Accessing the Merchandising Console

Getting Started | Locale

To access the Merchandising console,

1. Log in to the Foundation server for your business (URL provided by Infosys Equinox).
2. Click Merchandising in the StoreOps page.
   
   The Categories page appears:
   

Locale

Accessing the Merchandising Console | Merchandising Page

All locales are configured in the Merchandising collection and are available in the locale drop-down menu, located at the upper right of all screens. Typically, the default locale is set to en_US, with other locales, such as fr_FR, de_DE, etc., considered as applicable locales. A Merchandising Administrator can define and view details based on the selected locale by choosing the desired option from the locale drop-down menu.

• Category (Category name, description, meta_title, meta_keywords, meta_description, and category Attributes)
• Category Builder – Rules (Product tab)
• Category attribute
• Alias category name in the navigation  milestones
• Import and export of merchandising details

Note: If your store has the multi-locale app installed, the name and description provided for a locale will be automatically translated to other locales upon saving the category.

Merchandising Functions

Locale | Project

In the Merchandising console, you can manage:

• Categories
• Site Navigation
• Product Groups
• Search Configurations
• Creative asset in the Asset Library section
• Import of merchandising details

Categories

A category comprises similar or related products and forms part of the navigation tree in the Storefront. Products within a category are grouped together and assigned creatives and templates through milestones. Categories are structured within the site navigation to present an appropriate navigation tree structure in the Storefront. Any modifications to category data must adhere to the project workflow. Upon project approval, the specific category appears in the Storefront, determined by the category milestone, its priority, and site navigation.

Managing Categories

In the Categories page, you can:

• export the categories
• refresh the product data
• configure search parameters
• create a category
• edit a category

Exporting Merchandising Details

On the Categories page, you have the ability to export merchandising details. These details include category attributes, categories, category milestones, site navigations, site navigation milestones, and more. These details, available within a collection or project, can be exported in an Excel sheet file format (.xlsx) for the chosen locale.

Exporting All Merchandising Details

To export all the merchandising details,

1. Click the Export All button on the Categories page.
   
   The Merchandising details are downloaded to your local computer.

Exporting All Merchandising Details via the Existing Project

To export all the merchandising details from a particular project,

1. Click the Projects at the top right-hand side of the Categories page.

2. Click an existing project.
   

3. Click the Export All button.
   
   The Merchandising details pertaining to the selected project are downloaded to your local computer.

Refreshing Product Data

To make products (and any modifications to those products) in a Catalog accessible to the Merchandising microservice, they must be indexed or refreshed following any addition or alteration.

Note: The product data refresh does not necessitate the Project approval workflow process. Depending on the volume of products in the Catalog, the refresh might take some time to complete.

At present, before mapping (assigning) products and attributes to categories, either the Merchandising Admin or the Merchandising Editor must initiate a refresh. This ensures that the most recent products and attributes in the Catalog collection are visible in its Merchandising collection.

To refresh product data,

1. Click the Refresh Product Data button to launch product data refresh manually within the Categories section.
   
2. Click the Proceed button to begin the refresh process.
   

Configuring Search Parameters

Searching for Categories

To search for the categories,

1. Click the Category ID, Category Name, Status, and/or Visible drop-down option in the header to open an entry field to provide search criteria.
   Note: 
   • For displaying a predefined number of categories per screen, see Selecting Predefined Rows.
   • By default, all the approved categories are listed in the Categories page. If the project is selected, you can view the category(ies) 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 category(ies), which matches the search criteria appears.

Modifying Searchable Fields

To modify the searchable fields,

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

Selecting Predefined Rows

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

1. Click the vertical ellipse available at the beginning of the search field.
2. Select Row Select. The Row Select appears as part of the search criteria.
3. Select 10 Rows, 25 Rows, or 50 Rows from the drop-down option.
   
4. Click the Go button. The selected rows of categories appear on the screen.
   Note: To reset the search field in the header, click the Reset button.

