When you are using the Custom List tool, the Arrival Date and Exclude Lists attributes can work hand-in-hand to help you refine your lists and are very valuable tools when you are looking for the latest product. Sure, you can scan our New Arrivals list every couple of days like many of our customers do, but with this new tool you can do so much more—you can set additional parameters around the newest products, filter out any features you don’t want, and even schedule your list so it is emailed to you at the frequency of your choosing.
Here are brief video tutorials to show you how to refine your custom lists:
To demonstrate how to use the Arrival Date and Exclude Lists filters, let’s walk through an example.
For the purpose of this example, we will create a list of new biography and autobiography titles that can be regularly emailed at a desired frequency. To start, select Category, Arrival Date, and Exclude Lists from the list of attributes on the Start page. Click Next to move forward to the Category page.
On the Category page, select Biography & Autobiography from the list of categories and then click Next to move ahead to Arrival Date page.
On the Arrival Date page, you have the ability to select a date range for when new products have become available for sale. Your options include:
- 1 Day
- 1 Week
- 2 Weeks
- 1 Month
- 2 Months
- 3 Months
If none of these options are the right fit for you, you can also select Other, which allows you to set your own date using the calendar. For this example, we will select 1 Week. This means that the list will only include new biography and autobiography titles that came into inventory within the past week. Once you have made the selection, click Next to move to the Exclude Lists page.
The Exclude Lists attribute is one more feature that gives you better control of our inventory and helps you manage the size of your lists. Since Book Depot can regularly receive returns from the same publisher and because we are sorting more product on a daily basis than ever before, there is a fair bit of title duplication over a period of time within our new arrivals. However, the Exclude Lists attribute gives you the option to prevent any titles from your previous lists from appearing on the current list you are creating. More specifically, you can exclude lists from the following tabs:
- My Lists
- Custom Lists
- From Sales Rep
For each of these options, you can also exclude titles based on a set time span or date. Your date-related exclusion options are:
- Weeks (#)
- Months (#)
- Years (#)
- Calendar Date
Continuing our example, to ensure your list does not include any books that have appeared in your previous lists for the past month, you can check the Exclude box next to the lists and select Time Span – 1 Month. This will effectively trim down your list to the newest titles and remove any duplicate titles you have seen recently.
The Report Fields page allows you to select the information you would like to be included in your downloadable Excel spreadsheet list. We have preselected several for you, but you can alter these options to whatever you prefer. You can even include the cover image, but please note that if your list exceeds 1,000 titles, the images will not appear due to file size constraints. When you are satisfied with your selections, you can continue to the final step by clicking Next.
On the Finalize page, you have the ability to take your list and template it, and then schedule an email so you are automatically notified at the frequency of your choosing. The first thing you will want to do is name your list. Next, click the checkbox beside Create as template. Once you check that box, a new menu of options will pop up that will allow you to choose how often and for how long your list is emailed to you.
The Recurrence Pattern is where you will select the regular frequency of the email—weekly, monthly, or yearly. For this example, if we give this list a weekly recurrence pattern, you can then select which day of the week you will receive the list (e.g. if Monday is selected, every Monday you will receive a list of newly-added biography and autobiography titles from the past week from Book Depot’s inventory).
The Email Notification section allows you to specify the email address(es) your list will be sent to as well as customize the email message itself. The default email address is the one that is associated with your account. However, if you would like to replace your default email address with a different one, you can do so by clicking the small “x” on the right-hand side of the blue button. You can also add additional email addresses if you would like others on your team to receive these regular lists. As for the messaging, we have a default subject line as well as a blank body paragraph that will populate once the email is sent, but you can change and/or add any other information you would like.
Now that you have entered all of your preferences, you are ready to click the green Create button. By clicking Create, you have officially saved your template and scheduled your recurring email!
If you have any questions about this tool or any other functions of our Custom List tool, please contact us!
Phone: 1-800-801-7193 ext. 229
Online Sales Manager