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Fluent Big Inventory Web App

Topic

Author:

Fluent Commerce staff

Changed on:

8 Feb 2024

Overview

The Fluent Big Inventory Web App simplifies inventory management with key features like the Feeds Dashboard, Products, and Inventory sections. Gain real-time insights into feeds, efficiently manage products, and ensure robust inventory control. Whether tracking sources, managing stores, or accessing comprehensive insights, this app delivers a seamless user experience for optimal business value.

Fluent Big Inventory Web App Overview

Author:

Fluent Commerce staff

Changed on:

30 Jan 2024

Overview

The Fluent Big Inventory Web App is a web-based interface designed to streamline the management of products, inventory, feeds, and sources. Key functionalities encompass:

  • Feeds. The Feeds Dashboard contains general information about inventory feeds for an account.
  • Sources. The inventory data sources allow users to observe and track integrated inventory update sources.
  • Products. The products section allows a user to manage product catalogues and products.
  • Inventory. The Inventory section provides robust inventory management, including visibility of allocation, stock on hand (SOH) for specific items, real-time inventory status, available-to-promise levels, and inventory buffers to prevent overselling.
  • Stores. The stores section allows you to manage individual locations and networks of locations.
  • Insights. The insights section provides comprehensive details to monitor all the system events that have occurred.
  • Admin. The admin section provides administrative capabilities to manage the system and users.

Each section contributes essential reference capabilities integrated into the Fluent Big Inventory Web App to offer an unparalleled user experience and deliver value across diverse business scenarios.

Key points

  • The Fluent Big Inventory Web App offers a comprehensive suite of functionality.
  • With dedicated sections for Sources, Products, Inventory, Stores, Insights, and Admin, the web-based interface provides users with a holistic toolset, allowing them to observe and track integrated sources, manage product catalogues, exercise precise control over inventory, oversee individual and networked store locations, monitor system events comprehensively, and efficiently administer the entire inventory availability system for a seamless and valuable user experience.

Value Proposition

Implementing the Fluent Big Inventory Web App has the following benefits:

  • View statistics and metrics about inventory feeds and inventory updates
  • View product and inventory details and change buffer or safety stock values
  • Manage and edit Product Catalogues, Inventory Catalogues, Virtual Catalogues, and Control Groups
  • Manage users and settings

Fluent Big Inventory is an application, powered by our UX framework. The UX framework allows our Customers and Partners to easily configure or extend each feature to match their business needs.

Features

Inventory Update Overview

Inventory Update Overview provides a comprehensive dashboard view of the inventory management system. Users can track the following data:

  • number of updates that have encountered failures from each source system;
  • time elapsed since the last update was received from each source system;
  • total number of inventory updates received from each source system over the past 24 hours;
  • estimated processing time for a newly submitted inventory update.

Feeds Insights

Feeds Insights provides users a comprehensive dashboard view of their inventory feeds over the past 24 hours.

Product Management

Product Management is where users can manage everything related to their product SKUs. It encompasses the management of Product Catalogues, Products, and Categories.

Inventory Management

Inventory management provides a comprehensive range of capabilities. Users can oversee inventory visibility, allocation, stock quantity (Stock on Hand - SOH), and inventory status, get insights into available-to-promise inventory levels, and strategically employ inventory buffers to prevent product overselling. Read more about Inventory management capabilities.

Admin Management

The Admin Module in the Fluent Big Inventory Web App offers a suite of administrative features to manage the system efficiently:

  • Manage the users with access to your Fluent Big Inventory Accounts;
  • Manage the roles and permissions to precisely control how many of your Accounts each user can access;
  • Customise application settings to control the operation of your Fluent Account to align with your business needs.

Further Reading

Sources Dashboard

Author:

Fluent Commerce staff

Changed on:

1 Mar 2024

Overview

The Sources Dashboard allows customers to understand the current state of Inventory Ingestion within their account. Customers can understand how their inventory is processed and monitor the execution flow in real time.

The Sources Dashboard visualizes inventory metrics and displays user-friendly information by querying inventory-related metrics data.

The data is presented for up to the last 24 hours. You can read more about how to configure periods in the guide.

The Sources Dashboard contains Overview and Sources sections.

