In Sidely, assortments — also called price catalogs, typologies or tiers (especially in mass retail, with variations by store banner) — let you group specific products with customized, tailored prices. They are essential for organizing your offers and optimizing your sales strategies. Here is a detailed guide to creating, updating and managing your assortments effectively.
Before you start: Prerequisites
Before managing your assortments, make sure you have:
Set up the Products section: Add the necessary brands, categories and taxes.
Imported your Products: Upload your full catalog to build your assortments.
Overview of the Assortments page
On the Assortments page, you will find all your assortments organized in a table:
First column: Add an icon or a photo to visually identify each assortment.
Assortment name: The name assigned for quick identification.
Number of products: The number of products included in each assortment.
Creation date: The date the assortment was created.
Create an assortment in Sidely
Manual creation steps:
Go to the Assortments page:
Go to the Assortments page from the main menu.
Click the blue '➕' button in the top right corner.
Set up the assortment:
Visual: Add an icon or upload a photo to represent the assortment.
Name: Enter a clear, descriptive name for your assortment (e.g., Mass retail typology – Banner X).
Products: Select the products to include in the assortment.
Distributor reference (optional): Add a distributor reference for each product, if needed.
Price: Set a specific price for the assortment and a recommended price if required.
Confirm the creation:
Once all the information has been entered, click 'Create' to finalize the assortment.
Bulk create or edit assortments
Sidely also lets you manage your assortments in bulk, which is particularly useful for complex catalogs or frequent updates.
Bulk creation using an Excel file:
Go to the Import and Export section in the settings.
Download the Excel template file for assortments.
Fill in the information:
Complete the file with the assortment names, associated products, prices, etc.
Make sure you follow the structure and formats indicated.
Import the file:
Go back to the Import and Export section and upload the completed file.
Sidely will automatically create the assortments listed in the file.
Bulk editing using export/import:
Export your assortments:
From the Assortments page, export the current list in Excel format.
Make the necessary changes:
Update the information in the Excel file, such as the included products or prices.
Re-import the edited file:
Upload the updated file via the Import and Export section.
Sidely will update the existing assortments based on the imported data.
Manually update an existing assortment
Steps for a direct update:
Open the assortment:
From the Assortments page, click the name of the assortment you want to edit.
Edit the information:
Products: Add or remove products.
Visual: Update the associated icon or photo.
Price: Adjust prices or distributor references if needed.
Name: Change the name to reflect new strategies or structures.
Save your changes:
Click 'Save' to confirm.
Best practices for managing assortments
Structure your assortments by customer type or channel (e.g., mass retail, foodservice, e-commerce) for simpler management.
Add distinctive visuals to quickly identify your assortments, especially for variations by store banner.
Use bulk import/export to save time when creating or updating many assortments.
FAQ
1. Can a product be included in several assortments?
Yes, a product can be associated with as many assortments as needed.
2. Can I create specific assortments for each store banner?
Absolutely, you can set up unique assortments for each store banner based on their specific needs.
3. How do I manage my store typologies or store tiers?
Store typologies or store tiers can be managed effectively through assortments. Here's how:
Create one assortment per specific typology or tier (e.g., premium mass retail, standard mass retail).
Customize the assortments for each store banner or segment by selecting the appropriate products and prices.
Use assortment names that reflect the typologies (e.g., "Mass retail typology – Banner X").
Use import/export to quickly manage your typologies at scale.
4. What should I do if an assortment does not appear correctly after importing?
Check that the information in the Excel file follows the structure of the Sidely template. If in doubt, contact support.
5. Can I delete assortments in bulk?
No, deletion must be done manually, one assortment at a time.
6. How can I check whether an assortment has been updated correctly?
Go to the Assortments page or run an export to check the data.