Quick Start Guide – Advanced Topics Welcome to the Quick Start Guide - Advanced Topics. Now that we have some of the basics down we will expand on that and walk you through some more topics. Select a topic below to learn more. At any time you can return to this page and make a new selection. Want to re-visit the adding listings and crossposting basics? Quick Start Guide Learn more about:Mark SOLDEnd Listings (Delist & Relist)TemplatesCustomizationsSales AnalyticsExpress Editor & CSV DownloadFiltering CatalogLearn more about customizing:Extension SettingsCatalog FiltersPro Description LayoutMark SOLD is an inventory management feature that allows to you mark listings as "SOLD" from your LP Catalog. Once a product sells out, Mark SOLD and all linked active listings will be ended. *Important: Mark SOLD is only available for active listings linked to your List Perfectly Catalog. Click Next below for step by step instructionsEnd Listings is an inventory management feature that allows to you end active listings that are linked to your LP listing from your LP Catalog. *Important: End listing is only available for active listings linked to your List Perfectly Catalog. End listings can be used to delist and re-list your listings on each supported marketplace. Click Next below for step by step instructionsTemplates make listing even faster and help you avoid typing repetitive information. ANY information can be templated and saved for future use when creating listings on List Perfectly. You can even create a template from an existing listing in your LP Catalog. If you find you are typing or adding the same details to multiple listings. Templates are for you. Creating a template ONE time saves so much time. Click below for step by step instructions for creating, editing, and using templates. Templates GuideList Perfectly allows you to customize your LP Extension Settings to fit your unique needs. Click below to review each how to access and use each setting. Extension Setting GuideList Perfectly allows Pro Plan members to customize the layout and formatting of descriptions when using LP's description builder. Click below to review each how to create and format custom descriptions with the Pro Plan. Custom Description GuideYou can set custom global filters to your LP Catalog. Visit account settings → scroll to "Product Catalog Filters". Listing Filter: All Listings = By default your catalog will display ALL saved listings. Including listings with a "SOLD" status. Not Sold Listings = By default your catalog will display only listings that do NOT have a "SOLD" status. LP remains flexible to fit your business's needs. Some users prefer to not have "SOLD" items display in their working catalog. Your listings are not removed ever. You can apply temporary filters in the search section of the catalog at any time.Use Sales Analytics to keep track of important sales information like: costs, profits, highest performing marketplaces and more. When items sell you can update your LP Listing with the required sales data. All of this data will be calculated, saved, and stored to your Sales Analytics. View instructions in the Guide for how to update, read, and filter your analytics. Sales Analytics Guide CSV Download allows you to download a CSV file (spreadsheet) of your entire LP Catalog. Click Next below for step by step instructionsCSV Downloads are available to Business and Pro plan members. You are currently on the Simple Plan. You can upgrade your account at any time to access CSV Download features.You can filter your catalog at any time from the "My Listings" page. Catalog filters allow you to quickly apply searches and filters to your catalog view. This allows you to locate specific listings, review groups of listings, locate where listings are active, and much more. You can even include "minus" filters to eliminate certain marketplace statuses from the filtered results. Above your catalog listings you will fine multiple search options and filters that can be applied. Once you have applied the searches or filters choose "Search". Your filtered results will display below. Watch Demo There are two ways to mark listings as SOLD and remove them from platforms. Marking listings SOLD will end any active listings linked to the LP product and also add a "SOLD" status to your product in your catalog.Choose OneMark SOLD from CatalogMark SOLD from LP Listing Visit the List Perfectly Catalog and navigate to the listing(s) you would like to end. SINGLE SELECTION: Select the crossposting icon next to the ONE listing you would like to end linked active listings. BULK SELECTION: Select the "Start Selecting" icon → choose your listings → choose "Stop". Choose the "Select to Mark SOLD" checkbox Once activated the "Copy" button will change to a "Mark SOLD" option. By default, all marketplaces will be highlighted. You can manually deselect or choose the specific marketplaces.The marketplaces selected will be the active listings that will be ended. Select "Mark SOLD" After choosing "Mark SOLD" a pop-up confirmation will display. Choose "OK" to confirm. New tabs will open for the selected marketplaces and the active listings will be ended. *Please note that active listings will only end if they are properly linked to your LP Listing. Mark SOLD Guide From the main catalog, select to "edit" the listing you would like to