How to Create an Update Quantity Template for Inventory Management in StoreAutomator

If you created an Inventory Input Data Exchange channel (DX channel) in StoreAutomator (SA) to import your quantities from your remote system, then the next step will be to create an Update Quantity Template. 

To create that template, log in to your SA account and follow the steps below:

  1. Navigate to Settings> Templates and click “Add Template”. 

  1. Select the “Generic” template and click “+Create”

  1. Select the type of your template from the drop down list which is “Inventory: UpdateQuantity” and type a name for your template and click “+Create”

  1. Click “Edit” and then “Add Field” to start adding your template fields. You can add as many fields as you need depending on the fields used by your remote system. 

If you’re using Exenta for instance as your remote system, please ensure you get an up to date list of their inventory updating fields so that you can map them in SA. You can either manually add the fields you obtained from your remote system to the template or simply upload the excel file that has the list of your tracking fields so our system can automatically populate them for an easier mapping.

  1.  To add a field, click on Add field and search for the field name you need. For example, if you need to map the UPC field, simply search for it in the search bar and select it. On the source fields, click on the empty space and either type your UPC field exactly how your remote system recognizes it or if you uploaded your excel file that has the list of your fields, the field will automatically appear when you click on the empty space. You just need to select it and click “Ok”. See the example below.

  1. Repeat step #5 to add the rest of your fields and click “Save and Close”.

After you added all of your fields to the template, you need to assign that template to your channel. Go to your Inventory Input DX channel under Tools>DX Channels and click on the settings icon. Select “Template” and choose the template you just created in the “Choose Product Template” field. The example below shows an assigned template named “Exenta UpdateQuantity” and click “Save”.


[Note that whilst Exenta has been used as an example in this guide, the process is the same for other remote systems.]

Was this article helpful?

0 out of 0 found this helpful