DX Channels / Warehouse Input

Warehouse Input

Warehouse Input obtains information from any channel or data source and imports it into your inventory, under a selected warehouse’s inventory. It can either directly import from a remote connection through an API connection protocol, or you can upload a .csv, text, or excel file manually. 

To set this up, please follow these steps;

  • Navigate to Tools> DX Channel from the navigation menu on the left pane.

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  • Click “+ Add DX Channel” on the top right of the screen.

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  • Choose the provider for the Warehouse Input and then give the name you want to use for the DX Channel then hit the “Create” button.

 

First, the channel needs to be correctly set up through the Settings button, so click on Data Exchange first, to adjust main settings for this DX channel:

  • Channel name is the Channel’s display name that was provided earlier,
  • Enable or Disable Channel; Enable, turns on FTP or HTTP import operation, and this requires connection settings to be completed. Also, a file can be manually uploaded through the Upload File button, which doesn’t require any connection settings. When enabled, the channel’s indicator turns to green.
  • Enable Daily schedule will set up a time, which StoreAutomator will connect to the import channel and download data daily.
  • Action for Missing Items tells StoreAutomator what to do in case there are missing items in the incoming feed (in comparison to the StoreAutomator inventory); it is either do nothing or Assign a zero quantity to those items in StoreAutomator inventory,
  • Target inventory sets up the Target inventory you would like to download the information to. If you don’t select a channel operation will not execute,
  • Make sure to click on the Save button to save your work, and the system takes you back to the list of DX Channels.

Template

Next, template assignment is required to make sense out of the incoming data. Click on Template to assign a template for the channel, which defines the incoming file format and assigns fields to StoreAutomator native fields. Before enabling the connection, a template must be assigned. Click on “Add” to create one. 

Below Templates can be used for Inventory input:

  • Warehouse: Warehouse Product: For importing warehouse related fields.

Tools > Dx Channels > Settings > Template

Manually uploading a File 

Click on Upload File and choose from your computer’s file manager or drag and drop a file for immediate processing, in this case the data file is being uploaded manually and a remote connection setup is not required. 

Tools > DX Channels > Settings> Upload File

 

 

Connection Settings

 To obtain data from a remote source, connection settings must be completed; click the settings button and click on connection settings, to choose from FTP or HTTP protocol depending on your system setup. For  FTP type, an FTP connection must be added to Settings>Connections prior to the selection in this menu or you can click on the Edit Connections button to easily navigate to the “Add a Connection” page. After setting up and selecting the correct FTP site, your Target directory for Channel Input purposes and its Archive Directory must be entered. If API connection is being used, you can enter your URL address to the textbox in the HTTP connection tab. Before enabling the connection, FTP or HTTP connection settings must be completed and saved.

 

 

After a successful connection to the remote source, the connection must be enabled by switching the sync switch “ON”, which is located at Settings>Data exchange.

 

If StoreAutomator can establish a connection link with the remote channel, an orange square can be seen next to the channel name; this turns into a green square when the Sync switch is enabled (Settings>Data Exchange). If there is missing information and a connection cannot be established, a red square is visible; you must go back and correct connection information at this point.

Results

StoreAutomator performs jobs at the designated times. Source file will be sought, and if found, the job will be performed. Whether a manual upload or an automated job is completed, StoreAUtomator will create a job report after processing the feed, which can be found in, Tools> Import> Import History>System Imports.

Data eXchange (DX) Channels

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