How to Use Remote Listings

What are remote listings and how do I use them?

Rain Gilbert avatar
Written by Rain Gilbert
Updated over a week ago

Overview

Imagine your team sorting and taking photos of products on-site, followed by your off-site team listing for you from home or generating extra revenue by completing listings for other organizations when your product volume is low.

All of this is possible with remote listings in Lister! If your inbound product volume exceeds your team's capacity and you need the ability to list off-site or partner with another team to list for you, Upright is here to help.

Our remote listing workflow provides these options and a source of additional revenue by listing for other organizations if your inbound product flow is limited.

For more details, check out our blog post on remote listings.


Table of Contents


Terminology

  • Product Owner: The organization selling the products

  • Remote Lister: The partner organization or team member listing items off-site


How it Works

Below is a brief outline of the remote listings process:


Step 1: Configure Admin Setting (Product Owner Only)

Before getting started with remote listings, the Product Owner needs to configure Admin settings to use remote listings. This step includes setting up Tags, creating new Teammates, and determining whether there should be standard Poster roles or Custom Roles with Training Mode activated for the remote teammates.


List Immediately and Training Mode Settings

To begin, you'll need to decide if you want to review your remote listings before they're published to marketplaces or if remote listings will be published online immediately once completed.

If you want to review listings before they go live, you can do so in one of two ways:

  • Custom Role in Training Mode: If you only want to review the listings of remote teammates before they're published, create a Custom Role with Training Mode activated

    • Training Mode will allow your on-site listings to publish immediately, while remote listings will need to be manually reviewed by the Product Owner team before the listings go live


Teammates

Each remote poster will need a teammate login to create listings in Lister. We recommend including "remote" in the name field to help identify remote listings more efficiently in your various reports and within Lister.

In addition, these user accounts will need a Role assigned to them that allows them to list products (see the following section for more details).


Roles

Depending on your decision point for List Immediately and Training Mode settings, you may need to create a Custom Role for your remote listing team.

Our Default and Customizable Roles and Permissions guide provides full details on each option.


Tags

Tags indicate to your on-site and off-site team where products are in the listing process. To create, edit, and delete tags for your account, navigate to Settings> Products. The following are recommended tags to utilize remote listings in a streamlined manner:

  • Ready for Remote Team: Tag for Remote Listers to filter items they need to list

  • Ready for QC: Tag for the Product Owner team to filter completed remote listings that are ready for quality control review before publishing to online marketplaces

    • This tag is used if off-site teammates are in Training Mode or marketplace List Immediately setting is off

    • These tags are used to filter the Pending Listings page when using the Review Listings feature

  • Edits Needed: Tag to flag any items that require additional information before listing (optional, but recommended)


Step 2: Prepare Products for Remote Listing

Products should get sorted and photographed as usual in preparation for listing. Be sure to include essential information in photos for your remote lister, such as size, measurements, and brand. Add additional details in either the title or the Product notes section.

At some point, before or after the item is photographed, the on-site team will add a "Ready for Remote Team" tag indicating the item is ready to list. Tags are added by the Product Owner using any of the following methods:

💡Operational Tip: Adding the "Ready for Remote Team" tag before pictures are taken may be useful if you're using Hammoq Conveyor to automate the photography process of clothing items.


Add Tags via Bulk Edit on the Product Page

  1. Navigate to the Draft Products page

  2. Select the checkboxes next to each item for remote listing

  3. Click "Actions"

  4. Select "Bulk Edit" in the dropdown menu

  5. Select the "Ready for Remote Team" tag in the popup menu

  6. Click the blue "Edit products" button

💡Operational Tip: Use the "More filters" menu to filter the search results for specific groups of items!


Add Tags to Individual Items (Products Page)

  1. Navigate to the Draft Products page

  2. Search for the item

  3. Click the item in the search results

  4. Click the gear icon next to "Tags" in the Product Drawer side menu

  5. Select the "Ready for Remote Team" tag in the popup menu

  6. Click the blue "Save" button


Add Tags While Accepting Manifest Items

  1. Click any Accepted Manifest item

  2. Click the gear icon next to "Tags" in the Product Drawer side menu

  3. Select the "Ready for Remote Team" tag in the popup menu

  4. Click the blue "Save" button


Add Tags While Photographing in Link

  1. Search for the Product in Link and tap the pencil icon to open the Edit Product page

  2. Swipe down and tap the "Tags" menu

  3. Select the "Ready for Remote Team" tag

  4. Tap "Save" at the top right of the screen


Step 3: Remote Lister Fills Out Product Details

Remote Listers add details to Draft Products and complete the online listing by following the steps below.

💡Operational Tip: After completing steps 1-3, bookmark the page and use the bookmark to navigate back to the ready-to-list items in the future, saving additional time when listing!

💡Operational Tip: Select the toggle for “Has Photos” in the “More filters” menu only to show draft products with pictures!

  1. Hover the mouse pointer over the "Products" button in the top right navigation menu and select "Drafts" from the dropdown menu

  2. Click the "More filters" button next to the search bar

  3. Select "Ready for Remote Team" in the "By tags" filter

  4. Click the green "List" button next to any item

  5. Select the appropriate Product Category for the item and optionally select or change the listing strategy

  6. Click the green "Next" button

  7. Review any internal product notes

  8. Fill out Builder Template details

  9. Click "Preview"

  10. (Optional) Add the "Ready for QC" tag if the Product Owner will review completed listings before publishing to online marketplaces

  11. Review the rest of the listing page and add any remaining details, then click the blue "Save" button at the top of the page


Step 4: List the Product to the Channel

Depending on the Product Owner's decision point for List Immediately and Training Mode described in Step 1, remote listings will do the following once completed:

List Immediately is Activated AND Remote Posters are not in training mode: Listing will publish to the marketplace immediately after the remote lister completes the listing.

List Immediately is Deactivated OR Remote Posters are in Training Mode: Listings will be held in the Pending Listings tab of the Listings Manager and need to be reviewed before they are published to the marketplace by following the steps below:

  1. Navigate to the Pending Listings tab of the Listings Manager

  2. Select "Ready for QC" in the "Tags" filter

  3. Click the checkbox on the left of the page to select all items

  4. Click the blue "Review" button to start the Pending Listings Review process


How to Use Hammoq Conveyor Pictures with Remote Listings

If you use a Hammoq Conveyor for your clothing photography process, we recommend adding an additional tag to your workflow to indicate to remote users that pictures will be imported during the listing process. Below is the recommended workflow for using the Hammoq Conveyor in your remote listing process.


Hammoq Conveyor Step 1: Create Hammoq Pictures Tag (Product Owner)

Following the steps outlined above, create a new Tag called “Hammoq Pictures” This tag will be added after pictures are taken on the Hammoq Conveyor.


Hammoq Conveyor Step 2: Assign Tag to Photographed Products (Product Owner)

After a batch of items has been photographed with the Hammoq Conveyor, follow the steps outlined above to add the “Hammoq Pictures” tag to your draft products.


Hammoq Conveyor Step 3: Import Pictures During Listing Step (Remote Lister)

During the listing process outlined above, click the “Import from Hammoq” link at the top of the listing page to import all associated pictures for the product.


Related Guides

Have questions? Reach out to us at support@uprightlabs.com or via chat anytime between 9am-6pm ET, Monday to Friday

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