Key points

  • The Sources Dashboard offers a real-time window into Inventory Ingestion, allowing customers to monitor the execution flow and comprehend the current status of their inventory.
  • With user-friendly visualizations and configurable time periods, the Sources Dashboard empowers users to access comprehensive inventory metrics data, enhancing their ability to make informed decisions about inventory processing.
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Overview Section

The Overview section contains five cards: Status, Time to Complete Current Queue, Last Update Received, Total Failures, and Inventory Update by Source.

The Status card displays inventory events data for a selected period. The data is presented in 2 charts:

The gauge chart displays the total number of events for the selected period. The chart supports colored thresholds configured via a setting. Read more about colored thresholds in this guide.

The bar chart shows the same data as a gauge chart but is divided by minutes. The chart includes failures, represented with split colors for clarity.

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The Time to Complete Current Queue card displays the estimated time required to complete the current queue of updates.

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The Last Update Received card displays the time since the last inventory update event was received.

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The Total Failures card displays an aggregated number of the Inventory problems or anomalies based on the Metrics data for a selected period.

The Total Failures value is clickable, redirecting to the Events page pre-filtered to enable users to identify the specific Inventory Events that have failed.

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The Inventory Update by Source card displays inventory event data for a selected period divided by sources.

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Sources Section

Inventory-related metrics data represents events by different sources (e.g., batch, ERP, POS, etc.). The source is an event attribute.

The Sources section contains a table with the listed inventory sources. The table displays the following information: 

  • Source - The source system that submitted an inventory update event; 
  • Complete -  The number of successfully completed inventory updates (all statuses except
    `FAILED`
    and
    `NO_MATCH`
    );
  • Failed - The number of inventory updates with
    `FAILED`
    and
    `NO_MATCH`
    statuses;
  • Total - The total number of Inventory updates of a particular source;
  • Success Rate - A rate calculated by formula: (complete inventory updates / total inventory updates) * 100% ;
  • Last Update Received - The last inventory update. If the last update was too long ago (more than 24 hours) or not returned,"> 1 day ago" is displayed in the column.
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Feeds Dashboards

Author:

Fluent Commerce staff

Changed on:

8 Feb 2024

Overview

The Feeds Dashboard contains general information about inventory feeds for an account for the selected periods (default periods are: last 30 minutes, last 1 hour, last 8 hours, last 24 hours). You can read more about how to configure periods in this guide.

The Feeds Dashboard contains Overview and Feeds sections.

Key points

  • You should know about Inventory Feeds.
  • The Feeds Dashboard offers a comprehensive overview of inventory feeds, presenting general information for selected periods and providing users with insights into their account's feed activities.
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Overview

The Overview section contains three cards: Output Volume, Total Running Feeds, and Time Since Last Activity.

The Output Volume card displays the number of records in the inventory feed for a selected period. The data is presented in 2 charts:

The gauge chart shows the total items output for a set period. The chart supports colored thresholds configured via a setting. Read more about colored thresholds In this guide.

The area chart displays the same data as a gauge chart divided by minutes, e.g., in the last 30 minutes, the feed has run ten times, and the chart displays the number of records in each feed.

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The Total Running Feeds card displays the number of feeds running now. In case there is no running feed, 0 is shown.

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The Time Since Last Activity card displays how long since a feed last finished.

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Feeds Section

The Feeds section contains a table with a list of all inventory feeds. The table displays the following information: Feed Ref, Latest Activity, and Status (Active or Inactive).

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Products

Author:

Fluent Commerce staff

Changed on:

8 Feb 2024

Overview

The Product module is a collection of products and any attributes and details associated with each product in the category.

The Products module of the Fluent Big Inventory app provides comprehensive capabilities:

The module contains the following configurations:

  • Categories
  • Product Catalogues

Key points

  • The Products module within the Fluent Big Inventory app is a centralized hub for managing a collection of products, encompassing all associated attributes and details, offering a holistic approach to product management.
  • The module focuses on Product Catalogue management, Standard Product management, and Category management. It empowers users to organize and oversee their product-related information efficiently, providing a seamless and comprehensive solution.
  • The module offers specific configurations for managing Categories and Product Catalogues, ensuring a tailored and effective approach to product categorization and cataloguing.

Features

The Products module provides several features that allow management of products efficiently.

Manage Product Catalogues

The Products module allows users to create and manage product catalogues.

For more details about the specifics of creating and editing Product Catalogues, check out the following guide:

How to create and edit a Product Catalogue

Categories

Products can be associated with categories and sub-categories.

