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Adding and Managing Products in Categories

<div id="content"><p tabindex="0">You usually import categories, products, and their hierarchical relationships from a third-party source like an ERP (Enterprise Resource Planning) system or PIM (Product Information Management) system.</p><p tabindex="0">Part of the product data enrichment and maintenance performed in the Backoffice Product Cockpit includes making sure that the product is assigned to the correct parent categories within your product hierarchy.</p><p tabindex="0">A product can be assigned to a category by adding it to the product’s supercategories property using the Product View.</p><p tabindex="0">However, consider turning instead to the Product Cockpit’s Assortment View, as it specializes in managing the category hierarchy by allowing you to assign products to categories using drag and drop functionality.</p><p tabindex="0">This view allows you to perform the following actions:</p><ul style="list-style-type:disc"><li tabindex="0">Add or remove categories in a catalog version.</li><li tabindex="0">Move or copy categories within the category hierarchy in a catalog version.</li><li tabindex="0">Edit product and category data.</li><li tabindex="0">Use drag and drop to assign uncategorized products to a category.</li><li tabindex="0">Use drag and drop to move or copy products between categories. If copied, the product will appear under both the original and new categories.</li></ul><img style="max-width:900px;max-height:none" class="image 1_1_landscape" title="This image shows the Product Cockpit’s Assortment Perspective." alt="This image shows the Product Cockpit’s Assortment Perspective." src="/service/media/C4H322B_2407_en-US_media/C4H322B_2407_en-US_images/U2L2_ProductHierachy_image.png" tabindex="0"><div tabindex="0"><h3>Adding Products to Categories</h3></div><div class="formalblock"><p tabindex="0">The following video shows how Product Managers can assign products to product categories and how product categories impact the customer experience.</p></div><div class="kalturaVideoLessonWrapper"><div aria-label="" class="kalturaVideoLessonContainer" data-testid="video" id="1_5ao2mb77"></div></div></div>

Managing Products in the Backoffice Product Cockpit

<div><div>Learn how Milly creates a new category of cameras on the Diva site and improves the customer experience. See step-by-step instructions and tips for managing product categories.<br><br># This description was auto-generated #</div></div>

Adding Products to Categories

In this video. we'll see how Milly creates a new category of cameras on the Diva's site, and how the category improves the customer experience.  Diva's marketing department wants to tempt users with exclusive collections, whose cameras are available at a discount. Milly logs into BackOffice, and indicates she is assuming the role of Product Manager. That choice means that the BackOffice Product Cockpit is automatically displayed. Since she is managing product categories, she selects the Assortment view.  Her task involves cameras, so she's working in the Electronics Product Catalog. She selects the Staged Version of this catalog.  The current category hierarchy doesn't include a spot for the kind of collection Milly is creating, so she creates a top-level category named Collections. The category is automatically a top-level one if not assigned as a Supercategory. Milly selects this new category before launching the creation wizard again, and this automatically populates the Supercategories property. She names this new category the Cartier-Bresson Collection.  Wizards normally only include essential properties, so Milly clicks the Edit icon to see all the properties of this category. In the Category Structure tab, she confirms that it’s a child category of the Collections category.  We see she hasn’t had a chance to add any products. While she could do it here, the Product Cockpit offers an easier way to add products, so she clicks the Back button to return to the Assortment view.  The Assortment view supports drag-and-drop to add products to a category.  To simplify that process, Milly opens a split-screen view, and arranges it to show two category trees, one by itself on the left, the other with an accompanying products pane on the right. Working in that right-hand category tree, she locates, under the Open Catalogue, the Digital SLR category. The cameras and accessories in that category are shown in the Products pane. Milly can now drag one of the displayed products to the Cartier-Bresson Collection category in the left-hand category tree. By default, the dragged product is moved to the new category, meaning it disappears from the category it was dragged from.  However, Milly wants the camera to continue to appear in the Digital SLR category after she adds it to the Cartier-Bresson Collection.  Since she’s working on a Mac, she does that by holding down the 'Option' key as she drags the camera.  If using a Windows computer, instead, she holds down the 'Alt' key.  Milly can check that the product was correctly recategorized by editing it. The Product Editing window reveals that the camera was originally in two categories, Digital SLR and Sony,  and can now also be found in the Cartier-Bresson Collection category. Dismissing the Product Edit window, Milly can now synchronize the Electronics Product catalog by clicking on the Sync icon and launching the synchronization process.  On the Web site, Milly can access her new category directly by adding a ‘c’ to the URL (for category), and then the category’s identifier, Cartier-Bresson. The collection is then displayed. However, the collection is nowhere to be found in the navigation bar. It is because the navigation bar does not automatically mirror the Product Catalog. Instead, it is maintained by the Web site Manager, and can contain both internal and external links, including links to specific category pages in the Product Catalog. That means Milly must ask Web site Manager, Laura, to include a link to special collections like the Cartier-Bresson Collection. Once she does, customers can access the category using the navigation bar. But categories can be used for more than mere navigation. Milly could ask Alex, the Backoffice Manager, to create a promotion for all items in the Cartier-Bresson Collection category. Once Alex creates and publishes that promotion, we see a discount applied to a product from that category when we add it to the cart.