Mass Managing Default Vendor Assignments

Mass managing Default Vendor Assignments can be super convenient when needing to update a lot of defaults at once. Mass managing allows users to skip the import process and make a simple change to various records in a list at once. Criteria such as the vendor, class, categories, stores, and more can be mass updated! 

To mass manage the Default Vendor Assignments via list creation, follow the steps below: 

1. Navigate to Administration>Defaults>Vendor Assignment>Create List in the navigation panel.
   
2. Select the criteria for your list, add a List Name, and select Save Filter
   
3. Select the mass manage hand icon, and then select the pencil inside of the box icon
   
   
4. Make the desired changes and select Next 
   
5. Verify the desired records are going to be impacted, and select Update. 
   
6. The next pop up will show the email of the user currently logged in. If this is the correct email address that should receive the notification for completion on the mass update, select Proceed. Otherwise, correct this email and select Proceed. 
   
7. Once the email notification for completion has been received, the mass update has been completed. Navigate back to the grid to see your changes.  

To mass manage the Default Vendor Assignments via importing, follow the steps below: 

1. Navigate to the Reports grid and select the plus sign in the top right to create a new Report.
   
   
   
2. Set up the report with the columns that are needed to identify the default vendors easily.
   On the Reports Configuration configure the following: 
   • Data Source: Stores
   • Linked Data Sources: Default Assignments
   • Add the below columns to the report: 
     
   • Set a filter to identify information to change:
     
     
   • Run the report by selecting 'Run Report', which should return data that matches the columns/filters added to the report.  
     
     
     
   • Click on the Export, select the XLSX export type, and then click Download.
     
     
3. Open the downloaded file and make the changes needed to update. 
   
   After updating the necessary data, save the file.
   
4.  Go to the imports tab from the navigation panel and create a new import.
   
   
   
   • On the setup screen choose the Vendor Default Assignment as the import type. Select Browse to choose the spreadsheet to upload, then click upload.
     
     Note: When making updates to data in Fexa, the import sheet used MUST include the ID of the record to update. If the template being uploaded doesn't include the necessary columns for this (ID and whatever needs to be updated), download the template Fexa offers by selecting 'Click here to download template'. Copy and past the IDs and the information needing to be updated to that spreadsheet. 
     
     
   • After selecting Upload, the page will go to the mapping information. Verify the header and first row of data on the left matches the headers on the right of the screen to avoid failures on importing.
     Ex: if the left side says ID, the right side of this screen should also say ID 
     
   • Click the Save Mappings button. If there are no issues with the import, there should be 100% succession
     

If failures are received, feel free to reach out to the support desk for assistance.