How-To Tutorials
Summary
The How-To Tutorials library is a searchable set of interactive, click-through walkthroughs grouped by area. You pick a tutorial, follow the highlighted steps, then use Try It Now to run the same task in your own account. If a tutorial you need is missing, you can request it.
The How-To Tutorials library is a searchable set of interactive, click-through walkthroughs grouped by area. You pick a tutorial, follow the highlighted steps, then use Try It Now to run the same task in your own account. If a tutorial you need is missing, you can request it.
| Action | How |
|---|---|
| Find a tutorial | Scroll the page or use Ctrl+F to search the collection by name |
| Start it | Select the tutorial name to begin |
| Advance | Click the highlighted field or pulsing icon to move to the next step |
| Practice for real | When finished, click Try It Now to do the task in your own account |
| Request a new one | Use Request a New Tutorial to submit a short form |
Products, catalog, and listings
| Area | Tutorials |
|---|---|
| Product tools | Create a Custom View, Create a Saved Filter, Find and Tag Duplicates, Tag a Single Product, Tag a Group of Products, Bulk Customize Your Products |
| Source Inventory | Manually Edit Inventory, Manually Create Inventory |
| Product Catalog | Create a Product, Manually Create a Product, Rebuild Single Product, Rebuild Products in Bulk |
| Channel Listings | Create a Listing, Rebuild Single Listing, Rebuild Listings in Bulk, Delete Channel SKUs, Relink Listings, Publish / Overwrite, Cancel Action |
Orders, fulfillment, and stocking
| Area | Tutorials |
|---|---|
| Actions and settings | View Order History and Logs, Hold or Cancel an Order, Add a New Shipping Policy, Allow Backorders, Setup a Custom Alert |
| Order line items | Add Line Item, Replace Line Item with an Alternative, Mark a Line Item as Non-Shippable |
| Fulfillment requests | Preview a FR, Manually Create a FR, Manually Generate a FR, Void and Regenerate a FR, Enable Auto-Generate FR, Enable Auto-Processing FR |
| Stocking and cross dock | Create a Stocking Manifest, Create a Cross Dock PO |
Vendor, workflow, and utility
| Area | Tutorials |
|---|---|
| Vendors | Add a New Vendor in the Vendor Portal, Vendor Portal Inventory Upload, Vendor Portal Shipment Upload, Vendor Portal Invoice Upload |
| Workflows (general) | Test Your Workflow |
| Pricing and quantity | Add Shipping Cost to List Price (global and per-channel), Set Default List Price to Source List Price, Update and Lock Pricing and Quantity, Create a Pricing Rule for MAP, Set Source Cost to MSRP, Add Shipping and Dropship Fee to Source Cost, Setup Tiered Shipping Cost |
| Listing status and routing | Delist an Item Based on Quantity, Set an Order on Hold Automatically, Set Billing Address to Shipping Address, Trim Address Character Length, Create a Routing Group, Edit Your Default Routing Group, Change Shipping Text Based on Note, Set a Quantity Buffer, Pass a Shopify Tag to Notes, Configure a Do Not Import Rule, Setup a Send Fulfillment Request Email |
| Utilities and settings | Create a Custom Filter, Create a Custom View, Create an Export, Configure a Mapping Template, Create a List, Create a Mapping Set, Update Currency Setting, Configure Committed Stock |
A manual inventory edit did not carry through to the catalog or channel. The mapped field overwrote it on the next sync. Set that field to Don't Map on Get Inventory Primary, then rebuild the SKU at Product Catalog and Channel Listings.
Fulfillment requests are created but never sent. Auto-Generate only builds the FR. Turn on Auto-Processing so Flxpoint sends it to the source per your routing configuration.
Overwrite did not update my price or quantity. Expected. Overwrite pushes static content fields only. Price and quantity move through the pricing/quantity sync, not Overwrite.
How do I find a specific tutorial? Scroll the library or use Ctrl+F to search by name, then select it to start.
How do I practice the task myself? After finishing the walkthrough, click Try It Now to perform it in your own account.
What if the tutorial I need is not there? Use Request a New Tutorial to submit a short form and the team can create it.
Do these tutorials change my data? The walkthrough itself is guided practice; changes happen when you use Try It Now and perform the steps in your own account.
