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“Data Lists” allow for custom information to be stored and utilized in Order Routing “Filters”, letting users further fine-tune how specific Routing cases are handled. For instance, if a Scenario cannot fulfill certain product “UPCs”, then a Data List could be created that contains those “UPCs”. A Filter could then be created with that Data List applied to the “Item UPC” Attribute, so that those items would not be assigned to locations in that Scenario. “Data Lists” allow for custom information to be stored and utilized in Order Routing “Filters”, letting users further fine-tune how specific Routing cases are handled. For instance, if a Scenario cannot fulfill certain product “UPCs”, then a Data List could be created that contains those “UPCs”. A Filter could then be created with that Data List applied to the “Item UPC” Attribute, so that those items would not be assigned to locations in that Scenario. In this video, I will be demonstrating how to create and manage “Filter Data Lists”. To access the Data Lists menu, In the Order Routing menu, click the “Hamburger Menu” icon on the top left, then click “Filter Data List”. In this video, I will be demonstrating how to create and manage “Filter Data Lists”. To access the Data Lists menu, In the Order Routing menu, click the “Hamburger Menu” icon on the top left, then click “Filter Data List”. This is the “Filter Data List” menu. Any existing Data Lists will be displayed here. This is the “Filter Data List” menu. Any existing Data Lists will be displayed here. Similar to “Strategies”, Data Lists are created per “Site”. We can select the “Site” for our new Data List by clicking the “Current Site” dropdown on the top right. Similar to “Strategies”, Data Lists are created per “Site”. We can select the “Site” for our new Data List by clicking the “Current Site” dropdown on the top right. With the “Site” set, to create a new Filter Data List, click the “Add Filter Data List” button on the right. With the “Site” set, to create a new Filter Data List, click the “Add Filter Data List” button on the right. This opens the “Add New Data List” menu page where we’ll define our new Data List. All required fields are noted with a red “star”. This opens the “Add New Data List” menu page where we’ll define our new Data List. All required fields are noted with a red “star”. First, we’ll give the new Data List a “Name” and optional “Description”. First, we’ll give the new Data List a “Name” and optional “Description”. Next, we’ll select the data “Type”. The options are “Number”, “Location”, “String”, or “Date”. Next, we’ll select the data “Type”. The options are “Number”, “Location”, “String”, or “Date”. When initially creating a Data List, its values should be provided via CSV file upload. A template for building this file can be downloaded from the “Download Template” button. When initially creating a Data List, its values should be provided via CSV file upload. A template for building this file can be downloaded from the “Download Template” button. Once downloaded, open the Data List CSV template. Once downloaded, open the Data List CSV template. When the template is opened, populate it with specific data. It could be a list of “Product IDs”, “Zip Codes”, or other Values. When the template is opened, populate it with specific data. It could be a list of “Product IDs”, “Zip Codes”, or other Values. When the CSV file has been populated with all relevant data values, click “Select a file to upload” or “Drag and drop” the file back in the “Add New Data List” menu page for the Data List we just created. When the CSV file has been populated with all relevant data values, click “Select a file to upload” or “Drag and drop” the file back in the “Add New Data List” menu page for the Data List we just created. When the CSV file is uploaded, the new “Data List” will be displayed on the “Filter Data List” menu page. When the CSV file is uploaded, the new “Data List” will be displayed on the “Filter Data List” menu page. To view or manage this new Data List, click the “Pencil” icon in the “Actions” column to the right of the Data List. Alternatively, if we wish to delete the list, we can click the “Trash” icon. To view or manage this new Data List, click the “Pencil” icon in the “Actions” column to the right of the Data List. Alternatively, if we wish to delete the list, we can click the “Trash” icon. This is the newly created “Data List”, containing the data from the CSV file that was uploaded. This is the newly created “Data List”, containing the data from the CSV file that was uploaded. If we need to edit an existing row on the Data List, we’ll click the “Pencil” icon.Alternatively, If we need to delete a row on the List, we’ll click the “Trash” icon. If we need to edit an existing row on the Data List, we’ll click the “Pencil” icon. Alternatively, If we need to delete a row on the List, we’ll click the “Trash” icon. To add new data rows to the Data List without needing to edit and re-upload the CSV file, click the “Add New Row” button on the right. To add new data rows to the Data List without needing to edit and re-upload the CSV file, click the “Add New Row” button on the right.

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Filters

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