How Can We Help?

Filter Items

Filter items to check records before Uploading.

  1. Select the required option from the “Filters” dropdown.
    1. Matched Items
      1. Products that have successfully matched between Exo and Supplier Price List.
    2. Excluded Items
      1. Products that you have marked as Excluded. (Note: Inactive Items in Exo will appear as Excluded).
    3. Discontinued Items
      1. Products that you have marked as Discontinued.
    4. Skipped Items
      1. Product that you have marked to Skip.
  2. The Sub-Header shows how many items were found.
  3. The Grid contains all the Items.

Grid Details

FieldDescription
Product CodeProduct Code from Exo.
DescriptionProduct Description from Exo.
Supplier Product IDSupplier Product ID from Exo (Alternate Supplier).
In StockTotal Stock Quantity from Exo.
Current Year SalesTotal Sale Quantity for the Current Financial Year.
Last Year SalesTotal Sale Quantity for the Previous Financial Year.
Must UpdateFlags Items that you need to ensure you Update. (Depends on your Implementation what Products are marked as “Must Update”).
ClassificationProduct Classification from Exo.
ActiveProduct Active flag from Exo.
Primary GroupProduct Primary Group from Exo.
Secondary GroupProduct Secondary Group From Exo.
Price GroupProduct Price Group from Exo.

Right Click Grid Options

Right Clicking on the Grid provides a fast way to bulk apply the following to all selected rows.

  1. Flag as Discontinued
  2. Skip Item
  3. Exclude Item
  4. Clear Flag
    1. Clear any of the above Flags you have set.
  5. Save to Excel

Was this article helpful?
0.5 out Of 5 Stars
5 Stars 0%
4 Stars 0%
3 Stars 0%
2 Stars 0%
1 Stars 100%
How can we improve this article?
Next Price Checks
Table of Contents