Sales & return data

Summary

With PX Insights, you can now import through flat files sales & return data to visualize them in the Product Grid as well as in the Product Edit Form. 

Sales & Return data are a great addition to help teams take more informed decisions and prioritize the products to be optimized/improved.

For now, the following 3 new data points are supported:

  • Number of sales
  • Sales revenue
  • Return rate

Import

The file import process is straightforward. It consists of the following:

  1. Creating an import profile
  2. Configuring an import profile
  3. Building the file, manually or via a third-party application
  4. Running the import

Creating an import profile

To create a new import profile:

  1. Log in with a user account with Create an import profile permissions
  2. Go to the Imports menu
  3. Click on Create import profile
  4. Select the Job Sales and Returns import in XLSX (CSV format is also available)
  5. Click on Save to finalize your import profile creation. The profile page screen is displayed. You can then configure it.

Configuring an import profile

The first time you create your import profile, you will have to configure the Import structure.

  1. Go to the Import structure tab and press the button Initialize Import Structure
  2. Drag & drop your flat file containing sales & return data
  3. Define your import structure and press Next
  4. Select your identifier used as import ID to map your sales & return data with the right products in the PIM and Confirm. A tag Import ID is displayed in front of the ID used as reference for the mapping.
  5. Map the selected identifier with the right columns in the XLSX (or CSV) document and Save.

In case of product models, the data can only be imported at the variant level.

 

Once the import structure completed, you will not be able to edit it afterwards.

 

A few elements can also be customized in the Import profile:

  • Properties tab
    • You can schedule and automate your product imports/exports from the Properties tab. To know more, check this article.
    • You can also edit the Import profile label.
  • Permissions 
    • You can adapt the permissions to Edit/Execute the imports.
  • Global Settings
    • You can select the currency of choice from the currencies enabled in your PIM. Only one currency per import profile is supported.

Once the first configuration is done, you can run imports and start visualizing your sales & return data in the PIM.

 

Building the file

For us to be able to synchronize your data, you must follow the expected file format below (including exact columns names except for the identifier_name). 

(identifier name) units_sold total_revenue return_rate
Mandatory Optional Optional Optional
Product identifier Number of sales Sales revenue Return rate
Could be id / sku / ean / … Information should be in the PIM Should be a number Should be a number without currency. Decimals will not be taken into account. Should be a decimal number (eg: 0.10 for 10%). Only 2 figures after the coma are taken into account.

Only one currency per file is supported. The currency should not be displayed in the file itself, it is chosen when creating the import profile.

 

Run the import

To run the import you have 2 ways

  1. Uploading manually your file in the PIM
  2. Enabling the PIM to fetch this file on a given path

Uploading manually the file

  1. Select the target import profile from the Imports menu and open it
  2. Drag & drop the chosen file in the import area
  3. Press the button Upload and import now to proceed

Enabling the PIM to fetch this file on a given path

You can schedule and automate your product imports/exports from the Properties tab. To know more, check this article.

For both types of import, you can follow the import progress in the Process Tracker accessible from the Activity tab in the main PIM menu. 

Each new import will replace the existing Sales & Return data. 

 

To visualize the data, ensure your users have the right level of Web API permissions (see screenshot below).

 

Visualize imported data 

Product Grid

Add new data in columns

Per default, these new data points are not visible in the Product Grid. You need to add them as new columns to start visualizing them. 

For that, you can click on the Columns button and look for rating & reviews data. They are in the Attribute Group “System”.

Drag and drop the Number of sales, Sales revenue & Return rate items from the middle to the right column on the screen.

You can now see the two new columns displayed in the Product Grid. 

To know more about the Product Grid configuration, have a look at this article. 

 

Please note, it is not possible to export this new data from the PIM (through the quick export functionality for instance). 

 

Leverage the full power of the Product Grid

See below some ideas of what you can do with these new insights already visible in the Product Grid.

Filtering

Filter the product selection to find out the lowest rated products according to your business criteria and start taking actions. Here is an example: 

View

Create a dedicated view to identify easily the most performing products on a regular basis and share it with others.

For more details about the Views management in the PIM, please check this section.

 

Workflows

From the Product grid, assign selected products to an existing workflow for further analysis and troubleshooting. That will ease the team collaboration on product optimization.

To add a list of identified products to a workflow, you can use the Bulk action Add to workflow option available in the Product Grid or any saved View. To do so, make sure you have the required permissions to Manage Workflows Settings.

This will add this specific set of products to the selected workflow (with Product Selection criteria unchanged), enabling assigned contributors to work on both sets within the same workflow tasks. Otherwise, to create a workflow that only includes manually added products, configure the workflow's Product Selection criteria to accommodate this (e.g., "Status = Enabled" & "Status is Disabled") and ensure no products are automatically selected.

You can also now, directly from the Workflows product selection, use these new data points as criteria:

  • Number of sales
  • Sales revenue
  • Return rate

Check this article to know more about the Workflows capabilities.

 

To get more details about a Product, select it and go to the Product Edit Form.

Product Edit Form

  1. Go to the PX Insights section
  2. Select the Sales & returns tab to visualize data

Automate actions with the Rules

Streamline your product management process by implementing a rules engine that automates actions based on Sales & Return signals. This automation can save time and resources by automatically triggering actions.

What's new with PX Insights?

For the product selection, you can now use these new data points as criteria:

  • Number of sales
  • Sales revenue
  • Return rate

To know more about the Rules functionality, check this article.

 

 

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