This page provides Business administrators a user guide for the Catalog microservice for the Infosys Equinox platform.

Page Contents

Getting Started

Accessing the Catalog Console

Catalog Overview

The Catalog is a microservice (“Catalog”) which is the starting point in the information model that provides Catalog Managers and Editors the ability to create and manage rich, transaction-ready product content in multiple and hierarchical catalogs. The Catalog microservice creates and manages structured product content in the form of products, stock keeping units (SKUs) and product attributes. Merchants frequently use Catalog to enrich product content originating from other business applications such as Enterprise Resource Planning (ERP). Product enrichment in Catalog is all about marketing content (product name, description, benefits, and comparison with other products), digital assets (images and videos), adding product relationships (groups, collections, and bundles), attributes (sales tax codes, pre-order, and back-order metadata), and search engine optimization (SEO) data.

The product enrichment process can include contributions from multiple roles such as Merchants providing the category and placement, Marketers providing the description and digital assets, Finance Managers providing the tax information, and Content Managers approving all of the content through a project-based workflow approval process. As with all microservices in the Infosys Equinox Commerce solution, the catalogs are associated with a store managed through the Store service.

The Catalog supports multiple roles including Catalog Admin and Catalog Editor. The Catalog Admin has the highest available level of access. In the management console, a Catalog Admin can,

For a detailed overview of the Catalog microservice, see the Catalog Microservice Overview.

Service Glossary

The following are the terms with its definitions used across the Catalog Admin guide:

  • Attributes – properties that define a product and its stock-keeping units (SKUs). For example, Name, Description, Material Type, Color, Size, etc.
  • Bundle – allows Merchandisers to group related products so that they can be presented and sold together. Bundles require that the consumer or buyer purchase the entire bundle. See also collections.
  • Business – the parent of a store or set of stores. The basic use of a business is to manage common sets of users, catalogs, and other services for the stores associated with the business.
  • Business Admin – a role that manages business settings, creates, manages stores, and enables microservice(s) for a business.
  • Catalog – a container for the set of information about individual products and stock-keeping units (SKUs) for a store.
  • Catalog Editor – defines and manages products and stock-keeping units (SKUs) throughout the Commerce site and submits them to the Catalog Manager for approval.
  • Catalog Manager – creates, manages, and approves changes to catalogs.
  • Collection – a group of related products (similar to bundles). However, in a collection, an end-user can choose to purchase only a subset of products in the collection and is not required to purchase the entire set of products as is the case in bundles. See also bundles.
  • Data Model an entity that is used for holding a group of attributes that always goes together. A data model can be of type:
    • Reference: It is used as a set of individual values referred by a single ID. For example, an automobile parts e-commerce store can use a specific car as a Reference type data model to store the specific cars metadata (Model ID=HAC2020; Brand=Honda; Model=Accord; Year=2020; Type=…; etc.). This Reference data model can now be easily added to multiple parts like Oil Filter, Air Filter, etc by referencing the Model ID = HAC2020.
    • Template: It is used as a template as the name suggests. When a Template data model is added to a product, all of the attributes of the data model are now available on the product. The admin now fills the product’s specific values for each of these attributes. For example, a mobile phone e-commerce store may create a Template model type called Specifications consisting of attributes such as Screen Size, Memory, Operating System, etc. Each and every phone can then have the model Specifications included and any of the catalog editors enriching the product will then be providing a standardized set of values which makes it easy to have data consistency across the entire store.
  • Fixed Bundle – a bundle for which the price remains static, irrespective of SKU variants.
  • Group – a set of related products can be grouped together so that they can be returned together on the product detail page. See also bundles and collections.
  • Master Catalog – the product catalog for a store from which any Sales Catalogs would inherit products and stock-keeping units (SKUs). Products and SKUs are entered in the Master Catalog first but may subsequently have different/overriding values in a Sales Catalog, while inheriting the Master Catalog properties.
  • Omni-channel – a multichannel approach to sales that seeks to provide consumers with a seamless shopping experience, whether shopping online (on a desktop, mobile or tablet device), by telephone or in person at a physical store (https://searchcio.techtarget.com/definition/omnichannel).
  • Product – a good, service, or idea that has a combination of tangible and intangible attributes and can have multiple variants which are referred to as stock-keeping units (SKUs). In Infosys Equinox Commerce, the consumer or buyer evaluates a product (for example, a men’s dress shoe available in black and brown and in sizes from 10 to 15), but actually purchases a SKU associated with the product (for example, a black-colored version of the dress shoe in size 12) rather than the product itself.
  • Product Data Enrichment – the process of providing contextual and useful product data and imagery to help consumers make quick and informed decisions about purchasing products, to increase the likelihood of a sale.
  • Project – a container or wrapper entity to hold changes made to a Catalog. New and updated catalog content must pass through the Project approval workflow process before it is reflected in the store’s catalogs.
  • Project Workflows – make business processes more efficient by managing and tracking the human tasks involved with a process and then providing a record of that process when it completes.
  • Project Notes – comments entered by project editor or approver to add context to project actions.
  • Reference Model – specifies the reference model type, which allows defining the attribute values and mapping the reference model attribute to product(s) or SKU(s).
  • Template Model – specifies the template model type, which allows defining the attribute values for the template model while mapping the model with the product(s) or SKU(s).    
  • Sales Catalog – a subset of the Master Catalog, meant to provide a flexible display structure that allows a Catalog Manager to create or copy a catalog that suits a store’s particular requirements. A Sales Catalog can be of the type:
    • Default: This Sales Catalog is one where the content inside the Sales Catalog is copied from the Master Catalog and saved in the Sales Catalog. This content may be further modified within the Sales Catalog if needed. All the contents modified in the Sales Catalog stays within the Sales Catalog without any impact to the Master Catalog. For example, a product name is Sandals in the Master Catalog. However, the product name is modified from Sandals to Flip-Flops for localization purposes.
    • Filter: This Sales Catalog type is one where the Sales Catalog acts as a filter on the Master Catalog. This type of Sales Catalog has NO content of its own; all the contents are exactly how it is in the Master Catalog. The application of this type of filter enables a Catalog Admin to define a subset of the product assortment that may be sellable to a certain set of companies (B2B) or a certain set of the market segments within the customers (B2C).
  • Search Engine Optimization (SEO) – is a range of techniques that aid in promoting site content and products within search results for a Search Engine (e.g. Google, Bing, etc.).
  • SKU Kits – a bundle that is specific to a SKU rather than a product, which is available for purchase by a consumer or buyer.
  • Stock Keeping Unit (SKU) – a particular variant of a product, which is available for purchase by a consumer or buyer.
  • Store – represents a specific physical location or online store of a business.
  • Store Manager – associates a price list for each currency supported by a store.
  • Storefront – a consumer-facing website that presents products, contents, and promotions across multiple channels such as desktop, tablet, and mobile.
  • Subscription Flag – SKUs can be flagged as subscriptions for clients using a subscription service.
  • Pre-order Flag – specifies if a particular SKU can be preordered, that is, allows the SKU to be purchased that is not in stock at the moment, but will be in stock at a specified date.
  • Up-Sell – specifies the products similar to the product being viewed, but are of a higher range.
  • Cross-Sell – specifies the products that are related to the product being viewed, such as product accessories.
  • Variant – a version of a product that differs in some respect from other versions of the same product. For example, a shoe called “Oxford Classic” is a product available in different colors and sizes (variants).

Accessing the Catalog Console

Catalog Overview | Managing Attributes

To access the Catalog console,

  1. Log in to the Foundation service.

  2. Click Catalog in the StoreOps page.

    The Catalogs landing page appears.

    The Catalogs landing page consists of four major tabs, Catalog tab, Attribute tab, Data Model tab, and Settings. For detailed information on managing these tabs, refer to

Managing Catalogs

Accessing Catalog | Creating Catalog

Catalog is the strategic process of managing the Infosys Equinox Commerce product catalog to ensure the quality of the product data across all the sales channels. It provides the flexibility to organize, standardize, and publish the product data to each sales channel. Catalogs store products and its stock-keeping units (SKUs) specifications in Infosys Equinox Commerce. The Catalogs interact with the Pricing, Inventory, Promotion, and Merchandising microservices present on the Storefront.

There is always a master catalog (it is the dataset for all the Products and SKU’s) in the Catalog microservice and a Catalog Manager can optionally create any number of additional catalogs (typically called sales catalogs). Sales Catalog is a subset of Master Catalog.

Initially, you need to enter or import all products and SKUs into the master catalog. Sales Catalogs make it easy to utilize the enriched product data in multiple applications. Based on the business requirement, you can create multiple sales catalogs and associate them with different stores.

Note: For associating a master or sales catalog to the store, refer to Associating Microservice Collection with a Store.

Example 1: You can have two separate stores for US Sales Catalog and Canada Sales Catalog, that is, one store with a master catalog and US Sales Catalog and another store with a master catalog and Canada Sales Catalog.

Example 2: You can create a store with two sales catalogs (that is, US Sales Catalog and Canada Sales Catalog.

Example 3: If the application of Sales Catalogs, consider that you have a business that is into two different domains like Apparels (Special Sunday Offer), and Accessories (Summer Offer). In this scenario, the master catalog holds the product data for both Apparels & Accessories. The business can create two sales catalogs for Apparels offer for Sunday Sale and Accessories for Summer Offer separately and map the required products from the master catalog.

If you have an e-commerce store for all consumers and then have a special e-commerce store for special events you may want to use a separate Sales Catalog of the type of Default for those special events such as Short-term Campaigns, Seasonal Sales, Cyber-Monday, Black-Friday, Festival Seasons, Fashion Industry, Skin Care Industry, Apparels, etc.

Similarly, when you have a B2B store where the product assortment is a subset of the master catalog dependent upon the contract with the particular business, then a Sales Catalog of the Filter type can be used. For the Default type of Sales Catalog, upon running a feed from the master catalog to a sales catalog, the sales catalog will inherit the products, SKUs, and properties from the master catalog. Thereafter, the values for products and SKUs within the sales catalog (for example, description, colors, sizes, etc.) can be changed to override the values inherited from the master catalog.

In the Catalogs tab, you can,

Configuring and Searching for Catalogs

Searching for Catalogs

To search for the Catalogs,

  1. In the All Catalogs page, click the searchable fields in the header to open the search field. 
    The searchable fields are Catalog Name, Catalog ID, Catalog Status, Type, and Row Select.
    Note:
  2. Enter the desired search criteria in the search field, and then click the Go button.

    The list of catalogs matching the search criteria is displayed.

Modifying Searchable Fields

To modify the searchable fields,

  1. Click (vertical ellipse) available at the beginning of the search field.
  2. Select or deselect the items to add and/or remove the searchable fields from the header.
    The selected searchable fields appear in the header.

Selecting Predefined Rows

To select predefined rows,

By default, 10 catalogs per screen will appear, but the number of catalogs per screen can be modified as follows:

  1. Click (vertical ellipse) available at the beginning of the search field and select Row Select.
    The Row Select appears as part of the search criteria.
  2. Select 10 Rows, 25 Rows, or 50 Rows from the drop-down list.

Creating a Sales Catalog

You can create a new Catalog (Sales Catalog) to manage structured product content in the form of products, Stock Keeping Units (SKU’s), and product/SKU attributes.

For creating a catalog, see the video below or the step-by-step instructions:

 

You can create a sales catalog in one of the following ways,

To create a Catalog,

  1. In the All Catalogs page, click the Create Catalog button.

  2. In the Catalog Create page, enter/select the required information.

    The following table provides the field description for the Catalog Create screen:

    Field Description
    Catalog Name* Enter a name for the catalog. This field is mandatory.
    Catalog ID* Enter a unique catalog identifier. This field is mandatory.
    Description Enter a brief description of the catalog.
    Status*

    Select a status:

    • Active: a sales catalog with this status show up on the storefront. 
    • Inactive:  a sales catalog having this status cannot be used. 
    Type*

    Select the Type of Sales Catalog.

    Functionality Sales Catalog Type Reference
    Default Filter
    Purpose

    This sales catalog type is independent of the master catalog.

    This sales catalog type is only a subset of the master catalog, and no updates/overrides are possible.

     

    Fetching Products and/or SKUs

    By default, no products and/or SKUs are imported from master catalog. 

    Based on the defined rules, the products/SKUs with all its attributes are inherited from the master catalog

    All Products and SKUs are cloned with a new sales catalog identity.

    Since the filter acts exactly as the name suggests, all master catalog product data is always available when this Sales Catalog is created.

    Based on the defined rules, the products/SKUs/model values are inherited from the master catalog.

    Configuring Sales Catalog Rules

    Running Feed/Executing the rule

    Manual – The updates from the master catalog are reflected in the sales catalog only when the rule is executed manually.

    You need to run the feed via Sales Catalog Rules:

    • To fetch new products and/or SKUs
    • Whenever there are updates to be fetched from the Master catalog to the sales catalog.
    Automatic – Any updates (newly added items and/or updates on the existing items) to the products and/or SKUs in the Master catalog is automatically available to the sales catalog on matching the rule(s) configured in the Sales Catalog Rules. Importing Into a Sales Catalog
    Managing Products and SKUs

    You can view and manage products and SKUs in the sales catalog.

    You can ONLY view the details of products and SKUs within catalog when you click on a specific product/SKU from the listing page.

    Within any product, you can view only the associated SKUs that belong to the specific catalog filter. 

    You cannot edit, delete and/or sort any entities within the catalog filter.

    Updating Products

    Updating SKUs

    Importing into a Sales Catalog

     

    Importing Products and/or SKUs

    You can import new products and/or SKUs via the Import tab.

    You cannot import new products and/or SKUs.

    Importing Products, SKUs, and Attributes into the Master Catalog
    Managing via Project Approval Workflow

    You can manage Sales Catalog via Project Approval Workflow.

    Project-based Approval Workflow is irrelevant since there is NO possibility of making any changes to the product/SKU data from within this type of Sales Catalog. Managing Project Approval Workflow
    Exporting Model Values

    You can export model values.

    You cannot export model values. Exporting Model Values

     

    Start Date*
    Select a start date of the catalog. If required, you can also specify the timestamp.
    End Date*

    Select an end date of the catalog, which defines the expiry of the catalog. If required, you can also specify the timestamp.

    Note: After the expiry date, the catalog turns inactive.

    Choose Logo Image
    Select a logo image of the catalog from your local computer.
    The asterisk (*) symbol indicates mandatory fields.
  3. To add an additional property, in the Additional Properties section, click the Add Property button and enter the property key and property value. You can add additional properties to capture additional information about for the sales catalog. The properties can be specific to an industry, region, jewelry, etc. It is just for informational purposes, which describes more about the sales catalog. This is optional.
    Note:
    • To delete the property key and value pair, click the Delete icon.
    • To add more properties, repeat the above step 3.
  4. Click the Save button.

    Note: To discard the changes, click the Cancel button.
    The catalog is created and listed in the All Catalogs page.
    Now, you can configure various products to the catalog.

Updating a Sales Catalog

Catalog Managers can update the metadata of existing Sales Catalogs (but not the Master catalog) from the Catalogs tab.

Note: These changes DO NOT go through the project approval workflow process. For detailed information, refer to Project Approval Workflow.

To update a catalog,

  1. In the All Catalogs page, click on a particular catalog.

    The Catalog Overview tab is displayed with the catalog details.

    Note: In the Catalog Overview screen, you can v
    iew the Status and Type of the catalog. If required, you can click on the numeric link against a product or SKU to navigate to the respective products or SKUs listing page. For more information on importing Products and/or SKUs on the catalog, refer to Importing into Master Catalog and Importing into Sales Catalog.
  2. Click the Edit icon and update the required fields.

    Note
    You cannot modify the Catalog ID and Type drop-down values.
  3. Click the Save button. The Catalog is updated.
    Note: To discard the changes, click the Cancel button.

Copying a Sales Catalog

You can copy the existing Sales Catalog to create a new Sales Catalog with the required modifications. This function copies all data of the existing Sales Catalog such as name, description, status, type, start date, end date, and properties to the copied Sales Catalog. The copying of Sales Catalog saves the time and effort required to create a new Sales Catalog from scratch.

To copy the required sales catalog,

  1. In the All Catalogs page, navigate to the required Sales Catalog.
  2. In the Catalog Overview page, click the Copy button.
  3. In the Catalog Create page, make the required changes.

    Note: The Type field is not editable. 
    • When you copy a Filter type sales catalog, all configured updates matching the existing sales catalog rule(s) are automatically copied to the new Sales Catalog.
    • When you copy a Default type sales catalog, you need to run the Sales Catalog Rules to fetch the updates from the Master Catalog. 
    • For detailed information on the fields, refer to field types in the Creating Catalog.
  4. Click the Save button. 

    The Sales Catalog is copied and displays the copied Catalog Overview page.

Managing Attributes

Accessing the Catalog Console | Managing Data Model

An Attribute is a property that defines a product and its stock-keeping units (SKUs). Before setting up Products and/or SKUs, you need to set up attributes. You can associate attributes with a product and/or SKU. Catalog Managers and Catalog Editors can manage the attributes in the Attributes tab. The Attributes tab contains the master list of all system-default and client-defined product and SKU attributes for all catalogs in the collection. For example, type, supplier name, brand, material type, color, size, etc.

