Sample Stock List

This is an example of a stock list that could be used in an AMS message to order items by Sales Reps.

Designing the Template

In order to create a List we must first create a Template to represent an item in that List. Stock items are simple and will typically require the following values:

Before proceeding we need to identify what values will hold the required attributes for a List. These include the id, index and filter parts of the data map. In this case:

To represent these values in our stock list we create a Template with a single Form Card containing the following Fields:

Editing the Form Card:

Create the List

After this Template is saved we can now create the List. Go to the Lists tab in the AMS web application and click the “+ Create New List” button. Then select the Template you just created and click the “+ Create List” button. Enter a Name and Description for the list then click the “Data Map” tab. Select the corresponding fields for each item in the data map.

Now save your List.

Import Data

To import data for the items in the List you need a data source. This can be either XML, CSV or TSV (Tab Separated). For an example of import data from Excel see Import List Data From Excel. Sample TSV data for this List is below: