Configuration Wizard
Build and manage client configuration files
Client Information
Used when a group in Step 3 has no delivery emails of its own, and for v1.1 email-triggered runs.
Skip assets newer than this many days — not enough sales data yet. Set to 0 to disable.
Excluded Assets (0)
These assets are skipped entirely — never optimized. Leave Expires blank for a permanent exclusion; set a date if it should come back on its own.
No rows match your search.
Excluded Items (0)
If any of these items appear in a planogram the engine leaves them untouched — no par adjustments. Match is on Item Code or Item name (case-insensitive).
No rows match your search.
Excluded Coils (0)
Skip a specific coil on a specific machine (e.g. broken spring, out-of-service slot). Both Asset ID and Coil are required and matched together — a machine-wide exclusion above still wins.
No rows match your search.
Cantaloupe Reports
Report IDs for the Seed Spotlight API. Grab these from the report URL in Seed. Credentials are handled separately on the server — never entered here.
The saved Seed report that returns the coils / planogram export.
The saved Seed report that returns the sales-history export.
Both reports must include a Route column. Groups below are defined by route number, then filtered locally after the pull — no Cantaloupe custom field needed.
Groups & Schedule
A “group” is a slice of the client’s assets that runs as one Liquid Par job. Groups are defined by route numbers — list the routes that belong to each group. Moving an account between routes updates group membership automatically. Each group gets its own schedule and delivery email(s).
Schedule times below are in this timezone. Server converts to UTC when generating cron entries.
Category Detection
The exact column name in the Cantaloupe report that contains product categories
Machine Types
Select all machine types this client operates.