Update Data In Your Style Custom Report

Introduction & Best Practice

Once you have created a Style Custom Report you can update many of the data points directly from the Style Custom Report without having to jump from style to style. You can use this functionality to verify that all data is correct and complete, and add any missing information before styles are published to the supplier or exported to your ERP. In this article, we will teach you what data can be updated and how to do it.

Table of Contents

• Before You Start
• Step-by-step Guide
• Use smart keys

Before You Start

1) Learn how to create a Style Custom Report, click here

2) Learn how to create Style Custom Fields, click here

Step-by-step Guide 

Step 1:
Navigate to Reports > Style Custom Report > either create a new Style Custom Report or click on one you have already made.

Step 2:
The report can consist of data points selected with the "Column" tab.

From the first section, "Style data", the following data points can be edited from the report:

• Brand, Season, State, Brand Contact, Description, Supplier Contact, Project, Group, Style Category, Ready for Export, 

Double-click in the field and select the correct data from the drop-down, or type the text if it is a free text field.

Step 3.
From the second section of "Columns", Custom Fields, all fields can be edited, but the way you do it depends on the custom field type:

• Date Custom field > edit data by double-click and select a date from the calendar
• Allowed value Custom field > Double-click and select the correct value
• Text Custom field > Double-click and write the text
• Hierarchy Values Custom fields > Double-click and select the correct value
• Numeric Custom Fields > Double click and type the number

Custom fields that are set per color or size work differently:

• For both options, you will see the Style color, or size, options in a faded grey> double click in the field and view this pop-up: 
  > Now fill out the data per color > click ok
  
  

Step 4.
From the third section of "Columns", Prices, fields can be edited too. But please notice:

• Price fields can contain a price formula (a calculation). These field are greyed out so you can see the value, but you cannot edit them from the Style Custom Report.
• The fields: Supplier cost price, brand comment, supplier comment, and all fields that have the type: number, currency, or percentage can be filled out from the Style Custom Report. 
• If you have price templates set up, these must be activated on style level by clicking on "Update default values"

Step 5.
From the fourth section of "Columns", Samples, the fields can only be viewed, not edited.
So use the Style Customer Report to check if samples have been requested and nothing forgotten.
If you want to edit the fields, use the Style Sample Report instead.

Use smart keys in the Style Sample Report.

To work faster and smarter use smart keys:

• For all fields: Use the ARROW UP/DOWN/RIGHT/LEFT key to move around in the report
• For fields with allowed values: use ARROW UP/DOWN to select the correct value from the dropdown
• For fields with allowed values: use the ENTER key - this will save the value and take you to the field below
• For fields with allowed values: use SHIFT TAB to save and move to the previous field (next to it)
• For Text fields: use TAB to save and move to the next field to the rigth.
• For Text fields: use SHIFT TAB to save and move to the field to the left
• For all fields: use ESC key to escape

NEXT:

• Export the data to Excel, read here
• Display the Main Item in the Style Custom report, read here
• Include certificates in the Style Custom Report, read here