Rule Sets

Channel Rules are designed to give the user the most amount of control over their data with the most simple and straight forward interface.  When pushing data to channels, sometimes a user does not want all of their SKUs to go out.  A simple example is products that are out of stock.  As you will see below, this task can be accomplished with only a few clicks.

If you want to maintain a master data record in ChannelApe, but need to send slightly different data to a channel like Amazon, you can use a Modifier to send Amazon different data than you actually have while still maintaining the same data in ChannelApe. Right now price and quantities can be updated.  This is especially useful if you want to have a short-term sale because the data in the database stays the same while the channel will get the sale price.

Empty Rule Set

The easiest place to start is with an empty rule set which is how your ChannelApe account will start out.  When there are no rules, no products will be pushed and any products on your channel whose sku starts with “CHAP-” will be removed from that channel.  ChannelApe products have a sku prepend.  This means that any product that goes from ChannelApe to a channel with have its sku prepended with “CHAP-“.  This will help make sure ChannelApe only modifies ChannelApe products.

*The empty rule set is a good way to start from scratch when there is a mistake made with pushing products.

** Also note “CHAP-” is just an example SKU prepend for this article. You can setup with whatever you want to identify products as being from ChannelApe.

Prioritization

Rules within a set are ordered from top to bottom in decreasing priority.  They are ordered so that the same products do not get overwritten on a push.  Products matched by a higher rule cannot be matched by a lower rule.  A product cannot be 10% and 25% off.

Example:

Rule 1 matches products a, b, and c.

Rule 2 matches products c, d, and e with modifier price 10% off.

Products a, b, and c will be pushed with their normal price.  Products d and e will be pushed with 10% off prices. c goes out with its normal price because it does not get to rule 2.

Products not matched

Any products that are not matched by the rule set will not be pushed to the channel, and if they are on the channel, they will be removed.  This is based on the SKU of the variant within the product.

Multiple lists within a rule

Each rule can have multiple lists attached to it.  Only products matched by all lists will be used in this rule.

Example:

List 1 matches products b, c, and d.

List 2 matches products c, d, and e.

List 3 matches products d, e, and f.

Only product d will be matched by this rule because it is in all lists.

Glossary

  • Push – When a product or order is sent to a channel or 3rd party from ChannelApe.
  • Pull – When a product or order is received from a channel or 3rd party into ChannelApe.
  • List – See Advanced Search.
  • Modifier – This is a ChannelApe tool used to change data going out to channels from the ChannelApe database.
  • Rule – A combination of 1 or many lists and 0 or more modifiers to tell ChannelApe which products or orders you’d like Pushed or Pulled.
  • Rule Set – A set of prioritized rules.

The following interactions with ChannelApe have a Rules Set currently:

  • Product Push

Step-by-step guide


Example (I want to push products to Amazon that are priced over $15)

  1.  Go into the advanced search page and click on “Search Products”.  Enter “15.00” into the minimum retail price field.
    price
  2. Select match towards the bottom of the page.  The selection of columns to return does not matter here because it is being used in the Channel Rules and not on the dashboard.
    Screenshot from 2013-11-27 08-04-30
  3. Click search products at the bottom.  This will bring you to results page where you can see which products have a price greater than $15.  Now click “Save” at the top to save this search as a usable list.
    Screenshot from 2013-11-27 08-11-50
  4. Fill in the information to complete the form and click save.
    Screenshot from 2013-11-27 08-16-45
  5. Now this list is saved on your business and can be used on your dashboard or in the channel settings which is what this example will show.  Go to the channels page and click on “Settings” for the channel you would like to push products to.  For this example, we will use Amazon.  If you have not made any rules yet, here is the screen you will be greeted with.  This is the Rules Set with one empty rule.  The right side of the page has been omitted to not show an Amazon id.
    Screenshot from 2013-11-27 08-20-42
  6. From here, start typing the name of the list you saved in step 5.  A dropdown will come up with all the lists whose name starts with those characters.  Click this drop down to select that list.Screenshot from 2013-11-27 08-20-42
  7. You’re done!  Now that you have a list selected in this rule, those products will be pushed to Amazon in the next push.

Example (I want to push products to Amazon AND have a 10% off sale)

  1. It’s a 10% off sale weekend on Amazon!  I’d like to push my products to Amazon at 10% off, but not to my other channels, and I want to see the original price in the database.   Go to the Modifiers page.  The center/left of the page is a list of current modifiers you have already made.  The right side is used to create new ones.  In the price fields, enter 10 for the amount (“adjust by”) and then select “Percent Off” from the dropdown.  Enter a name and a description.  Click create.
    Screenshot from 2013-11-27 10-45-22
    After successfully creating a modifier, it will show up in the left side of the page.
    Screenshot from 2013-11-27 10-52-21
  2. Now that you have made a modifier to take 10% off your products, go to the Channels page and click on “Settings” for the channel you’d like to adjust (In this example Amazon).  For all the rules that you want 10% off of, add that tag to the modifiers field by starting to type the name and then selecting it from the dropdown.
    Screenshot from 2013-11-27 10-59-28
  3. You’re done! Next time products are pushed to Amazon, their prices will be 10% lower.