Overview
Manifesting is the first step in selling items online. A manifest is a list of items that will be sent to your e-commerce team to evaluate, photograph, and list on your online marketplaces. This guide walks through how to use the manifest page as a store manager or team member.
Before learning how to create a manifest, it's important to know how manifest barcoding works.
When creating a manifest, Upright Lister will auto-assign a manifest barcode to that product. Once the e-commerce team has processed the manifest, you will not be able to edit the barcode since this barcode is how the team tracks each item.
Table of Contents
Store Manager Overview Page
A Store Manager’s overview page in Lister shows a snapshot of the following data points:
Total sales by date range
Total items sent by date range
Currently active listings
Total unprocessed items
Weekly Top 10 sales
E-commerce item preferences
Click the clipboard icon in the top-right header column to navigate to the manifest page.
Store Associate Overview Page
A Store associate’s homepage in Lister shows the manifest page for quickly creating and editing manifests.
Note: A default Store associate role can only see manifests they created and cannot view or access manifests created by other stores or users for the same store.
How to Use and Understand Item Preferences
The Item Preferences box on the Manifest overview page shows a curated list of special items your e-commerce team either wants or doesn't want to be sent
If the name has an expansion icon next to it, it means additional details are available by clicking the item name
How to Create a New Manifest
Click "Add Manifest" from the manifest overview page
Describe an item and click the “Add Product” button or hit the enter key on the keyboard
Repeat step 2 step for each item in the container
(Optional) Add any notes about the manifest you want e-commerce to see
Click "Save manifest" when done
💡Operational Tip: Create one manifest per container of items being sent to e-commerce to help speed up the processing and posting of items online.
How to Print a Manifest Sheet
After the store creates and saves the manifest, the final step is to print out the manifest sheet and place it in the container to be sent to e-commerce for processing
The manifest sheet (8 ½ x 11") will display a list of the items within the container and a barcode for easy processing
Click the “Print Sheet” button to open the printer dialog box and print a manifest from a standard office printer
Optional: Stores with Lister Connect installed and compatible label printer can print a manifest barcode instead of the manifest sheet as an additional layer of asset protection. This will provide a barcode that the e-commerce team can easily scan without the contents of the manifest visible outside the container
How to Filter and Search for Manifests
Want to know the status of a manifest or need to add more items to a created manifest? There are three ways to search for manifests in Lister:
Method 1: Search Via Manifest Barcode
Click on the clipboard icon to get to the Manifest page
Use the Lookup Manifest search box to find your item
If you know the manifest's barcode ID, you can type it into that search box
Click the arrow or press return on your keyboard to initiate the search
Method 2: Search via Item Name
Click 'Search manifest items' on the Manifests page
Type in the name of the item (or manifest item barcode)
💡Operational Tip: Hover the mouse cursor over an item status to see more details on why an item was rejected or placed on hold.
Method 3: Filter Manifests by Supplier or Status
You can filter results using the column headers on the manifest overview page.
Use the Supplier dropdown to filter manifests to a specific store
Use the Status dropdown to filter results to a specific status
Created: A manifest that has not been received or worked on by e-commerce
Partially Processed: A manifest with one or more items that have not been accepted or rejected or has items placed on hold
Processed: Every item on the manifest has been accounted for and accepted or rejected
How to Understand Manifest Statuses
Once a manifest has been received by e-commerce and they begin processing the items, the manifest will update to show the status of each item. The manifest processor can leave notes on the status of a manifest for visibility back to stores.
Manifest Status
Created: A manifest that has not been received or worked on by e-commerce
Partially Processed: A manifest with one or more items that have not been accepted or rejected or has items placed on hold
Processed: Every item on the manifest has been accounted for and accepted or rejected
Item Status
Accepted: The item was accepted to be sold online
Rejected: The item was rejected. A rejection reason will show next to the item
Hold: The item was received but not yet accepted or rejected. A “hold” reason will show next to the item
In addition, e-commerce manifest processors can merge or divide items on a manifest and leave processor notes to share back information to stores.
Merged Item: If two or more items are combined into one auction, they will appear with a new name on the manifest
Divided Item: If a manifested item can be sold as multiple actions, a new line item will appear on the manifest for each item
Processor notes: This section shows any notes left by the processor about the manifest. For example, why an item was merged or divided, placed on hold, etc.
How to Edit a Manifest
Manifests can be edited to add or remove items while they are in the “Created” state, but not once they have been partially or fully processed.
Find the manifest using one of the search methods described above
Click the “Edit” button from the manifest page to resume editing
How to View Item Details
After an item is listed, the manifest line item will update from “Draft product” to “Product”
Clicking the tile in the auction will open the product detail page
The bottom corner of this window shows auction details and price
Manifest Event Logs
The bottom right corner of the manifest page shows who created and edited a manifest, along with the users who began and finished processing a manifest.
Related Guides
Have questions? Reach out to us at support@uprightlabs.com or via chat anytime between 9am-6pm ET, Monday to Friday