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# SKU Manager Quick Start Guide

**Get AI-powered listing analysis running in under an hour**

---

Table Of Contents

* [SKU Manager Quick Start Guide](#before-you-start)
* [What You Need](#1-toc-title)
* [The Quick Setup Flow](#2-toc-title)
* [Step 1: Install & Enable](#3-toc-title)
* [Step 2: Add Your API Key](#4-toc-title)
* [Step 3: Set Up Fields to Send](#5-toc-title)
* [Step 4: Build Your Prompt & Template](#6-toc-title)
* [Option A: Claude Project (Recommended)](#7-toc-title)
* [Option B: ChatGPT Custom GPT](#8-toc-title)
* [Start Your Conversation](#9-toc-title)
* [Step 5: Load Prompt & Template into SKU Manager](#10-toc-title)
* [Load the Prompt:](#11-toc-title)
* [Load the Display Template:](#12-toc-title)
* [Step 6: Create the Filter](#13-toc-title)
* [Step 7: Test It!](#14-toc-title)
* [✅ Working?](#15-toc-title)
* [❌ Not Working?](#16-toc-title)
* [Quick Reference](#17-toc-title)
* [What’s Next?](#18-toc-title)

## SKU Manager Quick Start Guide

**Get AI-powered listing analysis up and running — fast.**

This guide cuts through the details to get you from zero to working. For the full documentation, see the [complete setup guide](https://ubuyfirst.com/docs/sku-manager-ai-analysis-help-docs/).

---
## What You Need

Before you start, make sure you have:

* [ ] **Enterprise License** — SKU Manager requires Enterprise
* [ ] **Whitelist Access** — Message Live Support with your license key (Menu > Help > Subscription Info)
* [ ] **An AI API Key** — From [Gemini](https://aistudio.google.com/) or [OpenAI](https://platform.openai.com/) _(we can provide a temporary key to get started)_
* [ ] **A Prompt-Building Account** — Either [Claude](https://claude.ai/) or [ChatGPT](https://chat.openai.com/)

---
## The Quick Setup Flow

Here’s what you’re building — 5 pieces that work together:

```
eBay Listing → Fields to Send → AI Prompt → Display Template → Your Analysis
                                    ↓
                               Filter (triggers it)

```

**Your goal right now:** Get a working round-trip first. Perfect it later.

---
## Step 1: Install & Enable

_~10 minutes_

* [ ] Open **Data tab > Get Data** (External Data panel)
* [ ] Click **“Install Python”** (top right) → follow prompts
* [ ] Click **“Setup Python libraries”** → wait for completion, close window
* [ ] **First time?** Look for **“Manage Chrome Profile”** at bottom → install browser component

📸 _[Use existing screenshot: External Data Panel access]_

Now enable the basics:

* [ ] Check ✅ **“External Data Enabled”**
* [ ] Check ✅ **“Show results first, do not wait for AI”**
* [ ] Select **AI** radio button for Type

---
## Step 2: Add Your API Key

_~5 minutes_

* [ ] Go to **“AI Prompt”** tab
* [ ] Select your provider (Gemini or OpenAI)
* [ ] Paste your API key
* [ ] Select model:
* Gemini: `gemini-2.5-flash`
* OpenAI: `gpt-4o` or `gpt-4o-mini`
* [ ] Save

📸 _[Use existing screenshot: AI Provider configuration with dropdown and API key field]_

⚠️ **Make sure billing is active** on your API account — this is the #1 issue people hit.

---
## Step 3: Set Up Fields to Send

_~5 minutes_

This tells the AI what listing data to analyze.

* [ ] Go to **“AI Fields To Send”** tab
* [ ] Click **Add** → name your profile (e.g., “Phone_Fields”)
* [ ] Select these standard fields:
* [ ] Alias
* [ ] Brand
* [ ] Condition
* [ ] Condition Description
* [ ] Total Price
* [ ] Title
* [ ] Returns
* [ ] **Save**

📸 _[Use existing screenshot: Fields to Send configuration]_

**Using Item Specifics?** First go to main grid → **Grid > Item Specifics** → select category → add columns. Then include those fields here.

---
## Step 4: Build Your Prompt & Template

_~20-30 minutes_

This is where you create the AI instructions. You’ll use Claude or ChatGPT to generate both pieces.