The Categories page displays the list of all available categories. Clicking 

`Ref`
 opens the Product Catalogue Categories details page, which provides detailed information about the categories of a particular product catalogue. 

The detail view consists of the following tabs:

  • Details
  • Attributes
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Product Catalogues

A 'Product Catalogue' stores all the Products a retailer wants to sell and contains information that helps identify each product (e.g., name, color, description, product code).

A retailer can have one or more Product Catalogues containing all their products. Each Product Catalogue type has a corresponding workflow, referred to as 'Product Catalogue Workflow', used to orchestrate products in the Product Catalogue. The retailer can configure workflows to add their specific business logic.

Product Catalogue Entities

  • Standard Product
    • A standard product entity. It includes:
      • a sellable, non-variant product
      • a non-sellable base for a variant product 
      • a sellable or non-sellable component of a group product
  • Variant Product
    • An entity that holds additional attributes for variation of a base product such as size, color, volume, etc. The base product is non-sellable and stored as a Standard Product. 

 

The Product Catalogues configuration displays the list of all available product catalogues. Clicking 

`Ref`
 opens the Product Catalogue details page, providing detailed information about the product catalogue.

The detail view consists of the following tabs:

  • Details
  • Categories
  • Attributes
  • Activity
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Inventory Module Overview

Author:

Fluent Commerce staff

Changed on:

8 May 2024

Overview

The Inventory module of the Fluent Web app provides comprehensive inventory management capabilities:

  • Inventory visibility
  • Inventory allocation
  • The total quantity of stock for a specific item (stock on hand(SOH)) and the status of that inventory
  • Available to promise inventory levels
  • Inventory buffers to reduce overselling of products

Key points

  • The Fluent Web app's Inventory module offers a comprehensive suite of capabilities, including inventory visibility, allocation, total stock quantity (stock on hand), inventory status, available-to-promise levels, and strategically implemented buffers to prevent product overselling.
  • The module is equipped with various configurations, such as Inventory Catalogues, Control Groups, Virtual Catalogues, Cross-Catalogue Views, and Location Inventory Views, providing users with versatile tools to tailor their inventory management approach according to specific business needs and scenarios.

 The module contains the following configurations:

  • Inventory Catalogues
  • Control Groups
  • Virtual Catalogues
  • Cross-Catalogue Views
  • Location Inventory Views

Inventory Catalogues

An Inventory Catalogue consists of inventory positions that can be aggregated from multiple sources. Inventory catalogues hold stock on hand (SOH) of products, variants, and groups. The Inventory Catalogues configuration allows users to create and manage inventory catalogues.

Inventory Catalogue configuration contains the list of inventory catalogues for a particular retailer. Clicking

`Catalogue Ref`
 opens the Inventory Catalogue Details page, which displays detailed information.

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Control Groups

Control Groups manage buffers and safety stock when providing virtual inventory to sales channels.

Control Groups configuration contains the list of control groups for a particular retailer. Clicking 

`Ref`
 opens the Control Group Details page, which displays detailed information about the Control Group and its Controls.

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Virtual Catalogues

Virtual Catalogues represent fast-moving dynamic data such as buffered inventory and multiple dynamic inventory counters. A Virtual Catalogue commonly consists of virtual positions based on products in a location, products in a network, and products in a category based on the requirements of retailers. 

Virtual catalogue configuration contains the list of virtual catalogues for a particular retailer. Clicking 

`Ref`
 opens the Virtual Catalogue Details page. The Virtual Catalogue Details page details the specific virtual catalogue and its virtual positions.

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Cross-Catalogue Views

Cross-Catalogue Views represent displaying information from the cross-catalogue perspective (Virtual Catalogue, Inventory Catalogue, and Control Group) for a particular retailer.

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Location Inventory Views

Location Inventory Views represent inventory from a location perspective. The Location Inventory Views page displays the list of locations.

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Features

The Inventory module provides several features that allow to manage inventory efficiently.

Manage Control Groups

Control Groups represent the collection of controls for a particular Virtual Catalogue. As standard, a Control Group is created for each Virtual Catalogue with the Control Group reference added to the 

`controlGroupRef`
 field of the Virtual Catalogue it is associated with.

