Exporting the PIF to Excel

Use this procedure to export the PIF.

About this task

To export the PIF:

Procedure

  1. Choose OpenLink > Category Manager to open the Category Manager page.
  2. Right-click on a category to export, and select Export Data. The Export Data dialog box displays with the Drop Outdated Products and Hide Dropped Products options set by default.
  3. Keep Drop Outdated Products checked to remove outdated products from the modeling task. These products will not be included in the export file. Outdated products are those products that last scanned before the modeling period (104 weeks by default). If you clear the checkbox, all products assigned to the category will be exported and their status will not be changed.
  4. Keep Hide Dropped Products checked to remove products that have been dropped from the category from the exported PIF. If you clear this checkbox, previously dropped products will be included in the exported PIF file.
  5. Set the Auto-Assign Line Groups, Auto-Assign Size Relationships checkboxes, or both to assign products from the product database to Line Groups, Size Classes, and Size Families. Set Don’t overwrite existing line groups to keep the existing assignments and assign the products to the existing groups. If you would prefer to discard existing line group information and attempt to auto-generate all line groups, select Auto-Assign All. OpenLink will create new line or size relationships based on product attributes and POS statistics.
  6. Click Continue. An automated email will be sent to your email account (the user who exported the PIF), the Alert Inbox in the top right of the application, or to both if you have subscribed to receive an alert when the PIF has completed exporting. The email will contain a link to the PIF. See Alert inbox for more information about subscribing to the alerts.
  7. Select the link to download and open the PIF.