### Option A: Claude Project (Recommended)
1. Go to [claude.ai](https://claude.ai/) → **Projects** → **Create Project**

2. Name it “SKU Manager – [Your Product]”

3. Upload the documentation package we provided

4. Add the Project Instructions file
### Option B: ChatGPT Custom GPT
1. Use our [ChatGPT Custom SKU Manager GPT](link provided by support)

2. Or create your own project with the docs uploaded
### Start Your Conversation

Ask the AI:

```
I'm a professional buyer in [YOUR INDUSTRY] and I want to create a 
prompt and display template for analyzing [PRODUCT TYPE] on eBay.

Most important to me:
- [Factor 1, e.g., detecting defects]
- [Factor 2, e.g., identifying models]
- [Factor 3, e.g., assessing condition]

I want to start simple just to get it working.

```

The AI will:

* Ask clarifying questions
* Generate a **prompt** (JSON structure)
* Generate a **display template** (HTML)

**Copy both** — you’ll paste them into SKU Manager next.

---
## Step 5: Load Prompt & Template into SKU Manager

_~5 minutes_

### Load the Prompt:

* [ ] Go to **“AI Prompt”** tab
* [ ] Click **Add** → name it (e.g., “Phone_Prompt_v1”)
* [ ] Paste the generated prompt
* [ ] **Save**

📸 _[Use existing screenshot: AI Prompt tab with prompt text]_

### Load the Display Template:

* [ ] Go to **“AI Display Template”** tab
* [ ] Click **Add** → name it (e.g., “Phone_Display_v1”)
* [ ] Paste the HTML template
* [ ] Check the preview — should show formatted HTML, not raw code
* [ ] **Save**

📸 _[Use existing screenshot: AI Display Template tab with preview]_

---
## Step 6: Create the Filter

_~5 minutes_

The filter triggers your AI analysis for specific searches. **This ties everything together.**

* [ ] **Close** the External Data panel first (important!)
* [ ] Go to **Home > Filters**
* [ ] Click **New**
* [ ] Name it (e.g., “Phone Analysis”)
* [ ] Set your trigger condition:
* Field: **Alias** (or Title)
* Operator: **contains**
* Value: your search term (e.g., “iphone”)
* [ ] Action: **Apply AI Prompt**
* [ ] **Connect your profiles:**
* Prompt: [your prompt profile]
* Display Template: [your template profile]
* Fields to Send: [your fields profile]
* Columns: _(leave empty for now)_
* [ ] Check **Enabled** ✅
* [ ] Click **OK**

📸 _[Use existing screenshot: Filter dialog with all dropdowns]_

---
## Step 7: Test It!

_~5 minutes_

* [ ] Reopen External Data panel (**Data tab > Get Data**)
* [ ] Click **“Stop Script”** if running, then **“Script Started!”** (turns green)
* [ ] Verify “Server Status: Running”
* [ ] Run a search that matches your filter
* [ ] Wait 10-15 seconds
* [ ] Check the External Panel for your analysis

📸 _[Use existing screenshot: Display Template output in External Panel]_

### ✅ Working?

* External Panel shows formatted analysis
* No error messages
* Output makes sense (even if basic)

### ❌ Not Working?

* API key correct and billing active?
* All profiles selected in the filter?
* Script showing green/running?
* Filter enabled?

---
## Quick Reference

| Component | Tab | What It Does |
| --- | --- | --- |
| Fields to Send | AI Fields To Send | What data goes to the AI |
| AI Prompt | AI Prompt | Instructions for the AI |
| Display Template | AI Display Template | How results look |
| Filter | Home > Filters | Triggers AI for matching searches |

---
## What’s Next?1. **Test with 10-20 real listings** — note what works and what doesn’t

2. **Refine your prompt** — go back to your Claude/ChatGPT conversation and iterate

3. **Add AI Columns** — once basics work, add quick decision fields to your grid _(see full docs)_

4. **Use Feedback/Traces** — when AI gets something wrong, submit feedback to capture traces for fixing _(see Section 11 in full docs)_
---

**Questions?** Hit us on [Live Support](https://ubuyfirst.com/) or email su*****@*******st.com

For complete documentation including AI Columns, Feedback/Traces, and Troubleshooting, see the [full setup guide](https://ubuyfirst.com/docs/sku-manager-ai-analysis-help-docs/).