A Control represents a specific value to be applied as part of a Virtual Position's AVAILABLE TO SELL calculation. Controls can be of multiple types, each determining how the control is applied and to what Virtual Positions. These can be prioritized to be calculated in specific orders or instead of other Controls.

For more details about the specifics of creating and editing Control Groups, check out the following guide.

Manage Virtual Catalogues

The Virtual Catalogue module allows users to create and manage virtual catalogs.

For more details about the specifics of creating and editing virtual catalogs, check out the following guide.

Manage Inventory Catalogues

The InventoryCatalogue module allows users to create and manage inventory catalogs.

For more details about the specifics of creating and editing inventory catalogs, check out the following guide.


Stores Module

Author:

Fluent Commerce staff

Changed on:

8 Feb 2024

Overview

The Stores module empowers retailers to enhance their operational efficiency by transforming stores into fulfillment centers and optimizing inventory management, ultimately delivering a superior customer experience through streamlined order fulfillment and improved inventory control. 

The module contains the following configurations:

  • All Locations
  • Stores
  • Warehouses
  • Networks

Key points

  • Stores are transformed into efficient fulfillment centers, ensuring a seamless customer experience through optimized order fulfillment and superior inventory control.
  • With configurations for All Locations, Stores, Warehouses, and Networks, the module provides a comprehensive toolkit, enabling retailers to manage their entire ecosystem.

Features

Location Overview and Detailed Information

  • Get a comprehensive view of all physical locations within your retail ecosystem.
  • Access in-depth details about each location, such as location-specific information, opening hours, and a convenient "Location Finder" tool for easy navigation.
  • Understand the operational status of each location while efficiently organizing them into logical networks, allowing for informed decision-making regarding order fulfillment and customer collection.
  • Efficiently manage storage areas within your locations to optimize inventory control, enabling precise allocation and tracking of items for enhanced order fulfillment and storage efficiency.

Store and Warehouse Details

  • Access specifics about your stores and warehouses, including information on the networks they belong to, storage areas, schedules, and order processing waves.
  • Utilize stores as inventory sources for fulfilling customer orders while ensuring that these locations are not only for collections but also as integral parts of your supply chain.

Networks

  • Organize your locations into logical or geographic categories known as networks, simplifying management and optimization efforts.
  • Access comprehensive data about your networks, including network attributes, locations, and affiliated retailers.

A location is a physical place that serves as a hub for shipping and receiving items you're selling. These can include warehouses, retail stores, and third-party vendor facilities, which play a crucial role in your supply chain. In the Locations configuration, you can access the Locations List page, which presents the catalogue of existing locations. If you want to delve deeper into a particular location's specifics, click on

`Location Ref`
to open the Location Details page, providing a comprehensive overview.

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Stores are specific locations primarily utilized as sources of inventory for fulfilling customer orders. They also serve as collection points for customers to pick up their purchases, providing a seamless shopping experience. The Stores configuration includes the Stores List page, where you can view the existing stores. If you click on

`Ref`
it will take you to the Store Details page, providing comprehensive information about that specific store.

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Warehouses are centralized locations dedicated to stocking inventory for order fulfillment. While they are essential for efficient supply chain operations, they are typically not designed for customer collection and are more focused on inventory management and distribution. In the Warehouses configuration, you'll find the Warehouses List page, offering a glimpse of the available warehouses. Clicking on

`Ref`
will seamlessly transition you to the Warehouse Details page, where you can access extensive information pertaining to that particular warehouse.

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Networks are groups of locations organized into logical or geographic categories. They help you manage and optimize the operations of multiple locations, making it easier to coordinate order routing, inventory allocation, and other logistical aspects of your business. Clicking on (Network)

`Ref`
opens the Network Details page, where you can access comprehensive information about the specific network.

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Insights

Authors:

Fluent Commerce staff, Kirill Gaiduk

Changed on:

15 Mar 2024

Overview

The Insights module is a comprehensive repository of system Events, representing occurrences or triggers within the Fluent Platform. These Events, like changes in inventory position or entity states, act as notifications, prompting specific workflows and providing a dynamic overview accessible through a user-friendly configuration featuring the Events Search Form, the Events Search Results, and the Event Details Drawer for efficient information retrieval.

