Variants from different connections can be linked using the 'manual linking' feature.
Note: If 'manual linking' feature is used, then the 'Master SKU' column can be added in reports and the 'Master SKU' column can be used in filters.
When to use this feature
If the same variant on different platforms uses different SKUs, then use the 'manual linking' feature to combine information for 'all warehouse' or 'combined warehouse' use. For example, 'SKU-amazon' and 'SKU-shopify' can be linked so that all information shows together for reporting and ordering.
When not to use this feature
If you use the same SKU, barcode, title or ASIN across platforms, Inventory Planner can automatically match up this information. 'Manual linking' would only need to be used if this information does not match across platforms.
If you are looking to apply the sales history of an old or existing variant to a new variant that will replace it, use the 'merge variants' functionality.
How to set-up 'linked variants'
To link variants across connections it is necessary to assign a unique 'master SKU' for variants in each connection. This can be done in two ways:
1. Manually from the Replenishment screen by clicking Details (the "i" icon):
> Merged Variants > Manual Link Variants
2. Or you can import the master SKUs from a CSV. To do this from Replenishment, click on Import at the bottom of the screen then Master SKUs. You will need to import a CSV for each platform (ie, one import for Amazon, one import for Shopify).
The import will need two columns with column titles: The master SKU you are assigning, and the SKU from your connected platform. As an alternative to your platform's SKU, you can use the product title, barcode, or ASIN.
Connect your first CSV by clicking on 'select file'.
Use the dropdown options for each field to make sure the correct information is matched. Use the field 'Select variants source connection' to indicate which platform uses the SKUs in your spreadsheet. If you are importing SKU information that corresponds to Shopify, select Shopify in this dropdown.
Finally, click Upload.
You will then see the results of your import including information successfully imported and any errors with details.
Click on 'Download all errors as CSV' to see issues that need to be corrected. The number in the 'Line' column indicates the row in your spreadsheet where the error occurred.
Repeat the process with additional platforms using SKUs that you need to match. After the second import, the two platform SKUs will be matched using the master SKU you have assigned.