#1 Backdating Export.
a. Locate and log into Vendors PFL Account
b. Click 'Export' on left-hand side
c. Scheduled Export Job
d. Edit (edit tool is shape of a pencil)
e. Under Schedule and Export for back date under timing
f. Change the day to a past date (one day backward)
g. Save and Schedule.
# 2 - Change Account to Inactive
a. Click on Settings
b. Click on Edit Account to get to the page below
c. Change "Active" to inactive
d. Get the vendor "PFL FTP" information to use in your Jira ticket in step 1.
e. Change "Agency Account" to none
# 3 Delete File from Agency FTP:
Log into the FTP with the agencies credentials (Username and Password) and download the file associated with the vendor.
3 a - Once you are sure you downloaded that file associated with the vendor you can delete the file from the FTP
Username: reach out to your admin or support if you need credentials
Password: reach out to your admin or support if you need credentials
#4: PFL FTP MasterDoc
a. Find PFL name and change cells A-E for vendors to red. Specify "Deactivated" in column E.
(This is an internal doc that clients do not have access to. Doc not provided to external Users)
#5: AMCI Product Data list
Find name and change cells A-C for vendors to red. (This is an internal doc that clients do not have access to. Doc not provided to external Users)
#6: Removing Catalogs & Flip Groups from Agency Active Merchandiser Account
a. Log into Agency AM Account
b. Select Project Library
c. Search Vendor name
d. Check All catalogs for the vendor
f. Check for Vendor Specific Flip Groups
- If one exists delete
- If there are no vendor specific flip groups, move to next step
#7: Submit Jira ticket for final deactivation step by Development team.
#8: Once Dev confirms they have completed their step, update client and pass ticket to CSM so they can add a note in Hubspot.
If Account Starts in JData, Follow the additional deactivation steps below
#9: Web only deactivation. Go to reseller, here: https://reseller.repzio.com/home/welcome
#10: From Login Select JuniperData
#11: Select Channels
#12: Select Product Fast Lane
#13: Find The Vendor Account you are looking for, edit and take a screenshot of the current PFL FTP and add it to ticket history.
#14: Delete the Vendor PFL FTP Connection
#15: Click vendors on the left, select vendor account and delete using the trash can icon (top right)