Key points

  • The Insights module is a comprehensive repository providing full information about system Events, representing occurrences and triggers that prompt actions or log activities within the Fluent Platform.
  • With a user-friendly configuration, the module enables efficient interaction through the Events Search Form, providing filtered event searches and responsive Events Search Results. The Event Details Drawer ensures users can seamlessly access detailed event information without losing search results or experiencing delays in page navigation.
Insights Module

The Insights module contains the full information about Events. 

An Event represents something that has, will, or is happening within the system. An Event is typically used to ask or trigger the system to do something or log activity of what has occurred within the system.

Essentially, events are notifications within the system that various internal or external systems can consume to take further action.

Events Page 

The Events page is powered with the Events Search Component.

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The Events Search consists of the following sections:


Events Search Form

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The Search Form contains:

  • Filter input fields;
  • SEARCH button;
  • EXPORT button;
  • CLEAR FILTERS button (hidden when no filters are applied).


Events Search Results

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The list of events matching the filters criteria selected is presented in a table view.


Event Details Drawer

The drawer displays a detailed information about a specific event selected from the list of Events Search Results.

Events Export

Events export capability allows customers and partners to share event logs with support:

  • A JSON file containing an array of the events' bodies is generated on EXPORT button click.
  • The EXPORT button is disabled when the Events Search Results are empty.

Admin Module

Author:

Fluent Commerce staff

Changed on:

8 Feb 2024

Overview

The Admin module of the Fluent Web app provides comprehensive administrative capabilities to manage the entire system efficiently.

Key points

  • The module helps in managing users, retailers, settings, etc.
  • It contains some or all of the following: Retailers, Carriers, Users, Roles and Permissions, and Settings.

Features

The Admin module provides several features that provide comprehensive administrative capabilities to manage the system efficiently.

Manage Users

User management is critical to any application seeking a personalized and secure user experience.

For more details about the specifics of the create and edit users features, check out the following guide.

Manage Roles and Permissions

With roles and permission management, administrators can easily grant or restrict access to the application based on the user’s role or job function. By defining different roles and permissions, administrators can ensure that users only have access to the functionalities and data they need to perform their job function. 

For more details about the specifics of creating and editing roles and permissions, check out the following guide.

Manage Settings

Setting management allows you to adjust the application to your business needs.

For more details about the specifics of the create and edit settings features, check out the following guide.

Retailers configuration contains the list of existing retailers. Clicking (Retailer) 

`ID`
 opens the Retailer Details page, which displays detailed information about the particular retailer.

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Users configuration contains the Users List page, which displays the list of existing users. This feature provides a  view of all users within the Retailer, including their username, first and last name, type, roles, and status. This list is crucial for administrators to manage user access and ensure that users have the appropriate permissions to perform their tasks within the app.

Clicking the

`Username`
 opens the User Details page, which displays detailed information about the particular user.

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Roles and permission management allow control of user access to different functionalities and data. 

Multiple roles allow users to perform any actions within any or all of the roles assigned to them. Roles and permission management enhances security and helps a Retailer manage a user base efficiently. 

Roles & Permissions configuration contains the Roles & Permissions page, which displays each role’s list of permissions. Clicking 

`Role Name`
 opens the Role Details page. The Role Details page shows detailed information about the particular user role.

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Settings configuration allows the management of business rules by configuring settings on different levels, e.g., ACCOUNT or RETAILER. Settings configuration contains the Settings List page, which displays the list of settings. Clicking 

`Setting Name`
 opens the Setting Details page, displaying detailed information about the particular setting.

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Creating and Editing Product Catalogues

Author:

Fluent Commerce staff

Changed on:

8 Feb 2024

Key Points

  • A Product Catalogue can be created and modified via the UI.
  • To create a new Product Catalogue or to edit the existing one, the user needs to have the right permissions, and the required mutations need to be enabled in the manifest.

Steps

Step arrow right iconPrerequisites

Step arrow right iconCreating a Product Catalogue

Step 1. Click on the CREATE CATALOGUE button on the Product Catalogues page.

Step 2. Fill in the necessary information. Some fields are mandatory. The UI will validate these fields.

Step 3. Add an attribute/attributes to a newly created Product Catalogue if necessary. Click the + ADD ATTRIBUTE button, and the Attributes form will appear.

Step 4. Click on the SUBMIT button. A new Product Catalogue is created in the System. After refreshing the page, the newly created Product Catalogue will be displayed in the Product Catalogues List.