Creating a Category

For creating a category, see the video given below or refer to the step-by-step instructions:

To create a category

1. Click the Create Category button on the Categories page.
   
   The Select Project pop-up opens:
   
2. Select or create a project.
   
   The Create Category page appears:
   
3. Enter or select the following fields as required in the Create Category page:
   
   The following describes the above screen:
   

   Fields	Description
   ID*	Enter a unique identifier of the category.
   Status	Select a status from the drop-down menu. The options are: ACTIVE – The category is active and appears in the site navigation. This status is selected by default. INACTIVE – The category is inactive and will not be displayed in the storefront.
   Name*	Enter the name of the category.
   Visible	Select the appropriate option from the drop-down menu. The possible options are: Yes – The category is accessible via the homepage or deep link. This is the default selection. No – The category is only accessible via a deep link.
   Description	Enter the appropriate description for the category. This will be displayed on the storefront. You can apply styles as required to the added description.
   ImageURL	Click the ‘Choose Category Image’ button to select and upload an image for the category. The uploaded image will be visible on this page and displayed in the storefront for the respective category.

   Note: The fields marked with * (asterisk) are mandatory.
4. To add additional properties, in the Additional Properties section, click the Add Property button and enter the property key and property value. This is optional.
   Note:
   • To delete the property key and value pair, click the Delete icon.
   • The added additional property(ies) will be displayed as part of the category searchable field in the Categories page.
5. Add required Semantic IDs.
   Note: To delete a particular semantic ID, click .
6. Enable the ‘Auto-Create Milestone’ checkbox to create a milestone automatically. Disable to create it manually. To create a milestone, see Creating a Category Milestone.
   Note: By default, this checkbox is selected.
7. Click the Save button. The category is created.
   Note: 
   • To discard the changes, click the Cancel button.
   • Products, creatives, and/or templates are to be added to the category. To associate products, creatives, and/or templates via milestone, see Associating Products, Creatives, and Template to the Category Milestone.
   • To make this category approved, the project of the category is to be submitted and approved. To submit and approve the project, see Project Workflow.

Editing a Category

On the Category detail page, you can edit category details, create or edit category milestone, and associate products, creatives, and templates to the category milestone.

To edit a category,

1. Click a desired category on the Categories page.
   
2. Click the edit icon of the category.
   The Select Project pop-up opens.
   
3. Select the project or create a project:
   
4. Update the necessary details of the category.
   
   Note:
   • To delete the category, click the Delete button on the Category detail page. The status of the category will be updated as DELETED on the category listing page.
   • To create or edit the milestone data, see Creating a Category Milestone or Editing a Category Milestone.
5. Click the Save button. The category is updated with the given details.
   Note:
   • To discard the changes, click the Cancel button.
   • To make this category approved, the project of the category is to be submitted and approved. To submit and approve the project, see Project Workflow.

Creating a Category Milestone

For creating a milestone for the category, see the video below or the step-by-step instructions:

To create a category milestone

1. Click a desired category on the Categories page.
   
2. Click the Create Milestone button.
   
   The Select Project pop-up opens.
   
3. Select the project or create a project:
   
4. Enter or select the following fields as required on the Milestone page.
   
   

   Fields	Description
   ID*	Enter a unique identification of the milestone.
   Name*	Enter the name of the milestone.
   Priority*	Select the priority from the drop-down option. When a category has more than one milestone, the milestone will be displayed in the storefront based on the priority of the milestone.
   Status	Select a status from the drop-down menu. The possible statuses are: Active – Indicates the active status of the milestone. The category will be displayed in the storefront based on the active milestone and its priority. By default, the Active status is selected. Inactive – Indicates the inactive status of the milestone. The inactive milestone will not be considered to display the category in the storefront.
   Date Range*	Specify the milestone’s start and end dates. During this selected period, the category appears in the storefront. Note: When the collection property avoidMilestoneOverlap is enabled to true, overlapping date ranges for category milestones are disallowed.

   Note:
   • The fields marked with * (asterisk) are mandatory.
   • The products must be associated with the category milestone to display the products under the category in the Storefront. To associate the products to the category milestone, see Associating Products, Creatives, and Template to the Category Milestone.
5. Click the Save button. The category milestone is created.
   Note:
   • To discard the changes, click the Cancel button.
   • To make this milestone live, the project of the category milestone is to be submitted and approved. To submit and approve the project, see Project Workflow.

