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SKU Group editing

Follow these steps if you need to add/remove filters or change settings on an individual SKU group.

(Learn how to batch update multiple SKU groups instead. )

 

You can edit a SKU group in 3 ways: 

1. From the SKUs tab on the SKU group report

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  1. Click into your SKU group and navigate to the SKUs tab
  2. Update your filters to refine products in the group
  3. Change your days on hand, lookback period, and lead time 
  4. Click Save changes on the top right of the group
  5. OR click Save as... to create a new SKU group with the adjusted filters

 

2. From the settings menu dropdown on the SKU groups page

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  1. Click the three dot menu next to the SKU group you would like to edit
  2. Click Settings
  3. Here you can adjust your SKU group name, schedule and email reports, and batch-update case size or category. 
  4. Click Save changes.

 

3. From the actions dropdown inside your SKU group

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  1. Click on the top right Actions dropdown
  2. Click into your Settings
  3. Adjust your SKU group name, schedule and email reports, and batch-update case size or category. 
  4. Click Save changes 

 

Note: Only org admins can edit and create SKU groups. Reach out to customer success if this affects your workflow.