Synergy User Guide

1. Introduction

This guide provides documentation for the custom “Part Synergy” solution implemented in MultiChannelPro. The solution is designed to manage and calculate pricing strategies by integrating warehouse-specific stock, price and shipping information, enabling tailored pricing per sales channel.

The custom modules help streamline the storage, import, and analysis of part-level data to improve profitability, pricing transparency, and operational efficiency. It includes custom menu options, automated data imports per warehouse, and a dynamic pricing engine based on configurable formulas.

Part of the introduction is the MCP UI features which are available across the user interface on the different sections.

Column Chooser On every multi-record view, you can customize the displayed columns by clicking the three-dot menu located next to the Actions button.

Bulk Edit

Bulk editing is available for most fields. If you need a specific field enabled for bulk editing, please contact our support team and we can activate it for you.

To use the bulk edit feature, select more than one record—this will trigger a modal window with the Edit option.

Within the bulk edit screen, simply choose the field you'd like to update and enter the desired value.

Export

To export data, select more than one record—this will trigger a modal with the Export option. You can export all selected records in either .CSV or .XML format.

Sorting All fields in every table can be sorted in both ascending (ASC) and descending (DESC) order, allowing you to easily organize and analyze your data.

Filtering

Most fields are available for filtering to help you refine your data view:

• Dropdown fields will display a list of available options (enumerations) for selection.
• Text fields can be filtered using either an exact match or a partial match (LIKE search).
• ID fields support filtering by multiple values, separated by commas (e.g., 123,456,789).

View, Edit, Delete Each record includes View and Edit actions by default. Additionally, for all custom sections, a Delete action has been introduced to allow full control over your data.

2. Product Management

The Part Synergy Custom Solution provides a centralized and automated way for PartSynergy to manage part-level profitability, inventory status, shipping costs, and pricing strategies across multiple warehouses and sales channels.

Key Objectives of the Custom Solution:

• Centralize product data including target profits, exclusions, and shipping costs.
• Automate imports of stock, price, and shipping cost from each warehouse.
• Enable flexible and accurate pricing calculations per channel.
• Provide tools to maintain custom business rules and exclusions.

Core Components:

1. Custom Menu Options:

A dedicated set of modules under the menu where all relevant data is stored and maintained.

The newly implemented custom section can be accessed via the main navigation menu:

Each module within this section corresponds to a specific worksheet from the original PartSynergy Configuration File, with the exception of “Part Synergy Price Result”, which displays the calculated output generated by the pricing engine. These modules allow for structured maintenance of all key pricing components, ensuring transparency and control across the entire process.

Part Synergy Target Profit

Part Synergy Shipping Target Profit

Part Synergy Channel

Part Synergy Warehouse

Part Synergy Exclusion

Part Synergy Price Result

Part Synergy Quantities

2. Warehouse Data Imports

Custom import functionality for over 30 warehouses, each feeding into the pricing system. For each warehouse we have specific requirements how to import prices, quantities, map price, pack quantity and shipping cost. Based on these criteria each warehouse has it own logic and setup. First step is to add the warehouse as a location in MCP:

Once we have the location we need to see the FTP credentials which we will be using for obtaining the inventory and shipping files:

Once we have the location added and the FTP credentials set we need to link them using the Part Synergy Location section within the Location

This way we know for which location which FTP credentials to use. The final step of the setup is to link the location to the actual channel since we can have some locations only for some channels. On each Channel we have Locations section where we are linking locations to channels

3. Item Location Quantity Stock & Prices

When we start obtaining the files we will store all the details into the Item Location Quantity Section a structured table where imported data is consolidated for downstream use.

where we will have each SKU per warehouse

with its quantity and all the prices.

4. Custom Pricing Formula Engine

A dynamic pricing calculation mechanism that uses all imported and maintained data to determine optimal prices for each sales channel.

The trigger for the price calculation can be an update of the price (Price or Shipping Cost) directly in the Item Location Quantity or if any changes are applied on the following sections:

Part Synergy Target Profits >Channel Part Synergy Target Profits >Warehouse Part Synergy Target Profits >Min Price Part Synergy Target Profits >Max Price Part Synergy Target Profits >Profit Value If any change occur in the current data or a new record is added we want to trigger price calculations only for the affected products (Based on Part Synergy Target Profits >Channel and Part Synergy Target Profits >Warehouse)

Part Synergy Shipping Target Profits > Channel Part Synergy Shipping Target Profits >Warehouse Part Synergy Shipping Target Profits >Min Price Part Synergy Shipping Target Profits >Max Price Part Synergy Shipping Target Profits >Shipping Profit Value If any change occur in the current data or a new record is added we want to trigger price calculations only for the affected products (Based on Part Synergy Shipping Target Profits >Channel and Part Synergy Shipping Target Profits >Warehouse)

Part Synergy Channels >Fee Part Synergy Channels >Catalog Fee If any change occur in the current data or a new record is added we want to trigger price calculations only for the affected products in the relevant Channel

Part Synergy Warehouses > Enabled If any change occur in the current data or a new record is added we want to trigger price calculations only for the affected products in the relevant Warehouse

All prices which we have calculated are stored in

This way we are able to track and the trace for which SKU what price was calculated, when it was calculated and what parameters are used for the calculations.

5. Updating The Channel

Every final price we calculate is automatically populated for the relevant channel in the Listing section

If the system track that the new final price which we have calculated is different from the Listing price we will update the price and set Update Price flag on pending which will trigger an update to the channel. Same is the case for the stock however we are not doing any calculations there we simply get the stock from the warehouse and based on the stock profile assigned on the product we gonna set the relevant quantity on the listing and if the system strack there is a difference we will set Update Quantity flag on pending which will trigger an update to the channel.