Editing a Category Milestone

1. Click a desired category in the Categories page.
   
2. Click the drop-down option of Live in the Milestone section to view all the milestones of the category.
   
   Note:
   • The milestones are differentiated with colors based on the priority of the milestone.
   • If the project is selected, the milestone(s) that is created via this project will be viewed under the In Process drop-down option.
3. Click on the desired milestone.
   
4. If the project is not selected, perform the following steps:
   1. Click Preview.
      
   2. Click the edit icon or anywhere in the Milestone section.
      
      The Select Project pop-up opens.
      
   3. Select the project or create a project:
      
5. If a project is already selected, perform the following steps:
   1. Click Edit.
      
   2. Click the edit icon or anywhere in the Milestone section.
      
6. Update the necessary category milestone details.
   
   Note: When the collection property avoidMilestoneOverlap is enabled to true, overlapping date ranges for category milestones are disallowed..
7. Click the Save button. The category milestone is updated with appropriate details.
   Note:
   • To discard the changes, click the Cancel button.
   • To make the update of milestone live, the project of the category milestone is to be submitted and approved. To submit and approve the project, see Project Workflow.

Associating Products, Creatives, Templates to the Category Milestone

For associating products, creatives, and templates to a milestone of the category, see the video below or the step-by-step instructions:

To associate products, creatives, and templates to the category milestone,

1. Click a desired category on the Categories page.
   
2. Click the drop-down option of Live in the Milestone section to view all the milestones of the category.
   
   Note: If the project is selected, the milestone(s) that are created via this project will be viewed under the In Process drop-down option.
3. Click on the desired milestone.
   
4. If the project is not selected, perform the following steps:
   1. Click Preview.
      
   2. Click the edit icon or anywhere in the Milestone section.
      
      The Select Project pop-up opens.
      
   3. Select the project or create a project:
      
5. If a project is already selected, perform the following steps:
   1. Click Edit.
      
   2. Click the edit icon or anywhere in the Milestone section.
      
6. Click the Build button in the Category Builder section.
   
   A modal will appear on the right side of the screen that will allow you to add the details in the following tabs:
   
   • Products – To add products to the category milestone, see the Products Tab.
   • Creatives – To add creatives to the category milestone, see the Creatives Tab.
   • Template – To add creatives to the category milestone, see the Template Tab.
     
7. Click the Save button. The products are added to the category along with the creatives and template.
   Note:
   • To discard the changes, click the Cancel button.
   • Once the products, creative, and template association is done, submit the project for approval. To submit and approve the project, see Project Workflow.

Products Tab

In the PRODUCTS tab, you have the ability to add multiple products to a category milestone. There are two methods for adding products to the milestone:

• Adding products directly to a milestone (Static)
• Adding products using a filter and/or sort options (Dynamic: rule-based)

Adding Products to a Milestone – Static

To add products directly to the milestone:

• Enter the product ID in the Add Products section, and then click the Apply button.
  Note: You can add more product IDs separated by a comma.

The products are added to the category.

Adding Products to a Milestone – Dynamic (rule-based)

In this method, you can add products by filtering the product attributes or product IDs and product names.

To add products by filtering the product attributes:

1. Click the vertical ellipse.
   
   The Filter section appears.
2. Search and select the required filter attribute from the drop-down option. To configure the attributes of a product, see Creating Product in the Catalog Admin Guide.
   
3. Once you select the attribute, the facets, which are associated with the attribute appear. Select the required facets from the drop-down option.
   
   Selected attribute(s) and its facets appear in the Filters section.
   
   Note:
   • To change the attribute in the filter section, click . 
   • To change the facets of the attributes in the filter section, click .
   • You can add more attributes by following the above procedure.
4. In the Sort Order section, select the required attribute from the drop-down option to sort the products within the category. This is optional.
   
5. Select the sort order of products:
   • ASC – sorts the products alphabetically in ascending order.
   • DESC – sorts the products alphabetically in descending order.
     
6. Click the Apply button to add the products to the category.

To add products by filtering the product IDs and product names:

1. Click   in the Add Products section.
   A Products modal will appear on the right side of the screen that will allow you to add product IDs in the Add Products section by searching and/or filtering the products.
2. Select the products by performing the following steps:
   1. Enter the product ID or product name in the search field, and then click the Search icon.
      The products that match the search criteria will be displayed.
   2. Additionally, click the filter icon to open the filter option. To filter the products by filtering the product attributes, see steps 2 and 3 of Adding Products to a Milestone – Dynamic rule-based.
      