Step arrow right iconEditing an existing Product Catalogue

Step 1. Click on the EDIT button on the Product Catalogue Details page.

Step 2. Edit the Product Catalogue and click on the SUBMIT button. The drawer will close, and the update will be processed.

Create and Edit Inventory Catalogues

Author:

Fluent Commerce staff

Changed on:

9 Feb 2024

Key Points

  • An Inventory Catalogue can be created and edited via the UI.
  • To create a new Inventory Catalogue or edit an existing one, the user needs to have the right permissions, and the required mutations need to be enabled in the manifest.

Steps

Step arrow right iconPrerequisites

Step arrow right iconCreating an Inventory Catalogue

Step 1. Click on the CREATE CATALOGUE button on the Inventory Catalogues page.

Step 2. Fill in the necessary information. Some fields are mandatory. The UI will validate these fields.

Step 3. Add an attribute/attributes to a newly created Inventory Catalogue if necessary. Click the + ADD ATTRIBUTE button, and the Attributes form will appear.

Step 4. Click on the SUBMIT button. A new Inventory Catalogue is created in the System. After refreshing the page, the newly created Inventory Catalogue will be displayed in the Inventory Catalogues List.

Step arrow right iconEditing an existing Inventory Catalogue

Step 1. Click on the EDIT button on the Inventory Catalogue Details page.

Step 2. Edit the Inventory catalogue and click on the SUBMIT button. The drawer will close, and the update will be processed.

Settings Creation and Editing Mutations

Author:

Fluent Commerce staff

Changed on:

1 July 2024

Key Points

  • A setting can be added or modified directly via UI.
  • A new setting requires its name, context, the identifier of the context, the value, and the value type.

Steps

Step arrow right iconPrerequisites:

Mutations createSetting and updateSetting are enabled in the manifest.

The user has an assigned role with the following permissions:

  • SETTING_VIEW
  • SETTING_CREATE
  • SETTING_UPDATE

Step arrow right iconFollow the steps to create a Setting:

Step 1. Click on the CREATE SETTING button on the Settings List page.

Step 2. Fill in the necessary information. Some fields are mandatory for filling, so the validation proceeds. Fields to be filled in:

  • Setting name.
  • The type of context. Possible values are GLOBAL, ACCOUNT, RETAILER, AGENT, CUSTOMER.
  • The unique identifier of the context.
  • Value. 
  • Value type. Possible values are BOOLEAN, INTEGER, JSON, STRING, and LOB.

Step 3. Click on the SUBMIT button. A new setting is created in the System. After refreshing the page, the newly created setting will be displayed in the Settings List.

Step arrow right iconFor editing a Setting, follow the steps:

Step 1. Click on the EDIT button on the Setting Details page.

Step 2. Edit the setting and click on the SUBMIT button. The drawer will close, and the update will be processed.

User Creation and Editing Mutations

Author:

Fluent Commerce staff

Changed on:

30 Nov 2023

Key Points

  • A user can be created and modified via UI.
  • The user creation requires the associated Location, Retailer, Role, and Context. It’s also possible to add extra attributes.
  • It’s only possible to ADD roles to the user on the UI. Removing roles is not feasible from the UI.

Steps

Step arrow right iconPrerequisites:

  • Mutations createUser and updateUser are enabled in the manifest.
  • The user has an assigned role with the following permissions
    • USER_VIEW
    • USER_CREATE
    • USER_UPDATE

Step arrow right iconFollow the steps to create a User:

Step 1. Click on the CREATE USER button on the Users List page.

Step 2. Fill in the necessary information. Some fields are mandatory for filling, so the validation proceeds. 


Step 3. Add a role/roles to a newly created user. Click on the + ADD ROLE button, and the Roles form will appear. To add context to a role, it is necessary to click on the + CONTEXT button, and inside the Role form, the Context form will appear.

Step 4. Adding an attribute/attribute to a newly created user is possible. In this case, one must click the + ADD ATTRIBUTE button, and the Attributes form will appear.

Step 5. Click on the SUBMIT button. A new user is created in the System. After refreshing the page, the newly created user will be displayed in the Users List.

Step arrow right iconFor editing a User, follow the steps:

Step 1. Click on the EDIT button on the User Details page.


Step 2. While editing, adding new roles/roles to a user is possible. Click on the + ADD ROLES button, and the Roles form will appear. To add context to a role, click on the + CONTEXT button, and inside the Role form Context form will appear.