In the Attributes tab, the attributes are managed under the following tabs:

Tab Description
LIST

In the LIST tab, you can Search, Create, Update, and/or Export an attribute. For more information, refer to

GROUP

In the Group tab, you can Search, Create, and/or Update an attribute group. For more information, refer to

VARIANT GROUP

In the Variant Group tab, you can Search, Create, and/or Update a variant attribute group. For more information, refer to 

IMPORT

In the Import tab, you can import the attributes using a prescribed template that is available to download and populate with required data, refer to Importing Attributes.

Note: There is no approval workflow for managing attributes, attribute groups, variant attribute groups, and import attributes, refer to Project approval workflow process.

List Tab

In the List tab, you can,

Configuring and Searching for Attributes

Searching for Attributes

To search for the Attributes,

  1. In the Attributes tab, under the LIST tab, click the searchable fields in the header to open the search field. 
    The searchable fields are Attribute Name, Attribute ID, Attribute Level, Type, Field Type, Comparable, Displayable, Filterable, Searchable, Sortable, Required, Status, and Row Select.
    Note:
  2. Enter the desired search criteria in the search field, and then click the Go button.

    The list of Attributes matching the search criteria is displayed.

Modifying Searchable Fields

To modify the searchable fields,

  1. Click (vertical ellipse) available at the beginning of the search field.
  2. Select or deselect the items to add and/or remove the searchable fields from the header.
    The selected searchable fields appear in the header.

Selecting Predefined Rows

To select Predefined Rows,

By default, 10 attributes per screen will appear, but the number of attributes per screen can be modified as follows:

  1. Click (vertical ellipse) available at the beginning of the search field and select Row Select.
    The Row Select appears as part of the search criteria.
  2. Select 10 Rows, 25 Rows, or 50 Rows from the drop-down list.

Creating an Attribute

In the LIST tab, Catalog Managers and Catalog Editors can create new attributes from the list of custom and user-defined attributes, update the existing attribute, search for attribute(s) by name, ID, or field type, and export all the attributes to your local computer.

For creating a new attribute, see the video below or the step-by-step instructions:

 

To create a new attribute,

  1. In the Attributes tab, under the LIST tab, click the Create Attribute button.
  2. In the Attribute Create page, enter/select the required information.

    The following table provides the field description for the Attribute Create screen:

    Field

    Description

    Attribute Name*

    Enter the name of the attribute. A maximum of 200 characters are allowed for the attribute name. 

    Attribute ID*

    Enter the unique identifier of the attribute. A maximum of 200 characters are allowed for the attribute ID. 

    Attribute Level

    Create an attribute for the Product and SKU. Select the appropriate attribute level from the drop-down list:

    • Product/SKU: To associate the attribute to a product and/or SKU.
    • Product: To associate the attribute to a product. 
    • SKU: To associate the attribute to a SKU.

    Status*

    Select the status. The possible statuses are: 

    • Active – indicates the active status of the attribute. The active attribute can be mapped to the product(s) or SKU(s) via a model. By default, the Active status is selected.
    • Inactive – indicates the inactive status of the attribute. The inactive attribute cannot be mapped to the product(s) or SKU(s).

    Type*

    Select the appropriate type from the drop-down list. The possible types are:

    • Static –  Indicates the static type of attributes. Selecting Static type allows viewing and selecting the static field types. By default, this is selected.
    • Dynamic – Indicates the dynamic type of attributes. Selecting Dynamic type allows viewing and selecting the dynamic field types.

    Field Type*

    Select the appropriate field type from the drop-down list. The field types vary based on the selected Type field.

    If the Type is selected as Static, the following static field types appear for selection:

    • Boolean: To provide one of two possible values for the attribute.
    • Date: To define the date for the attribute. 
    • Decimal – To include exact numeric values for the attribute. It represents the number of digits after the decimal point. It allows the user to specify the minimum to maximum decimal value and/or define maximum decimal length value.
    • Email – To include email values for the attribute. It represents a valid email address value.
    • Group List – To provide a grouped list of values for the attributes. It represents a group of lists.
      • Add Group Value: Click the Add Group Value button to add a group and multiple group values within the group.
      • Add Group: Click the Add Group button to add more than one group.
    • HTML Content – To include HTML content to the attributes. It stores a valid HTML text, which includes valid HTML tags.
    • List – To provide a list of values to select from. It allows the user to define predefined values and select any one value when mapped with Product or SKU. In the List Item field,
      • Enter the list item to be added with product or SKU.
      • Click the Add Items button to add more than one list item.
    • Model – To define a model for the attribute. For detailed, information on the model, refer to Model.
    • Multiple List – To include multiple list values. It allows the user to define predefined values and allows to select multiple values when mapped with Product or SKU.
    • Optional Multiple List To include optional multiple list values.
    • Number – To include number values. It is a 64-bit two complement integer. Specify the minimum and maximum number for validation. 
    • Regular Expression – It represents a valid regular expression pattern.
    • String – To include string values. It represents a word or sequence of characters. In the Validation Type, specify the minimum to maximum string characters for Products/SKUs.
    • Text Area – It represents the paragraph of texts. In the Validation Type, specify the minimum to maximum text characters and number of rows for the text for Products/SKUs.
    • URL – It represents a valid URL value.

    Based on the selected Field Type, the validation type details are displayed. For example, when the selected field type is Model, the details for Model Field Type is to be added:

    • Built-in models: Assign field type (model) for the attribute, based on which you can associate items (set of products and/or SKUs) to the Product(s) and SKU(s).
      • Products: Selecting the Products model type allows adding only the Product items to the attribute values while mapping it with the product(s) and/or SKU(s). You can also directly map only the attributes to the product(s) and/or SKU(s). For detailed information about associating this attribute and adding items to it, refer to Associating items to product.
      • SKUs: Selecting the SKUs model type allows adding only the SKU items to the attribute values while mapping it with the product(s) and/or SKU(s). You can also directly map only the attributes to the product(s) and/or SKU(s). For detailed information about associating this attribute and adding items to it, refer to Associating items to SKU.
    • Template: Selecting the template model type allows defining the attribute values for the template model while mapping the model with the product(s) or SKU(s).
      • For detailed information about the template model, refer to Model Type
      • This Template Model can be added to the attribute(s) by selecting the field type as Template. For detailed information, refer to Creating Attributes to create an attribute.
    • Reference: Selecting the reference model type allows defining the attribute values in the catalog details page and mapping the reference model attribute to product(s) or SKU(s).
      • For detailed information, refer to Reference Model Dynamic Tabs.
      • For detailed information about the reference model, refer to Model Type
      • This Reference Model can be added to the attribute(s) by selecting the field type as Reference. For detailed information, refer to Creating Attributes to create an attribute.

    If the Type is selected as Dynamic, the following field types appear for selection:

    • Image – In the Validation Type, enter the asset path template to include only images for Products/SKUs.
    • Image with Caption – In the Validation Type, enter the asset path template to include images with a caption for Products/SKUs.
    Comparable* Indicates whether this attribute is comparable or not. Selecting Yes makes this attribute as comparable on the storefront. By default, the No option is selected.

    Displayable* Indicates whether this attribute is displayable or not. Selecting Yes makes this attribute as displayable on the storefront. By default, the No option is selected.

    Filterable*

    Indicates whether this attribute is filterable or not. Selecting Yes makes this attribute filterable on the storefront. By default, the No option is selected.

    Note: This field will not be displayed for the Field Type Model.

    Searchable*

    Indicates whether this attribute is searchable or not. Selecting Yes makes this attribute searchable on the storefront. By default, the No option is selected.

    Sortable*

    Indicates whether this attribute is sortable or not. Selecting Yes makes this attribute sortable on the storefront. By default, the No option is selected.

    Required*

    Indicates whether this attribute is mandatory or optional. Selecting Yes makes this attribute mandatory based on the above defined attribute level. By default, the No option is selected.

    Note: The asterisk (*) symbol indicates mandatory fields.
  3. Click the Save button. The attribute is created.

    Note:
    • Repeat the above procedure to add more attributes to the model.
    • To discard the changes, click the Cancel button.

Updating an Attribute

To update an attribute,

  1. In the Attributes tab, under the LIST tab, click on a particular attribute.

    The
    Attribute Create page appears.
  2. In the Attribute Create page, update the required fields.
    Note:
    • You cannot modify the Attribute ID. For information on each field, see attribute fields in Creating an Attribute section.
    • The Attribute Level field is not editable if it is “Product/SKU”.
    • The Attribute Level field is editable if it is “Product” or “SKU”.
  3. Click the Save button. The attribute is updated.
    Note: To discard the changes, click the Cancel button.

Exporting All Attributes

Using the Catalog Admin console, in the List tab, you can export all the attributes to your local computer. By default, the LIST tab is displayed.

  1. In the Attributes tab, under the LIST tab, click the Export button.

    All the attributes are exported in an excel sheet format file to your local computer.

Group Tab

The Attribute Group is a logical grouping of attributes of the same type, which can be associated with a specific product type.

In the Group tab, you can,

Configuring and Searching for Attribute Groups

Searching for Attribute Groups

To search for the Attribute Group,

  1. In the Attributes tab, under the GROUP tab, click the searchable fields in the header to open the search field.
    The searchable fields are Attribute Group, Order, and Row Select.
    Note:
    • For displaying and/or modifying the searchable fields, see Modifying Searchable Fields.
    • For displaying a predefined number of attribute groups per screen, see Selecting Predefined Rows.
    • By default, all the approved attribute groups are listed in the attributes page under GROUP tab.
  2. Enter the desired search criteria in the search field, and then click the Go button.
    The list of attribute groups matching the search criteria is displayed.

Modifying Searchable Fields

To modify the searchable fields,

  1. Click (vertical ellipse) available at the beginning of the search field.
  2. Select or deselect the items to add and/or remove the searchable fields from the header.
    The selected searchable fields appear in the header.

Selecting Predefined Rows

By default, 10 attribute groups per screen will appear, but the number of attribute groups per screen can be modified.

To set a fixed number of rows per page,

  1. Click (vertical ellipse) available at the beginning of the search field and select Row Select.
    The
    Row Select drop-down list appears as part of the search criteria.
  2. Select 10 Rows, 25 Rows, or 50 Rows from the drop-down list.

Creating an Attribute Group

Catalog Managers can create attribute groups to ensure ease and consistency during product and SKU data entry by Catalog Editors. For example, the Catalog Manager for a store that sells T-Shirts and Accessories might create an attribute group for each product type: 

  • T-Shirt Attribute Group
    • Name
    • Brand
    • Details 
  • Accessories Attribute Group 
    • Name 
    • Details 

For creating a new attribute group, see the video below or the step-by-step instructions:

Note: The Feeds functionality shown in the video will be available in the upcoming 8.11.2 release.

To create an attribute group,

  1. In the Attributes tab, click the GROUP tab, and then click the Create Group button.
  2. In the Attribute Group Create page, enter/select the required information.

    The following table provides the field description for the Attribute Group Create screen:

    Field

    Description

    Attribute Group Name*

    Enter a name of the attribute group. This field is mandatory.

    Order*

    Enter an order number. Indicates the sequence of the attribute group, while mapping the attributes to the product. This field is mandatory.

    Add Attributes

    1. Click the Add Attributes field.
    2. Select the checkbox next to the existing attributes to be added to the group. Select the required attributes from the drop-down list.

    Note: After adding the attributes, if you want to remove a particular attribute, click the Delete icon.

    Note: The asterisk (*) symbol indicates mandatory fields. 
  3. Click the Save button. The attribute group is created.
    Note: To discard the changes, click the Cancel button.

Updating an Attribute Group

To update a group of attributes,

  1. In the Attributes tab, click the GROUP tab, and then click on the particular attribute group.
  2. In the Attribute Group Update page, update the required fields.
    Note: You cannot modify the attribute group name.
  3. Click the Save button. The attribute group is updated.
    Note: To discard the changes click the Cancel button.

Variant Group Tab

A variant is a version of a product that differs in some respect from other versions of the same. The Variant Attribute Group is a logical grouping of attributes of the same type, which can be associated with a specific SKU type. For example, when you define a T-Shirt as a product, the SKUs are defined based on color and size attributes. In this scenario, color and size attributes are called variants. Attributes of the same variant type can be grouped into one Variant Attribute Group to associate it with specific product types. Variant attributes should be defined at the SKU level only.

In the Variant Group tab, you can,

Configuring and Searching for Variant Attribute Groups

Searching for Variant Attribute Groups

To search for the Variant Attribute Group,

  1. In the Attributes tab, under the Variant Group tab, click the searchable fields in the header to open the search field.
    The searchable fields are Attribute Group, Order, and Row Select.
    Note:
    • For displaying and/or modifying the searchable fields, see Modifying Searchable Fields.
    • For displaying a predefined number of variant attribute groups per screen, see Selecting Predefined Rows.
    • By default, all the approved variant attribute group are listed in the attributes page under VARIANT GROUP tab.
  2. Enter the desired search criteria in the search field, and then click the Go button.

    The list of variant attribute groups matching the search criteria is displayed.

Modifying Searchable Fields

To modify the searchable fields,

  1. Click (vertical ellipse) available at the beginning of the search field.
  2. Select or deselect the items to add and/or remove the searchable fields from the header.
    The selected searchable fields appear in the header.

Selecting Predefined Rows

By default, 10 attribute variant groups per screen will appear, but the number of attribute groups per screen can be modified:

To set a fixed number of rows per page,

  1. Click (vertical ellipse) available at the beginning of the search field and select Row Select.
    The
    Row Select appears as part of the search criteria.
  2. Select 10 Rows, 25 Rows, or 50 Rows from the drop-down list.

Creating a Variant Attribute Group

Variant Attribute Groups enriches the products consistence. You can group the variants to define the set of SKUs. For example, if the variable group name is ShirtVariants, then the list of attributes can be Shirt Size, Brand, etc.

In the VARIANT GROUP tab, you can create a new attribute group, edit an existing attribute group, and/or search for an attribute group by attribute group name or order number.

For example, the Catalog Manager for a store that sells T-Shirt and Accessories might create an variant attribute group for each SKU type: 

  • Men’s Fashion Casual Front Long/Short Sleeve Henley T-Shirts
    • Shirt Size
    • Brand
  • Jackets and Watches
    • Design
    • Size
    • Color

To create a Variant Attribute Group,

  1. In the Attributes tab, click the VARIANT GROUP tab, and then click the Create Variant Group button.
  2. In the Attribute Group Create page, enter/select the required information.
    The following table provides the field description for the Attribute Group Create screen:

    Field

    Description

    Attribute Group Name*

    Enter a name of the variant attribute group.

    Order*

    Enter an order number to sequence the variant groups. Variants appear in the storefront as per the sequence defined here. 

    Add Attributes

    1. Click the Add Attributes field.
    2. Select the checkbox next to the existing attributes to be added to the group. Select the required attributes from the drop-down list.

    Note: After adding the attributes, if you want to remove a particular attribute, click the Delete icon.

    Note: The asterisk (*) symbol indicates mandatory fields.
  3. Click the Save button. The variant attribute group is created.

Updating a Variant Attribute Group

To update a Variant Attribute group,

  1. In the Attributes tab, click the GROUP tab, and then click on the particular variant attribute group.
  2. In the Attribute Group Update page, update the required fields.
    Note: You cannot modify the attribute group name.
  3. Click the Save button. The variant attribute group is updated.
    Note: To discard the changes, click the Cancel button.

Import Tab

In the IMPORT tab, you can,

  1. Download a template – download and use this sample sheet (.xlsx) to update all the necessary product and SKU details.
  2. Import the File – upload the updated sample sheet (.xlsx) on to the IMPORT Tab.
  3. View the previous import details in the Import History section.
    All attributes can be imported into the Catalog console.

For bulk upload the attribute details, see the video below or refer to the instructions on download the sample sheet to update the necessary attribute details and import the data:

Downloading a Template

Before you import a document, you need to download the sample template, fill all the required details, and then import the document. The downloaded excel sheet contains an attribute sheet with a list of all attributes and its details. 

To download a template with attributes and its details, 

  1. In the Attributes tab, click the IMPORT tab, and then click the Download Template button.
    The SampleImport.xlsx file is downloaded to your local computer.
  2. You can enter the required attribute information in the sample excel sheet file and import it. For detailed information, refer to Importing a document.

Importing a document

To import a document,

  1. Drag and drop the updated excel sheet file (.xlsx) from your local computer on to the Import Document section.
    (OR)
    Click the Add File button to upload the file from your local computer.
  2. After a successful upload, click the Start Import button to import the model details.
    Note:
    To delete the uploaded file, click the Delete icon.
  3. In the Import Document section, you can view the summary of the imported data. 
    Summary – displays the number of products, SKUs and/or attributes that are newly created, updated, and failed along with the total products, SKUs, and/or attributes count that are available in the sheet.
  4. In the Import History section, you can,

    • Click on the imported file “link” to download and view the imported file.
    • Click on the  icon to view the summary details.
    • Click on the  icon to download and view the failed items with the reason for import failure.

The following table provides the differences between the different statuses:

Status

Functionality

Description

Success

  • Download the imported file.
  • View the summary of the imported data.
  • Attributes are added on the Attributes listing page.