   3. Click the Search button.
      The products that match the search criteria will be displayed:
      
3. Click the add icon to add the Product IDs to the Add Products section.
   
   The selected product’s ID is added to the Add Products section.
   
   Note: To close the Products modal, click .
4. Click the Apply button to add the products to the category milestone.
   
   Note: You can modify the product order sequence by dragging the product to display in the Storefront under a particular category:
   

Creatives Tab

The CREATIVES tab shows creatives configured for the Merchandising service. For instructions on configuring creatives, refer to the Asset Library Section.

To add creatives,

• Click the add icon to add a particular creative(s) to the category.
  
  The selected creative(s) will be added in the Category Builder section.

Templates tab

The TEMPLATES tab contains the available templates for category milestones. The selection of a template determines the presentation of Product List Pages, Department Pages, Product Detail Pages, and so on, in the storefront.

To add the template to the category,

1. Click the Category Template drop-down option and select the required template.
   
2. Click the Apply button.
   
3. Click outside the modal when finished selecting products, creatives, or a template.

Site Navigation

Site navigation defines the tree structure of the storefront. Products are grouped under specific categories, and these categories are systematically organized within the site navigation.

On the Site Navigation page, you can:

• Create site navigation for a B2B store.
• Manage site navigation milestones.
• Build a site navigation tree.

For creating a site navigation, see the video below or check the above links for step-by-step instructions:

Creating a Site Navigation for a B2B Store

To create site navigation,

1. Click the Site Navigation in the left navigation panel.
   
2. Click the Create Site Navigation button.
   
   The Select Project pop-up opens:
   
3. Create or select the project in the Select Project pop-up window.
4. Enter or select the following fields as required on the Site Navigation page.
   
   

   Fields	Description
   ID*	Enter the unique identification of the site navigation.
   Status	Select the appropriate status from the drop-down option. The possible statuses are: ACTIVE – This status indicates that the site navigation is active. An active site navigation is displayed on the storefront. By default, this status is selected. INACTIVE – This status indicates that the site navigation is inactive. Inactive site navigation is not displayed on the storefront.
   Name*	Enter the name of the site navigation.

   Note: 
   • The fields marked with * (asterisk) are mandatory.
   • To create a navigation tree, create milestones and organize the categories within the milestone, see Creating a Site Navigation Milestone and Building Site Navigation Tree.
5. Click the Save button to create site navigation.
   Note: To discard the changes, click the Cancel button.

Site Navigation Milestone

A site navigation milestone represents a time period when a specific version of the storefront site navigation will be live on the storefront. Within the milestone, categories are organized as required to display them in the storefront site navigation, thereby defining the tree structure of the entire site.

By default, a site navigation milestone is created as part of the default site navigation. The project workflow process is followed to create or edit a site navigation milestone. Site navigation can contain more than a milestone. The site navigation tree is displayed in the Storefront based on the live or approved site navigation milestone(s) and its priority. The site navigation milestone(s) that is yet to approved via project is listed under In Progress with its priority in the Milestones section. The site navigation milestones are differentiated with colors based on their priority.

Managing Site Navigation Milestone

In the Site Navigation page, you can:

• view site navigation milestone(s)
• edit a site navigation milestone
• create a site navigation milestone

Viewing Site Navigation Milestone(s)

To view site navigation  milestone(s),

1. Click Site Navigation in the left Navigation panel.
2. Click the drop-down option of Live in the Milestone section.
   
   The list of milestone(s) that are approved is listed:
   
   Note: To view the unapproved milestone(s), select the project and click In Progress in the Milestones section.

Creating a Site Navigation Milestone

1. Click Site Navigation in the left Navigation panel.
2. Click the Create Milestone button.
   
   The Select Project pop-up opens.
   
3. Select the project or create a project:
   
   Note: The fields marked with * (asterisk) are mandatory.
4. Enter or select the following fields as required in the Milestone section.
   

   Fields	Description
   ID*	Enter a unique identification of the milestone.
   Name*	Enter the name of the milestone.
   Priority*	Select the priority from the drop-down option. When a site navigation has more than a milestone, the milestone will be displayed in the Storefront based on the priority of the milestone.
   Status	Select the appropriate status from the drop-down option. The possible statuses are: Active – Indicates the active status of the milestone. The site navigation will be displayed in the Storefront based on the active milestone and its priority. By default, the Active status is selected. Inactive – Indicates the inactive status of the milestone. The inactive milestone will not be considered to display the site navigation in the Storefront.
   Date Range*	Select the start date and end date for the milestone. For this selected period, the site navigation will be displayed in the Storefront.

5. To build the navigation tree, perform the following in the Navigation Builder section:
   
   • View the categories in the navigation builder.
   • Enter the category ID in the Search field, you can see the result highlighted in the Navigation Builder section.
   • Additionally, you can search the categories by providing the category properties. To search the categories by category properties, perform the following steps:
     • Add more search fields, click the vertical ellipse and select the desired category properties.
       
     • Click the category properties drop-down option to open an entry field to provide search criteria.
     • Enter the desired search criteria in the search field, and then click Go.
   • In the Navigation Builder, perform the following actions against a category:

     Action	Purpose
     	Click on this icon to enable or disable the approved category to show or hide in the navigation tree.
     	Click on this icon to clone a category. The cloned category can be renamed with alias name for a particular locale. For example, a category name in the site navigation tree is provided as Women in the English, United States (en_US) and category alias name can be provided as Femmes in the Canadian French.
     	Click on this icon to view the category information. Note: When the category is not approved via the project is differentiated with color.
     Drag and Drop	Move a particular category by dragging and dropping in the required place.

   • In the Navigation Builder section, select the following check boxes to manage categories:
     • Open All – to expand and view the hierarchy of the navigation tree.
     • Show Hidden – to show the disabled categories.
     • Show Recent Changes – to view the recent changes that happened in the navigation builder and recently changed category is marked with an asterisk symbol.
6. Click the Save button. The site navigation milestone is created with a navigation build.
   Note:
   • To discard the changes, click the Cancel button.
   • To make this milestone live, the project of the site navigation milestone is to be submitted and approved. To submit and approve the project, see Project Workflow.

Editing a Site Navigation Milestone

1. Click Site Navigation in the left Navigation panel.
2. Click the drop-down option of Live in the Milestone section to view all the milestones of the site navigation.
   
   Note:
   • The milestones are differentiated with colors based on the priority of the milestone.
   • If the project is selected, the milestone(s) that is created via this project will be viewed under the In Process drop-down option.
3. Click on the desired milestone.
   
4. If the project is not selected, perform the following steps:
   1. Click Preview to view the milestone.
      
   2. Click the edit icon or anywhere in the Milestone section.
      
      The Select Project pop-up opens.
      
   3. Select the project or create a project.
      
5. If a project is already selected, perform the following steps:
   1. Click Edit.
      
   2. Click the edit icon or anywhere in the Milestone section.
      
6. Update the necessary site navigation milestone details.
   
7. Click the Save button. The site navigation milestone is updated with appropriate details.
   Note:
   • To discard the changes, click the Cancel button.
   • To make the update of milestone live, the project of the site navigation milestone is to be submitted and approved. To submit and approve the project, see Project Workflow.

Product Groups Section

In the product groups section, create a product group(s) and apply the selected template via milestone. Based on the selected template, the Product Detail Pages will be presented for the product group in the storefront. In the Product Groups page, you can,

• create a product group
• edit a product group

For creating a product group, see the video below or check the above links for step-by-step instructions:

Creating a Product Group

To create a product group,

1. Click Product Groups in the left navigation menu.
   
2. Click the Create Product Group button.
   
   The Select Project pop-up opens:
   
3. Select or create a project.
   
4. In the Create Product Group page, enter the ID*, Name*, Description, and select/deselect the Auto-Create Milestone for this product group checkbox in the Product Group form.
   Note: The fields marked with * (asterisk) are mandatory.
   
5. If required, add products and template to the product group. To add products and template to the product group, see Editing a Product Group.
6. Click the Save button.
   The product group is created.
   Note: To cancel the changes, click the Cancel button.
7. Submit the project for approval. To submit and approve the project, see Project Workflow.

Editing a Product Group

In the Product Group detail page, you can edit product group details, create or edit product group milestone, associate products and template to the product group milestone.

To edit a product group,

1. Click Product Groups in the left navigation menu.
2. Select the desired product group in the Product Groups page.
   
3. Click the edit icon to update the product group details.
   
   The Select Project pop-up opens.
   
4. Select or create a project.
   
5. Update the necessary product group details.
   
6. If required to create and/or edit the milestone, see Creating a Product Group Milestone or Editing a Product Group Milestone.
7. Click the Save button.
   Note: To cancel the changes, click the Cancel button.
8. Submit the project for approval. To submit and approve the project, see Project Workflow.

Creating a Product Group Milestone

To create a milestone,

1. Click Product Groups in the left navigation menu.
2. Select the desired product group.
   
3. Click the Create Milestone button.
   Note: A milestone can be created automatically while creating a product group.
   
   The Select Project pop-up opens.
   
4. Select or create a project.
   Note: The fields marked with * (asterisk) are mandatory.
5. Enter or select the following fields as required in the Milestone section:
   
   

   Fields	Description
   ID*	Enter a unique identifier of the milestone.
   Name*	Enter the name of the milestone.
   Priority*	Select the priority from the drop-down option. More than a milestone can be added to a product group. Based on the priorities, the milestone will be displayed for the product group. The possible priorities are High (default), Medium, and Low.
   Status	Select the appropriate status from the drop-down option. The possible statuses are: ACTIVE – Indicates the active status of the milestone. The default status is ACTIVE. INACTIVE –  Indicates the inactive status of the milestone.
   Date Range*	Select the start date and end date to display the milestone. By default, the milestone is selected for a year from the current date of milestone creation.

6. If required, associate the products and/or template to the product group. To associate the products and/or template, see Associate Products and Template.
7. Click the Save button.
   Note: To discard the changes, click the Cancel button.
8. Submit the project for approval. To submit and approve the project, see Project Workflow.

Editing a Product Group Milestone

To edit a milestone,

1. Click Product Groups in the left navigation menu.
2. Select the desired product group.
   
3. In the Product Group details page, select the desired milestone and click Preview.
   
4. Click the edit icon.
   
   The Select Project modal opens.
   
5. Select or create a project.
   
6. Update the necessary milestone details.
   
7. Submit the project for approval. To submit and approve the project, see Project Workflow.

Associate Products and Template

To associate the products to the product group milestone,

1. Click Product Groups in the left navigation menu.
2. Select the desired product group.
   
3. In the Product Group details page, click the desired milestone, and then click Preview.
   
4. Click the Build button to associate products and/or template.
   
   The Select Project pop-up opens.
   
5. Select or create a project.
   
   A modal will appear on the right side of the screen:
   
6. In the modal,
   • add products to the product group in the Product Tab. To add products by providing product ID, see the PRODUCTS Tab.
   • add a template to the product group Template Tab. To add a template, see the TEMPLATE Tab.
7. Click outside the modal.
8. Click the Save button.
   The product group is updated with the provided detail(s).
   Note: To discard the changes, click Cancel.
9. Submit the project for approval. To submit and approve the project, see Projects and Approval.

Search Configuration

Before you set up the search configuration, enable the collection property enableSearchConfiguration to display the tabs:

• Search Override – Overrides the search results for a given search term.
• Search Synonyms – Shows results for similar synonyms.
• Search Redirect URLs – Redirects to a specified link for a particular search item.

Configuring Search Override

On the Search Override details page, create a search term, and associate the selected template via milestone. The products are returned for the given search keyword in the storefront. The Search Override page allows you to:

• Create a search override.
• Edit a search override.

For creating a search override, see the video below or check the above links for the step-by-step instructions:

Creating a Search Override

To create a search override,

1. Click Search Configuration in the left navigation panel.
   The SEARCH OVERRIDE tab appears:
   
2. Click the Create Search Override button.
   The Select Project pop-up opens:
   
3. Select or create a project.
   
4. Enter or select the following fields:
   
   The following table describes the fields on the Search Override page:
   

   Fields	Description
   ID*	Enter a unique identifier of the search override.
   Keyword*	Enter the search keyword.
   Description	Enter the appropriate description for the search override.
   Action*	Select the appropriate action from the drop-down option. The possible actions are: Override – Results in the selected products for the given search term. The default action is Override. Redirect – Redirects to the provided link for the given search item. When the Redirect action is selected, the new field URL appears. Enter the redirect URL in the URL field.

   Note: The fields marked with * (asterisk) are mandatory.
5. If required,
   • create and/or edit a milestone. To create and/or edit a milestone, see Creating a Search Override Milestone and/or Editing a Search Override Milestone.
   • associate the products and/or template. To associate the products and/or template, see Associating a Products and/or Template to a Search Override.
6. Click the Save button.
   The search override is created.
   Note: To cancel the changes, click the Cancel button.
7. Submit the project for approval. To submit and approve the project, see Project Workflow.

Editing a Search Override

In the Search Override detail section, you can edit search override details, create or edit search override a milestone, and associate products and templates to the search override milestone.

To edit a search override,

1. Click Search Configuration in the left navigation panel.
   The SEARCH OVERRIDE tab appears:
   
2. Select the desired search override.
3. In the Search Override details page, click the edit icon.
   
   The Select Project modal opens:
   
4. Select or create a project.
   
5. Update the necessary search override details.
   
6. Click the Save button.
   Note: To discard the changes, click the Cancel button.
7. If required, create or update the milestone on the Search Override details page. To create or update the milestone, see Creating a Search Override Milestone or Editing a Search Override Milestone.
8. Submit the project for approval. To submit and approve the project, see Project Workflow.

Creating a Search Override Milestone

To create a milestone,

1. Click Search Configuration in the left navigation panel.
   The SEARCH OVERRIDE tab appears:
   
2. Select the desired search override.
3. Click the Create Milestone button.
   
   The Select Project modal opens:
   
4. Select or create a project.
   
5. Enter or select the following fields as required:
   
   The following table describes the above screen:
   

   Fields	Description
   ID*	Enter a unique identifier of the milestone.
   Name*	Enter the name of the milestone.
   Priority*	Select a priority from the drop-down menu. More than one milestone can be added to a category. Milestones are displayed based on their priority levels. The possible priorities are High (default), Medium, and Low.
   Status	Select a status from the drop-down option. The possible statuses are: ACTIVE – Indicates the active status of the milestone. The search override is valid for the period that is selected in the milestone and the priority of the milestone. The default status is ACTIVE. INACTIVE –  Indicates the inactive status of the milestone.
   Date Range*	Select the start and end dates to display the milestone. By default, the milestone spans one year from its creation date.
   Action	Select the appropriate action from the drop-down menu. The possible statuses are: Override – Results in the selected products for the given search term. The default action is Override. Redirect – Redirects to the provided link for the given search item. When the Redirect action is selected, the new field appears in the Search Results section. Enter the redirect URL.
   Synonyms	Synonym of the search term.

   Note: The fields marked with * (asterisk) are mandatory.
6. If required, associate the products and/or template to the search override. To associate the products and/or a template, see Associate Products and Template.
7. Click the Save button.
   Note: To discard the changes, click the Cancel button.
8. Submit the project for approval. To submit and approve the project, see Project Workflow.

Editing a Search Override Milestone

To edit a milestone,

1. Click Search Configuration in the left navigation panel.
   The SEARCH OVERRIDE tab appears:
   
2. Select the desired search override.
3. In the Search Override details page, select the desired milestone and click Preview.
   
4. Click the edit icon.
   
   The Select Project modal opens:
   
5. Select or create a project.
   
6. Update the necessary milestone details.
   
7. Click the Save button.
   Note: To discard the changes, click the Cancel button.
8. If required, associate the products or template to search override a milestone. To associate the products or template, see Associating Products and Templates to Search Override.
9. Submit the project for approval. To submit and approve the project, see Project Workflow.

Associating Products and Templates to Search Override

In the milestone, select an action to associate products. The actions include:

• Override – This action enables the addition of products and a template to the Search Override in the milestone.
• Redirect – This action allows for the addition of a redirect link for the search term.

