Managing Catalogs

STABLE OF CONTENTS

Navigate to: PIM > Catalogs

Catalogs are made up of the categories and associated products you want to showcase in a webstore. Catalogs are groupings of categories that are created in the PIM. A single catalog can be used by multiple stores but a single store can have only one catalog. 

Catalog Importance

In the context of Znode as a whole, Catalogs are important:

  1. At the Store-level - Stores must have a Catalog associated with them.
  2. At the Catalog-level - Catalogs can be copied to quickstart a store and include all the categories/sub-categories structure of the original catalog. Once copied, customizations can be made by editing the catalog.
  3. At the Category-level - Categories are associated with a Catalog and are structured within by right-clicking the folder structure to order, add or remove category folders.
  4. At the Product-level - Products must be associated with a category in order to be available in a Catalog.

Adding a Catalog

Navigate to: PIM > Catalogs > “Add New” button

Steps to Add a Catalog

  1. Add the Catalog Code, Catalog Name, Enable/Disable the Index Settings, and "Save". The page reloads with action confirmation and advances to the "Manage Catalog" screen.

  2. Once a Catalog is created, administrators can use the "Associate Categories" button to associate an existing Category with the Catalog.

    1. Products can be added to the Category before or after associating the Category with a Catalog.

    2. Administrators can create a new Category directly from the Catalog landing page using the "Add New Category" button.

  3. Select the Categories to associate with the Catalog

Copying a Catalog

Administrators can copy an existing catalog as a starting point by clicking the “Copy” icon on the catalog listing page. Check the “Copy All Data” checkbox in order to copy the category associations.

Note: Schedulers and Index settings are not copied and must be reconfigured.

Publishing a Catalog

Navigate to: PIM > Catalogs > “Publish” Action

Before products can be seen on the webstore, the Catalog must first be published. The “Publish" action starts the publishing process. The time it takes to publish a catalog varies depending on the number of categories and products associated. Check the status of the publishing process by using the "View" action.

  1. The administrator has the option to Publish the Catalog to Preview & production or preview Only 

  2. The administrator has an option of checking the check box of Publish Draft Products Only”

  3. "Publish Draft Products Only" is always checked by default. 

  4. Checking "Publish Draft Products Only" publishes the draft products in the Catalog.

  5. If manually the “Publish Draft Products Only” is unchecked then all the products that are in the Catalog are published irrespective of their status.

After a Catalog has been published, it can be associated with any store or account, or user profile. Non-published catalogs can only be associated with the user profiles

Managing Scheduler for Catalog

The scheduler is used for updating the catalog (products associated with the catalog and other related information). An administrator can define the scheduler to update the catalog one time or on a recurring basis. 

When adding and editing scheduler details, the following details are visible on the pop-up screen:

  1. TouchPoint Name - The Touchpoint name is auto-generated and Scheduler Type is defaulted to Scheduled. 
  2. Scheduler Name - The administrator can define a unique name for the Scheduler from this section. (Scheduler name can be added only while creating a scheduler. Once the scheduler is created the name is not editable).
  3. Scheduler Setting 
    1. The Schedule Setting section has the following options available for defining a schedule:
      1. Scheduler Setting One Time - The purpose is to define a schedule thatupdates the catalog one time when the administrator selects One-time Scheduler.
        1. When the administrator selects one time option the following screen is displayed
        2. An administrator can enter the following information and click on save to configure the scheduler:
          1. Start Date - The administrator can select the "Start Date" for the defined job
          2. Time - The administrator can select the "time" for the defined job 
          3. Enabled - When this field is checked the defined job is active
      2. Scheduler Setting Recurring  - The purpose is to define a schedule so that the job executes multiple times a day, or runs on specific days and months as per the defined schedule for the job execution
        1. When the administrator selects the Recurring option the following screen is displayed
        2. An administrator can enter the following information and click on save to configure the scheduler:
          1. Cron - A Cron Expression is a definition of the schedule onto which the recurring jobs are executed. A user-friendly Cron expression description is displayed when a user clicks on Commonly Used Cron Expressions. Administrators can copy any Cron Expression and add it in the CRON Expression field.
          2. Enabled - When this field is checked the defined job is active. 

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