Partial

  • Download the imported file.
  • View the summary of the imported data.
  • Download the failed items.
  • Only successful attributes are added to the Attributes listing page.
  • Failed items are listed in the sheet.
  • If required, you can update the failed items and import the data again.

Error

  • Download the imported file.
  • You need rectify the error and import the newly updated file.

The successfully imported attributes are listed on the attributes listing page.

 

Managing Data Model

Managing Attributes | Managing Product and SKU Details

Models are entities that are used for holding group of attributes that always goes together. These models can be associated with different Products and/or SKUs as a single attribute. The Data Model tab offers you the flexibility of defining a bunch of attributes as a model entity and consuming that model against one or many products.

The Attribute Group is a logical grouping of attributes associated with the product. However, each of those attributes should be mapped individually. Whereas, in Data Model, multiple attributes grouped under a single data model. The data model cannot be associated with a product directly. Hence, a new attribute of type “Model” must be defined and reference it with the data model. Finally, map this model type attribute against the product which pulls up all the attributes which are associated within that data model. The models are broadly classified into two categories: 

The model is useful when the same attributes are required to be added to multiple products or SKUs. The sequence of mapping a model with the product(s) or SKU(s) is as follows: 

  1. Create a model
  2. Add attributes to the model
  3. Create an attribute with the Field Type Model
  4. Associate the attribute with the Field Type Model to product(s) and/or SKU(s)

For creating a new attribute, see the video below or the step-by-step instructions:

Note: The Feeds functionality shown in the video will be available in the upcoming 8.11.2 release.

For example,

  1. Create a model define a data model called “T-Shirt Specifications” with the model type as “Reference”.
  2. Add attributes to a model Within the “T-Shirt Specifications” model, define the following attributes
    • Size
    • Neckline
    • Sleeve Type
    • Fit
    • Material
    • Brand
    • Sellers 
      Note: For multiple T-Shirt products defined like Men’s Slim Fit T-Shirt, Men’s Regular Fit T-Shirt, Ladies Slim Fit T-Shirt, Ladies Regular Fit T-Shirt, Kids Boys Slim Fit T-Shirt, Kids Boys Regular Fit T-Shirt, Kids Girls Slim Fit T-Shirt, Kids Girls Regular Fit T-Shirt etc. For all these, the “T-Shirt Specifications” data model can be mapped since each of the product need the same attributes .
  3. Create an attribute with the Field Type Model – Create an attribute (in the attributes section) say “T-Shirtspec” of type “model” and reference it against the “T-Shirt Specifications” model.
  4. Associate the attribute – Associate the attribute “T-Shirtspec” to all the above-mentioned products, which maps all the attributes within that model to the products.

In the Data Model tab, the models are managed under the following tabs: 

Configuring and Searching for Models

Searching for Models

To search for the models,

  1. In the Data Model tab, under the MODELS tab, click the searchable fields in the header to open the search field.
    The searchable fields are Model ID, Model Name, Description, Model Type, Status, and Row Select.
    Note:
  2. Enter the desired search criteria in the search field, and then click the Go button.
    The list of models matching the search criteria is displayed.

Modifying Searchable Fields

To modify the searchable fields,

  1. Click (vertical ellipse) available at the beginning of the search field.
  2. Select or deselect the items to add and/or remove the searchable fields from the header.
    The selected searchable fields appear in the header.

Selecting Predefined Rows

By default, 10 attributes per screen will appear, but the number of attributes per screen can be modified:

To set a fixed number of rows per page,

  1. Click (vertical ellipse) available at the beginning of the search field and select Row Select.
    The
    Row Select appears as part of the search criteria.

  2. Select 10 Rows, 25 Rows, or 50 Rows from the drop-down list.

Creating a Model

To create a model,

  1. In the Data Model tab, under the MODELS tab, click the Create Model button.
  2. In the Model Create page, enter/select the required information.

    The following table provides the field description for the Model Create screen:

    Fields

    Description

    Model Name*

    Enter the name of the model. This field is mandatory. 

    Model ID*

    Enter the ID of the model. This field is mandatory.

    Description

    Enter a relevant description to the model.

    Status* 

    Select a status: 

    • Active – indicates the active status of the model. The active model attributes can be added to the product(s) or SKU(s). By default, the Active status is selected. 
    • Inactive – indicates the inactive status of the model. The inactive model attributes cannot be added to the product(s) or SKU(s).

    Model Type* 

    Select the appropriate model type from the drop-down list. The possible model types are: 

    • Reference – selecting the reference model type allows defining the attribute values in the catalog details page and mapping the reference model attribute to product(s) or SKU(s). This model type is suitable when the attribute values are static. While mapping this type of model via product attribute with the product(s) or SKU(s), the attribute values are derived from the model attribute and they are non-editable.

    For example, in the following scenario, the same reference model via product attributes can be selected for product 1 and product 2 as the attributes and attribute values are the same for both the products.

    The following table describes the reference model:

    Attributes Attribute Values for Product 1 Attribute Values for Product 2
    ScreenSize 5. 8 inch 5. 8 inch
    BatteryLife 4000 mAh 4000 mAh
    Warranty
    1 year 1 year
    • Template – selecting the template model type allows defining the attribute values for the template model while mapping the model with the product(s) or SKU(s). This model type is suitable when the attribute values are dynamic.

    For example, in the following scenario, the template model can be selected via product attribute for product 1 and product 2 as the attributes are same for both the products and attribute values can be added while mapping this model via product attribute with the products.

    The following table describes the template model:

    Attributes Attribute Values for Product 1 Attribute Values for Product 2
    Height 12 inch 15 inch
    Width 55 inch 45 inch
    Depth
    25 inch 18 inch
    Note: The asterisk (*) symbol indicates mandatory fields.
  3. Click the Save button. The model is created.
    Note: To discard the changes, click the Cancel button.

Associating an Attribute to the Model

Once the model is created, the Add Attribute option is enabled. You can associate multiple attributes as a model entity and then map that model entity against any of the product(s) and/or SKU(s).

To associate an attribute(s) to the model,

  1. Click the Add Attribute button.

    The Add Attribute screen appears.

  2. In the Add Attribute page, make the desired changes.
    The following table describes the fields in the Add Attribute screen:

    Fields

    Description

    Attribute Name*

    Enter the name of the attribute. A maximum of 200 characters are allowed for the attribute name. 

    Attribute ID* 

    Enter the unique identifier of the attribute. A maximum of 200 characters are allowed for the attribute ID. 

    Type*

    Select the appropriate type from the drop-down list. The possible types are: 

    • Static – Indicates the static type of attributes. Selecting Static type allows viewing and selecting the static field types. 
    • Dynamic – Indicates the dynamic type of attributes. Selecting Dynamic type allows viewing and selecting the dynamic field types.

    Status* 

    Select the status. The possible statuses are: 

    • Active – indicates the active status of the attribute. The active attribute can be mapped to the product(s) or SKU(s) via a model. By default, the Active status is selected. 
    • Inactive – indicates the inactive status of the attribute. The inactive attribute cannot be mapped to the product(s) or SKU(s).

    Field Type*

    Select the appropriate field type from the drop-down list. The field types vary based on the selected Type field. 

    If the Type is selected as Static, the static field type of attributes is displayed:

    • Boolean: To provide one of two possible values for the attribute.
    • Date: To define the date for the attribute.
    • Decimal: To include exact numeric values for the attribute.
    • Email: To include email values for the attribute.
    • Group List: To provide a grouped list of values for the attributes.
    • HTML Content: To include HTML content to the attributes.
    • List: To provide a list of values to select from.
    • Multiple List: To include multiple list values.
    • Optional Multiple List: To include optional multiple list values.
    • Number: To include number values.
    • Regular Expressions: To include regular expression values.
    • String: To include string values. It represents a word or sequence of characters.
    • Text Area: It represents the paragraph of texts.
    • URL: It represents a valid URL value.

    If you select Dynamic from the Type drop-down list, then the dynamic field type of attributes are displayed: 

    • Image: To include only images for Products/SKUs.
    • Image with Caption: To include images with a caption for Products/SKUs.

    Based on the selected field type, the validation type details are displayed. For example, when the selected field type is Model, the details for Model Field Type is to be added:

    • Built-in models: Assign model field type for the attribute, based on which you can associate items (set of products and/or SKUs) to the Product and SKU. 
      • Products: Selecting the Products model type allows defining the attribute values as “valid product IDs” while mapping the attribute with the product(s) and/or SKU(s). 
      • SKUs: Selecting the SKUs model type allows defining the attribute values as “valid product IDs” while mapping the attribute with the product(s) and/or SKU(s). 
    • Template: Selecting the template model type allows defining the attribute values for the template model while mapping the model with the product(s) or SKU(s).
      • For detailed information about the template model, refer to Model Type
      • This Template Model can be added to the attribute(s) by selecting the field type as Template. For detailed information, refer to Creating Attributes to create an attribute.
    • Reference: Selecting the reference model type allows defining the attribute values in the catalog details page and mapping the reference model attribute to product(s) or SKU(s).
      • For detailed information, refer to Reference Model Dynamic Tabs.
      • This Reference Model can be added to the attribute(s) by selecting the field type as Reference. For detailed information, refer to Creating Attributes to create an attribute.
    Comparable* Indicates whether this attribute is comparable or not. Selecting Yes makes this attribute as comparable. By default, the No option is selected.
    Displayable* Indicates whether this attribute is displayable or not. Selecting Yes makes this attribute as displayable. By default, the No option is selected.

    Filterable*

    Indicates whether this attribute is filterable or not. Selecting Yes makes this attribute as filterable. By default, the No option is selected.

    Note: This field will not be displayed for the Field Type Model

    Searchable* 

    Indicates whether this attribute is searchable or not. Selecting Yes makes this attribute as searchable. By default, the No option is selected.

    Note: This field will not be displayed for the Field Type Model.

    Sortable*

    Indicates whether this attribute is sortable or not. Selecting Yes makes this attribute as sortable. By default, the No option is selected.

    Note: This field will not be displayed for the Field Type Model.

    Required*

    Indicates whether this attribute is mandatory or optional. Selecting Yes makes this attribute as mandatory. By default, the No option is selected. 

    Note
    • The asterisk (*) symbol indicates mandatory fields.
    • Repeat the above procedure to add more attributes to the model.
  3. Click the Save button. The attributes are added to the model. 
    Note:
    The Reference model or Template model can be added as an attribute to map them to the product(s) and/or SKU(s). This functionality helps in defining multiple attributes as a model entity and consuming that model against one or many products and SKUs.

Editing a Model

To edit a model,

  1. In the Data Model tab, under the MODELS tab, click the desired model.

  2. Update the necessary model details, add attributes, or delete the model.
  3. Click the Save button. The model is updated.
    Note: To discard the changes, click the Cancel button.

Deleting a Model

Deleting a model is possible when the model does not have any attributes in it or are not associated with the product(s) or SKU(s).

To delete a model,

  1. In the Data Model tab, under the MODELS tab, click the desired model.
  2. Click the Delete button.

    The model is deleted.

Exporting Models

To export models,

  1. In the Data Model tab, under the MODELS tab, click the Export button.
    The models are exported to your local computer.

Importing Models

All models can be imported into the Catalog console.

In the IMPORT tab, you can,

  1. Download a sample template – download and use this sample sheet (.xlsx) to update all the necessary attribute and model details.
  2. Import the File – upload the updated sample sheet (.xlsx) on to the IMPORT Tab.
  3. View the previous import details in the Import History section.

Download a Template

Before you import a document, you need to download the sample template, fill all the required details, and then import the document. The downloaded excel sheet contains the guidelines and model sheet with a list of all attributes, models and its details. 

To download a template with models and its details, 

  1. In the Data Model tab, click the IMPORT tab.
  2. Click the Download Template button.
    The SampleImport.xlsx file is downloaded to your local computer.
    You can enter the required attribute information in the sample excel sheet file and import it. For importing model details, see Import Model Details.

Import Model Details

To import model details,

  1. Drag and drop the updated excel sheet file (.xlsx) from your local computer on to the Import Document section.
    (OR)
    Click the Add File button to upload the file from your local computer.
  2. After a successful upload, click the Start Import button to import the model details.
    Note: To delete the uploaded file, click the Delete icon.
    After an import, you can view,
    • Summary – displays the number of products, SKUs, attributes and/or models that are newly created, updated, and failed along with the total products, SKUs, attributes, and/or models count that are available in the sheet.
    • Import History – displays the previous import details with a link to download and view the excel sheet, status of the import, import summary details, download and view the failed items.
      Note:
      • If there is an error in the import feed, then you can click the New Import button to import a newly updated sheet.
      • If an import is failed, you can download and view the failed items with the reason for import failure, click the Download Failed Items button.

Managing Reference Model (Dynamics Tab)

All the Reference Models are displayed as tabs in the catalog details page in addition to the tabs of Catalog Overview, Products, SKUs, and Import. The name of the data model tab in the catalog details page varies as per the name of the Reference model. Model values can be added only when there are attributes within that model. 

More than a model value can be created to the Reference Model. This Reference Model can be added to the attribute(s) by selecting the field type as Model. See Creating an Attribute.

For example, in the following scenario, Model Value 1 and Model Value 2 are created for the reference model features via a project.

Reference Model

Model Value 1

Model Value 2

Model Value 3

Features

Color – Red

Color – Blue

Color – Black

Features

Size  – Small

Size – Medium

Size – Large

Exporting Model Values

The exporting model value is NOT applicable if the catalog type is “Filter“, refer the Type field of Creating Catalog.

To export attributes with values,

  1. Click the appropriate Reference Model tab in the left navigation panel. 

    Note: For example, in the above screen, Features, Screen Features, Screen Definition, and Screen Information are the reference models.
  2. Click the Export button.

    The attributes and their values are exported to your local system in Excel (.xlsx) format.

Creating Model Values to Reference Model

Ensure that the Reference Model is created in the Data Model, before you start creating model value to the reference model.

For creating a model value to the reference model, see the video below or the step-by-step instructions:

For detailed information on creating a reference model, see Creating a Model.

To create a model value to the reference model,

  1. In the All Catalogs page, click the master catalog row.
     
    The Catalog Overview screen appears.

    All Reference Models are displayed as tabs in the left navigation panel.
  2. Click on the required Reference Model tab. In the below screen Data Model Values tab is the sample reference model. 

    Note: For example, in the above screen, Tags Overview, Tagging, Data Model Values, Tags, and Tag Groups are the reference models.
  3. Click the Create button to add model values.

    Note: If there are no attributes within the selected reference model, then the page appears as below:

    For information on adding attributes to the model, see Creating a Model section.
  4. The Select Project pop-up opens to associate the product to a project. This is required to create a project and get it approved with the Catalog Manager.
    Note: This page appears only if the project is not selected already.
    • In the Select Project screen, select the required project.
      Note: If the project is not available, then create a new project. You can also select the required project or create a new project before creating the product group. For more information, see “Creating a Project”. For more information on project approval workflow, see Managing Project Approval Workflow.
  5. In the Create page add the model values.
  6. Click the Save button. The model values are added to the reference model.

    Note
    • To discard the changes, click the Cancel button. 
    • You can add more values to the Reference Model. When multiple values are added to the Reference Model, you can select the values while associating attributes to product(s) or SKU(s). 
    • To add this model to attribute(s), create a model with the Field Type as Model and map this attribute with the Field Type Model, see Create an Attribute 
    • If required, repeat the Creating a Model Value procedure to add more model values to the Reference Model.
    • To make this model value(s) approved, the project of the model value(s) is to be submitted and approved. To submit and approve the project, see Managing Project Approval Workflow.

The Features model is added to the attribute “Specifications”. While adding this “Specifications” attribute to a product, you will find the option to choose Model Value 1 and/or Model value from the drop-down list. The same attribute can be added to multiple products or SKUs.

Managing Feeds

You can manage the feeds of the Catalog microservice via the Feeds dashboard. For more details on Catalog feeds, refer to the page Feeds – Catalog. Each feed can contain multiple feed jobs. Each feed job can contain multiple schedules. 

Note: You can also view the feeds of a Catalog collection, from the collections management page. For more details, see Managing Collections of a Microservice.

For managing feeds, see the video below or the step-by-step instructions:

 

With the Catalog Feeds dashboard, you can:

View the Job Schedules of a Feed

To view the Job Schedules of a Feed,

  1. In the Catalogs homepage, click Feeds in the left navigation panel.

    The Feeds page is displayed.
  2. Click on the required Feed ID to view the Catalog Feed Jobs. For example, catalogexport.

    Note: If you want to view the Feed History, click History.
  3. Click on a Job ID to view the Job Details and Schedules.

    The Job Details and Job Schedules are displayed.

    Note:
    • The Created Time displays the date and time when the Feed Job is created for the first time.  
    • The Updated Time displays the date and time as and when the Feed Job is updated. 

View Running Details of a Feed Job Schedule

To view the running details of a Feed job,

  1. Navigate to the Job Details and Job Schedules page. For more information, refer to View the Job Schedules of a Feed.
  2. Click History in the left navigation.

    The history of running job schedules with History ID, Run Request ID, Status, Start Time, and End Time are displayed.

View Schedule History

You can view the history of a job schedule.

To view a job schedule history,

  1. Navigate to the Job Details and Job Schedules page. For more information, refer to View the Job Schedules of a Feed.
  2. Click History in the left navigation.
  3. Click on the History ID.

    The Job Histories page appears. 
  4. Click on the required History Id. The relevant History Details page appears.
    The following table explains the History Details page:
    Button/Section Purpose

    To view the summary of the completed schedule in the JSON format, click View Summary. You can view the summary details of the feed job.

    Note

    • The summary details displays the URL link to download the output files for the catalogexport and modelvalueexport feed jobs .  
    • Navigate to URL to download the output file.
    To view the log details.

    Note: If the schedule is for importing items and the schedule is completed partially, you can find job history as error file to download and view the failed items.

Edit a Feed Job

You can edit a Feed Job using the edit icon in the Job Details page.

To edit Catalog Feed Jobs,

  1. Navigate to the Job Details and Job Schedules page. For more information, refer to View the Job Schedules of a Feed.
  2. Click the edit icon.
    The feed job details appear. 
  3. Edit the details.
    The following table provides the field description to edit the feed jobs:

    Field

    Description

    Name

    Update the name of the Feed.

    Description

    Update the description of the Feed job.

    Status

    Select a status:

    • Active: active feed jobs will be triggered.
    • Inactive: inactive feed jobs will not be triggered.

    Max Run Time

    Update the maximum running time (in seconds) of the feed job. The feed will be terminated if it exceeds the maximum running time limit.

    + Add Job Params

    Click the + Add Job Params button to add one or more job params with a Property Key and Property Value.
    Note: This property key-value pair impacts the configuration of the active job execution.


     

  4. Click the Save button. The feed job details are updated.

Edit or Retrigger a Job Schedule

To Edit or Retrigger a Job Schedule,

  1. Navigate to the Job details of a feed. For more information, refer to View the Job Schedules of a Feed
  2. Click on the desired job schedule: 
    The schedule details are displayed:

    Note: To retrigger the Schedule, click Retrigger.
  3. Click the edit icon. 
  4. Edit the details.
    The following table provides the field description for editing a Job Schedule:

    Field

    Description

    Name

    Update the name of the job schedule.

    Description

    Update the description of the job schedule.

    Status

    Select a status:

    • ONDEMAND –the feed job is triggered immediately if it is scheduled to run the feed.
    • INACTIVE: the feed will not be triggered.
    • SCHEDULED – the feed job will be triggered repeatedly in a given interval of time. The time interval is specified in the field Repeat Interval.

    Feed Interval

    Specify the period between feed schedules (in seconds). The feed Start Time is updated based on Feed Interval.

    Repeat Interval

    Update the frequency interval in seconds. The feed will be triggered repeatedly by this interval..

    Last Run Time

    Update the last running time of the feed job.

    Max Run Time

    Update the maximum running time (in seconds) of the feed job. The feed will be terminated if it exceeds the maximum running time limit.

    Start Time

    Update the start time of the feed job.

    End Time

    Update the end time of the feed job.

    + Add Job Params

    Click the + Add Job Params button to add one or more job params with a Property Key and Property Value.
    Note: This property key-value pair impacts the configuration of the active job execution.

  5. Click the Save button. The job schedule details are updated.

Managing Product & SKU Details

Managing Data Model | Managing Tags

Product is an item that has a combination of tangible and intangible attributes. SKU (Stock Keeping Unit) is the different variants of a product. For example, if T-Shirt is a product, it is available in different sizes and colors. Each size or each color of the product is an individual SKU. Though you see it as a product, the final purchase that you make will ideally be a SKU.

A product can have multiple SKU’s. For example, T-Shirt is a single product and each of its variants like white color shirt, red color shirt, medium sized shirt, large sized shirt etc. would be an individual SKU against that shirt product.

Products and SKUs should be created in or imported into the Master catalog before they can be brought into a Sales catalog. All attributes, attribute groups, and variant groups should be created before creating your products and its SKUs. Products and their SKUs are defined via the use of attributes within Catalogs. Attributes are created at the collection level and apply to all Catalogs for a particular collection. The values for an attribute can be applied in the Master Catalog, but can also be overwritten at the Sales Catalog level. Note that each attribute has a value per locale, so the name of the product can have a value “Sandals” in the English, United States (en_US) and also have “Slippers” in the English, India (en_IN) locale. 

Accessing product or SKU tabs

To access product or SKU tabs,

  1. In the Catalogs tab, click the master catalog row.

    The Catalog Overview tab display the master catalog landing page with the master catalog details.

    In the Master Catalog Landing page, click on the following tabs in the left panel:
    • Catalog Overview – To view the overview of the master catalog.
    • Products – To create a new product or update the existing product along with the required product details, such as product ID, name of the product, assets of the product, SEO details of the product, attributes of the product, SKUs that are associated with the product, up-sell and/or cross-sell product relations.
    • SKUs – To create a new SKU or update the existing SKU along with the required SKU details, such as SKU ID, name of the SKU, assets of the SKU, attributes of the SKU, and products that are associated with the SKU.
    • Import – To bulk import the products, SKUs, and/or attributes into the catalog. For more information, refer to the Section Importing Products, SKUs, and Attributes into the Master Catalog and Importing Products, SKUs, and Attributes into the Sales Catalog.

Creating and Managing Product Data

In the Products tab, you can,

Understanding Product Types

Infosys Equinox Commerce Catalogs can contain the following Product Types:

  • Product – an item evaluated by a consumer or buyer (for example, a men’s casual shirt whose stock includes multiple colors and sizes).
  • Stock Keeping Unit (SKU) – a sellable version of the product (for example, a men’s casual shirt in blue, size small).
  • Bundle – a group of products grouped together by a Merchandiser that must be sold together (for example, a men’s casual shirt, combo jeans pant, full sleeves shirts, half sleeves shirts, and multi slim fit t-shirts that can only be added to the cart as a group).
  • Fixed Bundle – a bundle for which the price remains static.
  • SKU Kits – a bundle with specific SKUs rather than products.
  • Collection – a group of items grouped by a Merchandiser that are presented collectively but are sold individually (for example, men’s accessories collection that includes Jackets, watches, overcoat, and hand gloves that are presented as a collection but can be purchased as a set or as individual products).

Product Relationships 

Products in a catalog can be related to one another by Group, Collection, or Bundle. When the products are part of the same Group they can be listed separately both in the Product List Page (PLP) and the Product Detail Page (PDP) but they are linked together so each PDP can show the other products in the group as available choices. When the products are part of a Collection, they appear together as a collection on the PLP and the PDP is a special page that shows the collection and the individual products with the ability to add each product to the cart separately. And when part of a Bundle, the related products appear together on a PLP and on the PDP the entire bundle can be added to the cart. Other possible product relationship models are the Relations, Up-Sell and Cross-Sell. In relations, you can associate attributes to any products. In an up-sell model, a consumer or buyer is prompted to buy a more expensive version of the product they have selected (for example, instead of buying the 12 roses you selected, purchase the 24 roses option). In the cross-sell model, a consumer or buyer is prompted to purchase a complementary product to the product they have selected (for example, we see that you added black dress shoes to your cart, how about this matching dress belt). All these relationships can be managed easily when creating and/or editing the Products.

For managing products and SKUs, see the video below or the step-by-step instructions:

 

Configuring and Searching for Products

Searching for products

To search for the products,

  1. In the Products tab, click the searchable fields in the header to open the search field.
    The searchable fields are Projects,
    Product Name, Product ID, Status, Row Select, and the products that are listed in the drop-down list.
    Note:
    • For displaying and/or modifying the searchable fields, see Modifying Searchable Fields.
    • For displaying a predefined number of products per screen, see Selecting Predefined Rows.
    • By default, all the approved products are listed in the Products page. If the project is selected, you can view the products that are created or updated via a project by selecting the particular project in the Projects drop-down list.
  2. Enter the desired search criteria in the search field, and then click the Go button.


    The list of products matching the search criteria is displayed.

Modifying Searchable Fields

To modify the searchable fields,

  1. Click (vertical ellipse) available at the beginning of the search field.
  2. Select or deselect the products to add and/or remove the searchable fields from the header.

    The selected searchable fields appears in the header.

Selecting Predefined Rows

To select Predefined Rows,

By default, 10 products per screen will appear, but the number of products per screen can be modified as follows:

  1. Click (vertical ellipse) available at the beginning of the search field and select Row Select.

    The Row Select appears as part of the search criteria.
  2. Select 10 Rows, 25 Rows, or 50 Rows from the drop-down list.

Creating Products

To create a new product, 

  1. In the All Catalogs page, click the master catalog row.

    The Catalog Overview tab displays the master catalog landing page with the master catalog details:

    The Master Catalog Landing page for the catalog contains the following tabs and a Projects drop-down list at the top right side of the page.
    • Catalog Overview – To view the master catalog details, such as master catalog status, last updated details, and number of products and SKUs associated with the mater catalog.
    • Products – To create a new product or update the existing product along with the required product details, such as product ID, name of the product, status of the product, type of the product, assets of the product, SEO details of the product, attributes of the product, SKUs that are associated with the product, up-sell and/or cross-sell product relations.
    • SKUs – To create a new SKU or update the existing SKU along with the required SKU details, such as SKU ID, name of the SKU, assets of the SKU, attributes of the SKU, and products that are associated with the SKU.
    • Reference Model – See Reference Model (Dynamic Tabs).
    • Import – To bulk import the products, SKUs, and/or attributes into the catalog when the catalog type is “Default”. For more information, refer to the section Importing Products, SKUs, and Attributes into the Master Catalog and Importing Products, SKUs, and Attributes into the Sales Catalog.
      Note: The Import tab is NOT available only if the catalog type is “Filter”, refer the Type field of Creating Catalog.
  2. Click the Products tab and click the Create Item button.
  3. The Select Project pop-up opens to associate the Product to a project. This is required to create a project and get it approved with the Catalog Manager.
    Note: This page appears only if the project is not selected already.
    • In the Select Project screen, select the required project.
      Note: If the project is not available, then create a new project. You can also select the required project or create a new project before creating the product group. For more information, see “Creating a Project”.
  4. In the Add an Item page, enter/select the required information.

    The following table provides the field description for the Add an Item screen:

    Field

    Description

    Type*

    Select an item type:

    • Product – Product contains information about all the available products and the SKUs associated with those products. A product can have several associated SKUs, representing different varieties, sizes, and colors.
    • SKUSKU contains information about all the available products and the SKUs associated with those products.
    • Bundle – allows you to group related products so that they can be presented and sold together. Bundles require that the consumer or buyer purchase the entire bundle.
    • Fixed Bundlea bundle for which the price remains static, irrespective of SKU variants.
    • SKU Kita bundle that is specific to an SKU rather than a product that is available for purchase by a consumer or buyer.
    • Collection a group of related products (similar to bundles). However, in a collection, an end-user can choose to purchase only a subset of products in the collection and is not required to purchase the entire set of products as is the case in bundles.

    ID*

    Enter a unique item identifier.

    Note: This field accepts alphanumeric and special characters (such as !@$&()-_:{}/.*=space).

    Name*

    Enter a name for the item.

  5. Click any one of the following buttons:
    • Add – adds the product. You can view the added product in the Products tab. Later, you can click on the product to add the product-related details.
    • Add Details – to add the product. The Basic Information page appears and then you can add the product-related details.

Update the Existing Product

Products can be updated, edited, deleted, and/or sorted from the Master Catalog view and the Sales Catalog view.

Note: Products in the Default type sales catalog can be updated, edited, deleted, and/or sorted. Whereas the products in the Filter type sales catalog cannot be updated, edited, deleted, or sorted. For detailed information, refer to the Type field of Creating Catalog. If it is “Filter” type sales catalog, you can only view the list of products that are reflected based on the catalog rule, refer to Importing into Sales Catalog

To update the existing product details,

  1. In the All Catalogs page, click the master catalog row.

    The Catalog Overview tab displays the Master catalog details.
  2. Click the Products tab and click on the required product.

    The
    product’s Overview page appears.
  3. In the product page that appears, the Catalog Manager can view the below tabs in the left panel:

Product Overview Tab

In the Product Overview tab, a Catalog Editor or Manager can view the complete information of the product, such as product name, product title, the image of the product, all attribute information, variant information, product detailed description, and attribute details, SKUs, etc. In the respective sections, click the View button to navigate to the respective pages and view the complete details.

This Product’s Overview tab is the landing page when you click on a particular product.

Note: You can click on the View link to navigate to the respective tabs.

Basic Information Tab

In the Basic Information tab, a Catalog Editor or Manager can view or update the basic information of the product, such as name, identifier, status, timestamp, and the visible status of the product.

To update the product’s basic details (via the project approval workflow),

  1. In the All Catalogs page, click the master catalog row.

    The Catalog Overview screen appears with the master catalog details.
  2. Click the Products tab and click on the required product.

    The product’s Overview page appears.
  3. Click the Basic Information tab.
  4. In the Basic Information screen, click the Edit icon.
  5. The Select Project pop-up opens to associate the product to a project. This is required to create a product and get it approved with the Catalog Manager.
    Note: This page appears only if the project is not selected already.
    • In the Select Project screen, select the required project.
      Note: If the project is not available, then create a new project. You can also select the required project or create a new project before creating the product group. For more information, see “Creating a Project”. For more information on project approval workflow, see Managing Project Approval Workflow.
  6. Update the product information.

    The following table provides the screen description for the Basic Information screen:

    Field

    Description

    Product Name*

    Enter the product name.

    Status*

    Select the status as Active or Inactive. By default, Active is selected.

    Start Date*

    Select a start date of the product. If required, you can also specify the timestamp.

    End Date*

    Select an end date of the product, which defines the expiry of the catalog. If required, you can also specify the timestamp.

    Note: After the expiry date, the catalog turns inactive.

    Is Visible*

    This option allows you to temporarily disable the product so that it does not appear on the storefront.

    Select:

    • Yes to make the product visible in the storefront.
    • No to make the product invisible in the storefront.

    Group ID

    Add a Group ID to group products. If required, you can group similar products with the Group ID.

    Default Category ID

    Add the default category ID. If a product is part of multiple categories, then you can define this default category ID which will be picked up by the search service. For more information on Category, refer to Managing Categories section of Merchandising service.

    Note: The Product ID and Type fields cannot be edited once the product is added.
  7. Click the Save button. The changes are updated to the product’s Basic Information tab.
    Note: To discard the changes, click the Cancel button.

Assets Tab

Assets for products and their stock keeping units (SKUs) are stored on Digital Asset Management (DAM) system and called by the Catalog service via dynamic attributes based on the image file names. The Assets tab displays the asset related attributes.

In the Assets tab, a Catalog Editor or Manager can view the image, text, and link of the primary, alternate and/or swatch images of the Product.

Image Name Nomenclature

Infosys Equinox has configured your Catalog settings to include the folder path where your product and SKU images are stored on your DAM (“Cloud folder”). Your image file names should be constructed as follows:

  • The file name for product images should be constructed with plus “_main.png” or “_alt.png” (for example, 110001_main.png and 110001_alt.png for Product ID 110001)
  • Product and SKU property values can be included as part of URL generation (e.g. <imagefolder>+<itemId>+<attribute1>+_Main.jpg).

The Catalog service will use dynamic attributes to generate the appropriate image URL for your products and SKUs. You can,

Configuring the Asset Details

  1. Configure the primary and alternate images for products and SKUs according to the Image Name Nomenclature above.
  2. Define the default values for the collection properties primaryimage, altimage (alternate), and swatchimage  for products and SKUs.

    Note: You can update the default values either in the Collection Properties or in the Settings page. When you update in any of the above pages, the same configuration is reflected in the other page automatically.

    For  detailed  information,  refer to the Collection Propertiesaltimage, primaryimage, and swatchimage” and the Settings page.
  3. Create a default dynamic attribute for the Store Catalog called primaryimage and configures the conditional format for the attribute as <imagefolder>+<productId>+.png.
  4. Create a default dynamic attribute for the Store Catalog called altimage and configures the conditional format as <imagefolder>+<productId>+.png.
  5. Configure the Product to:
    • Set the value of the primaryimage attribute for the product to its Product ID (for example, 110001).
    • Set the value of the altimage attribute for the product to its Product ID (for example, 110001).

When the products and SKUs load, the Catalog microservice will execute the dynamic attribute formula and generate an image URL that includes the Cloud folder path, product or SKU ID, and the string “_main.png” or “_alt.png”:

To update the primary, alternate and/or swatch images (via the project approval workflow) of the Product,

  1. In the All Catalogs page, click the master catalog row.

    The Catalog Overview screen appears.
  2. Click the Products tab and click on the required product.

    The product’s Overview page appears.
  3. Click the Assets tab.
    The Asset details are displayed under Primary images, Alt images, and Swatch images.
    Note: By default, the primary, alternate and/or swatch images attributes that are defined by the Business Administrator in the collection properties appears for a Product in this Assets tab. Refer to the Collection Propertiesaltimage, primaryimage, and swatchimage”.
  4. The Select Project pop-up opens to associate the product to a project. This is required to create a product and get it approved with the Catalog Manager.
    Note: This page appears only if the project is not selected already.
    • In the Select Project screen, select the required project.
      Note: If the project is not available, then create a new project. You can also select the required project or create a new project before creating the product group. For more information, see “Creating a Project”. For more information on project approval workflow, see Managing Project Approval Workflow.
  5. In the Assets tab, click the Edit icon and update the primary, alternate, and/or swatch images.
  6. Click the Save button. The changes are updated to the product.
    Note: To discard the changes, click the Cancel button.

