Product Documentation
Product Documentation
While there are many different configurations you can use in the product grid, we'll be going over information that will specifically help you maintain large or small amounts of data with the Kodaris PIM system, including:
Note: The PIM workflow is only visible internally - it is not customer facing.
PIM Status can be used to show the status of a product. You can also filter on each status to see at which stage products are in your process. PIM Status can be accessed in the Data, Category Assignment, and Attribute Assignment grids or on each product details page.
When products are first synced from your ERP, they are automatically assigned with the "ADDED" status. (This is also the case with the PIM Attribute Status and the PIM Category Status.)
The below workflow has been used by the Kodaris team to update thousands of products. However, depending on the amount of your data and the size of your team, you may need to update this flow to suit your needs.
Updates to the status after the products are synced will need to be done by your team in the Kodaris PIM portal. These status updates can be made directly in the grid, by importing (for large amounts of data or initial workflow setup), or by team members working on products.
Before importing, you will need to create an import template by exporting a header row template from the Data, Category Assignment, or Attribute Assignment grids in the PIM portal. Imports are not reversible - be sure the spreadsheet you are using is the data you want to import. An empty cell will input an empty cell.
Once you have your .CSV file ready, you can import the updated PIM statuses. PIM Status can only be imported on the data grid screen.
The "Default Product Mapping Update" import matches on the product code, and all product codes will be updated with the values in the spreadsheet.
Important! The import function is quick – once you upload the selected file, the data in the file is created or updated. So please be sure to choose the correct file to import and have your file prepared correctly.
It may take a couple of minutes to complete an import if it is a large file. You may see a time-out notification if the file is large, but this does not mean the import failed. It will still be running in the background.
Once the import has been completed, the products will be updated with the PIM Workflow and will be ready to be assigned to your team for maintenance.
PIM Categories can be used as internal product buckets or categories – this can help when multiple team members work on products in the portal and are assigned specific PIM Categories to work through. Working on the same types of products can also increase the speed and efficiency of maintaining product data.
PIM Categories could relate to your high-level commerce categories or specialty buckets such as LUMBER, ELECTRICAL, POWER TOOLS, SPECIAL REQUEST, HIGH PRIORITY, and others.
Note: If using the PIM Workflow, the PIM Category should be added when updating the product status from ADDED to UPDATE.
PIM Categories can be accessed on the Data, Category Assignment, and Attribute Assignment tabs or on each product details page.
If you are using the PIM Workflow and would like to update the PIM Category, you can either change it manually or by importing.
Before importing, you will need to create an import template by exporting a header row template from the Data, Category Assignment, or Attribute Assignment grids in the PIM portal. Imports are not reversible - be sure the spreadsheet you are using is the data you want to import. An empty cell will input an empty cell.
Note: the PIM Category name needs to match exactly or it will not be imported.
Once you have your .CSV file ready, you can import the updated PIM Category.
The import function is quick - once you upload the selected file, the data in the file is created. Please be sure you select the correct file to import, and have your file prepared correctly.
Once the import is processed, your PIM Category fields will be updated. If it is a large file, this may take a few minutes. If the file is very large, you may see a time out notification, but this does not mean the import failed. It will still be running in the background.
PIM Attribute Status can be used the same way the PIM Status is used. Filtering on both the PIM Attribute status and the PIM Status can also help your team know which products are ready to assign attributes. It can also be helpful to sort products by the PIM Category. PIM Attribute status can be accessed in the Data, Category Assignment, and Attribute Assignment grids.
The PIM Attribute Status values are entirely customizable and can be adjusted to fit your desired workflow.
If you are using the PIM Workflow and would like to update the PIM Attribute Status, you can either change it manually or by importing.
Before importing, you will need to create an import template by exporting a header row template from the Data, Category Assignment, or Attribute Assignment grids in the PIM portal. Imports are not reversible - be sure the spreadsheet you are using is the data you want to import. An empty cell will input an empty cell.
Note: the PIM Attribute Status name needs to match exactly or it will not be imported.
Once you have your .CSV file ready, you can import the updated PIM Category.
The import function is quick - once you upload the selected file, the data in the file is created. Please be sure you select the correct file to import, and have your file prepared correctly.
Once the import is processed, your PIM Attribute Status fields will be updated. If it is a large file, this may take a few minutes. If the file is very large, you may see a time out notification, but this does not mean the import failed. It will still be running in the background.
PIM Category Status can be used the same way PIM Attribute Status is used. Filtering on the PIM Attribute Status and PIM Status will help your team know which products are ready to assign to commerce categories. It can also be helpful to sort products by the PIM Category. PIM Category status can be accessed in the Data, Category Assignment, and Attribute Assignment grids.
The PIM Category Status values are entirely customizable and can be adjusted to fit your desired workflow.
If you are using the PIM Workflow and would like to update the PIM Category Status, you can either change it manually or by importing.
Before importing, you will need to create an import template by exporting a header row template from the Data, Category Assignment, or Attribute Assignment grids in the PIM portal. Imports are not reversible - be sure the spreadsheet you are using is the data you want to import. An empty cell will input an empty cell.
Note: the Category Status name needs to match exactly or it will not be imported.
Once you have your .CSV file ready, you can import the updated PIM Category Status.
The import function is quick - once you upload the selected file, the data in the file is created. Please be sure you select the correct file to import, and have your file prepared correctly.
Once the import is processed, your PIM Category Status fields will be updated. If it is a large file, this may take a few minutes. If the file is very large, you may see a time out notification, but this does not mean the import failed. It will still be running in the background.
PIM Reasons is another filtering tool that can be helpful if there are reasons why a status was chosen on a product. Again, this is dependent on your use case and the type of data you update. Again, these values are entirely customizable, and the below examples are special use cases. PIM Reasons can be accessed in the Data, Category Assignment, and Attribute Assignment grids or on each product details page.
If you are using the PIM Workflow and would like to update the PIM Reasons, you can either change it manually or by importing.
Before importing, you will need to create an import template by exporting a header row template from the Data, Category Assignment, or Attribute Assignment grids in the PIM portal. Imports are not reversible - be sure the spreadsheet you are using is the data you want to import. An empty cell will input an empty cell.
Note: the PIM Reasons term needs to match exactly or it will not be imported.
Once you have your .CSV file ready, you can import the updated PIM Reasons.
The import function is quick - once you upload the selected file, the data in the file is created. Please be sure you select the correct file to import, and have your file prepared correctly.
Once the import is processed, your PIM Reasons fields will be updated. If it is a large file, this may take a few minutes. If the file is very large, you may see a time out notification, but this does not mean the import failed. It will still be running in the background.