delivery File As described earlier there are three steps in the transmission of catalog data through a channel Prepare Approve and Delivery You must first determine how you want to prepare the channel You have three choices Manually Immediately after sealing the catalog and Scheduled Use manual preparation for channels that will be executed intermittently Use scheduled preparation for channels that will be executed on a regular basis Click on the blue triangle next the Scheduled label to display the properties for the scheduled preparation You must choose either Weekly or Monthly and the time of the day in 24 hour time that you want the channel to be prepared e Approve File After preparation the channel must be approved If you choose manual approval you will have an activity in the Catalog Activities report for the approval of the channel Most of the time you will want to configure the approval to be Immediately after preparing e Delivery File After approval the channel must be delivered Choose whether you want the delivery to happen au
6. a filter that only exports products contained in the Item List by select the From Item List radio button and then choosing the appropriate Item List e Search Rule Search Rules are defined by saving search criteria from catalog searches If you have created such a rule you may create a filter based on the rule by selecting the Use Search Rule radio button and then choosing the appropriate search rule e Classification If you wish you can create a filter that only exports products that are contained within a certain category To do so choose the Products Classified To radio button select the appropriate taxonomy and then select the category that you want to use in the filter e Filtered Criteria The Filtered Criteria option allows you to use the expression builder to create a logical expression to filter products For example the expression in Figure 6 will only export products that are active and have a Last_Changed_Date greater than August 1 2003 When you have completed configuring the filter properties click on the Delivery Protocol tab 2003 CommerceHub Page 12 Channel Setup User Manual ee hub U TAB7 DELIVERY PROTOCOL The Delivery Protocol specifies how you want the channel output file to get where you want it to go You may select HTTP Post FTP Email or File Drop If you choose to email a file to a partner you need to specify your own email address Sender the recipient s email address Recipient and o
7. annels You have the ability to create a new channel or modify the Properties of an existing channel A channel s properties determine its behavior Channel Setup Catalog Master Channel Setup coerce G hub Catalog Master Welcome Showing 7 channels EEMETA New Channel FP FillpointGeneral FillpointMaster Excel Standard output to Fillpoint partners a Propsrues ilaa diaas Copy as Properties 1 PD Fillpointkmart FillpointMaster Excel Output to Kmart Statistics DO Fillpoint martTuesday FillpointMaster Excel Standard output to Fillpoint partners Copy az Properties Statistics Output to OVC Need to figure out Copy as Properties ana Minas mappings to QVC Merchcode Statistics FIIpOIntMaster A 7 D Fillpointgvc FillpointMaster Excel Taxonomy and Handing charge Ge applicable nai Output to Target com flat file Need Copy as Properties p ade ale 1 O FillpointTarget dilata EXE to review and correct with Fillpoint Statistics FP FillpointTrilegiant FillpointMaster Excel Output to Trilegiant oe Properties PF Fillpointwalmart FillpointMaster Excel Output to Walmart pee Properties Tool Figure 1 Channel Setup Create A New Channel To create a new channel click on the New Channel button at the top of the screen Page 3 2003 CommerceHub Channel Setup User Manual commerce hub U Configuring a Channel To configure a channel you need to fill out eight tabs of properties co
8. ers the default UTF 8 encoding is correct e Format You must also select the format of the underlying file remember in the end the channel exists to create files to send to partners Excel is likely the most common format For Excel files you must choose whether or not you want to include column headers and whether to include action attributes Add Chance or Delete When you are finished with the Output Format properties click on the Output Attributes tab Page 9 2003 CommerceHub Channel Setup User Manual commerce y hub U TAB5 OUTPUT ATTRIBUTES The Output Attribute tab sets the columns that you want included in the channel s output file as shown in Figure 5 You choose a label for the column Output Attribute Name and select a catalog attribute that will be the value of the column for each product Catalog Attribute Name You may also use the expression builder to create a calculated field name Channel Properties FillpointGeneral Output Attributes Order output attribute Nome catalog Attribute Name formula A A 1 Fillpoint_Product_Number string E HB Nolimt M x 2 UPC UPC String E E E no limit M tx Deserpton neme SSS Seno E O Eno limit x 4 nO Nentor OOOO so gO E Nolimt W x 5 weight Weight O string E Hi nolimit fy xX 6 istinstock Date Computed mate g r E no limi M x 7 approxRetal Ose Seno Oo E Nolim m x a Prom Computed Translate Filipoi Y sumo E