SEO Tab

In the SEO tab, a Catalog Editor or Manager can view or add semantic IDs, keywords, and description of the product. 

  1. In the All Catalogs page, click the master catalog row.

    The Catalog Overview screen appears with the master catalog details.
  2. Click the Products tab and click on the required product.

    The product’s Overview page appears.
  3. Click the SEO tab and click on the Edit icon.
  4. The Select Project pop-up opens to associate the product to a project. This is required to create a product and get it approved with the Catalog Manager.
    Note: This page appears only if the project is not selected already.
    • In the Select Project screen, select the required project.
      Note: If the project is not available, then create a new project. You can also select the required project or create a new project before creating the product group. For more information, see “Creating a Project”. For more information on project approval workflow, see Managing Project Approval Workflow.
  5. Click the Add Semantic ID, Add Keyword, and/or Description fields and enter the SEO details.
    Note: To remove the added Semantic IDs and keywords, click  icon.
  6. Click the Save button. The changes are updated to the product.
    Note: To ignore the changes, click the Cancel button.

Attributes Tab

Product attributes contain information about the different characteristics which describes the product (for example, size, color, style, collection, season etc.).

In the Attributes tab, you can, 

Adding Attributes to a product

You can add individual, grouped, or multiple attributes as an attribute to Products.

To add attributes to a products,

  1. In the All Catalogs page, click the master catalog row.

    The Catalog Overview screen appears.
  2. Click the Products tab and click on the required product.

    The product’s Overview page appears.
  3. Click the Attributes tab and click on the Add New Attributes field or the Edit icon.
  4. The Select Project pop-up opens to associate the product to a project. This is required to create a product and get it approved with the Catalog Manager.
    Note: This page appears only if the project is not selected already.
    • In the Select Project screen, select the required project.
      Note: This page appears only if the project is not selected already. If the project is not available, then create a new project. You can also select the required project or create a new project before creating the product group. For more information, see “Creating a Project”. For more information on project approval workflow, see Managing Project Approval Workflow.
  5. In the Add Attributes drop-down list, select the checkbox next to the required attributes to associate attribute(s) to the product.

    Note: This Add Attributes drop-down lists all attribute(s) that are created in the Create Attribute page of Attributes section and Add Attribute page of Data Model section. For detailed information see “Creating an Attribute” and “Creating a Model“. You can also enter the required attributes in the Search Attributes field and directly search the required attribute.
  6. Define the attribute values and click Save.
    Note: The selected attributes appear in three different scenarios, they are Individual/Ungrouped attributes, Grouped Attributes, and Model Attributes.
    • Scenario 1 – Individual/Ungrouped Attributes: Individual attributes are listed under the Ungrouped Attributes category.
    • Scenario 2 – Grouped Attributes:
      • Single Attribute Group: Attributes that are grouped to a single attribute group are listed with the respective “Attribute Group Name“. For detailed information on creating grouped attributes, refer to Creating an Attribute Group.
      • Multiple Attribute Group: Attributes that are grouped to more than one attribute group are listed under the “Attributes into Multiple Group category.
        Note
        : For information on creating grouped attributes, refer to Creating Attribute and Variant Groups.
    • Scenario 3 – Model Attributes: Reference model or Template model
      • When the Reference model has been selected as attributes, the attribute values are derived from the model attribute.
      • More than one model can be nested via the attributes. The multiple nested models are shown in the following screen:
      • When Template model has been selected as attributes, the attribute values are added while associating with the SKU.

        Note: You can add the same template attributes again to the product by clicking the Add Template button.
  7. Click the Save button.  The changes are updated to the product.
Deleting Attributes from a Product

This section describes delete an attribute from the product and add the deleted attribute back to the product.

To delete the individual and/or grouped attributes,

  1. Click the Edit icon on the required attribute group.
  2. Select the Delete option against the required attribute and click the Save button.

    The deleted attribute is displayed as follows,
Adding the deleted attributes back to a product

To add the deleted attributes back to the product,

  1. In the individual and/or grouped attributes section, click the Edit icon.
  2. Deselect the Delete option against the required attribute and click the Save button.

    The attribute is added back to the product.

SKUs Tab

In the SKUs tab, a Catalog Editor or Manager can associate previously approved Products and/or SKUs to the Product.

Associating products and/or SKUs to a Product

To associate the Product and/or SKUs in the SKUs tab,

  1. In the All Catalogs page, click the master catalog row.

    The Catalog Overview screen appears.
  2. Click the Products tab and click on the required product.

    The product’s Overview page appears.
  3. Click the SKUs tab and select the required SKU.
  4. In the SKUs page, click the Add icon to associate previously approved SKUs to the new Product.
    Note
    : If SKUs are still in the workflow approval process, they will only be available for product association after they are approved. The addition of SKUs to a product can be done later.
  5. The following options allow you to find appropriate SKU(s):
    • Search the SKU(s) by providing the Item ID and Name of the SKU in the search field.
    • Enable the toggle key to see the SKU(s), which exist in the current project.

      The following table provides the fields description of the selecting items screen to associate with the product:

      Field

      Description

      Search by Item ID or Item Name

      To search the required item(s), enter an item ID and/or item name and click the search icon. In the search result, you can select the required item(s).

      Note: You can search multiple Product and/or SKU IDs separated by comma. Ensure that you provide only valid item IDs as values.

      Search using filter

      To filter and search based on the attribute name and/or attribute value,

      1. Click icon. The following attribute model is expanded:

      2. Select the attribute name from the drop-down list.
      3. Enter the attribute value, if required.
      4. Click the Search button. The matching attribute(s) will be displayed.

      Note:

      • To clear the filter, click the Clear All button.
      • To remove the additional filters, click icon.
      • To add more filters and search, click the Add Filter button:

      Search by Project

      Toggle towards:

      • All Approved – to list all the approved products. By default, this is selected.

      • Current Project – to list all the products that are yet to be submitted and approved:

      Select All

       

      Click the Select All option to select all the items listed in the search result section.

      Click the Deselect all option to deselect all the selected items.

      Note: To select few more products and/or SKUs from the list, scroll down and then click on Select All option.

  6. The item is added to the respective attribute(s).
    Note: To dissociate a particular item from the attribute(s), click the Delete icon against a particular item.
  7. Click the Save button. The changes are updated to the product.

Relations Tab

In the Relations tab, a Catalog Editor or Manager can add relations/attributes (which means add attributes to the product) and associate previously approved products to Up-Sell, Cross-Sell, and/or relations (attributes).

In the Add Relations section, a Catalog Editor or Manager can add (relations) only the attributes with attribute level as “Product” and/or “Product/SKU”. For detailed information about the attribute level, refer to Creating Attributes. Within the added relations (attribute) section, you can,

    • Associate a set of products and/or SKUs to the product within the relations (attributes). This association is based on the field type (model) of the attribute which is defined during attribute creation, refer to Creating Attributes.
      • If the model type is “Product”, select the required product items from the default project or current project.
      • If the model type is “SKU”, select the required SKU items from the default project or current project.
    • Rearrange the sequence of added products or SKUs within the relations (attributes).
    • Delete the associated products/SKUs from the relations.
    • Delete the relations (attributes) via project approval workflow.

In the Up-Sell and Cross-Sell sections, a Catalog Editor or Manager can associate previously approved Products for Up-Sell and/or Cross-Sell.

    • The Up-Sell tab allows you to define the related up-selling products for a product.
    • The Cross-Sell tab allows you to define the additional cross-selling products for a product.
Adding Relations (Attributes) to a Product

To add relations (attributes) to a product,

  1. In the All Catalogs page, click the master catalog row.

    The Catalog Overview screen appears.
  2. Click the Products tab and click on the required product.

    The product’s Overview page appears.
  3. Click the Relations tab and click the Add Relations drop-down list to associate attribute(s) to the product.
    Note: This drop-down lists all attribute(s) categorized with attribute level “Product/SKU” and “Product” that are created in the Create Attribute page of Attributes section and Add Attribute page of Data Model section. For example, “Associated Products” and “SKUID_Associations” shown in the screen are the defined attributes. For detailed information see “Creating Attributes” and “Create Model“.
    The associated relations (attribute(s)) appears after the Cross-Sell section as shown below:
    Note: Once an attribute is added from the Add Relations drop-down list, the attribute does not appear in the list until that attribute section is deleted and saved. 
  4. Click the Save button.  The attributes are associated to the product.
Associating Up-Sell, Cross-Sell, and/or Relations (attributes)

Up-Sell products are the products similar to the product being viewed, but are of a higher range. Cross-Sell products are products that are related to the product being viewed, such as product accessories.

Example 1: let us consider the user is viewing a mobile phone of 100$ and RAM capacity as 4 GB.

  • In the Up-Sell list, products with cost and/or configuration higher than the phone that is being viewed will be listed. That is products similar to the phone but costlier than 100$ and a better RAM capacity will be displayed.
  • In the Cross-Sell list, products that are related to the phone, such as mobile accessories will be displayed. That is accessories such as headset, mobile pouch, screen protector, etc., will be displayed.

Example 2: let us consider the user is viewing a T-shirts of 100$ and color as Red.

  • In the Up-Sell list, products with cost and/or brand higher than the T-shirt that is being viewed will be listed. That is products similar to the T-shirt but costlier than 500$, and color “Red” will be displayed.
  • In the Cross-Sell list, products that are related to the T-shirt, such as colors will be displayed. That is colors such as Red, Black, Blue, etc., will be displayed.

To associate Up-Sell, Cross-Sell, and/or Relations (attributes),

  1. In the Relations page, click the Add icon against the Up-Sell, Cross-Sell sections, and/or Relations (attributes).
    The list of approved products appear on the right side of the screen as shown below:
  2. Select the items to associate them with the relations (attributes), up-sell, and/or cross-sell.
    The following table provides the field description of the selecting items screen:

    Field

    Description

    Search by Item ID or Item Name

    To search the required item(s), enter an item ID and/or item name and click the search icon. In the search result, you can select the required item(s). Ensure that you provide only valid item IDs as values. Ensure that you provide only valid item IDs as values.

    Note: You can search multiple Product and/or SKU IDs separated by comma.

    Search using filter

    To filter and search based on the attribute name and/or attribute value,

    1. Click icon. The following attribute model is expanded:

    2. Select the attribute name from the drop-down list.
    3. Enter the attribute value, if required.
    4. Click the Search button. The matching attribute(s) will be displayed.

    Note:

    • To clear the filter, click the Clear All button.
    • To remove the additional filters, click icon.
    • To add more filters and search, click the Add Filter button:

    Search by Project

    Toggle towards:

    • All Approved – to list all the approved products. By default, this is selected.

    • Current Project – to list all the products that are yet to be submitted and approved:

    Select All

    Click the Select All option to select all the items listed in the search result section.

    Click the Deselect all option to deselect all the selected items.

    Note: To select few more products and/or SKUs from the list, scroll down and then click on Select All option.

    The item is added to the respective attribute(s), Up-Sell, or Cross-Sell section.
    Note: To dissociate a particular item from the attribute(s), Up-Sell, or Cross-Sell section, in the Relations page, click the Delete icon against a particular item.
  3. In the Relations page, click the Save button. The items are added to the relations.

Note: Once the product is created, the Catalog manager can review and Submit the Project for approval.
See Projects and Approvals above for details about working with Projects.

Rearranging sequence of items in the Relations (Attributes)

To rearrange sequence of items in the relations (attributes) section, 

  1. In the Relations page, under the Up-Sell, Cross-Sell, and/or relations (Attributes) sections, hover the mouse on the icon.
  2. Drag and drop the item in the required place. The item is re-arranged as required
  3. Click the Save button. The rearrangement of items are updated.
Deleting an item from Relations (Attributes) section of Product

This section describes deleting a particular item from the attribute section and deleting the attribute section itself.

To delete an item from the relations (attributes) section,

  1. In the Relations (Attribute(s)) section, click on the Delete icon against a particular item.
  2. Click the Save button. The item is deleted from the attribute. To delete an attribute from the product, refer to Deleting Attributes from the Product.
Deleting the Relations (Attributes) section from a Product

To delete an attribute section,

  1. In the Relations (Attributes) section, select the delete option.
    Note:  You cannot perform any operations if the section is marked for deletion.
  2.  Click the Save button. The attribute section is deleted.
    Note:
    • The attribute section that is marked for deletion is removed only after the approval. The deleted attribute is available for selection in the Add Relations drop-down list in the Relations page. However, the attribute section is deleted immediately without approval when there are no items available in it.
    • Other Products and SKUs will not be able to see the newly created Products until they have been approved.
    • Once the product is created, the Catalog manager can review and Submit the Project for approval, refer to Projects and Approvals. Other Products and SKUs will not be able to see the newly created Products until they have been approved.

Export Product(s)

You can export ONLY the data related to the product(s) that are filtered in the catalog admin screen. When a product is exported, all related entities, such as products and SKUs that are belonging to this product are also exported. 

To export product(s), 

  1. In the All Catalogs page, click the master catalog row.

    The Catalog Overview tab displays the Master catalog details.
  2. Click the Products tab and click on the Export button.

    The product(s) details are downloaded to your local computer in the .xlsx file format.

Creating and Managing SKUs

In the SKUs tab, you can view all the SKUs, create a new SKU, update the existing SKUs, and/or export all the SKUs to your local computer. For example, a casual shirt with a model number of 45790 and a size of 32″, may have a SKU of 45790-32.

Configuring and Searching for SKUs

Searching for SKUs

To search for the SKUs,

  1. In the SKUs tab, click the searchable fields in the header to open the search field.
    The searchable fields are Projects, SKU Name, SKU ID, Status, Row Select, and the SKUs that are listed in the drop-down list.
    Note:
    • For displaying and/or modifying the searchable fields, see Modifying Searchable Fields.
    • For displaying a predefined number of SKU(s) per screen, see Selecting Predefined Rows.
    • By default, all the approved SKUs are listed in the SKUs page. If the project is selected, you can view the SKUs that are created or updated via a project by selecting the particular project in the Projects drop-down list.
  2. Enter the desired search criteria in the search field, and then click the Go button.
    The list of SKUs matching the search criteria is displayed.

Modifying Searchable Fields

To modify the searchable fields,

  1. Click (vertical ellipse) available at the beginning of the search field.
  2. Select or deselect the products to add and/or remove the searchable fields from the header.
    The selected searchable fields appear in the header.

Selecting Predefined Rows

To select Predefined Rows,

By default, 10 SKUs per screen will appear, but the number of SKUs per screen can be modified as follows:

  1. Click (vertical ellipse) available at the beginning of the search field and select Row Select.
    The Row Select appears as part of the search criteria.
  2. Select 10 Rows, 25 Rows, or 50 Rows from the drop-down list.

Creating a New SKU

To create a new SKU,

  1. In the All Catalogs page, click the master catalog row.

    The Catalog Overview page appears.

    The Master Catalog Landing page for the catalog contains the following tabs and a Projects drop-down option at the top right side of the page.
    • Catalog Overview – To view the master catalog details.
    • Products – To create a new product or update the existing product along with the required product details, such as product ID, name of the product, assets of the product, SEO details of the product, attributes of the product, SKUs that are associated with the product, up-sell and/or cross-sell product relations.
    • SKUs – To create a new SKU or update the existing SKU along with the required SKU details, such as SKU ID, name of the SKU, assets of the SKU, attributes of the SKU, and products that are associated with the SKU.
    • Reference Model – See Reference Model (Dynamic Tabs).
    • Import – To bulk import the products, SKUs, and/or attributes into the catalog when the catalog type is “Default”. For more information, refer to the section Importing Products, SKUs, and Attributes.
      Note: The Import tab is NOT available only if the catalog type is “Filter”, refer the Type field of Creating Catalog.
  1. Click the SKUs tab.
  2. The Select Project pop-up opens to associate the SKU to a project. This is required to create a SKU and get it approved with the Catalog Manager. 
    Note: This page appears only if the project is not selected already.
    • In the Select Project screen, select the required project.
      Note: If the project is not available, then create a new project. You can also select the required project or create a new project before creating the product group. For more information, see “Creating a Project”.
  3. In the SKUs tab, click the Create Item button.

  4. In the Add Item page, enter/select the required information.
    The following table describes the fields in the Add an Item pop-up screen:

    Field

    Description

    Type*

    Select any one of the following item types:

    • SKU (default)
    • Product
    • Bundle
    • Fixed Bundle
    • SKU Kit
    • Collection

    ID*

    Enter a unique SKU identifier.

    Note: This field accepts alphanumeric and special characters (such as !@$&()-_:{}/.*=space).

    Name*

    Enter a name for the SKU.

    Click any one of the following buttons:
    • Add – adds the SKU. You can view the added SKU in the SKUs tab. Later, you can click on the SKU to add the SKU-related details.
    • Add Details – to add the SKU, and then to add the SKU-related details.
  5. Click the Save button. The SKU is created.

