Set up and manage products

After you have added locations in Optimizely's Vendor Managed Inventory (VMI), you can add products. VMI also allows you to import product counts, reorder products, or export products. You can use the exported products to create labels for bins or re-import the products into another location.

VMI pulls these products from your existing ecommerce catalog. See the Products documentation to learn how to add products to your catalog.

Add products manually

1. Go to Products.
2. Select the location.
3. Click Add Product.

   

4. Use the drop-down list or search for the Product.
5. Enter the Bin #, Min, and Max quantities.
6. Enter the QTY (quantity) of the initial product count.
7. Click Add Product.

Import products from a CSV file

1. Go to Products.
2. Select the location.
3. Click Add Product.
4. Click Import CSV.

   

5. Download the CSV file template, if needed, and enter the product information.
6. Choose your file.
7. Click Import.

Export products

You can use the export feature for products to create labels for bin numbers or re-import the products into another location. 

1. Go to Products.
2. Select the location.
3. Select the products to export and click Export Selected, or click Export All.

The system automatically downloads a CSV file to your device. If you want to import the products into another location, follow the steps in the previous section for importing products.

Import counts from a CSV file

1. Go to Products.
2. Select the location.
3. Click Import Counts.

   

4. Download the CSV template, if needed, and enter the product information.
5. Choose your file.
6. Click Import.

Remove products

VMI allows you to remove products from a location, if needed.

1. Go to Products.
2. Select the location.
3. Select the desired products or select all by clicking the header row checkbox.
4. Click Remove. A message displays saying this action deletes all information assigned to this product.
5. Click Delete.

Reorder products

Use VMI to reorder products at each location.

1. Go to Products.
2. Select the location.
3. Select the desired products or select all by clicking the header row checkbox.
4. Click Reorder Selected. VMI adds the products to your cart with the quantity needed to reach the maximum that you set.
5. Click Cart and adjust the quantity, if needed.
6. Click Checkout and follow the process to order the products.

Interact with the Products page

After you have added your products, you can use the main Products page to view products by locations, use filters, or update the quantity for any product.

1. View products by location – Use the Locations drop-down list to change which products you want to view.
2. Filter results – Use the Filter feature to search for products, show certain bin numbers, show products by dates, and more. The products automatically change to match the information you set or select. Click Clear Filters to remove them.
3. Update Current QTY – Change the current quantity of products by entering a new quantity into the Current QTY field and press Enter or click outside the field.