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Building a Watchlist: from Product Search to a Monitored List

This flow starts on the Products page, where you narrow the catalog to exactly the products you care about, export the selected set to CSV, and add the same products to a saved list, your watchlist. From there you can wire up an alert rule so you are notified when pricing conditions change.

Step 1: Search and filter the Products page

Section titled “Step 1: Search and filter the Products page”

Open Products from the main navigation. Use the search bar and filter controls to scope the catalog to the products you want to track:

  • Search. Type a keyword to search the catalog.
  • Brand and category. Narrow to one or more brands, or pick a category node from the taxonomy picker.
  • Price. Set a minimum and maximum price using the range slider.
  • Availability. Show only available or unavailable products.
  • Assortment. Narrow to My Products, Exclusives, Common, or Competitor Only.
  • Attributes. Filter on normalised product attributes, including unit-normalised measurements, found on the products in your current result set. An attribute can be marked non-filterable in your Feature Set configuration, in which case it is left out of the filter list.
  • Competitor. Limit results to products carried by one or more specific tracked competitors.

The result set updates as you apply filters. Use pagination controls to page through results.

Step 2: Select products and open bulk actions

Section titled “Step 2: Select products and open bulk actions”

Click the checkbox on any product row to select it. Select as many as you need, across multiple pages if required. Once at least one product is selected, a floating action bar appears at the bottom of the screen. It shows how many products are selected and has a Clear button. Click Actions, or press ⌘K, to open the command palette, which offers three actions:

  • Export…. Immediately opens the CSV export flow for the selected products. See Step 3.
  • Add to List…. Adds the selected products to a list. See Step 4.
  • Remove from List…. Opens a picker of the lists that contain at least one of your selected products; the option is disabled when none of the selection is in any list.

Choosing Export… from the bulk actions palette opens the export dialog with the Selected products (N) scope preselected. The dialog’s Scope section always also offers Current filtered results and All products, so you can widen the export before confirming. You can:

  • Choose which columns to include: product fields, such as name, brand, category, SKU, and EAN; retailer fields, which are retailer ID, retailer name, sub-reseller, current availability, and a product URL back to the listing; and attribute columns. Retailer fields are available when you group by retailer. A search box, “Select all”/“Clear all” shortcuts, and category-grouped sections make it easy to find and select specific attribute columns. There is one section per category, plus a “Common Attributes” long tail capped at the 50 most frequent remaining attributes. The Category Attributes section has a My/Global source filter and “Select all My”/“Select all Global” shortcuts that apply across every category at once; each individual category also has its own Select all/Clear all. The attribute columns on offer reflect your current filtered set, whichever of the two export entry points on this page you use. Product ID is always included and can’t be unchecked. When you group by product listing per retailer, Retailer ID, Retailer Name, and Product URL are included automatically too.
  • Set how rows are grouped: one row per Product, or one row per Product listings by retailer. Product-retailer rows can’t be used to re-import corrected attribute values later, so stick to product-level grouping if that matters to you. Keep column headers enabled on a product-level export if you plan to re-import corrected attribute values.
  • Choose one or more price aggregations to include as columns: current price, minimum, maximum, and/or average. At least one stays selected.
  • Set a date range that the price aggregations are calculated over: latest, last 7 days, last 30 days, or a custom range with a start and end date. A custom range needs both dates, with the start on or before the end.
  • Toggle whether the file includes column headers.

An export summary shows how many products and columns the file will have. Confirm to download the file as a dated CSV. There is no row limit. The whole matching set is exported, however large your catalog.

Choosing Add to List… from the bulk actions palette opens a searchable list picker.

  • Pick an existing list. Scroll or type to filter by name, then select it. Your selected products are added immediately.
  • Create a new list on the fly. If no existing list name contains the text you typed, a Create ”…” option appears. Select it to create the list and add the products in one step. For example, typing “Chairs” when a list named “Office Chairs” exists offers no Create ”…” option.

Step 5: View and manage the list detail page

Section titled “Step 5: View and manage the list detail page”

Navigate to Lists to see all your saved lists as cards showing the list name, product count, and optional description. Click a card to open it.

The list detail page shows the list’s products 10 at a time. A footer below the table shows the total product count and, when the list spans more than one page, “Page X of Y” with page links to move through the rest of the list. A list with no products shows “This list is empty” with an Add products button. The table has the following columns:

ColumnWhat it shows
ProductThumbnail and name, linked to the product detail page
EANThe product’s GTIN/EAN barcode
Competitive PositionCompares your price against the average competitor price for that product; shows Higher, Lower, or Inline. Hover over it to see how many competitor prices were averaged and how far the average sits from your price. It shows a dash when there is no price of yours or no comparable competitor price.
My priceYour current price for the product

Use the Product search bar to filter the list by product name or EAN. The search runs against the whole list on the server, not just the current page, and starts you back on page 1.

Click Add products to open a dialog that searches the full catalog. You can filter the results by:

  • Search by name or brand keyword
  • Brand and Category dropdowns
  • Additional filters via the ”+ Add filter” menu: Assortment, with options All Products, My Products, Exclusives, Common, and Competitor Only; Availability; Price range, shown as a histogram slider; and Competitor

Check individual products, or use Select all to tick everything in the current filtered view. Only the first 100 matching products are listed at a time, so narrow your filters if the set you want to add is larger than that. The footer shows how many are selected. Click Add (N) to confirm.

Check one or more products in the list table. A selection bar appears showing how many are selected. Click Remove from list to remove them. Click Clear selection to deselect without removing.

