Product Documentation
Product Documentation
Categories allow you to group certain products together so that it is easier for your customers to locate a specific item; for example, a company could choose to create categories like appliances, lighting, and tools. From there, child categories can be assigned to each parent category to further break down the category, such as assigning child categories of microwaves, stoves, and dishwashers to the parent category of appliances.
Within the Categories section of the PIM platform, you can create, edit, or remove certain categories as well as manage the products and information within the category.
To find a specific Category, you can use either the Search tab or the Data tab.
Using the Search tab, you can use the search option to find a specific term in any of the shown columns; to add or remove columns from your view, simply click the "Show / Hide Columns" icon in the upper right corner and select or unselect the boxes next to certain column names. You can also sort each column alphabetically by using the arrow next to the column name.
Under the Data tab, you can still use the Search option to find a specific term in any of the shown columns, but you can also filter a specific column by a term by either clicking the column filter or typing the search term directly into the column header.
The Data tab also functions as an embedded spreadsheet embedded spreadsheet with multiple options for bulk editing, such as editing on the fx field or copying and pasting, plus function like quick keys and shortcuts you would have in Google Sheets or Microsoft Excel.
Once you have found the category you would like to view, click the Details icon in the far right column
Under the Details tab, you can view or update information such as:
You can also indicate if a category is active, add SEO information, and indicate images to use if your commerce template requires them. To update information, click into the field you want to update, make the change, then click anywhere outside of the field to save the change.
If you have enabled different languages within your PIM Portal, you can select the from those language options in the upper right corner. This will allow you to add or edit information to appear about the category in that specific language.
The language you are viewing will be shown in the upper right corner, and fields that are multilingual are signified by the matching flag. If you do select another language and a certain field is blank, it means that no information for that language has been entered yet.
The Products tab shows all of the products associated with this specific category. The grid acts like an embedded spreadsheet so you can add, copy/paste, drag, and delete information by individual or multiple rows.
Update the fields you can see by clicking "Show / Hide Columns" icon in the upper right corner, then select the fields you want view. Specific views can also be saved as a sticky filter by clicking the down option next to Filters in the upper right corner of the table. You can also search for specific items using the Search field or by typing in a term to the filter boxes located at the top of each column. Product data can also be exported from the category.
Any public facing images and files, such as PDFs, that you want to display within the category and provide your customers access with can be uploaded here. Depending on the commerce template you select, these documents may or may not appear.
Any internal (not for public) images and files, such as PDFs, associated with the category can be uploaded here.
You can see each version of the Category's page under the Revisions tab; to view a version, click the Details icon. If needed, you can restore a specific previous version of the page by clicking the Revision icon on the far right of the category's row. If an error or change to the category is made that was published and not desired, this is an easy way to restore the category page to a correct version.
This option does need to be turned on; contact your Kodaris Account Manager for more information.
Kodaris support a dynamic schema, so if you want to add a field to certain categories or add a piece of data, like a brand image, you can do that in the Custom Fields tab. These fields are then available to the commerce template to use so that your commerce site can use one core template but customize it as needed.
The Development tab is specifically for developers to use; this screen will show all the database fields along with the search document that supports searching and indexing on the commerce website. This shows what you can search on, if you're using an API, or what you can filter on.