Need to upload a quick, on-demand stock import?  Check out this guide:

Need to schedule regular stock imports?  Read on...
 

Navigate to Data Exchange > Stock > Import.

1. First give your rule a Rule name - this is just an internal reference to make it clear inside CG what the rule does eg. "MySupplier_Daily_Import" or "Warehouse_Weekly_Reconciliation" etc:

2. Under Template, select which of your Stock data mapping templates to use in this rule (see guide on Creating Import and Export Data Mapping Templates if you have not done this yet):

3. Under Import Action, define what ChannelGrabber should do with the stock quantities in the uploaded files:

  • Set stock level will replace the available stock quantities in CG with that in the file
  • Add to stock level will add the stock quantities from the file on top of the current stock level in CG
  • Remove from stock level will deduct the stock quantities from your file from the current stock level in CG

4.  Receive From allows you to select which of your FTP locations to search in for the stock import file:

5.  File name tells ChannelGrabber what the filename format will be of the file from your supplier - we have tags that you can use to tell CG to look for {{type}}, {{date}} and {{time}} if you supplier uses these in their filename formats:

6.  Frequency tells ChannelGrabber how regularly to retrieve the CSV file from the FTP location:

  • Hourly
  • Daily
  • Weekly
  • Monthly

If selecting Daily, Weekly or Monthly, the When column will then load so you can set the hour of day, or Day/Date and time of day to have the file exported:

Important Note:When you select an hourly schedule under the When column, ChannelGrabber will take the stock levels from up to the start time (8am in the rule above), and save the file, then then file will be exported at any time during the following hour (8am-9am in the above rule).  This is to prevent bottle necks if lots of users choose the same scheduled start time for their exports. 

When you are happy with your rule, click the Save button in the Actions column:

Important Note:
The rule does not go live until you tick the Enabled box on the rule and saved it with the Save button in the Actions column (as in screen shot above), so you can have multiple rules saved but they can be enabled and disabled as needed:

 
 

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