Step 3. It is possible to add new attribute/attributes to the edited user. In this case, one needs to click on the + ADD ATTRIBUTE button, and the Attributes form will appear.


Step 4. Finish editing the user and click on the SUBMIT button. The drawer will close, and the update will be processed.

Role Creation and Editing Mutations

Author:

Fluent Commerce staff

Changed on:

3 May 2024

Key Points

  • When creating or editing roles, ensure to define permissions accurately to maintain system security.
  • Follow the best practices for naming conventions and role descriptions for easier management and clarity.
  • Test role changes in a controlled environment before applying them to the live system to avoid unintended access issues.

Steps

Step arrow right iconPrerequisites:

  • Mutations createRole and updateRole are enabled in the manifest.
  • The user has an assigned role with the following permissions
    • PERMISSION_VIEW
    • ROLEPERMISSION_UPDATE
    • ROLE_CREATE
    • ROLE_UPDATE
    • ROLE_VIEW

Step arrow right iconFollow the steps to create a Role:

Step 1. Click on the CREATE ROLE button on the Roles & Permissions List page.

Step 2. Fill in the necessary information. Field Name is mandatory for filling, so the validation proceeds. 

Step 3. To add permissions to the created role, click the +PERMISSIONS button, and the Permissions form will appear.

Step 4. Click on the SUBMIT button. A new role is created in the System. After refreshing the page, the newly created role will be displayed in the Roles & Permissions List.

Step arrow right iconFor editing a Role, follow the steps:

Step 1. Click on the EDIT button on the Role Details page.


Step 2. To add permissions to the edited role, click on the +PERMISSIONS button, and the Permissions form will appear.


Step 3. Deleting a newly added permission is possible by clicking on the Remove button.

Step 4. Finish editing the role and click on the SUBMIT button. The drawer will close, and the update will be processed.No change is saved.

Control Group Creation and Editing Mutations

Author:

Fluent Commerce staff

Changed on:

8 Dec 2023

Key Points

  • Control groups can be created and modified via the UI.
  • In order to create or modify Control Groups, the user needs to have the correct permissions.

Steps

Step arrow right iconPrerequisites

Step arrow right iconFollow the steps to create a Control Group:

Step 1. Click on the CREATE CONTROL GROUP button on the Control Groups page.

Step 2. Fill in the necessary information. Some fields are mandatory, these fields will be validated by the UI.

Step 3. Add an attribute/attributes to a newly created Control Group if necessary. Click on the + ADD ATTRIBUTE button, and the Attributes form will appear.

Step 4. Click on the SUBMIT button. A new Control Group is created in the System. After refreshing the page, the newly created Control Group will be displayed in the Control Groups List.

Step arrow right iconFor editing a Control Group, follow the steps:

Step 1. Click on the EDIT button on the Control Group Details page.

Step 2. Edit the Control Group and click on the SUBMIT button. The drawer will close, and the update will be processed.

Virtual Catalogue Creation and Editing Mutations

Author:

Fluent Commerce staff

Changed on:

8 Feb 2024

Key Points

  • A Virtual Catalogue can be created and modified via the UI.
  • In order to create a new Virtual Catalogue or to edit the existing one, the user needs to have the right permissions, and the required mutations need to be enabled in the manifest.

Steps

Step arrow right iconPrerequisites

Step arrow right iconFollow the steps to create a Virtual Catalogue:

Step 1. Click on the CREATE CATALOGUE button on the Virtual Catalogues page.

Step 2. Fill in the necessary information. Some fields are mandatory, these fields will be validated by the UI.

Step 3. Add an attribute/attributes to a newly created Virtual Catalogue if necessary. Click the + ADD ATTRIBUTE button, and the Attributes form will appear.

Step 4. Click on the SUBMIT button. A new Virtual Catalogue is created in the System. After refreshing the page, the newly created Virtual Catalogue will be displayed in the Virtual Catalogues List.

Step arrow right iconFor editing a Virtual Catalogue, follow the steps:

Step 1. Click on the EDIT button on the Virtual Catalogue Details page.

Step 2. Edit the Virtual catalogue and click on the SUBMIT button. The drawer will close, and the update will be processed.

Fluent Commerce staff

Fluent Commerce staff

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