9. mmerce 3 hub Catalog Master Catalog Master Channel Setup Channel Properties Welcome FillpointAdrnin Channel Properties General Automation amp Notification External Connector Output Format Output Attributes Delivery Protocol Roles Channel name Catalog FillpointMaster E Description Maintenance Activities Reports Delivery Options File name Default Custom CATALOGNAME _ CHANNELNAME _ VERSION _ FUL LDELTA SYSTEMSEP ARATOR FORMATEXTENSION Preview Content Full Delta Changes from last delivery I optimize prepare of products Products version approved products Last sealed version O Zip file before delivery Figure 2 General Properties 2003 CommerceHub Page 4 Channel Setup User Manual commerce r hub TAB1 GENERAL The first tab is the General tab that is used to configure the following properties e Channel Name The name of the channel Use the format Fillpoint lt Retailer Name gt e Catalog A channel exports products from a single catalog here you must choose the catalog that the new channel will use e Description Enter a description of the channel so that other people will understand its purpose e File Name You have two choices for the name of the file that the channel will create Default or Custom The Default filename is created by the system and uniquely identifies the output file The Custom filename depends on the requireme
10. nts of your retail partner For example if the partner wants a file of the form Fillpoint lt Day of the Week gt You can use the Expression Builder to create the custom name e Content You must choose whether you want to export the entire catalog as is Full or just the changes from the last time that you executed the channel Delta e Products Version You must choose whether you want to export all approved products or only the products that are contained in the last sealed version of a catalog e Zip File If you choose this option the file created by the channel will be contained in a WinZip archive only select this option when your retail partner asked for it When you re finished with the General properties click on the next tab Automation and Notification Page 5 2003 CommerceHub Channel Setup User Manual commerce hub TAB2 AUTOMATION AND NOTIFICATION Channel Properties Automation amp Notification External Connector Output Format Output Attributes Delivery Protocol Roles Automation Definition Prepare delivery file manually Immediately after sealing catalog scheduled Y ol Weekly O Monday TD Tuesday O Wednesday E Thursday P Friday C Saturday D sunday Monthly El z Day First E Monday E Time foo i foo Prepare if number of illegal products does not exceed o Difference Report Y Approve file manually o Immediately after preparing Deliver file e
11. ptionally you may also select a Subject and a Message for the email Channel Properties FillpointGeneral Automation amp Notification External Connector Output Format Output Attributes Delivery Protocol Roles Delivery protocol E mail Parameter Name Wal Sender catalogeventOcommercehub com Recipient ho Subject p a a aS Message SSI Mail server mail commercehub com Y User name Catalog Admin Password pa Required parameter Figure 7 Delivery Protocol Properties When you have completed setting the delivery protocol attributes click on the Roles tab Page 13 2003 CommerceHub Channel Setup User Manual med hub TAB8 ROLES The Roles tab allows you to choose which sets of Catalog Master users will be able to view the channel Channel Viewer edit the channel Channel Manager approve the channel Channel Approver and prepare the channel Channel Operator For a more detailed explanation of each role click on the name of the role to the left of each select box Channel Properties FillpointGeneral Automation amp Notification External Connector Output Format Output Attributes Delivery Protocol Roles Roles Catalog Approvers Catalog Approvers Channel Manager Catalog Managers a A Channel Approver Catalog Managers oO Catalog Approvers Catalog Approvers Channel Viewer Catalog Managars f go Channel Operator Catalog
12. tomatically after the approval or if you want to do it manually If you choose manually you will have an activity in the Catalog Activities report to deliver the file manually e Notification Profile You may select to have emails sent to you during the steps in the channel execution process Determine your needs and choose the appropriate selection When you have finished configuring the Automation and Notification properties click on the Output Format tab Note We are skipping the External Connector tab for now Page 7 2003 CommerceHub Channel Setup User Manual commerce q hub J TAB4 OUTPUT FORMAT The Output Format tab controls the encoding and format of the files you send Channel Properties Automation amp Notification External Connector Output Format Output Attributes Delivery Protocol Roles Encoding urr 8 Format Excel z Parameter Nome alue Include column header Vv Add action attribute Vv For Add action value use Add For Delete action value use Delete For Update action value use Change Customer header line 1 Ho Customer header line 2 oo Customer header line 3 PO Customer header line 4 Customer header line 5 A Required parameter Figure 4 Output Format Properties 2003 CommerceHub Page 8 Channel Setup User Manual commerce y hub U e Encoding Select the appropriate character encoding using the select box For most partn
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