Upload Scheduling

Scheduled uploads offer a seamless way to automate your price updates, ensuring that your pricing information is always current and accurate. By establishing specific intervals for uploads, you can minimize manual intervention. Once set up, scheduled uploads will automatically create optimizations, prepare price changes for review before uploading, or, in the case of automated uploads, execute the changes immediately.

Creating a Scheduled Upload

1. In the Uploads section, click the "Create" button in the top left corner to start a new scheduled upload.

2. Configure the scheduled upload. The setup process is similar to creating a manual upload and includes the following options:

   • Optimization to copy settings from: Select an existing optimization from the Optimization section to base this scheduled upload on. This will copy the selected scopes, rules, and steering targets.
   • Upload frequency and schedule: Choose how often the upload should occur (daily or weekly) and specify the exact times. By clicking on the weekdays, you can easily select the days of the week when the upload should take place.
   • Reviewers: Assign a reviewer responsible for approving the price changes before the upload. Alternatively, you can opt for an automated upload, which does not require manual approval.
   • Automated Upload: If selected, the price changes will be uploaded immediately upon optimization creation, bypassing the need for manual approval.
   • Upload configuration: Choose the upload configurations that will be used for the scheduled uploads. You can select multiple configurations to send price changes to different locations.
   • Upload channels: Specify which upload channels will receive the price changes. If no upload channels are selected, the price changes will be sent to all available upload channels.

3. After finalizing the configuration, click the "Create Scheduled Upload" button to complete the process.

Approving and Uploading a Scheduled Upload

Note: This section is not applicable for automated uploads, which do not require approval and are uploaded immediately upon optimization creation.

1. After the optimization was created automatically, it must receive approval from one of the designated reviewers before any price changes can be uploaded. To review the pending price changes of a scheduled upload, click the "View Optimization" button (represented by the eye symbol).
2. After reviewing the price changes in the Optimization View, you can leave a comment regarding the optimization or proceed to approve and upload the changes.
3. Once the price changes are approved, they will be uploaded automatically. A double tick symbol will indicate that the upload was successful once completed.