Accessing the Portfolio Management (MSL) Section #
NOTE:
There are three ways of configuring your MSL, either on the Branch, Store Group, or Placement level.
- Click the SETUP menu item.
- Click the Portfolio Management menu item.
Configuring a Branch MSL #
Configuring a Branch MSL Manually #
NOTE:
If you would like to configure an entire Branch MSL, please use this tab.
You can use the Delist All checkbox underneath the filters to delist all SKUs filtered in the list.
- Click the Checkbox under Delisted column.
- Click on the Save button to save changes.
Configuring Branches MSL in Bulk #
NOTE:
Click the Replace All checkbox if you would like to replace the entire MSL with the contents of your uploaded template.
- Click on Import button.
- Click Update by Branch from the dropdown.
- Download the import template.
- Fill in the required info on the excel template.
- Click the Browse button, locate and select the updated template sheet.
- Click the Update button and confirm the popup.
Configuring Stores MSL in Bulk #
NOTE:
Click the Replace All checkbox if you would like to replace the entire MSL with the contents of your uploaded template.
- Click the Import button.
- Click Update by Store from the dropdown.
- Download the import template.
- Fill in the required info on the excel template.
- Click the Browse button, locate and select the updated template sheet.
- Click the Update button and confirm the popup.
Configuring a Store Group MSL #
Configuring a Store Group MSL Manually #
NOTE:
If you would like to configure an entire Store Group MSL, please use this tab.
You can use the Delist All checkbox underneath the filters to delist all SKUs filtered in the list.
- Click the Checkbox under Delisted column.
- Click the Save button to save changes.
Configuring Store Groups MSL in Bulk #
NOTE:
Click on the Replace All checkbox if you would like to replace the entire MSL with the contents of your uploaded template.
- Click on Import button.
- Download the import template.
- Fill in the required info on the excel template.
- Click the Browse button, locate and select the updated template sheet.
- Click the Update button and confirm the popup.
Configuring a Placement MSL #
NOTE:
If you would like to configure an entire Placement MSL, please use this tab.
The first filter will either toggle Add to Placement or Remove from Placement. This will determine if you are adding or removing from the Placement.
When you are in the Add section you will have an Add All checkbox underneath the filters, however, if you are in the Remove and Delist section, you will have a Delist All checkbox underneath the filters.
You can use the Delist/Add All checkbox underneath the filters to delist all SKUs filtered in the list.
- Click the Checkbox under Delisted column.
- Click the Save button to save changes.