To associate the products to the search override milestone,

1. Click Search Configuration in the left navigation panel.
   The SEARCH OVERRIDE tab appears:
   
2. Select the desired search override.
3. In the Search Override details page, select the desired milestone and click Preview.
   
4. Click the edit icon.
   
   The Select Project modal opens:
   
5. Select or create a project.
   
6. If the Action of the search override milestone is Override,
   1. Click the Build button in the Search Result section to associate products and/or templates.
      
      A modal will appear on the right side of the screen:
      
   2. In the modal,
      •  add products to the search override in the Product Tab. To add products by providing product ID, see the PRODUCTS Tab.
      • add a template to the search override in the Template Tab. To add a template, see the TEMPLATE Tab.
   3.  Click outside the modal.
7. If the Action of the search override milestone is Redirect, enter the redirect URL in the Search Results section.
   
8. Click the Save button.
9. The search override is updated with the provided detail(s).
   Note: To discard the changes, click Cancel.
10. Submit the project for approval. To submit and approve the project, see Projects and Approval.

The possible project statuses are as follows:

In the project workflow, you can:

• Create a project to wrap new and/or updated merchandising details.
• View and/or edit project details and merchandising details.
• Submit a project with merchandising details.
• Approve, deny, or reopen the submitted project.

Creating a Project

A project can be created to wrap new or updated merchandising details.

To create a project,

1. Click the Projects at the top right-hand side of the Merchandising console.
   
   The Select Project pop-up opens:
   
   Note: Alternatively, the Select Project pop-up opens while adding or updating merchandising details.
2. Enter the project name, and then click the Create Project button.
   The project is created with OPEN status:
   
   Note:
   • The project name must be unique from all other existing project names regardless of the project status.
   • To view and/or edit the project details, see Viewing and/or Editing Project Details.

Viewing and/or Editing Project Details

To view and/or edit project details,

1. Click the Projects at the top upper-right side of the Merchandising console.
   
   The Select Project pop-up opens:
   
2. In the Select Project pop-up, you can view:
   1. the list of projects, which are in the OPEN status.
      Note: By default, only the projects, which are in the OPEN status are listed in the Select Project pop-up.
   2. all the projects by clicking View All in the Select Project pop-up.
      All the projects are listed on the Projects page:
      
3. Click Details against your desired project name to view the project details.
   
   The project details page opens.
4. On the project details page, you can:
   • View project details and merchandising details that are new or updated through this project.
   • Update the project name by clicking the edit icon. 

Submitting a Project

Once the new and/or update of merchandising details is completed, the project can be submitted for approval.

To submit a Project,

1. Click the Projects at the top upper-right side of the Merchandising console.
   
   The Select Project pop-up opens:
   
2. View the project details by following any one of the methods:
   • To see particular project details, click Details against your desired project name in the Select Project pop-up.
     The project details page opens.
   • To view a list of projects and view project details:
     • Click View All in the Select Project pop-up.
     • Click Details against your desired project name.
       
3. In the project details page, click the edit icon.
   
4. Click the Submit button to submit the project.
   The project status is changed to SUBMITTED automatically.

Approve, Deny, Reopen a Project by Merchandising Admin

The project(s), which are in the submitted status can be reviewed and approved, rejected, or reopened only by Merchandising Admin as part of the project workflow.

To approve, deny, or reopen a project,

1. Log in to the Foundation server for your business (URL provided by Infosys Equinox). To log in, see Accessing the Merchandising Console.
2. Click the Projects at the top upper-right side of the Merchandising console.
   
   The Select Project pop-up opens:
   
3. View the project details by following any one of the methods:
   1. To see particular project details, click Details against your desired project name in the Select Project pop-up.
      The project details page opens.
      
   2. To view list of project and view project details:
      1. Click View All in the Select Project pop-up.
      2. Click Details against your desired project name.
         
4. Perform any one of the following actions:
   Any one of the following actions can be taken by the approver:
   

   Click	To
   	approve the submitted merchandising details via a project.
   	reject the submitted merchandising details via a project.
   	reopen the project for further correction of merchandising details.

   Note: Once the project is approved or denied, the project cannot be edited further.

Project | Top