Click Delete in the toolbar, then confirm in the dialog. Deletion is permanent and cannot be undone.

Step 6: Add a single product to a list from its detail page

Section titled “Step 6: Add a single product to a list from its detail page”

You can also add a product to a list from the product’s own detail page. Open any product and go to its Lists tab. It shows the lists this product already belongs to. Click Add to List to pick from your existing lists and add it to one more.

Step 7: Create an alert rule for your products

Section titled “Step 7: Create an alert rule for your products”

With your list curated, you can set up an alert rule that fires when a pricing condition is met. Navigate to Alerts and click Create alert rule. The wizard walks you through three steps: Trigger, Scope, and Configure & name.

Choose the pricing signal to monitor. The available types depend on your perspective:

Governance, available in the brand perspective only:

  • MAP violation. Fires when a retailer prices below your Minimum Advertised Price (MAP).

Pricing signals, available in both perspectives:

  • Competitor cheaper than us (in the brand perspective, Retailer cheaper than your store). Fires when a competitor’s price is below yours by at least a threshold.
  • We are overpriced vs market (in the brand perspective, Your store is overpriced vs market). Fires when your price exceeds the market average by at least a threshold.
  • Margin opportunity. Fires when your price is below the market average by at least a threshold, indicating room to increase.

Price movement, available in both perspectives:

  • Price decrease. Fires when a retailer’s price falls by at least a threshold.
  • Price increase. Fires when a retailer’s price rises by at least a threshold.

The three pricing-signal cards need a store of your own to compare against: if your workspace has no own store configured, they’re disabled with the message “Needs a store of your own to compare against”. The price movement cards do not need one.

The wizard also shows an Availability change card, but it’s marked “Coming soon” and cannot be selected. The evaluator has no logic for it yet, so no alert of that type can be created here. Clicking any other trigger card moves you straight to the next step.

Choose which products the rule should monitor:

  • Assortment. Applies the rule to products in your catalog rather than a hand-picked selection. For a MAP violation rule, this covers every product that has a MAP price set. For other alert types, a toggle lets you choose All products or My products (the products you sell). The My products option appears only when your workspace has a store of your own. For the three pricing signals, All products is disabled, because those triggers compare a price with yours and only cover products you sell.
  • Specific products. Search for products by name, brand, or EAN, then check the ones to include. The search shows up to 50 results and updates as you type.
  • List. Apply the rule to a saved list, the same watchlist you built earlier in this flow. The rule follows the list automatically: products added to or removed from the list later are picked up without editing the rule. If you have no saved lists yet, create one first. If the list is deleted later, the wizard asks you to pick another list to keep the rule firing.

Click Continue to proceed; it stays disabled until the scope is complete, for example until you’ve picked a list or checked at least one product.

A rule preview updates in real time as you fill in the fields.

For MAP violation rules:

  • Retailers to monitor. Leave empty to watch all retailers, or pick specific ones from the multi-select.
  • Minimum violation threshold. Set to 0 to fire on any MAP violation; set to 10 to fire only when the price is 10% or more below MAP.
  • Optional filters. Restrict the rule to first-party sellers only.

For Competitor cheaper than us, We are overpriced vs market, and Margin opportunity rules:

  • Threshold. Enter a numeric value and toggle between percentage and currency.
  • Compare against. Choose “Any competitor” or “Specific competitors”. Selecting specific competitors opens a multi-select to choose from your tracked competitors.
  • Matching. On a brand workspace the rule compares against the nearest relevant retailer listing. On a retailer workspace, choose whether the rule watches identical products only or also each product’s Equivalent Match. See Market Benchmarks.
  • Optional filters. Restrict the rule to first-party sellers only.

For Price decrease and Price increase rules:

  • Threshold. Enter a value of zero or greater and toggle between percentage and currency. A currency amount is in each listing’s own currency, and prices are not converted between currencies.
  • Matching. The same Matching control as above applies.
  • Optional filters. Restrict the rule to first-party sellers only, or check Limit to specific retailers and pick the retailers whose price changes should fire the rule.

Below the trigger configuration, name the rule and optionally add a description with Add description. The name field starts filled with a suggested name built from the trigger and scope; edit it any time, or clear it to bring the suggestion back.

Under Notification, click Change to configure delivery. A one-line summary of the current setup, such as “Email to you” or “Slack not set”, sits next to it.

  • Email. Enables a recipient picker where you can add organisation members by name and any additional email addresses. On a new rule, you are added as a recipient by default.
  • Slack. Select a Slack integration. If exactly one Slack integration is configured, it’s selected for you automatically; if none is configured, this option is disabled. You can connect one in Settings → Integrations.

If Email is enabled, at least one recipient is required before you can save. If Slack is enabled, you must select a Slack integration. No validation prevents saving with no delivery method selected.

A Summary panel shows the trigger, scope, and notification settings at a glance, plus an Estimated products monitored count. For MAP violation rules the count is fetched live and only counts products in scope that have a MAP price set. For a list scope it is the number of products in the list, and for the assortment scope it is the size of your catalog, or the products you sell when My products is chosen. For specific products it is the number you checked.

Click Save alert rule to create it (or Update alert rule when editing an existing one). You are returned to the alert rules list, where the new rule is enabled.

From here, when the rule fires, it creates an alert on the Alerts tab of the Alerts page. Reviewing alerts, notification channels, and reminder redelivery are covered in Catching a Price Move: from Alert Rule to Action.