Mark SOLD Scroll to the "Inventory and Sales" section and select "SOLD" Once "SOLD" has been selected a pop-up confirmation will display.Choose "OK" to confirm. New tabs will open for the linked active listings and they will then be ended. *Please note that active listings will only end if they are properly linked to your LP Listing. Update and Save Once the linked active listings have been ended you will have the ability to add "Sales Data" to your listing for updated Sales Analytics. While not required, it is recommended to add the sales information for accurate tracking. Once completed, select "Save Progress" to remain on the current listing or "Update" at the bottom to return to your main catalog. Mark SOLD Guide Choose OneEnd ListingsDelist / Re-listEnd Listings End Listings is an inventory management tool that allows you to end active listings that are linked to your LP Listing. This option is great for any time you need to end active listings for possibly making changes, adjusting details, etc. Visit the List Perfectly Catalog and navigate to the listing(s) you would like to end. SINGLE SELECTION: Select the crossposting icon next to the ONE listing you would like to end linked active listings. BULK SELECTION: Select the "Start Selecting" icon → choose your listings → choose "Stop". Select the marketplaces and choose "End Listings" End Listings GuideDelist & Re-List Delist / Re-List is completed with List Perfectly's End Listings inventory management tool that allows you to end active listings that are linked to your LP Listing. Delist / Relist is great for ending active listings and re-listing a new fresh listing back to the marketplace. Please note that you do NOT have to relist immediately with List Perfectly. You can always delist, make changes, and relist at another time. Visit the List Perfectly Catalog and navigate to the listing(s) you would like to end. SINGLE SELECTION: Select the crossposting icon next to the ONE listing you would like to end linked active listings. BULK SELECTION: Select the "Start Selecting" icon → choose your listings → choose "Stop". Select the marketplaces and choose "End Listings" Optional: Copy (re-list) Once active listings have been ended you can then choose "Copy" to re-list any listing back to the same marketplace. A new tab(s) will open for the new listing, the details will copy, and you can review and publish. End Listings GuideSection BreakSales Analytics Watch Demo *Demo video recorded with Pro Plan Sales Analytics are generated for listings in your LP Catalog that you both Marked SOLD and entered Sales Data. *By default analytics are filtered by listings marked SOLD from 1/1/21 - current date. There are two ways enter Sales Data: From the Sales Analytics Page Go to the Top Navigation Menu → Click Listings → Click Sales Analytics Click "Enable Inline Edit" on the right side of your screen. Begin Editing and Updating the columns next to each listing including: Title, SKU, Sold On* (sold status & platform selected), Starting Price, Quantity, Cost of Goods, Fees, Total SOLD Price*, Shipping, and Date Sold* (* = Required) Refresh your tab for updated Sales Analytics and Charts. From your LP Catalog Go to the SOLD listing in your LP Catalog and click edit. Scroll down to the section "SELECT SOLD IF YOUR ITEM HAS BEEN SOLD." Select the platform* where the listing sold, then enter Sales Data: Cost of Goods, Fees, Shipping, Total SOLD Price*, and Date Sold* (* = Required) Repeat this process for all SOLD listings then go to Sales Analytic Go to the Top Navigation Menu → Click Listings → Click Sales Analytics. Refresh your tab for updated Sales Analytics and Charts. Filtering Analytics: Analytics and charts are dynamic based on filters applied. By default analytics are filtered by listings marked SOLD from 1/1/21 - current date. Apply other filters and select "search" to view updated analytics and charts. 💡 TIPS Inline Edit: Make quick edits to your listings by enabling inline edit. Once enabled you can edit any field that and once updated the change will be saved to your listing. For example, you can quickly update listings with new active listing item numbers, change prices, update sales dates, etc. Express Editor & CSV Download (Business and Pro) From the top menu choose "Listings" → "Express Editor & CSV Download" Express Editor Express editor allows access to "enable inline edit " and make quick express edits to listings stored to your LP Catalog. Please note that changes here or "Sold" status changes do not update active listings on marketplaces that are linked to your LP Listing. By default, all saved listings will display. You can apply filters and searches to limit the results and make edits to the filtered results. Making Edits: Select "Enable inline edit" to activate the editor Select the specific field you would like to edit. A popup box will display. Apply your edits and choose "Update". CSV Download Download CSV allows you to download your entire List Catalog in a .CSV file (aka a spreadsheet) unlimited times. The CSV file includes links to images, so you never have to enter them manually. Select "Download CSV" to download a CSV to your browser. Once selected a file will download in your browser and display in the lower left corner. You can select this file and open in the program of your choice. Express Editor GuideUser Role
