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Getting Started with Upright Books (For Admins)

High-level guide for admins to configure book settings in Lister

Overview

After connecting Amazon to Lister and importing your shipping profiles, follow this guide to set up your decision rules. An Admin teammate role is required to update these settings before users can scan and list books and other media. 

Table of Contents

Admin Setup Part 1: ISBN Books and Disc Media settings

Admin Setup Part 2: Set Auto Repricing Schedule

Admin Setup Part 3: Set Users to ISBN Scanner

Admin Setup Part 4: Create Inventory Locations for Media Items

Admin Setup Part 5: Create Media-Specific Picking Profiles

Admin Setup Part 6: Set Default eBay Profile

Admin Setup Part 7: Set Default eBay Shipping Profile

Admin Setup Part 8: Set Default Amazon Shipping Profile

Admin Setup Part 9: Set Order Import Settings for Connected Marketplaces

Admin Setup Part 1: ISBN Books and Disc Media settings

An Admin user will need to configure the ISBN Books and Disc Media settings before scanning and listing can begin.

  1. Click the gear icon at the top of Lister
  2. Click ISBN Books and Disc Media under the Products and Listing header
  3. The Selling Destination Sorting Rules control at what price point a scanned ISBN item will be rejected, and show users what to do with the rejected item (in addition to the item’s overall selling rank on Amazon)

    Set your Estimated Potential Profit setting for the Minimum profit (per item) price point, then your Selling destination if an item does not meet this criteria

  4. The Selling Duration Rules control how long books will appear in your online marketplaces 
    1. Set your Maximum Selling Duration in days. This is the default length of time items will appear online.
    2. Set a Selling price point and select the Maximum selling duration for items that are listed at a higher selling price.
    3. Choose an option for how Lister should proceed with items that exceed the Maximum selling duration:
      1. Automatically end listing and recycle item: listings will end, and the product will update to the recycled status so it can be purged by following the steps in this guide.
      2. Keep listed at minimum profit indefinitely: Items will remain online until they are manually ended and recycled.

  5. Auto-Repricing shows the datestamp of the last time repricing was successfully run on listings

  6. Click the blue Save button at the bottom of the page after making changes to your settings

Admin Setup Part 2: Set Auto Repricing Schedule

An Admin user will need to configure the “Scheduled Jobs” settings to allow Lister to reprice ISBN items at designated times.

  1. Click the gear icon at the top of Lister
  2. Click Scheduled Jobs under the Advanced Settings header
  3. Select Repricing from the dropdown menu
  4. Click Create Job to begin repricing items every day at the set times. These times are based on the time zone in your Admin > General settings page 


Admin Setup Part 3: Set Users to ISBN Scanner

The ISBN Scanning role restricts permissions in Lister and Link to only allow users to scan ISBN media. 

If you have teammates who will only perform this job function, we recommend setting their role to “ISBN Scanner” for a streamlined workflow.

Click the links below to learn more about teammates and roles:


Admin Setup Part 4: Create Inventory Locations for Media Items

We strongly recommend splitting inventory locations into ~50 book sections to increase picking efficiency, with a minimum of 1 inventory location per shelf. Additional locations will increase picking efficiency.

This method will allow users to easily scan for unique Shelf Identifiers on printed media tickets when pulling orders for shipping and purging unsold inventory. If there is only one location per entire shelf rack, team members will take significantly longer to scan and find the right media ticket when pulling orders and purging unsold inventory.

For more details, check out our blog post and help center guide on inventory settings. 


Admin Setup Part 5: Create Media-Specific Picking Profiles

For sellers who ONLY list media items in Lister:

If you only use your Lister account to sell media items, the default picking profiles should be sufficient for most sellers. However, please review this guide for advanced options on picking profiles.

For sellers with both Media and Non-Media marketplaces:

If you list both Media and Non-Media items to your connected marketplaces in Lister, Upright recommends reviewing your existing Picking Profiles. In particular, consider removing the “Books/Music/Media” category from any general picking profiles and creating new profiles specifically for your Books category. For help updating your settings, this guide walks through how to make changes to your Picking Profiles in Lister.

