Customer Specific Attributes (CSAs)

How to add Customer Specific Attributes (CSAs) to a new or existing item catalog. CSAs allow shippers to store additional item data at the item level.

IN THIS TOPIC

• Overview of CSAs
• Adding CSAs via Single SKU Action
  • New SKU Creation
  • Existing SKU Edits
• Adding CSAs via CSV Upload 
  • New SKU Creation
  • Existing SKU Edits
• Adding or Updating CSAs via EDI/API

Overview of CSAs

Customer Specific Attributes, or CSAs can be used to store additional SKU descriptors by utilizing optional and customizable fields. There are three different methods to add CSAs to SKUs in your Item Master:

• EDI/API Upload by working with the Flexe Integrations Management Team 
• Single SKU Creation in the Item Master
• CSV Upload in the Item Master

Below are a few key details to keep in mind about CSAs:

•  CSA's are informational attributes used for identifying characteristics about an item.
• They can be customized to display any attribute title you choose.
• They can be configured for up to 10 custom attributes.
• CSA values can be added to existing SKUs, or created for a new SKU.
• They can be added only to a select set of SKUs. This means they will be available for all SKUs, but can be left empty.
• Warehouses using Inventory Control will not be able to add or alter CSA fields, this can only be done through the shipper UI.

NOTE: CSAs are only visible to accounts which have had them configured, if you would like to set this feature up, please reach out to your Primary Logistics Analyst. 

Adding CSAs via Single SKU Action 

New SKU Creation

1. In the Item Master, click the + Single SKU button

2. Fill in the Customer Specific Attributes fields you'd like to use, as well as all *Required SKU fields. Then scroll to the bottom of the page and click the Create Inventory button to add the new SKU to your Item Master. 

Note: your CSA field titles may be different than the example below

Existing SKU Edits

1. In the Item Master, use the search tool to locate the SKU you would like to edit. Click on the SKU number where it appears beneath the SKU column header to open the SKU Details page. 

2. In the SKU Details page, click the Edit Properties button. 

3. Fill in the Customer Specific Attributes you'd like to use, then scroll to the bottom of the page and click the Save Changes button. 

Adding CSAs via CSV Upload

New SKU Creation

1. In the Item Master select Create from the Import CSV dropdown.

2. Click the blue template hyperlink to download the CSV template 

3. Open the template from your downloads and scroll to the right until you reach a blank column header. You will need to hand-key the column header(s) you'd like to add to your SKUs in the format csa_attribute. In the example below, an attribute called brand has been keyed into the previously blank AT column as csa_brand. 

4. Upload your modified .csv file using the Choose File button. After upload, the file will appear in the File selected section. Click the Submit button to add the new SKU data to your Item Master. 

5. If the Upload is successful, a message will appear in a green banner displaying the number of items created, as well as the SKU(s).

Existing SKU Edits

1. In the Item Master select Download from the Import CSV dropdown.

2. Add the CSA details in the csa_attribute column headers of the spreadsheet for each SKU you'd like to modify.

Note: Be sure to update the sheet so that the only SKUs listed are those being edited. Otherwise, SKUs not being edited will be overwritten with null values. 

Note: Your CSA field titles may be different than the example below

3. Select Create from the Import CSV dropdown. In the popup that appears, upload your modified .csv file using the Choose File button. After upload, the file will appear in the File selected section. Click the Submit button to add the new SKU data to your Item Master.

4. If the upload is successful, a message will appear in a green banner displaying the number of items updated, as well as the SKU(s).

Adding or Updating CSAs via EDI/API

If you have an established EDI or API connection and would like to utilize one or more CSA fields for your goods, reach out to your Primary Logistics Analyst. They will be able to connect you will the Flexe Integrations Management Team and ensure your specifications are met.