Update the Existing SKU

SKUs can be updated, edited, deleted, and/or sorted from the Master Catalog view and the Sales Catalog view.

Note: SKUs in the Default type sales catalog can be updated, edited, deleted, and/or sorted. Whereas the SKUs in the Filter type sales catalog cannot be updated, edited, deleted, or sorted. For detailed information, refer to the Type field of Creating Catalog. If it is “Filter” type sales catalog, you can only view the list of SKUs that are reflected based on the catalog rule, refer to Importing into a Sales Catalog

To update the existing SKU details,

  1. In the SKUs tab, click on the required SKU.

    Note: You can directly search the required SKU from the search category or click the project and select the project within which the required SKU is associated.
  2. Click on these tabs available in the left panel:
    1. Overview
    2. Basic Information
    3. Assets
    4. Attributes
    5. Products
    6. Relations

SKUs Overview Tab

In the Overview tab, a Catalog Editor or Manager can view the complete overview of the SKU, such as SKU ID, the assets of the SKU, all attribute information, variant information, product detailed description, and attribute details. In the respective sections, click the View button to navigate, view, and edit the required details.

This Overview tab is the landing page when you click on a particular SKU:

Note: You can click on the View link to navigate to the respective tabs.

Basic Information Tab

In the Basic Information tab, a Catalog Editor or Manager can view or update the basic information of the SKU, such as name, identifier, status, timestamp, and the visible status of the SKU.

To update the product’s basic details (via the project approval workflow),

  1. In the All Catalogs page, click the master catalog row.

    The Catalog Overview screen appears.
  2. Click the SKUs tab and click on the required SKU.

    The SKUs Overview page appears.
  3. Click the Basic Information tab and click on the Edit icon.
  4. The Select Project pop-up opens to associate the product to a project. This is required to create a product and get it approved with the Catalog Manager.
    Note: This page appears only if the project is not selected already.
    • In the Select Project screen, select the required project.
      Note: If the project is not available, then create a new project. You can also select the required project or create a new project before creating the product group. For more information, see “Creating a Project”. For more information on project approval workflow, see Managing Project Approval Workflow. 
  5. Update the SKU information.

    The following table describes the fields in the SKUs Basic Information screen:

    Field

    Description

    SKU Name*

    Update the SKU name.

    Status*

    Select the status as Active (default) or Inactive.

    Start Date*

    Select a start date of the SKU. If required, you can also specify the timestamp.

    End Date*

    Select an end date of the SKU, which defines the expiry of the SKU. If required, you can also specify the timestamp.

    Is Visible

    This option allows you to temporarily disable the SKU so that it does not appear on the storefront.

    Select:

    • Yes to make the SKU visible in the storefront.
    • No to make the SKU invisible in the storefront.

    UPC ID

    Add a Universal Product Code (UPC) ID.

    Subscription

    Enable this option if this SKU is viable for the users to order it one time and deliver it frequently or at regular intervals of time.

    Toggle subscription to:

    • Off, which disables subscription for the SKU.
    • On, which enables subscription for the SKU.

    Note: When the Subscription option is configured to On for a SKU, the following frequency details are to be provided for subscription order processing.

    • Interval Type: Select the interval type from the drop-down list. The possible interval types are Days, Weeks, Months, or Years.
    • Interval to Process Forth Coming Order: Specify the interval to process based on the interval type selected.
    • Interval To Process First Order: Specify the interval to process the first order.
    • Interval To Notify User: Specify the interval to notify the user.
    • Monthly Frequency Minimum Value: Specify the minimum value for monthly frequency of subscription.
    • Monthly Frequency Maximum Value: Specify the maximum value for monthly frequency of subscription.

    Pre-order

    Enable this option if this SKU is viable for the users to place an order before it is available for purchase.

    Toggle Pre-order to:

    • Off, which disables pre-order for the SKU.
    • On, which enables pre-order for the SKU.

    Note: When the Pre-order option is configured to On for a SKU, the Date of Availability option is displayed. Specify the date and time from when the SKU will be available for purchase.

    Note: The SKU ID and Type fields cannot be edited once the SKU is added.
  6. Click the Save button. The changes are updated to the SKU’s Basic Information tab.
    Note: To ignore the changes, click the Cancel button.

Assets Tab

Assets for products and their stock keeping units (SKUs) are stored on your Digital Asset Management (DAM) system and called by the Catalog service via dynamic attributes based on your image file names.

In the Assets tab, a Catalog Editor or Manager can view the image, text, and link of the primary, alternate and/or swatch images of the SKU.

Image Name Nomenclature

Infosys Equinox has configured your Catalog settings to include the folder path where your product and SKU images are stored on your DAM (“Cloud folder”). Your image file names should be constructed as follows:

  • The file name for SKU images should be constructed with plus “_main.png” or “_alt.png” (for example, 110001110_main.png and 110001110_alt.png for SKU ID 110001110)
  • Product and SKU property values can be included as part of URL generation (e.g. <imagefolder>+<itemId>+<attribute1>+_Main.jpg).

The Catalog service will use dynamic attributes to generate the appropriate image URL for your products and SKUs.

Asset Generation Process

  • Client names the primary and alternate images for products and SKUs according to the Image Name Nomenclature above.
  • Client defines primary and alternate images for products and SKUs in the collection properties (for example, https://<cloud_domain>.cloudfront.net). For  detailed  information,  refer to the Collection Properties altimage, primaryimage, and swatchimage.
  • Client creates a dynamic attribute for the Store Catalog called primaryimage and configures the conditional format for the attribute as <imagefolder>+<productId>+.png.
  • Client creates a dynamic attribute for the Store Catalog called altimage and configures the conditional format as <imagefolder>+<productId>+.png.
  • SKU
    • Set the value of the primaryimage attribute for the SKU to its SKU ID (for example, 110001110)
    • Set the value of the altimage attribute for the SKU to its SKU ID (for example, 110001110)
  • When the products and SKUs load, the Catalog microservice will execute the dynamic attribute formula and generate an image URL that includes the Cloud folder path, product or SKU ID, and the string “_main.png” or “_alt.png”:

To update the primary, alternate and/or swatch images (via the project approval workflow) of the SKU,

  1. In the All Catalogs page, click the master catalog row.

    The Catalog Overview screen appears.
  2. Click the SKUs tab and click on the required SKU.

    The SKUs Overview page appears.
  3. Click the Assets tab.
    The Asset details are displayed under Primary images, Alt images, and Swatch images.
    Note: By default, the primary, alternate and/or swatch images attributes that are defined by the Business Administrator in the collection properties appears for a SKU in this Assets tab. Refer to the Collection Properties 
    altimage, primaryimage, and swatchimage”.
  4. The Select Project pop-up opens to associate the product to a project. This is required to create a product and get it approved with the Catalog Manager.
    Note: This page appears only if the project is not selected already.
    • In the Select Project screen, select the required project.
      Note: If the project is not available, then create a new project. You can also select the required project or create a new project before creating the product group. For more information, see “Creating a Project”. For more information on project approval workflow, see Managing Project Approval Workflow
  5. In the Assets tab, click the Edit icon and update the primary, alternate, and/or swatch images.
  6. In the Assets page, update the primary, alternate and/or swatch images.
  7. Click the Save button. The changes are updated to the SKUs.
    Note: To ignore the changes, click the Cancel button.

Attributes Tab

SKU attributes contains information about the different characteristics which describes the SKU. For example, Name, Description, Material Type, Color, Size, etc.

In the Attributes tab, you can,

Adding Attributes to a SKU

You can add individual/ungrouped, grouped, or multiple attributes as an attribute to SKU.

The add attributes to a SKU,

  1. In the All Catalogs page, click the master catalog row.

  2. The Catalog Overview screen appears.
  3. Click the SKUs tab and click on the required SKU.

    The SKUs Overview page appears.
  4. Click the Attributes tab and click on the Add New Attributes field or the Edit icon.
  5. Click the Add Attributes field and select the checkbox next to the required attributes.
    Note
    : This Add Attributes drop-down lists all attribute(s) that are created in the Create Attribute page of Attributes section and Add Attribute page of Data Model section. For detailed information, see “Creating an Attribute” and “Creating a Model“. You can also enter the required attributes in the Search Attributes field and directly search the required attribute.
  6. Define the attribute values and click Save.
    Note: The selected attributes are categorized in there different scenarios, they are Individual/Un grouped attributes, Grouped Attributes, and Model Attributes.
    • Scenario 1 – Individual/Ungrouped Attributes: Individual attributes are listed under the Ungrouped Attributes category.
    • Scenario 2 – Grouped Attributes:
      • Single Attribute Group: Attributes that are grouped to a single attribute group are listed with respective the “Attribute Group Name“. For detailed information on creating grouped attributes, refer to Creating an Attribute Group.
      • Multiple Attribute Group: Attributes that are grouped to more than one attribute group are listed under the “Attributes into Multiple Group” category.
        Note: For information on creating grouped attributes, refer to Creating Attribute and Variant Groups.
    • Scenario 3 – Model Attributes: Reference model or Template model
      • When the Reference model has been selected as attributes, the attribute values are derived from the model attribute.
      • More than one model can be nested via the attributes. The multiple nested models are shown in the following screen:
      • When the Template model has been selected as attributes, the attribute values are added while associating with the SKU.
        Note: You can add the same template attributes again to the product by clicking the Add Template button.
  7. Click the Save button. The relations is added to the SKU. 
Deleting Attributes from a SKU

This section describes delete an attribute from the SKU and add the deleted attribute back to the SKU.

To delete the individual/ungrouped and/or grouped attributes from a SKU,

  1. Click the Edit icon on the required attribute group.
  2. Click the Delete option against the required attribute. 
  3. Click the Save button. The deleted attribute is displayed as follows,

Adding the deleted attributes back to the SKU

To add the deleted attributes back to the SKU,

  1. In the individual and/or grouped attributes section, click the Edit link.
  2. Deselect the Delete option against the required attribute.

    Click the Save button. The attribute is added back to the SKU.

Products Tab

In the Products tab, a Catalog Editor or Manager can associate previously approved Products and/or SKUs to the SKU.

Associating Products and/or SKUs to SKU

To associate the Product and/or SKUs in the Products tab,

  1. In the All Catalogs page, click the master catalog row.

  2. The Catalog Overview screen appears.

  3. Click the SKUs tab and click on the required SKU.

    The SKUs Overview page appears.
  4. Click the Products tab in the left panel.
    The product details associated with the SKU is displayed.

Relations Tab

In the Relations section, a Catalog Editor or Manager can add relations (attributes) to the SKU. You can add only the attributes with attribute level as “SKU” and/or “Product/SKU”. For detailed information about the attribute level, refer to Creating Attributes. Within the added relation (attribute) section, you can,

  • Associate a set of products and/or SKUs to the SKU within the relations (attributes). This association is based on the model field type of the attribute which is defined during attribute creation, refer to Creating Attributes.
    • If the model type is “Product”, select the required product items from the default project or current project.
    • If the model type is “SKU”, select the required SKU items from the default project or current project.
  • Rearrange the sequence of added products or SKUs within the relations (attributes).
  • Delete the associated products/SKUs from the relations.
  • Delete the relations (attributes) via project approval workflow.

Adding Relations (Attributes) to SKU

To add Relations (Attributes) to SKU,

  1. Go to the SKUs’ Relations page and click the Add Relations drop-down list.
    Note: You can view only the attributes that are associated as Product/SKU or SKU in the Add Relations drop-down list. This drop-down lists all attribute(s) categorized with attribute level “Product/SKU” and “SKU” that are created in the Create Attribute page of Attributes section and Add Attribute page of Data Model section. For detailed information see “Creating Attributesand Create Model.

    The associated attribute(s) appears as shown below.
    Note: Once an attribute is added from the Add Relations drop-down list, the attribute does not appear in the list until that attribute section is deleted and saved.
  2. Click the Save button. The attributes are associated to the SKU. 
Associating the Relations (Attributes)

To associate the relations (attributes), 

  1. Click the Add icon.
  2. The list of approved items appear on the right side of the screen as shown below.
    The following table provides the field description of the selecting item screen to associate items to the SKU.

    Field

    Description

    Search by Item ID or Item Name

    To search the required item(s), enter an item ID and/or item name, and click the search icon. In the search result, you can select the required item(s). Ensure that you provide only valid item IDs as values.
    Note: You can search multiple Product and/or SKU IDs separated by comma.

    Search using filter

    To filter and search based on the attribute name and/or attribute value,

    1. Click icon. The following attribute model is expanded:
    2. Select the attribute name from the dropdown list.
    3. Enter the attribute value, if required.
    4. Click the Search button. The matching attribute(s) will be displayed.

    Note:

    • To clear the filter, click the Clear All button.
    • To remove the additional filters, click  https://duseqpxtuo98y.cloudfront.net/guide-catalog89/Catalog_Product_Add Relations.png icon.
    • To add more filters and search, click the Add Filter button:

    Search by Project

    Toggle towards:

    • All Approved – to list all the approved products. By default, this is selected.

     

    • Current Project – to list all the products that are yet to be submitted and approved:


    Select All

    Click the Select All option to select all the items listed in the search result section.

    Click the Deselect all option to deselect all the selected items.

    Note: To select few more products and/or SKUs from the list, scroll down and then click on Select All option.

  3. Click the Save button. The items are added to the relations.
    Note: Once the product is created, the Catalog manager can review and Submit the Project for approval.
    See Projects and Approvals above for details about working with Projects.
Rearrange sequence of items in the Relations (Attributes)

To rearrange the sequence of items in the relations (attributes) section, 

  1. In the Relations (Attributes) page, hover the mouse on the icon. 
  2. Drag and drop the item in the required place. The item is re-arranged as required
  3. Click the Save button to save the changes.

Delete Relations (Attributes) from a SKU

This section describes deleting a particular item from the attribute section and deleting the attribute section itself.

Deleting items from attributes section

To delete items from the relations (attributes) section,

  1. In the Relations (Attributes) page, click on the delete icon against a particular item. The item is deleted.
  2. Click the Save button. The item is deleted from the attribute.

Deleting a particular attribute section

To delete a particular attribute section,

  1. In the Relations (Attributes) section, select the delete option.
    Note
    :  You cannot perform any operations if the section is marked for deletion.
  2. Click the Save button. The attribute section is deleted.
    Note:
    • The attribute section that is marked for deletion is removed only after the approval.
    • The deleted attribute is available for selection in the Add Relations drop-down list in the Relations page. However, the attribute section is deleted immediately without approval when there are no items available in it.
    • Other Products and SKUs will not be able to see the newly created Products until they have been approved.
    • Once the SKU is created, the Catalog manager can review and Submit the Project for approval, for detailed information, refer to Projects and Approvals workflow. Other Products and SKUs will not be able to see the newly created Products until they have been approved.

Creating Additional Item Types

Similar to Products and SKUs items, Catalog Editors can create and edit additional item types in the Catalog Admin console, they are, 

  • Bundles – grouped related products that are presented and sold together. 
  • Fixed Bundles – bundles for which product price remains static, irrespective of SKU variants.
  • SKU Kits – bundles comprised of specific SKUs rather than products.
  • Collections – a group of related products that are presented together, but are not required to be sold together (a subset or individual products can be purchased).

To Create Additional Item Types

  1. On the Catalog landing page, under the Catalogs tab, click the master catalog row.
  2. Click the Products tab in the left-panel and click the Create Item button.
  3. The Select Project pop-up opens to associate the Product to a project. This is required to create a product and get it approved with the Catalog Manager.
    Note: This page appears only if the project is not selected already.
  4. In the Select Project screen, select the required project.
    Note: If the project is not available, then create a new project. You can also select the required project or create a new project before creating the product group. For more information, see “Creating a Project”.
  5. In the Add Item page, in the Type field select the required type of item.

    The following table describes the above screen.

    Field

    Description

    Type

    Select any one of the following item types:

    • Product
    • SKU
    • Bundle
    • Fixed Bundle
    • SKU Kit
    • Collection

    ID

    Enter a unique product identifier.

    Name

    Enter a name for the product.

  6. Enter the ID and Name for the item type and click the Add Details button.
  7. Based on the selected item type (Bundle, Fixed Bundle, SKU kit, or Collection) the relevant item type appears on the left side as a tab within which you can associate products and SKUs. The item type appears as,
    • If Bundle is selected from the Type drop-down list, the Bundles tab appears in the left navigation panel.
    • If Collections is selected from the Type drop-down list, the Collections tab appears in the left navigation panel.
    • If SKU Kits is selected from the Type drop-down list, the SKUs Kits tab appears in the left navigation panel.

    • If Fixed Bundle is selected from the Type drop-down list, the Fixed Bundle tab appears in the left navigation panel.
  8. Click the respective tab (Bundle, Collection, Fixed Bundle, or SKU Kits) and then click the Add icon to associate products to the item type.
    Note: By default, the products or SKUs, which exist in the master catalog will appear in the Products modal (for bundles or collections) or SKU(s) modal (for SKU kits). The following options allow you to find and associate the desired products (for Bundle, Collection, Fixed Bundle) or SKU(s) (for SKU and SKU Kit items). 
  9. In the Item screen, perform these functions and select one or more items to associate them with the product:
  10. In the Item list in the right panel, perform these functions and select one or more items to associate them with the SKU:

    The following table provides the fields description for selecting items to associate with the SKU:

    Field

    Description

    Search by Item ID or Item Name

    To search the required item(s), enter an item ID and/or item name and click the search icon. In the search result, you can select the required item(s). Ensure that you provide only valid item IDs as values.

