Help Workflows

Visual step-by-step guides for every major platform process

Product Lifecycle

Product Lifecycle Workflow Diagram Horizontal flow: Sourcing Lead, Evaluate, Score, Approve, Create Product, Create Listing, Submit to Amazon, Active Source Lead Evaluate Score Approve Create Product Create Listing Submit Active Analysis Approval Creation Submission Live

Step-by-Step

  1. Identify potential products from supplier feeds or manual research.
  2. Evaluate demand, competition, and margin potential.
  3. Score the lead using weighted criteria (ROI, rank, reviews).
  4. Approve or reject based on configurable score thresholds.
  5. Create internal product record with costs, dimensions, and images.
  6. Generate Amazon listing (title, bullets, description, keywords).
  7. Submit listing via Seller Central API and await validation.
  8. Product goes active and enters monitoring phase.

Key Decision Points

  • Score threshold determines auto-approve vs. manual review.
  • Category restrictions may block certain ASINs at submission.
  • Listing quality score gates publish eligibility.

Common Issues

  • Listing suppressed -- check for missing required attributes.
  • Category gating -- apply for approval before submission.
  • Image rejection -- ensure white background and 1000px minimum.
Related: Products, Listings

Order Fulfillment

Order Fulfillment Workflow Diagram Order flows through FBA or FBM paths to delivery Order Received FBA or FBM? FBA Amazon Fulfills Shipped FBM Pick Pack Buy Shipping Print Label Ship Delivered

Step-by-Step

  1. Order is received and automatically imported from Amazon.
  2. System determines fulfillment method: FBA or FBM.
  3. FBA: Amazon handles pick, pack, and ship from their warehouse.
  4. FBM: Pick item from your inventory location.
  5. FBM: Pack the item per Amazon packing standards.
  6. FBM: Purchase shipping label via integrated carrier API.
  7. FBM: Print label and attach to package.
  8. FBM: Hand off to carrier for shipment.
  9. Both paths converge when the customer receives the delivery.

Key Decision Points

  • FBA vs FBM routing is set per SKU or per order rule.
  • Carrier selection based on weight, dimensions, and cost.
  • Late shipment risk triggers priority escalation.

Common Issues

  • Late shipment -- ensure handling time settings are accurate.
  • Wrong address -- validate address before purchasing label.
  • Stock mismatch -- sync inventory count before picking.
Related: Orders, Shipments

Pricing Engine

Pricing Engine Workflow Diagram Set rules, monitor, calculate, apply guardrails, then route by traffic light to auto-apply, review, or block Set Rules Monitor Comp. Calculate Price Apply Guardrails G / Y / R GREEN Auto-Apply YELLOW Review Queue RED Block + Alert

Step-by-Step

  1. Define pricing rules: min/max price, target margin, competitive strategy.
  2. Monitor competitor prices via automated scraping and API feeds.
  3. Calculate optimal price based on rules and market data.
  4. Apply guardrails: check against min margin, MAP policy, and velocity caps.
  5. Green: Price change is within safe bounds -- auto-apply immediately.
  6. Yellow: Price is borderline -- send to manual review queue.
  7. Red: Price violates hard limits -- block and send alert to admin.

Key Decision Points

  • Guardrail thresholds are configurable per SKU or category.
  • Yellow zone tolerance determines auto vs. manual balance.
  • MAP policy compliance is a hard gate regardless of margin.

Common Issues

  • Race to bottom -- enable minimum price floor per ASIN.
  • Stale competitor data -- check feed freshness and alerts.
  • Too many yellows -- widen green thresholds if margin is safe.
Related: Pricing

PPC Campaign Lifecycle

PPC Campaign Lifecycle Diagram Circular flow: Create Campaign, Set Budget, Add Keywords, Launch, Monitor, Optimize Bids, Scale or Pause, looping back to Monitor Create Campaign Set Budget Add Keywords Launch Monitor Perf. Optimize Bids Scale / Pause optimization loop

Step-by-Step

  1. Create a new Sponsored Products or Sponsored Brands campaign.
  2. Set daily budget and campaign-level spending limits.
  3. Add target keywords (auto and manual) with match types.
  4. Launch the campaign and begin collecting impression data.
  5. Monitor performance metrics: ACoS, ROAS, CTR, conversions.
  6. Optimize bids based on keyword performance (raise winners, lower losers).
  7. Scale profitable campaigns with increased budget, or pause underperformers.

Key Decision Points

  • ACoS target determines bid aggressiveness.
  • 7-day vs. 30-day performance windows for optimization.
  • Auto-to-manual keyword graduation thresholds.

Common Issues

  • High ACoS -- add negative keywords and lower broad match bids.
  • Low impressions -- increase bids or broaden keyword targeting.
  • Budget exhausted early -- daypart or increase daily cap.
Related: Advertising

Brand Protection

Brand Protection Workflow Diagram Monitor ASINs, detect violations, classify type, report, create case, submit, track, resolve or escalate Monitor ASINs Detect Violation Classify Hijacker Counterfeit Abuse Report Create Case Submit Track Resolved Escalate

Step-by-Step

  1. Continuously monitor protected ASINs for listing changes and new sellers.
  2. Detect potential violations: unauthorized sellers, counterfeit claims, listing abuse.
  3. Classify the violation type: Hijacker, Counterfeit, or Policy Abuse.
  4. Generate a formal report with evidence (screenshots, test buys).
  5. Create an enforcement case in the system with all documentation.
  6. Submit the case to Amazon Brand Registry or legal team.
  7. Track resolution progress with status updates and SLA monitoring.
  8. Case is resolved, or escalated to legal if Amazon action is insufficient.

Key Decision Points

  • Violation severity determines auto-report vs. manual review.
  • Repeat offenders trigger accelerated escalation path.
  • Test buy requirement for counterfeit classification.

Common Issues

  • Case rejected -- strengthen evidence package with test buy photos.
  • Seller returns -- set up recurring monitoring for repeat violators.
  • Slow resolution -- escalate via Brand Registry support ticket.
Related: Brand Protection

Financial Reconciliation

Financial Reconciliation Workflow Diagram Settlement report to parse, match, calculate, compare, flag, create reimbursement case, track Settlement Rpt Parse Items Match Orders Calculate Fees Exp. vs Actual Flag Discrep. Reimburse Case Track Data Ingestion Analysis Comparison Flagged Resolution

Step-by-Step

  1. Download settlement report from Amazon Seller Central (automatic via API).
  2. Parse each line item: sales, refunds, fees, adjustments, reimbursements.
  3. Match settlement line items to internal order records by Order ID.
  4. Calculate expected Amazon fees based on product category and dimensions.
  5. Compare expected fees against actual fees charged by Amazon.
  6. Flag discrepancies that exceed the configured tolerance threshold.
  7. Create reimbursement case for each valid discrepancy with documentation.
  8. Track case resolution and update financial records upon reimbursement.

Key Decision Points

  • Discrepancy tolerance threshold (e.g. $0.50 or 2%) filters noise.
  • Automatic vs. manual case creation based on discrepancy amount.
  • Reimbursement window: 18 months for FBA inventory claims.

Common Issues

  • Unmatched orders -- check for multi-channel or removed orders.
  • Fee changes -- update fee schedules when Amazon announces changes.
  • Case denied -- re-submit with additional evidence and correct category.
Related: Finance, Reimbursements
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