πŸ’β€β™€οΈGetting started

This page is an overview of "Xeon - Auto Hide Out of Stock" app.

"Xeon - Auto Hide Out of Stock" app enables merchants to hide (or) unhide the products based on certain rules such as - How to hide (or) unhide, when to hide (or) unhide and where to hide (or) unhide.

Merchants can also select products in the scopes tab either by selecting manually or by applying various filters which are available in our app. All the products which are selected under the scopes tab are the only products which are eligible for auto hide (or) unhide functionality of our app.

There are several benefits available in this app such as - Merchant can enable or disable, delete or edit an Automator, Merchants can also have a track of hidden/published products in the "App activity" and Reverse action of Automator is also possible.

This document helps the users to understand our app and get familiarize with how to create an Automator that which hides or publishes products when applied rules are satisfied.

Firstly download "Auto Hide-Unhide products" app in the Shopify app store. After successful download, Launch the app. The welcome screen is presented as shown in the below image:

To create a new Automator click on "Add new Automator" button which is found on top right corner of the welcome screen as shown in the above image.

Let's take a look at how to create an Automator. The block diagram below illustrates the step-by-step process involved to create an Automator.

STEP - I : 'Rules'

Defining Rules for an Automator (How to hide/publish, When to hide/publish, Where to hide/publish)

A detailed description about rules applied for an Automator is explained below.

How to Hide/Publish product:

Define how do you want to hide a product:

NOTE : All the products which are in scope of an Automator are the only products hidden.

For detailed explanation click here

When to Hide/Publish product:

Define when do you want to hide a product - Instantly or Scheduled.

For detailed explanation click here

Where to Hide/Publish product:

Define where do you want to hide a product:

If 'Draft' is selected then products which are in scope of an Automator satisfy rules defined by the user all such products are hidden in drafts.

If 'Archived' is selected then products which are in scope of an Automator satisfy rules defined by the user all such products are hidden in archived.

When products are drafted or archived then all sales channels in the store are disabled by default.

Whenever user selects this option then irrespective of other sales channel the products which are in scope of an Automator are hidden by disabling channel 'online store' only. Hidden product status will be 'Active' but will not be visible to the end customer.

By applying this rule status of other sales channels such as like Point of Sale, Buy button etc.. are not changed. They remain in their original state.

For detailed explanation click here

STEP - II : 'Products Scope (Filters)'

By selecting products in 'Products scopes' tab products are made eligible for hide/publish functionality of an Automator.

Merchants/users can select products in the scopes tab either by selecting manually or by applying various filters which are available in our app.

A. Selecting products by applying filters :

There are various filters available in our app so that an user can select products very easily. All the selected products are watched by an Automator, That means all the rules applied for hiding/publishing products are applicable only for the products which are selected in scopes tab.

Let us take a look on each filter.

Filter based on 'Tags' :

This filter works based on the tag names associated with the products which are in scope of an Automator.

Conditions applied for the filter are - 'Contains any of' and 'Does not contains any of' as shown in the above image.

Tag names can be selected by the user from the drop-down list as shown in the above image.

Example 1 : If user selects 'Contains any of' option and selects 'bag' as tag name then all the products which are associated with the tag name 'bag' are selected.

Example 2 : If user selects 'Does not contains any of' option and selects 'bag' as tag name then all the products which are associated with the tag name 'bag' are not selected.

For more details click here and for a video on how to use tag filter click here

Filter based on 'Product custom type' :

This filter will search for products based on 'Products custom type'.

For more detailed explanation click here and for a demo video click here

Filter based on 'Vendor' :

This filter will search for products based on vendors name.

For more detailed explanation click here and for a demo video click here

Filter based 'Product Variants' :

The primary conditions applied for this filter are 'Any of the items match the following' (or) 'All of the items match the following'. as shown in the above image.

"Any of the items" - It implies one or more variants of a product but not all the variants of the product.

"All of the items" - It implies all the variants of a product.

The secondary conditions applied for this filter are Price - The price of the product variant in the default shop currency, Continue selling when out of stock - Whether customers are allowed to place an order for the product variant when it's out of stock as shown in the above image and Track quantity - Whether inventory levels are tracked for the item as shown in the below image.

For example - If user sets product price as less than Rs.2000/- then Any/All the products whose price is less than Rs.2000/- are selected and are made eligible for hide/publish functionality of an Automator.

For detailed explanation click here and for a demo video click here.

For example - For a 'Product-A', If 'Continue selling when out of stock' is enabled in Shopify platform then by applying the above filter condition with 'Equals' selected by the user then 'Product A' is selected. If 'Not Equals' is applied then 'Product A' will not be selected.

For detailed explanation click here and for a demo video click here.

For example - For a 'Product-B', If 'Track quantity' is enabled in Shopify platform then by applying the above filter condition with 'Equals' selected by the user then 'Product B' is selected. If 'Not Equals' is applied then 'Product B' will not be selected.

For detailed explanation click here and for a demo video click here.

Filter based on 'Product must contain an image' :

This filter will search for all the products which contains an image or not. Based on the conditions applied the products are selected.

For more details click here and for a demo video click here

NOTE :

  1. Multiple filters can be added.

  2. Between multiple filters 'AND' operator is present.

B. Manually Select products:

Users can select the product manually as shown in the below image.

A list of products is displayed along with a search bar - Users can search a product by entering a product name and can select the product by clicking on β€˜Select’ button. After clicking on the β€˜Select’ button the product is displayed in the β€˜Selected product to watch’ list indicating that the product is being selected to be watched by an Automator either to hide or publish. An user can also remove the products by clicking on the β€˜Remove’ button. For detailed description click here.

STEP - III : Select Post hide/publish in 'Actions' section.

A detailed description about post hide/publish action of an Automator is explained below.

Post Hide/Publish product:

Define actions that will take place to a product after the product is hidden.

For more details click here

STEP - IV : Click on 'Save' button.

'Save' button is present at the top right corner of the page. Before saving make sure that name of the Automator is given properly as shown in the below image.

After clicking on save button the Automator will be created successfully. But the Automator job will not be started at that instant of time. In order to start Automator's job follow next step.

STEP - V : Enable 'Automator'.

Click on toggle switch as shown in the image above to enable the Automator. The Automator job will be started and it will run automatically at that instant of time (Status of 'Manually Run' is changed to 'Processing').

For a demo video on "How to create an Automator" - Click here

Dashboard Page :

Dashboard page gives a lot of information in terms of metrics (counts) and App activity.

User can have track on how many products hidden/published in the metrics and also user can see the 'App Activity' as shown in the above image.

"Reverse" functionality - It reverses the hide or unhide operations performed by an Automator. Hence the status of the products goes back to their original state.

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