    Note: You can search multiple Product and/or SKU IDs separated by comma.

    Search using filter

    To filter and search based on the attribute name and/or attribute value,

    1. Click icon. The following attribute model is expanded:

    2. Select the attribute name from the drop-down list.
    3. Enter the attribute value, if required.
    4. Click the Search button. The matching items for the selected attributes will be displayed.

    Note:

    • To clear the filter, click the Clear All button.
    • To remove the additional filters, click icon.
    • To add more filters and search, click the Add Filter button:

    Search by Project

    Toggle towards:

    • All Approved – to list all the approved products. By default, this option is selected.

    • Current Project – to list all the products that are yet to be submitted and approved:

    Select All

    Click the Select All option to select all the items listed in the search result section.

    Click the Deselect all option to deselect all the selected items.

    Note: To select few more products and/or SKUs from the list, scroll down and then click on Select All option.

  11. Click the Save button. The additional types are added.
    Note: Click the Delete icon to remove the added product.

Edit Additional Item Types

The process for editing additional Item Types data is similar to the process for editing the product and SKU Item Types, including working with projects. For more information, refer to Updating the existing Product and Updating the existing SKU.

Export SKU(s)

You can export ONLY the data related to the SKU(s) that are filtered in the catalog admin screen. When a SKU is exported, all related entities, such as SKU and all products to which this SKU belongs to are also exported.

To export SKU(s), 

  1. In the All Catalogs page, click the master catalog row.

    The Catalog Overview tab displays the Master catalog details.
  2. Click the SKUs tab and click on the Export button.

    The SKU(s) details are downloaded to your local computer in the .xlsx file format

Managing Tag(s)

Managing Product & SKU Details | Working with Master Catalog

The Tag(s) offers you the flexibility to create tag and tag groups. Before you start, ensure that you create Tag and/or Tag group as a reference model with the model value. For detailed information on creating a reference model, refer to Creating a Model.

The tag(s) is managed via following tabs:

Viewing Tags Overview

  1. In the All Catalogs page, click the master catalog row.

    The Catalog Overview screen appears.
  2. Click the Tags Overview tab.
    The Tags Overview screen appears.

    The following table describes the field in the Tags Overview page:
    Field Description
    Tags
    Active

    Indicates the active tag(s).

    • Click the Show Count button to view the number of the active tag(s).
    • Click the Download icon to view the active tag(s). 
    Inactive

    Indicates the Inactive tag(s).

    • Click the Show Count button to view the number of the Inactive tag(s).
    • Click the Download icon to view the Inactive tag(s). 
    Unused Tags

    Indicates the tag(s) that are not tagged with any product(s).

    • Click the Show Count button to view the number of the unused tag(s).
    • Click the Download icon to view the unused tag(s). 
    Tagless Products

    Indicates the product(s) that are not tagged with any tag(s).

    • Click the Show Count button to view the number of the product(s) that is not tagged.
    • Click the Download icon to view the the number of the product(s) that is not tagged.
    Tag Groups
    Active

    Indicates the active tag group(s).

    • Click the Show Count button to view the number of the active tag groups(s).
    • Click the Download icon to view the active tag groups(s). 
    Inactive

    Indicates the Inactive tag group(s).

    • Click the Show Count button to view the number of the Inactive tag group(s).
    • Click the Download icon to view the Inactive tag group(s). 

Managing Tag Group(s)

In the Tag Groups tab, you can,

Configuring and Searching for Tag Groups

Searching for Tag Group(s)

To search for the Tag Group(s),

  1. In the Tag Groups page, click the searchable fields in the header to open the search field.
    The searchable fields are Tag group attribute, Projects, Tag Groups ID, Status, and Row Select.
    Note:
    • For displaying and/or modifying the searchable fields, see Modifying Searchable Fields.
    • For displaying a predefined number of tag(s) per screen, see Selecting Predefined Rows.
    • By default, all the approved tag Group(s) are listed in the Tag page. If the project is selected, you can view the tag that is created or updated via a project by selecting the particular project in the Projects drop-down option.
  2. Enter the desired search criteria in the search field, and then click the Go button.
    The tag group(s)(s), which match the search criteria appears.

Modifying Searchable Fields

To modify the searchable fields,

  1. Click (vertical ellipse) available at the beginning of the search field.
  2. Select or deselect the products to add and/or remove the searchable fields from the header.
    The selected searchable fields appear in the header.

Selecting Predefined Rows

To select Predefined Rows,

By default, 10 Tag Groups per screen will appear, but the number of Tag Groups per screen can be modified as follows:

  1. Click (vertical ellipse) available at the beginning of the search field and select Row Select.
    The Row Select appears as part of the search criteria.
  2. Select 10 Rows25 Rows, or 50 Rows from the drop-down list.

Creating a Tag Group

  1. In the All Catalogs page, click the master catalog row. 
    Note: Before creating a tag group, ensure that you create the Reference Model by name “Tag Group”. For detailed information on creating a reference model, see Creating a Model.
    All the Reference Models are displayed as tabs in the catalog details page as shown below.
  2. The Catalog Overview screen appears.
  3. Click the Tag Group tab in the left navigation panel.
    Note: If required, click on the locale option located at the upper right of the screen and select the appropriate locale from the drop-down list.
  4. Click the Create button.
  5. The Select Project pop-up opens to associate the tag groups to a project. This is required to create a project and get it approved with the Catalog Manager.
    Note: This page appears only if the project is not selected already.
    • In the Select Project screen, select the required project.
      Note: If the project is not available, then create a new project. You can also select the required project or create a new project before creating the product group. For more information, see “Creating a Project”. For more information on project approval workflow, see Managing Project Approval Workflow.
  6. In the Create screen, enter the required information:
     
    The following table describes the fields in the Create screen:
    Field Description
    Tag Group ID* Enter the ID of the tag group.
    Status

    Select the appropriate status from the drop-down list. The statuses are:

    • Active – The active tag group can be tagged to the product. By default, the Active status is selected.
    • Inactive – The inactive tag group can not be tagged to the product.
    Tag Group Name Enter the name of the tag group.
    Description

    Enter the relevant description of the tag group.

    The asterisk (*) symbol indicates mandatory fields.
  7.  Click the Save button. The Tag Group is created.
    Note: To ignore the changes, click the Cancel button.

Editing a Tag Group

To edit a tag group,

  1. In the All Catalogs page, click the master catalog row.

    The Catalog Overview screen appears.
  2. Click the Tag Groups tab and click on the required Tag Group. 
  3. In the Tag Group page, click the Edit icon to update the tag details.
  4. The Select Project pop-up opens to associate the Tag Group to a project. This is required to create a project and get it approved with the Catalog Manager.
    Note: This page appears only if the project is not selected already.
    • In the Select Project screen, select the required project.
      Note: If the project is not available, then create a new project. You can also select the required project or create a new project before creating the product group. For more information, see “Creating a Project”. For more information on project approval workflow, see Managing Project Approval Workflow.
  5. Update the required tag details.
  6. Click the Save button.
    Note: To ignore the changes, click the Cancel button.

Exporting Tag Groups

To export tag group(s),

  1. In the All Catalogs page, click the master catalog row.

    The Catalog Overview screen appears.
  2. Click the Tag Groups tab and click the Export button.

    The tag group details are downloaded to your local computer in the
    .xlsx file format.

Importing Tag Groups

To import tag groups,

  1. In the All Catalogs page, click the master catalog row.

    The Catalog Overview screen appears.
  2.  Click the Tag Groups tab and click the Import tab.
  3. Click the Download Template button to download a sample Excel sheet to your local system for importing tag details.
     
  4. Enter the required information in the sample Excel sheet.
  5. Select the appropriate locale from the locale drop-down list at the upper right of the screen.
  6. Drag and drop the updated excel sheet file (.xlsx) from your local computer on to the Import Document section.
    (OR)
    Click the Add File button to upload the file from your local computer.
  7. The Select Project pop-up opens to associate the product to a project. This is required to create a product and get it approved with the Catalog Manager.
    Note: This page appears only if the project is not selected already.
    • In the Select Project screen, select the required project.
      Note: If the project is not available, then create a new project. You can also select the required project or create a new project before creating the product group. For more information, see “Creating a Project”. For more information on project approval workflow, see Managing Project Approval Workflow.
  8. After a successful import, the Import History appears.

    Note:
    • If there is an error in the import feed
      • Click the Download Failed Items button to view the failed items with the reason for import failure.
      • Click the New Import button to import a new updated sheet.

Managing Tag(s)

Tag is a keyword(s) or term(s) that is assigned to a particular product(s). It allows you to find the product(s) by browsing or searching in the Storefront.

In the Tag tab, you can,

Configuring and Searching for Tags

Searching for Tag(s)

To search for the Tag(s),

  1. In the Tag page, click the searchable fields in the header to open the search field.
    The searchable fields are Tag attribute, Projects, Tag ID, Status, and Row Select.

    Note:
    • For displaying and/or modifying the searchable fields, see Modifying Searchable Fields.
    • For displaying a predefined number of tag(s) per screen, see Selecting Predefined Rows.
    • By default, all the approved tag(s) are listed in the Tag page. If the project is selected, you can view the tag that is created or updated via a project by selecting the particular project in the Projects drop-down option.
  2. Enter the desired search criteria in the search field, and then click the Go button.
    The tag(s), which match the search criteria appears.

Modifying Searchable Fields

To modify the searchable fields,

  1. Click (vertical ellipse) available at the beginning of the search field.
  2. Select or deselect the products to add and/or remove the searchable fields from the header.
    The selected searchable fields appear in the header.

Selecting Predefined Rows

To select Predefined Rows,

By default, 10 Tag Groups per screen will appear, but the number of Tag Groups per screen can be modified as follows:

  1. Click (vertical ellipse) available at the beginning of the search field and select Row Select.
    The Row Select appears as part of the search criteria.
  2. Select 10 Rows25 Rows, or 50 Rows from the drop-down list.

Creating a Tag

  1. In the All Catalogs page, click the master catalog row. 
    Note: Before creating a tag, ensure that you create the Reference Model by name “Tag”. For detailed information on creating a reference model, see Creating a Model.
    All the Reference Models are displayed as tabs in the catalog details page as shown below.
    The Catalog Overview screen appears.
  2. Click the Tags tab and click the Create button.
    Note: If required, click on the locale option located at the upper right of the screen and select the appropriate locale from the drop-down option.

    The Select Project pop-up opens to associate the product to a project. This is required to create a product and get it approved with the Catalog Manager.
    Note: This page appears only if the project is not selected already.
    • In the Select Project screen, select the required project.
      Note: If the project is not available, then create a new project. You can also select the required project or create a new project before creating the product group. For more information, see “Creating a Project”. For more information on project approval workflow, see Managing Project Approval Workflow.
  3. The Create page appears.

    The following table describes the fields in the Create screen:
    Field Description
    Tag ID* Enter the ID of the tag.
    Status

    Select the appropriate status from the drop-down option. The statuses are:

    • Active – The active tag can be tagged to the product. By default, the Active status is selected.
    • Inactive – The inactive tag can not be tagged to the product.
    Tag Name Enter the name of the tag.
    Visible

    Select the appropriate option from the drop-down list. The options are:

    • True – Selecting this option allows the tag(s) to be visible in the Storefront.
    • False – Selecting this option does not allow the tag(s) to be visible in the Storefront.
    Tag Group

    If required to add this tag under a tag group, enter the tag group name in this field or click the add icon to find appropriate tag group.

    Select the checkbox of the tag group(s) in the pop-up window, and then click Add.
    Note: The tag group(s) can be searched by Project, Tag Groups ID, Tag group attribute, and/or Status.

    The asterisk (*) symbol indicates mandatory fields.
  4. Click the Save button to create the tag.
    Note: To ignore the changes, click the Cancel button.

Editing a Tag

To edit a tag,

  1. In the All Catalogs page, click the master catalog row. 

    The Catalog Overview screen appears.
  2. Click the Tags tab and click the desired tag row to edit.
  3. Click the Edit icon to update the tag details.
  4. The Select Project pop-up opens to associate the product to a project. This is required to create a project and get it approved with the Catalog Manager.
    Note: This page appears only if the project is not selected already.
    • In the Select Project screen, select the required project.
      Note: If the project is not available, then create a new project. You can also select the required project or create a new project before creating the product group. For more information, see “Creating a Project”. For more information on project approval workflow, see Managing Project Approval Workflow.
  5. Update the required tag details.
  6. Click the Save button.
    Note: To ignore the changes, click the Cancel button.

Exporting Tags

To export tag(s),

  1. In the All Catalogs page, click the master catalog row. 

    The Catalog Overview screen appears.
  2. Click the Tags tab and click the Export button.

    The tag details are downloaded to your local computer in the
    .xlsx format.

Importing Tags

To import tags,

  1. In the All Catalogs page, click the master catalog row. 

    The Catalog Overview screen appears.
  2. Click the Tags tab and click the Import tab.
  3. Click the Download Template button to download a sample Excel sheet to your local system for importing tag details.
  4. Enter the required information in the sample Excel sheet.
    Note: Select the appropriate locale from the locale drop-down list at the upper right of the screen.
  5. Drag and drop the updated excel sheet file (.xlsx) from your local computer on to the Import Document section (OR) click the Add File button to upload the file from your local computer.
  6. The Select Project pop-up opens to associate the product to a project. This is required to create a product and get it approved with the Catalog Manager.
    Note: This page appears only if the project is not selected already.
    • In the Select Project screen, select the required project.
      Note: If the project is not available, then create a new project. You can also select the required project or create a new project before creating the product group. For more information, see “Creating a Project”. For more information on project approval workflow, see Managing Project Approval Workflow.
  7. After a successful import, the Import History screen appears.

    Note:
    • If there is an error in the import feed,
      • Click the Download Failed Items button to view the failed items with the reason for import failure.
      • Click the New Import button to import a new updated sheet.

Tagging

In the Tagging page, the tag(s) are added to a product(s). In the Tagging page, you can:

Configuring and Search for Tagging

Searching for Tagging (s)

To search for Tagging,

  1. In the All Catalogs page, click the master catalog row. 

    The Catalog Overview screen appears.
  2. Click the Tagging tab in the left navigation panel.
  3. In the Tagging page, click the searchable fields in the header to open the search field.
    The searchable fields are Projects, Product Name, Product ID, Tag Name, Tagless Products, Status, Row Select, and the products that are listed in the drop-down list.
    Note:
    • For displaying and/or modifying the searchable fields, see Modifying Searchable Fields.
    • For displaying a predefined number of products per screen, see Selecting Predefined Rows.
    • By default, all the approved products are listed in the Products page. If the project is selected, you can view the products that are created or updated via a project by selecting the particular project in the Projects drop-down list.
  4. Enter desired search data, and then click the Go button.
    Note: To reset the search field in the header, click the Reset button.
    The product(s), which matches the search criteria appears.

Modifying Searchable Fields

To modify the searchable fields,

  1. Click (vertical ellipse) available at the beginning of the search field.
  2. Select or deselect the products to add and/or remove the searchable fields from the header.
    The selected searchable fields appear in the header.

Selecting Predefined Rows

To select Predefined Rows,

By default, 10 Tag Groups per screen will appear, but the number of Tag Groups per screen can be modified as follows:

  1. Click (vertical ellipse) available at the beginning of the search field and select Row Select.
    The Row Select appears as part of the search criteria.
  2. Select 10 Rows25 Rows, or 50 Rows from the drop-down list.

Exporting Product(s)

To export product(s),

  1. In the All Catalogs page, click the master catalog row. 

    The Catalog Overview screen appears.
  2. Click Tagging tab and click on the Export button.

    The product(s) with its tagging details are downloaded to your local computer in the
    .xlsx file format.

Updating Single Product with Tag(s)

To update single product with tag(s),

  1. In the All Catalogs page, click the master catalog row. 

    The Catalog Overview screen appears.
     
  2. Click the Tagging tab in the left navigation panel.
  3. Search and select a desired product in the Tagging page, and then click the Update Tags button.
  4. Click the Edit icon.
  5. The Select Project pop-up opens to associate the product to a project. This is required to create a product and get it approved with the Catalog Manager.
    Note: This page appears only if the project is not selected already.
    • In the Select Project scree, select the required project.
      Note: If the project is not available, then create a new project. You can also select the required project or create a new project before creating the product group. For more information, see “Creating a Project”. For more information on project approval workflow, see Managing Project Approval Workflow.
  6. Click the Tags Add icon.
  7. Search and select the relevant tag(s), and then click the Save button to add the tag(s) to the product.
    Note: It is allowed to select the tags from any of the pages by clicking the page numbers at the bottom of the screen.

Updating Multiple Product with Tag(s)

To map the tag(s) to multiple products,

  1. In the All Catalogs page, click the master catalog row. 

    The Catalog Overview screen appears.
     