Example Picking Profile: Media Single Item Orders

  1. Set the name for the Picking Profile
  2. Under Order Type, select “Single items only”
  3. Under Shipping Method, select “All(except pickup)”
  4. Under Categories, select “Books/Movies/Music” to select all the subcategories underneath this top-level category
  5. Click Save

Example Picking Profile: Media Multi-Item Orders

  1. Set the name for the Picking Profile
  2. Under Order Type, select “Multi items only”
  3. Under Shipping Method, select “All (except pickup)”
  4. Under Categories, select “Books/Movies/Music” to select all the subcategories underneath this top-level category
  5. Click Save

Admin Setup Part 6: Set Default eBay Profile

 

Note: This section is only relevant if you have both eBay and Amazon accounts connected to Lister.

Lister requires your eBay Channel settings be configured so the Listing Type is set to “Fixed Price” and the Listing Duration is set to Good ‘Til Cancelled for book listings to correctly publish to marketplaces. Follow the steps below to set these default options.

  1. Click the gear icon in the top right corner of Lister to navigate to the Admin Settings page
  2. Click eBay in the side menu under the Channels header
  3. Click Edit settings next to your eBay account name
  4. Select “Fixed Price” in the Listing Type dropdown menu
  5. Select “Good Til’ Cancelled” in the Listing Duration dropdown menu
  6. Click the blue “Save” button at the bottom of the page

Admin Setup Part 7: Set Default eBay Shipping Profile

 

Note: This section is only relevant if you have both eBay and Amazon accounts connected to Lister.

Lister requires default eBay business policies to be selected in the Admin settings so they can be provided to the marketplace when creating a listing. Follow the steps below to select your default business profiles.

💡Operational Tip: Now is a good time to ensure the default shipping profiles are also set up in your Lister eBay settings.  Click here to learn more.

  1. Click the gear icon in the top right corner of Lister to navigate to the Admin Settings page
  2. Click eBay in the side menu
  3. Click Edit settings next to your eBay account name
  4. Click the Edit Seller Profiles button at the top of the settings page
  5. Select a single default shipping, payment, and return profile (do not select multiple of each type)
  6. Enter the cost of the flat rate shipping that buyers will pay into the Shipping cost field
  7. Click the blue Save button at the bottom of the page

💡 Operational Tip: Now is a good time to ensure that the default shipping profiles are also set up in your Lister Amazon settings.  Click here to learn more!

Admin Setup Part 8: Set Default Amazon Shipping Profile

These settings control your default shipping method for books and media, and your default fixed price shipping rate, used for controlling the scan-to-sort and pricing decision rules.

  1. Click “Edit Seller Profiles”
  2. Click the “Sync profiles” button if you have recently updated or need to import your details from Amazon
  3. Click “Sync” in the pop-up box
  4. Your shipping profile names will be imported to Lister. Enter the fixed price shipping cost from each profile exactly as it appears in your Amazon seller account

    Important: Be sure this is accurately entered, as it is part of the calculations on the accept/reject and repricing logic for ISBN media items!
  5. Set a default Shipping Policy and hide any profiles you do not want to use

    Note: Be sure to set your default shipping profile to the same default one in your Amazon Seller Account settings page
  6. Click “Save” at the bottom of the page

Admin Setup Part 9: Set Order Import Settings for Connected Marketplaces

To prevent order import, reporting, and data integrity issues, Lister’s marketplace admin settings for Amazon and eBay need to be configured to only import orders originating from Lister. 

Amazon

  1. Click the gear icon in the top right corner of Lister to navigate to the Admin Settings page
  2. Click Amazon in the side menu under the Channels heading
  3. Click Edit settings next to your Amazon account name
  4. Set the Order Import Setting to Orders originating from Lister
  5. Click Save at the bottom of the page

eBay

  1. Click the gear icon in the top right corner of Lister to navigate to the Admin Settings page
  2. Click eBay in the side menu under the Channels heading
  3. Click Edit settings next to your eBay account name
  4. Set the Order Import Setting to Orders originating from Lister
  5. Click Save at the bottom of the page