6. General Product & Listing Features

First, let's clarify the distinction between a Product and a Listing to ensure a shared understanding of what each represents:

• Product refers to the general, universal information that remains consistent across all marketplaces. This includes details such as SKU, barcode, images, dimensions, brand, and other general attributes.
• Listing refers to marketplace-specific information tailored to a particular sales channel. This typically includes the title, category, description, attributes, stock levels, pricing, and other marketplace-specific data.

A single product can have multiple listings—meaning one SKU may be associated with separate listings for platforms such as eBay, TikTok, Walmart, Amazon, and others.

I will outline most of the features of the listing which will allow you to control the content on the marketplace.

Pending - will set the product for price update Sent - indicates the update was pushed and we are waiting for a response Not Needed - indicated the update was successful Error - The update failed and an error is returned | | Update Quantity | Status field which allows you to update the quantity on the marketplace. Pending - will set the product for quantity update Sent - indicates the update was pushed and we are waiting for a response Not Needed - indicated the update was successful Error - The update failed and an error is returned | | List/Update The Whole Item | Status field which allows you to update the full product details on the marketplace. Pending - will set the product for full update Sent - indicates the update was pushed and we are waiting for a response Not Needed - indicated the update was successful Error - The update failed and an error is returned | | Protect Price | Stop all price updates for the listing. Please note we will still update the price on the listing in MCP but we wont push it to the marketplace. | | Protect Quantity | Stop all quantity updates for the listing. Please note we will still update the quantity on the listing in MCP but we wont push it to the marketplace. | | Protect the whole item | Stop all updates for the listing apart from the quantity. Please note we will still update the details on the listing in MCP but we wont push it to the marketplace apart from Update Quantity | | Closed | Stop all updates for the listing to the marketplace. | | Force Zero Stock | This will always push 0 stock to the marketplace despite what quantity we have on the listing. The is recommended to be used together with Closed so once we set 0 stock on the marketplace to block all consequent quantity updates. | | Delete Listing | Be careful with this as it complete delete the listing on the marketplace including all the history. | | Last Quantity Value Sent | This will show you the last successful quantity value sent to the marketplace | | Last Price Sent Time | This will show you the date of the last successful price update | | Last Quantity Sent Time | This will show you the date of the last successful quantity update | | Last Price Value Sent | This will show you the last successful price sent to the marketplace | | Quantity | This is the Quantity which we will push to the marketplace after we have deducted any open orders and we have applied the the stock profile | | Quantity Available | This is the total quantity available in the different locations. (Example in Burco we have 10 and in Jante we have 15 here you will see 25) | | Quantity Last Updated at | This is the date when we have last calculated the quantity. (Internal stock recalculation) | | Channel Profile | This is the stock profile applied on the listing. (Min and Max quantity) If this is empty we will be picking the default profile from the channel. | | Listing Status | Indicates if the listing is active for sale or inactive | | Product status | Indicates if the listing is created on the marketplace or not |

3. Order Management

In addition to pricing and inventory management, the custom solution includes functionality to manage order export readiness. Before any order is exported, the system performs a series of validation checks to ensure the order is eligible for fulfillment. MCP will download all orders from the different channel and before we start exporting order to the warehouses we will have to check to which warehouse we are eligible to export the order. The order export consist of two steps:

1. Export Eligibility Check

Each order is evaluated based on product availability, assigned rules, and warehouse data. During this process, the system attempts to:

• Determine Export Eligibility – We are checking every order item SKU if we have a price lower than the warehouse price and enough quantity to fulfil the item. Then we compare the warehouse prices and get the lowest price with enough quantity.
• Assign a Warehouse – If eligible, the system automatically assigns the most appropriate warehouse based on available stock and defined preferences.
• Generate PO Number - For each order, we will generate a Purchase Order (PO) Number based on your specified requirements. This number will be stored in an additional field labeled “PO Number.” It will be included in the export to the warehouse and used to accurately match the order during the shipping update import process.
• Flag Ineligible Orders – If no warehouse qualifies, the order is not exported and is instead tagged with an “On Hold” filter for manual review.

This pre-export validation ensures that only actionable and fulfillable orders proceed downstream, reducing failed shipments and improving operational efficiency. Every eligibility check logic is per channel.

All the On Hold filters are: On Hold - High Price Error -Indicates that the price of the order item is lower than the warehouse price On Hold - Out Of Stock - indicates that there is not enough stock to fulfill the order On Hold - Item Is Excluded To Route -indicates that the product is set as exclusion On Hold - Order Price Exceeds Limit - indicates that the low price protection limit is hit (Channel > Low Price Protection ) On hold - Missing Customer Information - indicates that the Phone Number or the City is missing from the order On hold - Missing SKU - indicates that the SKU is missing from the order item On hold - Needs To Check - this will be applied if none of the above filters do not fit

2. Export The Eligible Orders

All eligible orders with assigned filter and PO number are forwarded to the relevant warehouse. Every order export logic is per channel.

4. Warehouses Management

5. Additional Features

To make your user experience even better we have prepared some custom views for you which will allow you to have a better visibility over the system. The custom views are located in the menu under System

The dedicated custom views are “Part Synergy Products” and “Part Synergy Orders”.

“Part Synergy Products” give you a better view of what we have imported from the warehouse and works per location.

“Part Synergy Orders” is additional view for your orders where we are filtering all orders which we are currently set On Hold. From here your CS team can easily check all On Hold orders and set a warehouse to which to export the order.

For any reporting purposes we have set “Customized Orders Report Daily” and “Customized Orders Report” where the daily report is automatically generated every morning via email and will include all orders from the previous day. While the “Customized Orders Report” can be set to export orders from a certain period and is download ad hoc from the download button in MCP. Both exports are located in the Manual Export section.