  2. Click the Tagging tab in the left navigation panel.
  3. Search and select desired products in the Tagging page, and then click the Update Tags button.
    Note: It is allowed to select the products from any of the pages by clicking the page numbers at the bottom of the screen.
  4. Click the edit icon.
    The Select Project pop-up opens if the project is not selected.
    Select the project or create a project:
  5. Click the Tags Add icon.
  6. Search and select the relevant tag(s), and then click the Save button to add the tag(s) to the selected products.
    Note: It is allowed to select the tags from any of the pages by clicking the page numbers at the bottom of the screen.

Working with Master Catalog

Managing Tag | Working with Sales Catalog

Importing Products, SKUs, Attributes into the Master Catalog

Overview

All products and SKUs can be imported into the master catalog before they can be brought into a Sales catalog. All attributes, attribute groups, and variant groups should be created before creating your products and its SKUs.

Upon running a feed from the master catalog to a sales catalog, the sales catalog will inherit the products, SKUs, and properties from the master catalog. Thereafter, the values for products and SKUs within the sales catalog (for example, description, colors, sizes, etc.) can be changed to override the values inherited from the master catalog.

Additions and changes made within a Catalog, including imports, must be approved by a Catalog Manager via the Project approval workflow process.

For importing products and SKUs, see the video below or the step-by-step instructions:

Note: The Feeds functionality shown in the video will be available in the upcoming 8.11.2 release.

In the IMPORT tab, you can,

  • Download a sample template – download and use this sample sheet (.xlsx) to update all the necessary product and SKU details.
  • Import the File – upload the updated sample sheet (.xlsx) on to the IMPORT Tab.
  • View the previous import details in the Import History section.

Downloading a Document

Before you import a document, you need to download the sample template, fill all the required details, and then import the document. The downloaded excel sheet contains these tabs:

  • product
  • sku
  • imageswithtext
  • productskumapping

To download a document with product and SKU details, 

  1. In the All Catalogs page, click the master catalog row.

    Note: To import a document to the master catalog click Master, else click the sales catalog.
    The Catalog Overview screen appears.
     
  2. Click the Import tab in the left panel and click the Download Template button.
    The SampleImport.xlsx file is downloaded to your local computer.

Importing a document

To import a document,

  1. Enter the required information in the sample excel sheet file.
  2. Drag and drop the updated excel sheet file (.xlsx) from your local computer on to the Import Document section.
    (OR)
    Click the Add File button to upload the file from your local computer.
  3. The Select Project pop-up opens to associate the product to a project. This is required to create a project and get it approved with the Catalog Manager.
    Note: This page appears only if the project is not selected already.
    • In the Select Project screen, select the required project.
      Note: If the project is not available, then create a new project. You can also select the required project or create a new project before creating the product group. For more information, see “Creating a Project”. For more information on project approval workflow, see Managing Project Approval Workflow.
  4. After a successful upload, click the Start Import button to import the model details.
    Note: To delete the uploaded file, click the Delete icon.
  5. After an import, you can view,
    • Summary – displays the number of products and/or SKUs that are newly created, updated, and failed along with the total products count and SKUs count that are available in the sheet.
    • Import History – displays the previous import details with a link to download and view the excel sheet, status of the import, import summary details, download and view the failed items.
      Note:
      • If there is an error in the import feed, then you can click the New Import button to import a newly updated sheet.
      • If an import is failed, you can download and view the failed items with the reason for import failure, click the Download Failed Items button.

Working with Sales Catalog

Working with Master Catalog | Configuring Settings

Importing Products, SKUs, Attributes Into a Sales Catalog

Similar to the Master Catalog, Infosys Equinox Commerce allows Catalog Editors and Managers to import additions and changes to the Sales Catalog. There are two import methods for Sales Catalogs:

  • Copy the existing products and SKUs from the Master catalog into a Sales Catalog using the Sales Catalog Rules tool.
  • Configure the rule by clicking the Edit icon in the sales catalog landing page.

When importing data into a Sales Catalog, the related products, such as up-sell and cross-sell products must also be included in the rule definition; otherwise, the storefront will be unable to show these related products. In case the related products are not imported into the Sales Catalog, the up-sell and cross-sell product IDs will show in the product data when viewed in the Admin screens and will also show when the product data is exported. However, the up-sell and cross-sell products will not be available when the shopper browses the product in the storefront. Similar care must be exercised for complex products, such as Bundles, Collections, SKU Kits, and Grouped products.

Configuring Sales Catalog Rules

Importing Products, SKUs, and Attributes

Similar to the Master Catalog, Infosys Equinox Commerce allows Catalog Editors and Managers to import additions and changes to the Sales Catalog. You can associate sales catalog rules in one of the following ways:

For the step-by-step instructions, see the above links or the video given below:

Note: The Feeds functionality shown in the video will be available in the upcoming 8.11.2 release.
Associate all products and SKUs to Sales Catalog

To associate all products and SKUs from the Master Catalog to the Sales Catalog,

  1. In the All Catalogs page, click on the required Sales Catalog row.
    The Catalog Overview page appears.
  2. Click the Sales Catalog Rule tab.
  3. The Select Project popup appears to associate products and/or SKUs to Sales Catalog.
    Note: This page appears only if the project is not selected already.

    • In the Select Project screen, select the required project.
      Note: If the project is not available, then create a new project. You can also select the required project or create a new project before creating the product group. For more information, see “Creating a Project”. For more information on project approval workflow, see Managing Project Approval Workflow.
  4. In the Sales Catalog Rule section, click Run button. All the products and SKUs are associated from the master catalog to the sales catalog.
    Note
    : By default, Match: All is enabled, which indicates that all products and SKUs are to be associated from the master catalog to the sales catalog.
  5. Click the Edit icon in the sales catalog page to ensure that All check box is selected.
    Once the mapping in progress completes the Catalog rules are mapped successfully.  
Associate selected products and/or SKUs to Sales Catalog

To associate selected products and/or SKUs from Master Catalog to the Sales Catalog,

  1. In the All Catalogs page, click on the required Sales Catalog row.

    The Catalog Overview page appears.
  2. Click the Sales Catalog Rule tab.
  3. The Select Project popup appears to associate Products and/or SKUs. This is required to create a project and get it approved with the Catalog Manager.
    Note: This page appears only if the project is not selected already.
  4. In the Sales Catalog Rule section, click the Edit icon.
  5. Deselect All to associate products and/or SKUs by rules. The Map by Rules section appears.
  6. Configure the condition as follows:
    • To add a condition based on an ID:
      1. In the Condition drop-down list, select Product ID to add products or select SKU ID to add SKUs.
      2. In the Operator drop-down list, select the required operators.
        • IN – checks for availability of multiple product/SKU IDs
        • NOT IN – checks for non-availability of multiple product/SKU IDs
        • Equals – checks for availability of single product/SKU ID
        • Not Equals – checks for non-availability of single product/SKU ID
      3. In the Values field click the icon and add the required item(s). For instructions to add items, see Add Items.
    • To add a condition based on the status:
      1. In the Condition drop-down list, select Product Status to add status-based products or select SKU Status to add status-based SKUs.
        Note: The status-based condition is not applicable for Filter type catalog, since only active Products and/or SKUs are added to the Filter type catalog. Refer to the Type field of the Creating Catalog section.
      2. Click the Operator field and select the required Operator.
      3. Select the required Status from the Status drop-down list.
    • To add a condition based on an attribute:
      1. In the Condition drop-down list, select the Product Attribute to add items that are mapped as product attributes or select SKU Attribute to add items that are mapped as SKU attributes.
      2. Click the Attribute field and select the required attribute.
      3. Click the Operator field and select the required operator.


        • Equals – checks for a single string value
        • Equals Ignore Case – checks for single value without case sensitive
        • Not Equals – checks for non-availability of a single string value
        • Greater Than, Greater Than or Equals, Less than, Less Than or Equals – checks only for numbers (Integer, Float)
        • Like – performs partial search
  7. Click Add Condition to add another condition if required.
    Note:
    • To delete a condition, click the Delete icon.
    • You can add one or more conditions by clicking the Add Condition option.
  8. Click the Add Group button to configure the “OR” condition. This is optional.

    Note:
    You can add one or more Add Group by clicking the Add Group button.
  9. Click the Save button. The Sales Catalog Rule is created.

    The rules are added to the Sales Catalog Rule page as follows.
     
  10. Click the Run button to associate the products and SKUs as per the rules you configured above.

Adding Items

  1. Click icon, the list of approved items appears in the right-panel.


  2. In the Search for Item screen, perform these functions and select one or more items to associate them to the attributes.
    The following table provides the field description for item selection:

    Field

    Description

    Search by Item ID or Item Name

    To search the required item(s), enter an item ID and/or item name, and click the search icon. In the search result, you can select the required item(s). Ensure that you provide only valid item IDs as values.

    Note: You can search multiple Product and/or SKU IDs separated by comma.

    Search using filter

    To filter and search based on the attribute name and/or attribute value,

    1. Click icon. The following attribute model is expanded:
    2. Select the attribute name from the drop-down list.
    3. Enter the attribute value, if required.
    4. Click the Search button. The matching attribute(s) will be displayed.

    Note:

    • To clear the filter, click the Clear All button.
    • To remove the additional filters, click  https://duseqpxtuo98y.cloudfront.net/guide-catalog89/Catalog_Product_Add Relations.png icon.
    • To add more filters and search, click the Add Filter button:

    Search by Project

    Toggle towards:

    • All Approved – to list all the approved products. This option is default.

     

    • Current Project – to list all the products that are yet to be submitted and approved:


    Select All

    Click the Select All option to select all the items listed in the search result section.

    Click the Deselect all option to deselect all the selected items.

    Note: To select few more products and/or SKUs from the list, scroll down and then click on Select All option.

    The item is added to the respective attribute(s) section.
    Note: To dissociate a particular item from the attribute(s) in the Feed  page, click the Delete icon against a particular item.

Importing via Excel Spreadsheet

The attributes of existing products and SKUs in the Sales Catalog can be updated via an Excel spreadsheet with the Import feature. As with manual additions and updates, bulk import changes require approval from a Catalog Manager via the Project approval workflow process.

After clicking the Sales catalog and Import tab, see Importing Attributes for instructions on importing attributes.

Configuring Settings

Working with Sales Catalog | Projects and Approvals

Configure Settings allows configuring the attribueid value of Name, Primary Image, Alt Image, Swatch Image, and Image Folder. The Settings tab contains the attribute of the product or SKU configuration. In the Settings tab, a Catalog manager can update the configurations that are required for a product or SKU.

To configure the settings,

  1. Click the Settings tab in the left panel.
    The Catalog Attribute settings are displayed.
  2. Update the settings for a product or SKU.
    The following table provides the field description for the Setting screen:

    Field

    Description

    Image Folder

    The folder path of a product or SKU image where it is stored.

    Attribute ID of Name

    Update the name of a product or SKU

    Attribute ID of Primary Image

    Update the primary image attribute name of a product or SKU image

    Attribute ID of Alt Image

    Update the alternate image attribute name of a product or SKU image

    Attribute ID of Swatch Image

    Update the swatch image attribute name of a product or SKU image

  3. Click the Save button to update the catalog settings.

Projects and Approvals

Configure Settings | Revision History

Based on the business requirements, a Business Admin can enable or disable the project workflow. This is done using the property defaultprojectaccess while configuring a microservice collection.

Enabling or Disabling Project Access and Workflow

All additions and/or changes to data in the Catalog microservice goes into effect in Project Approval workflow processes. The Project Approval workflow is processed based on enabling/disabling the collection properties defaultprojectaccess and disable_project_workflow of the Catalog service. A Business Admin can enable or disable project approval workflow in the Collection Properties of the Catalog microservice. The three different Project Approval workflow flows are:

Note: You can configure the collection property while Creating a Collection or Updating a Collection. Refer to Collection Properties defaultprojectaccess and disable_project_workflow.

Functions

Description

Collection Properties

defaultprojectaccess

disable_project_workflow

Mandatory Project Approval workflow

All additions and/or changes to data requires approval by a microservice manager role (for example, Catalog Manager) before they can go into effect.

The approval process requires a project approval workflow which is managed via Projects option that is visible in the header.

As a mandatory option, the Select Project screen displays automatically until all additions and/changes are associated to a project for approval.

Disable

Disable/enable

 

Note: The “disable_project_workflow” will work only when “defaultprojectaccess” is enabled.

Skip Project Approval workflow

All additions and/or changes to data directly goes into effect, does not require approval by a microservice manager role.

The Projects option will not be visible in the header. The additions and/changes are saved to the default project.

The Select Project screen will not be shown.

Enable

Enable

Optional Project Approval Workflow

All additions and/or changes to data directly goes into effect.

If the data requires approval by a microservice manager role, the project approval workflow can be initiated via Projects option that is visible in the header.

The additions and/changes are saved to the default project.

The Select Project screen appears ONLY when you click on the Projects link from where you can associate the additions and/changes to a project for approval.

Enable

Disable

Creating Projects in the Catalog

  1. Login to the Foundation service for your company (URL provided by Infosys Equinox).
  2. Click the Catalog microservice.

    The Catalog landing page appears.
  3. Click on the desired catalog from the catalog list to edit.
  4. Click the Projects link at the top-right corner of the screen.
  5. The Select Project screen appears.
  6. Enter a Project Name and click the Create Project button.

    The newly created Project appears in the Project List.
  7. Click on the View All button to view a list of all Projects, including the newly created project in the list.
    The newly created is project is listed with the all other projects.

    Note: If you have already selected an existing project, the project name is displayed in the top-right corner of the screen.

Project Details

To see the details of an existing Project,

  1. Click the Details button against your project in the Select Project Screen.
  2. The Project screen displays the details of the project. This enables the editor or a manager to update the description of the project, add a target completion date, view proposed changes, add notes, and submit the project for approval.

Submitting Projects in the Catalog Microservice

After making desired changes to a Catalog within a Project, a Catalog Editor or Manager should submit the proposed changes to a Catalog Manager for approval and go into effect.

  1. Review the details of the Project to be submitted by clicking the project’s row in the Projects List.
  2. Click the Edit icon to submit the Project with changes to a Catalog Manager for approval.
  3. Click the Submit button.

    The Submitted Project will display with a status of Submitted in the Projects List until a Catalog Manager takes action.

 

Managing Project Approval Workflows

The project workflow is the process of managing catalog details via the project. In the project workflow, you can create or select a project to add the addition/update of catalog details to the project or initiate the addition/update of catalog details, a project select pop-up opens to select or create a project to make part of the catalog details in the project. The project workflow is managed via a feed process and controlled by various statuses.

Note: The project approval workflow is skipped on the scenarios given below:

  1. If the collection property is configured for skipping the project approval workflow, refer to Enabling or Disabling projects.
  2. If the Sales Catalog is created as a “Filter” type catalog, refer to the Type field of Creating Catalog section.

The project approval workflow states are:

  • Open – the default status upon project creation or if the project has been reopened by the Catalog Manager for correction (editable)
  • Submitted – changes submitted to Catalog Manager for approval, but not yet approved (not editable)
  • Approved – changes approved by Catalog Manager and live (not editable)
  • Approval in Progress – changes submitted to Catalog Manager for approval and the Catalog Manager has clicked the approve button, but the triggered approval feed has neither completed nor failed (not editable)
  • Approved Failed – changes submitted to Catalog Manager for approval and the Catalog Manager has clicked the approve button, but the triggered approval feed has failed (not editable)
    • The Approve button will be available in the UI and the Catalog Manager must click it again to trigger a new approval feed
  • Denied – changes rejected (not editable)
image alt text

To ApproveDeny, or Reopen a Project, the Catalog Manager should:

  1. Login to the Foundation server for your company (URL provided by Infosys Equinox).
  2. Click the Catalog option.
  3. In the Catalog landing page, click the recently edited project.
    Note: Catalogs do not share Projects. Each Catalog will have its own unique set of Projects.
  4. Click Projects at the top-right corner of the screen.
  5. Review the details of the submitted Project by clicking the project’s row in the Projects List.
  6. Click any one of the following options:
    • Export – to export the Products and SKUs associated with the project to your local computer
    • Approve – to approve the proposed changes
    • Deny – to reject the changes
    • Reopen – to reopen the project again
  7. The updated status (in this example, Approved) appears for the Project in the Projects List.

 

Projects and Approvals | top



Revision History

2022-04-10 | JP – Fixed link and http issues.
2021-12-30 | SW – Updated for release 8.11.
2021-06-16 | SW – Improvised the guide.
2020-09-01 | SW – Updated content for Release 8.11.0.
2020-07-14 | SW – Updated content for Release 8.10.0.
2020-07-01 | SW – Updated content for Release 8.9.0.
2020-05-25 | JP – Updated content for Release 8.8.0.
2020-05-04 | JP – Updated content for May 2020 release.
2020-03-18 | AM – Updated content for April 2020 release.
2019-09-16 | AM – Updated content for September 2019 release.
2019-07-26 | PLK – Minor copyedits.
2019-07-19 | AM – Updated content for July 2019 release.
2019-06-08 | PLK – Minor copyedits.
2019-05-17 | JP – Minor copyedits.
2019-05-08 | JP – Inserted images and fixed link issues.
2019-05-04 | PLK – Content updated for April 2019 release.
2019-01-24 | PLK – Content uploaded and TOC and links created.