Product Documentation
Product Documentation
The PIM screen lets you view and manage your product catalog information. From the PIM overview, you can view a full list of all products synced from your ERP, as well as product information such as product code, name, PIM category, PIM status, product type and other details.
The "Search" screen can be the starting point to access product records and to edit details of an existing product in the Portal.
The "Data" tab will be the place where you can view product information, add new products, and complete mass updates. Mass updates can be done by importing or by updating directly on this screen. This tab acts like an 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. This embedded spreadsheet is sortable and has filters and faceting available so you can easily find the product you’re looking for.
To customize your grid view, click the "Show / Hide Columns" icon in the upper right side of the embedded spreadsheet, then click the columns you would like to view. You can also save the view as a sticky filter to quickly pull up the same view each time you are in the Data tab, and this view can be shared publicly or privately.
You can also search for specific products or information in the Data tab by clicking into the search field, or in the searchable columns - then typing in the term you are looking for.
From the Data tab, you can utilize the spreadsheet feature to easily mass update products. There are multiple options available for mass updating. Filters are also available on the column headers to easily narrow down the products you’d like to update.
The Category Assignment tab allows you to view all of your products and the specific categories they appear in. Each product can appear in more than one category and should be assigned to the lowest child category.
You can adjust your view of the "Category Assignment" tab by using the "Show / Hide Columns" icon in the upper right corner of the embedded spreadsheet - just select the columns you would like to view. You can also save this specific view as a sticky filter by clicking the down arrow symbol to the right of Filters.
Once categories are set up in the portal, products can be quickly assigned to categories directly in this grid or by a mass import when using our category assignment import feature.
The Attribute Assignment tab allows you to view all of your products with the specific attributes you have assigned to them, such as Brand, Size, Color, Type, or other identifying factors.
You can adjust your view of the Attribute Assignment tab by using the "Show / Hide Columns" icon in the upper right corner of the embedded spreadsheet - just select the columns you would like to view. You can also save this specific view as a sticky filter by clicking the down arrow symbol to the right of Filters.
Once Attributes are set up in the portal, you can easily add or remote Attributes from any product on this screen. Attributes can also be assigned to products by using our Attribute Assignment import feature.
The Filter Categories tab allows you to view the specific filter categories you have created, such as Brand, Size, Color, Type, or other identifying factors to group products together. You can also view and create new attributes by accessing attributes from the Filter Categories tab.
Filter Categories are created with a specific naming convention of "fg_[NAME]", and you can control the order of your filter categories by using a number score where the lowest number is the closest to the top, such as your first category being assigned a number score of 0, your second category receiving a number score of 5, and your third category being assigned a number score of 10.
You can easily add new Filter Categories by adding them directly in the grid, or by using the import feature to do a mass import.