How to Create Item Assortments

Before you Start

Here are a few things to keep in mind when creating and working with item assortments:

• Item assortments cannot contain items with size, color, style variants
• Items with size, color, and style variants cannot be added to item assortments
• Currently:
  • Only the parent item will appear, and the child items will not appear for orders:
    • Viewed/created using the mtPro iPad application
    • Viewed/exported from Stream
  • We have plans to show the child items in assortments as we continue to add new capabilities to the set of Item Assortment features

Create Item Assortments Manually

To create item assortments manually, please follow these steps:

1. Add or import the items you want to be included in the assortment using any of these methods:
   1. Manually Adding a New Item
   2. Importing Items as a Manufacturer
   3. Importing Items as a Sales Agency
2. Navigate to the View Items page
3. Locate the item that you will turn into the assortment (or click New to create a new item)
4. Click the Assortment tab
   
5. Click Add More Items
   
    
6. Select the items you want to be included in the assortment
7. Click Select Items
   
    
8. Set the Qty for each included item:
   1. You can increase the quantity one item at a time:
      
   2. Or click Bulk Edit to update quantities for multiple items at once:
      
      1. If you use this option, click Apply to save your changes
9. If you make any further changes to the assortment, click Save at the top of the page:
   
10. After the assortment has been created, when you look at the Additional Details tab, you'll see the Assortments toggle has automatically changed to Yes
    
     

Import Assortments

Import Template

To download the item import template, which includes a worksheet for importing item assortments, please use the template links at the top of these pages: 

1. Importing Items as a Manufacturer
2. Importing Items as a Sales Agency

File Requirements

1. File format must only be in .XLS, .XLSX, or .CSV.
2. The file must contain the three required columns:
   1. Assortment Item Number
   2. Item Number
   3. Quantity in Assortment
3. MarketTime will only upload the first sheet in your file.
4. Please look at the import template's first sheet for additional help formatting your file.

How Data is Imported

By default:

• The system will create a new item assortment if the file contains new item assortment numbers.
• New child items with a quantity of zero will not be imported.
• If the file contains updated child items or quantities, the system will be updated with the values from your import file.
• Existing child items not included in the import file will not be updated.
• If the file contains existing child items with zero quantity, they will be removed from their parent item assortments.
• Items will not be imported when:
  • A parent assortment is being imported as a child of itself.
  • A child item is an assortment (a child assortment of a parent assortment).
  • The parent assortment or the child item has SCS (Size, Color, and Styles).

How to Import Assortments

1. What type of account are you using?
   1. Manufacturers: Navigate to Items > Import & Export
   2. Sales Agencies: Navigate to Maintenance > Import & Export
      1. Select a Manufacturer
2. Click Import Item Assortments
   
    
3. Click Choose
   
    
4. Choose your item assortment file
5. Map the columns
   
6. Click Next
7. Review the data that will be imported
   
8. Click Next
9. Click Import Items
   
    
10. Click OK
    
     
11. Check your email for an email with the subject line: "MarketTime Portal: Item Assortment Imported"
    1. This email will show you how many items were imported and how many were not imported
    2. You can download an error log file containing any items that were not imported